AMERIPRISE FINANCIAL INC AMP
Ameriprise Financial, Inc. is a diversified financial services company with a more than 130-year history of providing solutions to help clients confidently achieve their financial objectives. Ameriprise Financial, Inc. is a holding company incorporated in Delaware that primarily engages in business through its subsidiaries. Accordingly, references to "Ameriprise," "Ameriprise Financial," the "Company," "we," "us," and "our" may refer to Ameriprise Financial, Inc. exclusively, to our entire family of companies, or to one or more of our subsidiaries.
We are a long-standing leader in financial planning and advice offering a broad range of products and services designed to assist individual and institutional clients achieve their financial objectives. Our strategy is centered on helping clients confidently achieve their goals by providing holistic advice and by managing and protecting their assets and income. We carry out our strategy through two primary go-to-market approaches: Wealth Management and Asset Management.
Valuation FY2025 figures against the last close
Annual financial statements
Income statement
| Fiscal year | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $18.91B | $17.93B | $16.10B | $14.33B | $13.39B | $11.96B | $13.10B | $12.92B | $12.18B | $11.84B |
| SG&A | $3.88B | $3.90B | $3.87B | $3.72B | $3.44B | $3.12B | $3.29B | $3.17B | $3.16B | $3.08B |
| Total operating expenses | $13.98B | $13.00B | $12.30B | $10.33B | $9.19B | $10.07B | $10.73B | $10.35B | $9.92B | $10.21B |
| Pre-tax income | $4.50B | $4.27B | $3.23B | $3.93B | $4.18B | $1.83B | $2.23B | $2.48B | $2.21B | $1.59B |
| Income tax | $941.0M | $866.0M | $678.0M | $782.0M | $768.0M | $297.0M | $339.0M | $386.0M | $734.0M | $278.0M |
| Net income | $3.56B | $3.40B | $2.56B | $3.15B | $3.42B | $1.53B | $1.89B | $2.10B | $1.48B | $1.31B |
| EPS, basic | 36.85 | 33.67 | 24.18 | 28.29 | 29.13 | 12.39 | 14.12 | 14.41 | 9.60 | 7.90 |
| EPS, diluted | 36.28 | 33.05 | 23.71 | 27.70 | 28.48 | 12.20 | 13.92 | 14.20 | 9.44 | 7.81 |
| Shares, diluted (wtd. avg.) | 98.2M | 102.9M | 107.8M | 113.7M | 120.0M | 125.7M | 136.0M | 147.7M | 156.7M | 168.2M |
Balance sheet
| Fiscal year | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash and equivalents | $11.16B | $9.49B | $8.62B | $8.76B | $9.57B | $8.90B | $6.21B | $5.88B | $5.14B | $5.54B |
| Property, plant and equipment | $744.0M | $733.0M | $681.0M | $630.0M | $590.0M | $602.0M | $610.0M | $635.0M | $626.0M | $607.0M |
| Goodwill | $1.44B | $1.40B | $1.41B | $1.39B | $1.46B | $1.18B | $1.17B | $1.16B | $1.18B | $1.10B |
| Other intangibles | $356.0M | $262.0M | $298.0M | $192.0M | $193.0M | $108.0M | $113.0M | $116.0M | $138.0M | $108.0M |
| Total assets | $190.90B | $181.40B | $175.19B | $158.85B | $177.74B | $165.88B | $151.83B | $137.22B | $147.48B | $139.82B |
| Total liabilities | $184.35B | $176.18B | $170.46B | $155.05B | $172.90B | $160.02B | $146.10B | $131.63B | $141.49B | $133.53B |
| Retained earnings | $27.66B | $24.71B | $21.91B | $19.92B | $17.32B | $15.29B | $14.28B | $12.91B | $11.33B | $10.35B |
| Total equity | $6.55B | $5.23B | $4.73B | $3.80B | $4.84B | $6.13B | $5.91B | $5.59B | $6.00B | $6.29B |
Cash flow
| Fiscal year | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Operating cash flow | $8.32B | $6.59B | $4.68B | $4.41B | $3.33B | $4.62B | $2.34B | $2.60B | $1.52B | $2.33B |
| Depreciation and amortisation | $151.0M | $142.0M | $151.0M | $142.0M | $144.0M | $153.0M | $147.0M | $198.0M | $234.0M | $248.0M |
| Stock-based compensation | $206.0M | $193.0M | $187.0M | $170.0M | $152.0M | $146.0M | $135.0M | $144.0M | $121.0M | $134.0M |
| Capital expenditure | $162.0M | $176.0M | $184.0M | $182.0M | $120.0M | $147.0M | $143.0M | $162.0M | $162.0M | $92.0M |
| Investing cash flow | -$1.53B | -$551.0M | -$9.26B | -$13.58B | -$4.38B | -$2.89B | -$3.23B | -$587.0M | -$171.0M | -$783.0M |
| Financing cash flow | -$5.16B | -$5.17B | $4.41B | $8.43B | $1.72B | $952.0M | $1.21B | -$1.26B | -$1.78B | -$1.14B |
| Dividends paid | $596.0M | $574.0M | $550.0M | $534.0M | $511.0M | $497.0M | $504.0M | $506.0M | $491.0M | $479.0M |
| Buybacks | $2.91B | $2.45B | $2.13B | $1.98B | $2.03B | $1.44B | $1.94B | $1.63B | $1.49B | $1.71B |
Figures as tagged in each year's own filing, in US dollars. A year restated by a later filing shows the restated figure. Capital expenditure, dividends and buybacks are cash out, shown positive. A line the filer does not report is not listed. Latest from accession 0000820027-26-000016.
Plot the figures US dollars
- Revenue
- Gross profit
- Net income
| Fiscal year | FY2016 | FY2017 | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $11.84B | $12.18B | $12.92B | $13.10B | $11.96B | $13.39B | $14.33B | $16.10B | $17.93B | $18.91B |
| Gross profit | — | — | — | — | — | — | — | — | — | — |
| Net income | $1.31B | $1.48B | $2.10B | $1.89B | $1.53B | $3.42B | $3.15B | $2.56B | $3.40B | $3.56B |
Recent filings and events
- Results announced The quarterly or annual earnings release. Arrives four times a year from almost every company here. Item 2.02
- Other event The catch-all. The company chose to disclose something that fits no other item, so the content is whatever it says it is. Item 8.01
- Officer or director change Someone at the top arrived or left. The item covers everything from a board retirement to a chief executive being removed, and only the filing itself says which. Item 5.02
- Regulation FD disclosure Something the company told the market and had to tell everyone at once - usually a slide deck or a press release. Item 7.01
- Shareholder vote The results of the annual meeting or a special vote. Item 5.07
- Results announced Item 2.02
- Annual report filed A new 10-K. The figures and the business description on this site come from it. Form 10-K
- Officer or director change Item 5.02
- Results announced Item 2.02
- Officer or director change Item 5.02
- Results announced Item 2.02
- Results announced Item 2.02
Item numbers are Form 8-K's own, and a filing date is up to four business days after the thing it reports. The same feed across the whole market.
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