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Ameriprise Financial, Inc. (AMP)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US03076C1062

CUSIP

03076C106

Sector

Financial Services

IPO Date

Oct 3, 2005

Highlights

Market Cap

$52.57B

EPS (TTM)

$26.17

PE Ratio

20.71

PEG Ratio

1.07

Total Revenue (TTM)

$16.97B

Gross Profit (TTM)

$8.63B

EBITDA (TTM)

$3.72B

Year Range

$363.43 - $577.00

Target Price

$559.20

Short %

1.33%

Short Ratio

2.38

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
AMP vs. OWL AMP vs. SPY AMP vs. XLU AMP vs. XLE AMP vs. VOO AMP vs. XLI AMP vs. ARES AMP vs. SCHG AMP vs. KMI AMP vs. AON
Popular comparisons:
AMP vs. OWL AMP vs. SPY AMP vs. XLU AMP vs. XLE AMP vs. VOO AMP vs. XLI AMP vs. ARES AMP vs. SCHG AMP vs. KMI AMP vs. AON

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Ameriprise Financial, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


500.00%1,000.00%1,500.00%2,000.00%JulyAugustSeptemberOctoberNovemberDecember
2,161.56%
383.48%
AMP (Ameriprise Financial, Inc.)
Benchmark (^GSPC)

Returns By Period

Ameriprise Financial, Inc. had a return of 42.02% year-to-date (YTD) and 43.45% in the last 12 months. Over the past 10 years, Ameriprise Financial, Inc. had an annualized return of 17.14%, outperforming the S&P 500 benchmark which had an annualized return of 11.06%.


AMP

YTD

42.02%

1M

-5.22%

6M

21.49%

1Y

43.45%

5Y*

28.27%

10Y*

17.14%

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

Monthly Returns

The table below presents the monthly returns of AMP, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20241.84%5.67%7.63%-6.08%6.41%-2.16%0.67%4.89%4.53%8.62%12.81%42.02%
202312.44%-1.72%-10.61%-0.45%-1.71%11.29%4.90%-2.75%-2.34%-4.58%12.84%7.45%23.99%
20220.88%-1.14%0.19%-11.61%4.54%-13.97%13.56%-0.25%-5.99%22.69%7.82%-6.20%4.98%
20211.82%12.35%5.07%11.16%0.99%-4.22%3.49%6.42%-3.22%14.39%-3.79%4.16%57.92%
2020-0.70%-14.11%-27.47%12.16%22.91%7.12%2.39%2.75%-1.72%4.36%15.88%4.91%19.82%
201921.30%4.70%-2.68%14.57%-5.19%5.01%0.24%-10.74%14.05%2.58%9.30%1.65%63.96%
2018-0.45%-6.79%-5.43%-5.23%-0.45%0.90%4.14%-1.92%4.02%-13.83%2.68%-19.56%-36.83%
20171.20%17.86%-1.38%-1.41%-4.91%5.38%13.82%-3.85%7.22%5.41%4.82%3.82%56.40%
2016-14.82%-6.60%11.98%2.01%6.86%-11.63%6.67%6.31%-1.30%-11.41%30.34%-2.86%7.75%
2015-5.53%7.43%-2.09%-3.74%-0.55%0.27%1.13%-10.34%-3.14%6.32%-2.09%-5.78%-17.84%
2014-8.18%3.67%0.99%1.42%1.41%6.56%-0.33%5.67%-1.89%2.26%4.91%0.36%17.22%
20135.89%4.19%7.31%1.19%10.16%-0.78%10.04%-2.63%5.72%10.39%8.22%6.28%88.33%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 94, AMP is among the top 6% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of AMP is 9494
Overall Rank
The Sharpe Ratio Rank of AMP is 9595
Sharpe Ratio Rank
The Sortino Ratio Rank of AMP is 9393
Sortino Ratio Rank
The Omega Ratio Rank of AMP is 9292
Omega Ratio Rank
The Calmar Ratio Rank of AMP is 9797
Calmar Ratio Rank
The Martin Ratio Rank of AMP is 9595
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Ameriprise Financial, Inc. (AMP) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for AMP, currently valued at 2.13, compared to the broader market-4.00-2.000.002.002.132.10
The chart of Sortino ratio for AMP, currently valued at 3.05, compared to the broader market-4.00-2.000.002.004.003.052.80
The chart of Omega ratio for AMP, currently valued at 1.41, compared to the broader market0.501.001.502.001.411.39
The chart of Calmar ratio for AMP, currently valued at 3.74, compared to the broader market0.002.004.006.003.743.09
The chart of Martin ratio for AMP, currently valued at 13.93, compared to the broader market-5.000.005.0010.0015.0020.0025.0013.9313.49
AMP
^GSPC

The current Ameriprise Financial, Inc. Sharpe ratio is 2.13. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Ameriprise Financial, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.003.504.00JulyAugustSeptemberOctoberNovemberDecember
2.13
2.10
AMP (Ameriprise Financial, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Ameriprise Financial, Inc. provided a 1.09% dividend yield over the last twelve months, with an annual payout of $5.79 per share. The company has been increasing its dividends for 18 consecutive years.


1.50%2.00%2.50%3.00%$0.00$1.00$2.00$3.00$4.00$5.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$5.79$5.30$4.88$4.43$4.09$3.81$3.53$3.24$2.92$2.59$2.26$2.01

Dividend yield

1.09%1.40%1.57%1.47%2.10%2.29%3.38%1.91%2.63%2.43%1.71%1.75%

Monthly Dividends

The table displays the monthly dividend distributions for Ameriprise Financial, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$1.35$0.00$0.00$1.48$0.00$0.00$1.48$0.00$0.00$1.48$0.00$5.79
2023$0.00$1.25$0.00$0.00$1.35$0.00$0.00$1.35$0.00$0.00$1.35$0.00$5.30
2022$0.00$1.13$0.00$0.00$1.25$0.00$0.00$1.25$0.00$0.00$1.25$0.00$4.88
2021$0.00$1.04$0.00$0.00$1.13$0.00$0.00$1.13$0.00$0.00$1.13$0.00$4.43
2020$0.00$0.97$0.00$0.00$1.04$0.00$0.00$1.04$0.00$0.00$1.04$0.00$4.09
2019$0.00$0.90$0.00$0.00$0.97$0.00$0.00$0.97$0.00$0.00$0.97$0.00$3.81
2018$0.00$0.83$0.00$0.00$0.90$0.00$0.00$0.90$0.00$0.00$0.90$0.00$3.53
2017$0.00$0.75$0.00$0.00$0.83$0.00$0.00$0.83$0.00$0.00$0.83$0.00$3.24
2016$0.00$0.67$0.00$0.00$0.75$0.00$0.00$0.75$0.00$0.00$0.75$0.00$2.92
2015$0.00$0.58$0.00$0.67$0.00$0.00$0.67$0.00$0.00$0.67$0.00$0.00$2.59
2014$0.00$0.52$0.00$0.00$0.58$0.00$0.00$0.58$0.00$0.00$0.58$0.00$2.26
2013$0.45$0.00$0.00$0.52$0.00$0.00$0.52$0.00$0.00$0.52$0.00$2.01

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%1.1%
Ameriprise Financial, Inc. has a dividend yield of 1.09%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
200.0%400.0%600.0%800.0%17.9%
Ameriprise Financial, Inc. has a payout ratio of 17.86%, which is below the market average. This means Ameriprise Financial, Inc. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-7.30%
-2.62%
AMP (Ameriprise Financial, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Ameriprise Financial, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Ameriprise Financial, Inc. was 81.14%, occurring on Nov 21, 2008. Recovery took 551 trading sessions.

The current Ameriprise Financial, Inc. drawdown is 7.30%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-81.14%Oct 10, 2007284Nov 21, 2008551Feb 1, 2011835
-53.88%Feb 21, 202022Mar 23, 2020161Nov 9, 2020183
-45.01%Jan 16, 2018238Dec 24, 2018279Feb 4, 2020517
-43.26%Feb 17, 2015250Feb 11, 2016258Feb 21, 2017508
-41.84%Feb 22, 2011156Oct 3, 2011297Dec 7, 2012453

Volatility

Volatility Chart

The current Ameriprise Financial, Inc. volatility is 5.21%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%JulyAugustSeptemberOctoberNovemberDecember
5.21%
3.79%
AMP (Ameriprise Financial, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Ameriprise Financial, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of Ameriprise Financial, Inc. compared to its peers in the Asset Management industry.


PE Ratio
100.0200.0300.020.7
The chart displays the price to earnings (P/E) ratio for AMP in comparison to other companies of the Asset Management industry. Currently, AMP has a PE value of 20.7. This PE ratio falls in the average range for the industry.
PEG Ratio
-4.0-2.00.02.04.01.1
The chart displays the price to earnings to growth (PEG) ratio for AMP in comparison to other companies of the Asset Management industry. Currently, AMP has a PEG value of 1.1. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Ameriprise Financial, Inc..


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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