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

Company Info

ISINUS03076C1062
CUSIP03076C106
SectorFinancial Services
IndustryAsset Management

Highlights

Market Cap$41.85B
EPS (TTM)$29.37
PE Ratio14.35
PEG Ratio1.07
Total Revenue (TTM)$12.42B
Gross Profit (TTM)$6.52B
EBITDA (TTM)$3.16B
Year Range$304.32 - $449.94
Target Price$470.56
Short %1.25%
Short Ratio2.25

Share Price Chart


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Compare to other instruments

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Ameriprise Financial, Inc.

Popular comparisons: AMP vs. OWL, AMP vs. XLU, AMP vs. SPY, 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%FebruaryMarchAprilMayJuneJuly
1,648.38%
339.77%
AMP (Ameriprise Financial, Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Ameriprise Financial, Inc. had a return of 17.10% year-to-date (YTD) and 26.47% in the last 12 months. Over the past 10 years, Ameriprise Financial, Inc. had an annualized return of 16.38%, outperforming the S&P 500 benchmark which had an annualized return of 10.58%.


PeriodReturnBenchmark
Year-To-Date17.10%13.20%
1 month0.81%-1.28%
6 months13.64%10.32%
1 year26.47%18.23%
5 years (annualized)26.63%12.31%
10 years (annualized)16.38%10.58%

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%17.10%
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%
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%-0.79%10.04%-2.63%5.72%10.39%8.22%6.28%88.33%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of AMP is 85, placing it in the top 15% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of AMP is 8585
AMP (Ameriprise Financial, Inc.)
The Sharpe Ratio Rank of AMP is 8787Sharpe Ratio Rank
The Sortino Ratio Rank of AMP is 8282Sortino Ratio Rank
The Omega Ratio Rank of AMP is 8080Omega Ratio Rank
The Calmar Ratio Rank of AMP is 9191Calmar Ratio Rank
The Martin Ratio Rank of AMP is 8787Martin 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.


AMP
Sharpe ratio
The chart of Sharpe ratio for AMP, currently valued at 1.43, compared to the broader market-2.00-1.000.001.002.003.001.43
Sortino ratio
The chart of Sortino ratio for AMP, currently valued at 2.02, compared to the broader market-4.00-2.000.002.004.002.02
Omega ratio
The chart of Omega ratio for AMP, currently valued at 1.25, compared to the broader market0.501.001.502.001.25
Calmar ratio
The chart of Calmar ratio for AMP, currently valued at 1.94, compared to the broader market0.001.002.003.004.005.001.94
Martin ratio
The chart of Martin ratio for AMP, currently valued at 6.47, compared to the broader market-30.00-20.00-10.000.0010.0020.006.47
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.58, compared to the broader market-2.00-1.000.001.002.003.001.58
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.22, compared to the broader market-4.00-2.000.002.004.002.22
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.28, compared to the broader market0.501.001.502.001.28
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.29, compared to the broader market0.001.002.003.004.005.001.29
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 5.98, compared to the broader market-30.00-20.00-10.000.0010.0020.005.98

Sharpe Ratio

The current Ameriprise Financial, Inc. Sharpe ratio is 1.43. 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 Ratio0.501.001.502.002.503.00FebruaryMarchAprilMayJuneJuly
1.43
1.58
AMP (Ameriprise Financial, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Ameriprise Financial, Inc. granted a 1.25% dividend yield in the last twelve months. The annual payout for that period amounted to $5.53 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$5.53$5.30$4.88$4.43$4.09$3.81$3.53$3.24$2.92$2.59$2.26$2.01

Dividend yield

1.25%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$2.83
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%1.3%
Ameriprise Financial, Inc. has a dividend yield of 1.25%, which is quite average when compared to the overall market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%18.4%
Ameriprise Financial, Inc. has a payout ratio of 18.44%, 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.


-8.00%-6.00%-4.00%-2.00%0.00%FebruaryMarchAprilMayJuneJuly
-1.03%
-4.73%
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 1.03%.


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 7.74%, 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%3.00%4.00%5.00%6.00%7.00%8.00%FebruaryMarchAprilMayJuneJuly
7.74%
3.80%
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

P/E Ratio

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


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

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