ameriprise financial is america’s leader in financial planning(1). for more than 120 years, we have helped our clients put their dreams more within reach. we take a personal approach to financial planning and advice as we help bring our clients’ goals to life. our advisors take the time to understand our clients’ needs – both big and small – and work with clients to create a plan to make their dreams possible. our strength and stability has been built upon our core values — client focused, integrity always, excellence in all we do and respect for individuals and communities. we have: • more than 2 million individual, business and institutional clients.(2) • been named to the list of best places to work for the sixth consecutive year. (3) • supported more than 6,000 nonprofits in 2014 by contributing nearly $12 million through grants, gift matching and volunteerism. (4) we are a fortune 500® company(5) that combines a team-based atmosphere with an entrepreneurial spirit. from
Company profile
Ticker
AMP
Exchange
Website
CEO
James Cracchiolo
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
AMERICAN EXPRESS FINANCIAL ADVISORS, AMERICAN EXPRESS FINANCIAL CORP, IDS FINANCIAL CORP/MN/
SEC CIK
Corporate docs
Subsidiaries
Ameriprise Certificate Company • AMPF Holding, LLC • American Enterprise Investment Services Inc. • Ameriprise Financial Services, LLC. • Columbia Management Investment Advisers, LLC • RiverSource Life Insurance Company • RiverSource Life Insurance Co. ...
IRS number
133180631
SEC advisor number
801-14721
Address
Ameriprise Financial
1099 AMERIPRISE FINANCIAL CENTER
MINNEAPOLIS
MN 55474
1099 AMERIPRISE FINANCIAL CENTER
MINNEAPOLIS
MN 55474
Phone
612-671-8001
AMP stock data
Latest filings (excl ownership)
10-Q
2024 Q1
Quarterly report
6 May 24
8-K
Amendments to Articles of Incorporation or Bylaws
26 Apr 24
8-K
Raises Quarterly Dividend 10 Percent
22 Apr 24
ARS
2023 FY
Annual report to shareholders
15 Mar 24
DEFA14A
Additional proxy soliciting materials
15 Mar 24
DEF 14A
Definitive proxy
15 Mar 24
PRE 14A
Preliminary proxy
1 Mar 24
S-3ASR
Automatic shelf registration
23 Feb 24
8-K
Ameriprise Financial Reports Fourth Quarter 2023 Results
24 Jan 24
8-K
Other Events
9 Nov 23
Transcripts
AMP
Earnings call transcript
2024 Q1
23 Apr 24
AMP
Earnings call transcript
2023 Q4
25 Jan 24
AMP
Earnings call transcript
2023 Q3
26 Oct 23
AMP
Earnings call transcript
2023 Q2
27 Jul 23
AMP
Earnings call transcript
2023 Q2
27 Jul 23
AMP
Earnings call transcript
2023 Q1
25 Apr 23
AMP
Earnings call transcript
2022 Q4
26 Jan 23
AMP
Earnings call transcript
2022 Q3
26 Oct 22
AMP
Earnings call transcript
2022 Q2
27 Jul 22
AMP
Earnings call transcript
2022 Q1
26 Apr 22
Latest ownership filings
144
Notice of proposed sale of securities
16 May 24
13F-HR
Quarterly holdings report by institutional manager
15 May 24
SC 13G/A
Eiger BioPharmaceuticals, Inc.
10 May 24
4
W EDWARD WALTER
26 Apr 24
4
Brian T Shea
26 Apr 24
4
Armando Pimentel Jr
26 Apr 24
4
Amy DiGeso
26 Apr 24
4
BLIXT DIANNE NEAL
26 Apr 24
4
CHRISTOPHER J WILLIAMS
26 Apr 24
4
Robert Francis Sharpe JR
26 Apr 24
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 7.99 bn | 7.99 bn | 7.99 bn | 7.99 bn | 7.99 bn | 7.99 bn |
Cash burn (monthly) | 247.00 mm | 135.33 mm | (no burn) | (no burn) | (no burn) | (no burn) |
Cash used (since last report) | 1.88 bn | 1.03 bn | n/a | n/a | n/a | n/a |
Cash remaining | 6.11 bn | 6.96 bn | n/a | n/a | n/a | n/a |
Runway (months of cash) | 24.7 | 51.4 | n/a | n/a | n/a | n/a |
Institutional ownership, Q4 2023
58.1% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 942 |
Opened positions | 138 |
Closed positions | 247 |
Increased positions | 276 |
Reduced positions | 341 |
13F shares | Current |
---|---|
Total value | 20.45 tn |
Total shares | 57.73 mm |
Total puts | 119.55 k |
Total calls | 49.18 k |
Total put/call ratio | 2.4 |
Largest owners | Shares | Value |
---|---|---|
Vanguard | 13.01 mm | $4.94 tn |
STT State Street | 4.50 mm | $1.71 tn |
JPM JPMorgan Chase & Co. | 3.24 mm | $1.23 tn |
MS Morgan Stanley | 2.26 mm | $859.32 bn |
Viking Global Investors | 1.91 mm | $727.14 bn |
Ubs Global Asset Management Americas | 1.74 mm | $660.09 bn |
Boston Partners | 1.60 mm | $609.65 bn |
BK Bank Of New York Mellon | 1.36 mm | $517.70 bn |
UBS UBS Group AG - Registered Shares | 1.36 mm | $514.98 bn |
FMR | 1.28 mm | $484.55 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
25 Apr 24 | Williams Christopher J | Phantom Stock (Retainer Deferral) Common Stock | Grant | Acquire A | No | No | 410.91 | 75.29 | 30.94 k | 3,401.281 |
24 Apr 24 | Williams Christopher J | Phantom Stock (Annual) Common Stock | Grant | Acquire A | No | No | 0 | 460.204 | 0.00 | 8,593.021 |
24 Apr 24 | Sharpe Robert Francis JR | Phantom Stock (Annual) Common Stock | Grant | Acquire A | No | No | 0 | 460.204 | 0.00 | 38,215.553 |
24 Apr 24 | Neal Blixt Dianne | Phantom Stock (Annual) Common Stock | Grant | Acquire A | No | No | 0 | 460.204 | 0.00 | 11,922.352 |
24 Apr 24 | Armando Pimentel Jr | Phantom Stock (Annual) Common Stock | Grant | Acquire A | No | No | 0 | 460.204 | 0.00 | 1,500.548 |
24 Apr 24 | DiGeso Amy | Phantom Stock (Annual) Common Stock | Grant | Acquire A | No | No | 0 | 460.204 | 0.00 | 11,922.352 |
News
$1000 Invested In Ameriprise Finl 15 Years Ago Would Be Worth This Much Today
17 May 24
How Is The Market Feeling About Ameriprise Finl?
15 May 24
In-Depth Examination Of 7 Analyst Recommendations For Ameriprise Finl
6 May 24
Argus Research Maintains Buy on Ameriprise Finl, Raises Price Target to $460
6 May 24
Here's How Much You Would Have Made Owning Ameriprise Finl Stock In The Last 15 Years
2 May 24
Press releases
Ameriprise Financial Increases Regular Quarterly Dividend
22 Apr 24
Ameriprise Financial Reports First Quarter 2024 Results, Raises Quarterly Dividend 10 Percent
22 Apr 24
Ameriprise Financial Recognized by Newsweek as One of "America's Greatest Workplaces for Women"
18 Apr 24
American Couples Have Shared Goals for Retirement, but Haven't Nailed Down the Details: New Research from Ameriprise Financial
17 Apr 24
Ameriprise Financial Motivates and Empowers Women at Its 7th Annual Women Advisor Summits
16 Apr 24