Company Dossier · Financials
Ameriprise Financial
- S&P 500
- Russell 1000
What Ameriprise Financial is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $19.8 billion, up 9.1% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $8.06 billion, up 20% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $0.15 billion, down 17% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $2.91 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to December 31, 2025: $0.74 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 23, 2026): sentiment 0.60 on a −1 to +1 scale (mixed), confidence 0.80 of 1.Palanor Discourse
- Latest annual report (filed February 19, 2026): 0 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $26.1 million on the open market.SEC Form 4
- 1,396 institutional managers reported a position at June 30, 2026 (+3 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 22 (31 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What Ameriprise Financial is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Retrenching · Mixed
Expanding ↔ Retrenching
Retrenching
- Capital spending7th pct
- Debt raised31st pct
- Buybacks vs capex9th pct
- Hiring filings44th pct
- Deals and private raises48th pct
- Patent publications13th pct
Confident ↔ Hedging
Mixed
- Call sentiment62nd pct
- Call confidence73rd pct
- Guidance changes46th pct
- Risk factors added64th pct
- Insider open-market trades41st pct
- + Call confidence
- + Call sentiment
- + Risk factors added
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver47th pct
- Stress filings49th pct
Credit
How these are built →Ameriprise Financial's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Bonds priced, last 12 months
$0.8B
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Jun 4, 2026 | $300M | 4.800% | 2031 (5y) | +65bp | 4.838% |
| Jun 4, 2026 | $450M | 5.350% | 2036 (10y) | +88bp | 5.350% |
| Feb 25, 2025 | $750M | 5.200% | 2035 (10y) | +95bp | 5.243% |
| Nov 7, 2023 | $600M | 5.700% | 2028 (5y) | +120bp | 5.736% |
From the pricing term sheets Ameriprise Financial filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (AMERIPRISE FINANCIAL, INC.)third_quarter 2026 · $0.3 million
- Oct 20, 2026LobbyingLobbying report (MINDSET ADVOCACY, LLC)third_quarter 2026 · $0.0 million
- Oct 18, 2026Lobbying
- Aug 26, 2026Lobbying
- Jul 30, 2026Trademark
- Jul 29, 2026Trademark
- Jul 20, 2026LobbyingLobbying report (AMERIPRISE FINANCIAL, INC.)second_quarter 2026 · $0.3 million
- Jul 20, 2026LobbyingLobbying report (MINDSET ADVOCACY, LLC)second_quarter 2026 · $0.0 million
- Jul 20, 2026LobbyingLobbying report (1607 STRATEGIES, LLC)second_quarter 2026 · $0.1 million
- Jun 29, 2026Trademark
- May 21, 2026Trademark
- May 20, 20268-KDirector or officer changeItem 5.02
- May 18, 2026Trademark
- Apr 30, 20268-KShareholder vote resultsItem 5.07
- Apr 20, 2026LobbyingLobbying report (1607 STRATEGIES, LLC)first_quarter 2026 · $0.0 million
- Feb 19, 202610-KAnnual report (10-K)0 risk factors added, 0 removed
- Feb 12, 20268-KDirector or officer changeItem 5.02
- Nov 12, 20258-KDirector or officer changeItem 5.02
- May 2, 20258-KShareholder vote resultsItem 5.07
- Apr 29, 2025Patent
- Feb 20, 20258-KDirector or officer changeItem 5.02
- Feb 20, 202510-KAnnual report (10-K)0 risk factors added, 0 removed
- Nov 26, 20248-KMaterial agreement signedItem 1.01
- Feb 22, 202410-KAnnual report (10-K)0 risk factors added, 1 removed
- Jul 19, 2022PatentPatent granted: Opportunity List EngineUS 11392965
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| KKR & Co. KKR | $21.3B | — | Jun 30, 2026 |
| Blackstone Inc. BX | $16.1B | $5.5B | Jun 30, 2026 |
| State Street Corporation STT | $15.1B | $2.0B | Jun 30, 2026 |
| Apollo Global Management APO | $35.9B | — | Jun 30, 2026 |
| Franklin Resources BEN | $9.3B | $0.9B | Jun 30, 2026 |
| T. Rowe Price TROW | $7.6B | $1.7B | Jun 30, 2026 |
| Invesco IVZ | $6.9B | $1.9B | Jun 30, 2026 |
| Ares Management ARES | $6.0B | — | Jun 30, 2026 |