PortfoliosLab logoPortfoliosLab logo
Ameriprise Financial, Inc. (AMP)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US03076C1062
CUSIP
03076C106
IPO Date
Oct 3, 2005

Highlights

Market Cap
$42.80B
Enterprise Value
$42.80B
EPS (TTM)
$36.49
PE Ratio
12.18
PEG Ratio
0.31
Total Revenue (TTM)
$18.89B
Gross Profit (TTM)
$12.52B
EBITDA (TTM)
$2.47B
Year Range
$396.14 - $550.18
Target Price
$528.33
ROA (TTM)
36.93%
ROE (TTM)
54.41%

Share Price Chart


Loading graphics...

Compare stocks, funds, or ETFs

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


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.


Loading graphics...

S&P 500 Index

Returns By Period

Ameriprise Financial, Inc. (AMP) has returned -9.10% so far this year and -7.01% over the past 12 months. Looking at the last ten years, AMP has achieved an annualized return of 19.16%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.


Ameriprise Financial, Inc.

1D
1.36%
1M
-5.47%
YTD
-9.10%
6M
-8.95%
1Y
-7.01%
3Y*
14.78%
5Y*
15.26%
10Y*
19.16%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

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, your 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%-9.10%
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 6.31%, beta of 1.61, and R² of 0.61 versus S&P 500 Index. Calculated based on daily prices since October 04, 2005.

  • This stock captured 185.67% of S&P 500 Index gains and 139.01% of its losses — amplifying both gains and losses, but participating more in upside than downside.
  • This stock generated an annualized alpha of 6.31% 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
6.31%
Beta
1.61
0.61
Upside Capture
185.67%
Downside Capture
139.01%

Return for Risk

Risk / Return Rank

AMP ranks 28 for risk / return — below 28% 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: 2828
Overall Rank
AMP Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
AMP Sortino Ratio Rank: 2626
Sortino Ratio Rank
AMP Omega Ratio Rank: 2626
Omega Ratio Rank
AMP Calmar Ratio Rank: 3030
Calmar Ratio Rank
AMP Martin Ratio Rank: 3030
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 a chosen benchmark (S&P 500 Index).


AMPBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

-0.24

0.90

-1.14

Sortino ratio

Return per unit of downside risk

-0.14

1.39

-1.52

Omega ratio

Gain probability vs. loss probability

0.98

1.21

-0.23

Calmar ratio

Return relative to maximum drawdown

-0.32

1.40

-1.72

Martin ratio

Return relative to average drawdown

-0.68

6.61

-7.28

Explore AMP risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Ameriprise Financial, Inc. provided a 1.44% dividend yield over the last twelve months, with an annual payout of $6.40 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$6.40$6.28$5.79$5.30$4.88$4.43$4.09$3.81$3.53$3.24$2.92$2.59

Dividend yield

1.44%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$1.60
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 1.44%, 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 16.59%, 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.


Loading graphics...

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 21.51%.


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 chart below shows the rolling one-month volatility.


Loading graphics...

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 12.2. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

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 0.3. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

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 2.3. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.

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 6.5. 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