Ameriprise Financial (AMP)

• Market cap: $49.3B
• 1 day: -2.69%
• 5 days: -3.76%
• 1 month: -3.47%
• 3 months: 6.22%
• 6 months: -8.75%
• Year to date: -5.34%
• 1 year: 17.51%
• 5 years: 234.05%
• 10 years: 292.27%
• Sector: Financials
• Industry: Asset Management

About: Ameriprise Financial is a major player in the US market for asset and wealth management, with around $1.5 trillion in total assets under management and administration at the end of 2024. With about 10,500 advisors, Ameriprise has one of the largest branded advisor networks in the industry. About 80% of the company's revenue comes from its asset and wealth management segments. Ameriprise has reduced its exposure to insurance with the sale of its auto and home insurance business in 2019 and discontinuing the sale of proprietary fixed annuities in 2020.

Employees: 13,600

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

67% more call options, than puts

Call options by funds: $110M | Put options by funds: $65.4M

1% more repeat investments, than reductions

Existing positions increased: 482 | Existing positions reduced: 475

0% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 110

0.46% less ownership

Funds ownership: 85.32% [Q4 2024] → 84.86% (-0.46%) [Q1 2025]

2% less funds holding

Funds holding: 1,365 [Q4 2024] → 1,332 (-33) [Q1 2025]

11% less capital invested

Capital invested by funds: $44.1B [Q4 2024] → $39.3B (-$4.74B) [Q1 2025]

21% less funds holding in top 10

Funds holding in top 10: 24 [Q4 2024] → 19 (-5) [Q1 2025]

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $520 4% upside
• Avg. target: $543 8% upside
• High target: $565 13% upside

2 analyst ratings

• positive: 1 50%
• neutral: 1 50%
• negative: 0 0%

Keefe, Bruyette & Woods Ryan Krueger	4% upside $520	Market Perform Maintained	7 May 2025
RBC Capital Kenneth Lee	13% upside $565	Outperform Maintained	29 Apr 2025