Ameriprise Financial, Inc. (AMP)

Over the past six months, Ameriprise Financial's stock (AMP) has trended upwards by 7.94%, and in the past year, the stock has seen an 18% increase. In the second quarter of 2025, Ameriprise reported adjusted operating earnings per diluted share of $9.11, a 7% year-over-year increase, surpassing analysts' expectations by 1.67%, with revenue growing by 4% to $4.4 billion, also beating estimates. Assets under management, administration, and advisement reached a record high of $1.6 trillion, up 9%, and the company returned $731 million of capital to shareholders. Analyst ratings have varied, with Morgan Stanley maintaining an 'Underweight' rating but lowering its price target, RBC Capital maintaining an 'Outperform' rating and raising its price target, William Blair downgrading the rating to 'Market Perform', and Raymond James maintaining a 'Strong Buy' rating and raising its price target. Institutional investors may have overlooked a recent US$1.7 billion market cap drop in May 2025, as long-term gains for the company remained positive.

While explicit detailed seasonality data for all Ameriprise Financial products and services is not readily available without specific access, some insights can be inferred. The company's performance can be influenced by broader market conditions, with rising equity markets and elevated interest rates positively impacting its stock performance and annuity demand. Earnings reports, typically occurring quarterly, can also create seasonal interest and impact stock price. Growth in assets under management (AUM) is expected to support Ameriprise during earnings seasons. The financial planning and wealth management industry may experience some cyclicality related to tax seasons or year-end financial reviews, but specific patterns for Ameriprise's entire product and service portfolio are not explicitly detailed in the provided information.

Ameriprise Financial, Inc. (AMP) is a diversified financial services company based in Minneapolis, Minnesota, operating within the Finance sector, specifically in the Investment Managers industry. The company provides a comprehensive suite of financial planning products and services to individual and institutional clients both in the United States and internationally, including wealth management, asset management, insurance, annuities, estate planning, brokerage products and services, and cash management and banking products. As of April 2022, over 80% of the company's revenue was derived from wealth management. Ameriprise operates through several key segments: Advice & Wealth Management, Asset Management, and Retirement & Protection Solutions. Its primary subsidiaries include Ameriprise Financial Services, RiverSource Life Insurance Company, and Columbia Threadneedle Investments, which serves as its global asset management brand.

Ameriprise Financial has a significant presence in the United States and operates internationally. As of February 2020, the company had an extensive network of over 180 employee advisor offices nationwide, with plans for further expansion. Its asset management arm, Columbia Threadneedle Investments, provides global investment management services to institutional and retail clients through intermediaries across Europe, expanding Ameriprise's international reach.

In the past year, Ameriprise Financial has received positive recognition for its brand and services. Kiplinger recognized Ameriprise as outstanding for overall satisfaction, quality of advice, trustworthy advisors, and being the most recommended among wealth managers in its 2025 Readers' Choice Awards. Additionally, Ameriprise was named one of America's Most Innovative Companies 2025 by Fortune.

Ameriprise Financial, Inc. has a diverse ownership structure, with institutional investors holding a significant majority of approximately 87% to 89% of the company's shares. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., JPMorgan Chase & Co, and State Street Corp. Berkshire Hathaway Inc. is identified as the largest individual Ameriprise Financial shareholder, owning 54.24 million shares, representing 57.54% of the company. Individual investors hold approximately 11-12% of the company's stock, while insiders own less than 1%.