Ameriprise Financial (AMP)

• Market cap: $45B
• 1 day: 0.70%
• 5 days: -1.92%
• 1 month: -2.57%
• 3 months: -17.99%
• 6 months: -8.65%
• Year to date: -11.00%
• 1 year: 13.28%
• 5 years: 299.64%
• 10 years: 269.95%
• 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 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

251% more first-time investments, than exits

New positions opened: 200 | Existing positions closed: 57

117% more call options, than puts

Call options by funds: $105M | Put options by funds: $48.4M

33% more funds holding in top 10

Funds holding in top 10: 18 [Q3] → 24 (+6) [Q4]

16% more capital invested

Capital invested by funds: $38B [Q3] → $44B (+$6.01B) [Q4]

9% more funds holding

Funds holding: 1,242 [Q3] → 1,358 (+116) [Q4]

2.77% more ownership

Funds ownership: 82.5% [Q3] → 85.27% (+2.77%) [Q4]

11% less repeat investments, than reductions

Existing positions increased: 424 | Existing positions reduced: 479

Research analyst outlook

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

• Low target: $442 6% downside
• Avg. target: $515 9% upside
• High target: $565 20% upside

4 analyst ratings

• positive: 1 25%
• neutral: 2 50%
• negative: 1 25%

RBC Capital Kenneth Lee 29% 1-year accuracy 16 / 56 met price target	20% upside $565	Outperform Maintained	29 Apr 2025
Keefe, Bruyette & Woods Ryan Krueger 62% 1-year accuracy 13 / 21 met price target	8% upside $510	Market Perform Maintained	29 Apr 2025
Morgan Stanley Michael Cyprys 52% 1-year accuracy 13 / 25 met price target	15% upside $542	Equal-Weight Maintained	4 Mar 2025
Piper Sandler John Barnidge 43% 1-year accuracy 20 / 47 met price target	6% downside $442	Underweight Maintained	31 Jan 2025