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Ameriprise Financial Inc
F:A4S

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Ameriprise Financial Inc
F:A4S
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Price: 376.9 EUR -0.66% Market Closed
Market Cap: €37.1B

Ameriprise Financial Inc
Investor Relations

Ameriprise Financial helps individuals and families manage money, plan for retirement, and invest for the long term. Its main business is built around financial advisers who work with clients on planning, brokerage, and managed accounts, while its asset management arm, Columbia Threadneedle, runs investments for individuals, advisers, and institutions. It also sells certain insurance and annuity products that fit into retirement and protection planning. The company makes money mainly from fees. Clients pay for advice, account management, and investment products, and the firm also earns spread and other income from insurance and annuity contracts. Its core customers are affluent households, retirement savers, and institutions that want professional money management. What makes Ameriprise different is that it sits at the point where personal advice meets investment management. It is not a bank with a large lending business or a broker focused mostly on trading. Instead, it earns repeat revenue from long-term client relationships, recurring advisory fees, and assets it manages for others, which ties its business closely to the health of clients' savings and retirement assets.

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Last Earnings Call
Fiscal Period
Q1 2026
Call Date
Apr 23, 2026
AI Summary
Q1 2026

Strong quarter: Ameriprise said it had a strong start to 2026, with adjusted operating revenue up 11% to $4.8 billion and EPS up 19% to a record $11.26.

Market volatility: Management said the quarter was shaped by volatility and cautious client behavior, which made flows lumpier, especially around adviser recruiting and the Comerica transition.

Capital return: The company returned 88% of operating earnings to shareholders and raised its quarterly dividend by 6%.

Huntington win: Ameriprise signed a multiyear agreement with Huntington Bank that is expected to add about 260 advisers and $28 billion of assets, with onboarding beginning later this year and most of the assets targeted for the fourth quarter.

AI and technology: Management said AI is being embedded into adviser workflows, not treated as a stand-alone product, and that the goal is to improve productivity and client service over time.

Recruiting stance: Ameriprise said it is not chasing aggressive recruiting packages, preferring to protect long-term profitability even if that means flows can be lumpy quarter to quarter.

Key Financials
Adjusted operating revenue
$4.8 billion
Earnings per share
$11.26
Return on equity
more than 54%
Assets under management, administration and advisement
$1.7 trillion
Total client assets
$1.1 trillion
Wrap assets
$664 billion
Wrap net inflows
$6 billion
Transactional activity
up 10%
Adviser productivity
$1.2 million per adviser
Client satisfaction
4.9 out of 5
Wealth Management adjusted operating net revenues
$3.2 billion
Wealth Management pretax adjusted operating earnings
$951 million
Wealth Management core distribution earnings
mid-30% range
Core cash earnings
essentially flat
Bank earnings
up 6%
Bank assets
$25.5 billion
Cash sweep balances
$29.4 billion
Certificate balances
$7.6 billion
Third-party money market funds
nearly $48 billion
Asset Management operating earnings
$273 million
Asset Management assets under management and advisement
$706 billion
Asset Management revenues
$910 million
Asset Management fee rate
approximately 47 basis points
Asset Management margin
44%
Retirement & Protection pretax adjusted operating earnings
$190 million
Operating margin
28%
Excess capital
$2.3 billion
Holding company available liquidity
$2.3 billion
Capital returned to shareholders
$936 million
Operating earnings returned to shareholders
88%
Shares repurchased
1.6 million
Dividend increase
6%
Huntington Bank advisers
about 260
Huntington Bank assets
$28 billion
Comerica assets
$18 billion
Earnings Call Recording
Other Earnings Calls

Management

Mr. William Davies
Executive VP & Global Chief Investment Officer
No Bio Available
Mr. Joseph Edward Sweeney
President of Advice & Wealth Management - Products and Service Delivery

Joseph Edward Sweeney is a notable executive at Ameriprise Financial Inc., where he plays a vital role in the company's leadership team. He currently serves as the President of Advice & Wealth Management, Products and Service Delivery. In this role, Sweeney is responsible for overseeing the firm’s wealth management and financial planning businesses, ensuring they deliver comprehensive and strategic financial advice to clients. His work involves the development and management of the company’s extensive portfolio of financial products and services, which serve to meet the diverse needs of Ameriprise clients. Sweeney's leadership influences the company’s operational strategy and helps shape Ameriprise’s reputation as a leading player in the financial services industry. With significant experience in the financial sector, Sweeney has been instrumental in advancing technological innovations and client-centric solutions within Ameriprise. His efforts contribute to the firm’s consistent growth and its ability to adapt to the evolving landscape of financial services.

Mr. John R. Hutt
Executive VP - Finance, Controller & Principal Accounting Officer

As of the current available information, there is no widely recognized figure named John R. Hutt associated with Ameriprise Financial Inc. It is possible that he may not be a public figure or a senior executive at the company, as such individuals typically have more publicly accessible profiles and information. If you have additional context or details about the role or position of Mr. Hutt within the company, providing that information might help in conducting a more specific search. Otherwise, "FALSE" would apply here due to the lack of available information.

Mr. Gerard P. Smyth
Executive VP & Global Chief Information Officer

Gerard P. Smyth is currently a prominent executive at Ameriprise Financial Inc. In his role, he contributes significantly to the company's strategic and operational initiatives. Smyth brings with him an extensive background in financial services and leadership. His responsibilities often include overseeing various financial management aspects, contributing to the company’s growth strategies, and ensuring the delivery of high-quality services to clients. Mr. Smyth’s career at Ameriprise Financial Inc. is marked by his expertise in developing financial solutions, optimizing operational efficiencies, and driving business performance. He is recognized for his strong analytical skills, leadership qualities, and commitment to fostering client trust. His involvement with Ameriprise Financial highlights his dedication to both the company and the financial sector, where he utilizes his experience to influence positive outcomes and navigate the evolving financial landscape.

Ms. Alicia A. Charity
Senior Vice President of Investor Relations

Alicia A. Charity is a notable figure at Ameriprise Financial Inc. She currently serves as the Executive Vice President, General Counsel, and Corporate Secretary. In her role, Ms. Charity oversees the company’s legal and regulatory affairs, providing strategic guidance to support Ameriprise Financial's mission and business operations. Her responsibilities include managing legal matters, compliance, and governance issues for the company. Prior to her role at Ameriprise, Alicia A. Charity had a distinguished career that included various senior legal positions, bringing substantial experience in corporate law and financial services. Her educational background includes a law degree, which has underpinned her successful career in legal and regulatory affairs. Throughout her tenure, she has been recognized for her leadership skills and her ability to navigate complex legal landscapes, contributing significantly to the company's success and regulatory standing. Her work has helped Ameriprise maintain robust compliance frameworks, aligning with industry standards and regulatory requirements.

Ms. Deirdre D. Davey McGraw
Executive Vice President of Marketing, Communications & Community Relations

I couldn't find any information about an officer named Ms. Deirdre D. Davey McGraw at Ameriprise Financial Inc. It appears that she might not be a publicly recognized executive at the company, or the information might not be readily available. You may want to check Ameriprise Financial's official website or their investor relations publications for the most accurate and up-to-date information. If you have any other questions, feel free to ask!

Ms. Kelli Ann Hunter Petruzillo
Executive Vice President of Human Resources

As of the information available, Kelli Ann Hunter Petruzillo was an executive at Ameriprise Financial, Inc. She served as the Chief Human Resources Officer (CHRO) for the company. Her role involved leading the human resources strategy and operations, focusing on enhancing the organization's talent development, diversity and inclusion initiatives, and overall employee engagement. Before her position at Ameriprise, she accumulated significant experience in HR leadership roles, contributing to her reputation as a seasoned professional in developing and implementing HR strategies that align with corporate goals. Her leadership aimed at fostering an inclusive workplace culture and supporting the company's business objectives through strategic HR management.

Mr. David M. Joy
Chief Market Strategist

David M. Joy is known for his role as Chief Market Strategist at Ameriprise Financial Inc. In this capacity, he plays a critical role in analyzing market trends and providing strategic investment insights and guidance, which supports both the firm and its clients in making informed financial decisions. With a rich background in finance and investment management, Joy brings extensive experience and a deep understanding of market dynamics to his position. His work often involves communicating complex market information in an accessible manner, making him a valuable asset to Ameriprise Financial's strategic planning and client advisory services.

Mr. Patrick H. O'Connell
EVP and President of Ameriprise Advisor Group & Ameriprise Financial Institutions Groups

Patrick H. O'Connell is a prominent executive at Ameriprise Financial Inc., known for his leadership and strategic contributions to the company. He has served in various significant roles within Ameriprise, contributing to the firm's growth and success in the financial services industry. O'Connell's extensive experience encompasses finance, operations, and strategic planning, making him integral to Ameriprise's client-centric approach and operational efficiency. His leadership is marked by a commitment to innovation and delivering high-quality financial services to clients, alongside enhancing the company's market presence and competitive edge. His career reflects a dedication to enhancing both client outcomes and corporate performance.

Mr. William J. Williams
Executive VP & President of Ameriprise Franchise Group

William J. Williams is not a known executive or officer at Ameriprise Financial Inc. It seems there might be some confusion or he is not a publicly recognized figure in the company's leadership. If you have any more specific details or need information on another individual from Ameriprise Financial, please let me know. Otherwise, for information about any company's executives or officers, referring to official company press releases or the company's website could be beneficial.

Contacts

Address
MINNESOTA
Minneapolis
1099 Ameriprise Financial Ctr
Contacts
+16126718001.0
www.ameriprise.com
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