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ISIN
US03076C1062
CUSIP
03076C106
IPO Date
Oct 3, 2005

Highlights

Market Cap
$44.55B
Enterprise Value
$39.69B
EPS (TTM)
$30.77
PE Ratio
15.32
PEG Ratio
1.95
Total Revenue (TTM)
$14.42B
Gross Profit (TTM)
$7.51B
EBITDA (TTM)
$5.13B
Year Range
$422.37 - $550.18
Target Price
$531.00
ROA (TTM)
1.62%
ROE (TTM)
47.97%

Share Price Chart


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Performance

AMP Performance Chart

Ameriprise Financial, Inc. (AMP) is down 3.2% since the beginning of the year. At $471 per share, AMP is trading 14.3% below its 52-week high of $550. Investors who bought $1,000 worth of AMP shares 5 years ago would now be looking at an investment worth $2,089.


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S&P 500 Index

Returns By Period

Ameriprise Financial, Inc. (AMP) has returned -3.22% so far this year and -6.40% over the past 12 months. Looking at the last ten years, AMP has achieved an annualized return of 20.25%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.


Ameriprise Financial, Inc.

1D
0.85%
1M
4.22%
YTD
-3.22%
6M
-4.31%
1Y
-6.40%
3Y*
15.71%
5Y*
15.87%
10Y*
20.25%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AMP Monthly Returns History

Based on dividend-adjusted daily data since Oct 3, 2005, AMP's average daily return is +0.09%, while the average monthly return is +1.64%. At this rate, an investment would double in approximately 3.6 years.

Historically, 59% of months were positive and 41% were negative. The best month was Nov 2016 with a return of +30.3%, while the worst month was Oct 2008 at -43.5%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.

On a daily basis, AMP closed higher 52% of trading days. The best single day was Nov 24, 2008 with a return of +27.8%, while the worst single day was Mar 16, 2020 at -23.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20267.52%-10.56%-5.47%6.84%-5.78%5.77%-3.22%
20252.05%-0.84%-9.90%-2.70%8.47%4.81%-2.91%-0.33%-4.58%-7.83%1.01%7.59%-6.73%
20241.84%5.67%7.63%-6.08%6.41%-2.16%0.67%4.89%4.53%8.62%12.81%-7.24%42.10%
202312.45%-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%

Benchmark Metrics

Ameriprise Financial, Inc. has an annualized alpha of 5.46%, beta of 1.61, and R2 of 0.61 versus S&P 500 Index. Calculated based on daily prices since October 03, 2005.

  • This stock captured 179.13% of S&P 500 Index gains and 137.95% of its losses - amplifying both gains and losses, but participating more in upside than downside.
  • This stock generated an annualized alpha of 5.46% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
  • Beta of 1.61 means this stock moves significantly more than S&P 500 Index - expect amplified gains in rallies and amplified losses in downturns.

Alpha
5.46%
Beta
1.61
0.61
Upside Capture
179.13%
Downside Capture
137.95%

Return for Risk

Risk / Return Rank

AMP ranks 30 for risk / return — below 30% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


AMP Risk / Return Rank: 3030
Overall Rank
AMP Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
AMP Sortino Ratio Rank: 2727
Sortino Ratio Rank
AMP Omega Ratio Rank: 2727
Omega Ratio Rank
AMP Calmar Ratio Rank: 3232
Calmar Ratio Rank
AMP Martin Ratio Rank: 3232
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Ameriprise Financial, Inc. (AMP) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


AMPBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-2.29

Sortino ratioReturn per unit of downside risk

-2.94

Omega ratioGain probability vs. loss probability

0.98

1.37

-0.39

Calmar ratioReturn relative to maximum drawdown

-0.31

2.78

-3.09

Martin ratioReturn relative to average drawdown

-0.53

12.44

-12.97

Dividends

Dividend History

Ameriprise Financial, Inc. provided a 1.38% dividend yield over the last twelve months, with an annual payout of $6.50 per share. The company has been increasing its dividends for 20 consecutive years.


1.00%1.50%2.00%2.50%3.00%$0.00$1.00$2.00$3.00$4.00$5.00$6.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$6.50$6.28$5.79$5.30$4.88$4.43$4.09$3.81$3.53$3.24$2.92$2.59

Dividend yield

1.38%1.28%1.09%1.40%1.57%1.47%2.10%2.29%3.38%1.91%2.63%2.43%

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
2026$0.00$1.60$0.00$0.00$1.70$0.00$3.30
2025$0.00$1.48$0.00$0.00$1.60$0.00$0.00$1.60$0.00$0.00$1.60$0.00$6.28
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

Dividend Yield & Payout


Dividend Yield

Ameriprise Financial, Inc. has a dividend yield of 1.38%, 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

Ameriprise Financial, Inc. has a payout ratio of 101.51%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

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.


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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 16.43%.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-81.14%Nov 2008
1y 1mo2y 2mo
3y 3moOct 2007 - Feb 2011
COVID crash2020
-53.88%Mar 2020
1mo 1d7mo 21d
8mo 22dFeb 2020 - Nov 2020
Rate-hike selloffLate 2018
-45.01%Dec 2018
11mo 12d1y 1mo
2y 19dJan 2018 - Feb 2020
2016 bear market2016
-43.26%Feb 2016
11mo 29d1y 11d
2y 5dFeb 2015 - Feb 2017
2011 bear market2011
-41.84%Oct 2011
7mo 13d1y 2mo
1y 9moFeb 2011 - Dec 2012

Drawdown Indicators


AMPBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-81.14%

-56.78%

-24.36%

Max Drawdown (1Y)

Largest decline over 1 year

-20.87%

-9.10%

-11.77%

Max Drawdown (3Y)

Largest decline over 3 years

-26.39%

-18.90%

-7.49%

Max Drawdown (5Y)

Largest decline over 5 years

-31.54%

-25.43%

-6.11%

Max Drawdown (10Y)

Largest decline over 10 years

-53.88%

-33.92%

-19.96%

Current Drawdown

Current decline from peak

-16.43%

-1.80%

-14.63%

Average Drawdown

Average peak-to-trough decline

-15.14%

-10.71%

-4.43%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.07%

2.03%

+10.04%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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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 overview of how Ameriprise Financial, Inc. is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for AMP, comparing it with other companies in the Asset Management industry. Currently, AMP has a P/E ratio of 15.3. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for AMP compared to other companies in the Asset Management industry. AMP currently has a PEG ratio of 1.9. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for AMP relative to other companies in the Asset Management industry. Currently, AMP has a P/S ratio of 3.2. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for AMP in comparison with other companies in the Asset Management industry. Currently, AMP has a P/B value of 7.2. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

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
Portfolio Analyzer

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