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

Company Info

ISIN

US03076C1062

CUSIP

03076C106

IPO Date

Oct 3, 2005

Highlights

Market Cap

$49.28B

EPS (TTM)

$29.02

PE Ratio

17.58

PEG Ratio

2.03

Total Revenue (TTM)

$17.47B

Gross Profit (TTM)

$17.47B

EBITDA (TTM)

$3.67B

Year Range

$382.29 - $578.53

Target Price

$522.00

Short %

2.11%

Short Ratio

3.69

Share Price Chart


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Compare to other instruments

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Performance

Performance Chart


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S&P 500

Returns By Period

Ameriprise Financial, Inc. (AMP) returned -3.65% year-to-date (YTD) and 20.66% over the past 12 months. Over the past 10 years, AMP delivered an annualized return of 17.66%, outperforming the S&P 500 benchmark at 10.84%.


AMP

YTD

-3.65%

1M

8.47%

6M

-10.30%

1Y

20.66%

3Y*

24.17%

5Y*

31.65%

10Y*

17.66%

^GSPC (Benchmark)

YTD

0.52%

1M

6.32%

6M

-1.44%

1Y

12.25%

3Y*

12.45%

5Y*

14.20%

10Y*

10.84%

*Annualized

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
20252.05%-0.84%-9.90%-2.70%8.62%-3.65%
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%
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%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of AMP is 71, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of AMP is 7171
Overall Rank
The Sharpe Ratio Rank of AMP is 7575
Sharpe Ratio Rank
The Sortino Ratio Rank of AMP is 6565
Sortino Ratio Rank
The Omega Ratio Rank of AMP is 6565
Omega Ratio Rank
The Calmar Ratio Rank of AMP is 7676
Calmar Ratio Rank
The Martin Ratio Rank of AMP is 7272
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.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Ameriprise Financial, Inc. Sharpe ratios as of May 30, 2025 (values are recalculated daily):

  • 1-Year: 0.70
  • 5-Year: 1.09
  • 10-Year: 0.52
  • All Time: 0.42

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Ameriprise Financial, Inc. compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

Ameriprise Financial, Inc. provided a 1.18% dividend yield over the last twelve months, with an annual payout of $6.04 per share. The company has been increasing its dividends for 19 consecutive years.


1.00%1.50%2.00%2.50%3.00%$0.00$1.00$2.00$3.00$4.00$5.00$6.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$6.04$5.79$5.30$4.88$4.43$4.09$3.81$3.53$3.24$2.92$2.59$2.26

Dividend yield

1.18%1.09%1.40%1.57%1.47%2.10%2.29%3.38%1.91%2.63%2.43%1.71%

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
2025$0.00$1.48$0.00$0.00$1.60$3.08
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$0.52$0.00$0.00$0.58$0.00$0.00$0.58$0.00$0.00$0.58$0.00$2.26

Dividend Yield & Payout


Dividend Yield

Ameriprise Financial, Inc. has a dividend yield of 1.18%, 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 16.93%, 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.


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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 10.80%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-81.14%Oct 10, 2007284Nov 21, 2008551Feb 1, 2011835
-53.88%Feb 21, 202022Mar 23, 2020160Nov 9, 2020182
-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
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

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

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Ameriprise Financial, Inc., comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 4.6% positive surprise.


2.004.006.008.0010.0020212022202320242025
9.50
9.08
Actual
Estimate

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 17.6. 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 2.0. 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 2.7. 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 9.0. 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