AMERIPRISE FINANCIAL INC

10-K & 10-Q Filings

Ameriprise Financial is a 130-year-old diversified financial services company based in the United States. Its business strategy is centered on helping clients confidently achieve their financial objectives through its Wealth Management and Asset Management segments. The Wealth Management segment offers financial planning and advice, full-service brokerage services, banking products, and insurance and annuity products to retail clients through its financial advisors. The Asset Management segment provides investment management, advice, and products to retail, high net worth, and institutional clients on a global scale. Ameriprise Financial's brands include Ameriprise Financial, Columbia Threadneedle, and RiverSource. The company had $1.4 trillion in assets under management and administration as of December 31, 2023. For more information, visit the company's website at www.ameriprise.com. Ameriprise Financial's ticker symbol is AMP on the New York Stock Exchange.

12 mos ending Dec 31, 201112 mos ending Dec 31, 201212 mos ending Dec 31, 201312 mos ending Dec 31, 201412 mos ending Dec 31, 201512 mos ending Dec 31, 201612 mos ending Dec 31, 201712 mos ending Dec 31, 201812 mos ending Dec 31, 201912 mos ending Dec 31, 202012 mos ending Dec 31, 202112 mos ending Dec 31, 202212 mos ending Dec 31, 20233 mos ending Mar 31, 20233 mos ending Mar 31, 2024CAGR %YoY %Revenue (+)
$10239.00
10259.00
11230.00
12296.00
12200.00
11735.00
12075.00
12835.00
12967.00
11899.00
13443.00
14347.00
16096.00
3845.00
4325.00
3.84%12.48%Net Interest Income (+)
$9019.00
9036.00
9948.00
10911.00
10745.00
10244.00
10681.00
11409.00
11753.00
10504.00
11760.00
12873.00
12890.00
3147.00
3424.00
3.02%8.80%Interest Expense (-)
$364.00
318.00
312.00
356.00
417.00
280.00
255.00
334.00
350.00
221.00
203.00
274.00
885.00
175.00
261.00
7.68%49.14%Non Interest Income (+)
$1220.00
1223.00
1282.00
1385.00
1455.00
1491.00
1394.00
1426.00
1214.00
1395.00
1683.00
1474.00
3206.00
698.00
901.00
8.38%29.08%Depreciation & Amortization (-)
$
62.00
61.00
-1.61%Operating Expenses (-)
$7019.00
7586.00
7935.00
8313.00
8619.00
8825.00
8683.00
9110.00
9460.00
8985.00
9166.00
10018.00
11077.00
3010.00
2713.00
3.88%-9.87%Operating Income/Loss (+)
$1432.00
1280.00
2001.00
2575.00
2172.00
1631.00
2262.00
2484.00
2232.00
1831.00
3362.00
3258.00
3795.00
599.00
1398.00
8.46%133.39%Earnings before Tax (+)
$1385.00
1238.00
1970.00
2547.00
2142.00
1592.00
2214.00
2484.00
2232.00
1831.00
3350.00
3182.00
3234.00
496.00
1219.00
7.32%145.77%Tax Expense (-)
$355.00
335.00
492.00
545.00
455.00
278.00
734.00
386.00
339.00
297.00
590.00
623.00
678.00
79.00
229.00
5.54%189.87%Income/Loss (Continuing Operations) (+)
$1030.00
903.00
1478.00
2002.00
1687.00
1314.00
1480.00
2098.00
1893.00
1534.00
2760.00
2559.00
2556.00
417.00
990.00
7.87%137.41%Income/Loss (Discontinued Operations) (+)
$-60.00
-2.00
-3.00
-2.00
Profit/Loss (+)
$970.00
901.00
1475.00
2000.00
1687.00
1314.00
Net Income/Loss (NCI) (-)
$-106.00
-128.00
141.00
381.00
125.00
Net Income/Loss (+)
$1076.00
1029.00
1334.00
1619.00
1562.00
1314.00
1480.00
2098.00
1893.00
1534.00
2760.00
2559.00
2556.00
417.00
990.00
7.48%137.41%Net Income/Loss (Common) (+)
$1076.00
1029.00
1334.00
1619.00
1562.00
1314.00
1480.00
2098.00
1893.00
1534.00
2760.00
2559.00
2556.00
417.00
990.00
7.48%137.41%EPS (Basic)
$4.46
4.70
6.56
8.45
8.60
7.90
9.60
14.41
14.12
12.39
23.53
22.99
24.18
3.86
9.63
15.13%149.48%EPS (Diluted)
$4.37
4.62
6.44
8.30
8.48
7.81
9.44
14.20
13.92
12.20
23.00
22.51
23.71
3.79
9.46
15.13%149.60%Weighted Avg Shares (Basic)
221.90
203.47
190.87
182.51
168.97
154.06
146.33
135.50
123.24
116.75
110.75
105.28
100.29
104.18
99.32
-6.40%-4.66%Cash
$2781.00
2371.00
2632.00
2638.00
2357.00
2318.00
2620.00
3097.00
3827.00
6845.00
7248.00
7097.00
7564.00
8548.00
7206.00
8.70%-15.70%Receivables
$5618.00
4315.00
4610.00
5027.00
5274.00
5310.00
5785.00
7210.00
7786.00
16222.00
15799.00
15106.00
15401.00
14936.00
8.59%-3.02%Securities & Long-term Investments
$43564.00
41247.00
40737.00
41730.00
40714.00
38088.00
38056.00
37531.00
39521.00
42949.00
37994.00
46878.00
57588.00
50902.00
58277.00
2.35%14.49%Other Assets
$82023.00
86796.00
96597.00
99415.00
96997.00
94105.00
101009.00
96588.00
101270.00
108303.00
114515.00
88694.00
94933.00
91789.00
99412.00
1.23%8.30%Assets (Total)
$133986.00
134729.00
144576.00
148810.00
145342.00
139821.00
147470.00
137216.00
151828.00
165883.00
175979.00
158468.00
175191.00
166640.00
179831.00
2.26%7.92%Deposits
$9850.00
6526.00
7062.00
7664.00
8634.00
10036.00
10303.00
11545.00
14430.00
17641.00
20227.00
30775.00
37321.00
33944.00
36982.00
11.74%8.95%Accounts Payable
$1065.00
1324.00
1429.00
1523.00
1606.00
1727.00
1960.00
1862.00
1884.00
1998.00
2527.00
2242.00
2603.00
2027.00
2166.00
7.73%6.86%Debt (Current)
$504.00
501.00
500.00
200.00
200.00
200.00
200.00
201.00
201.00
200.00
Debt (Non-current)
$8075.00
7885.00
8956.00
10129.00
10446.00
5436.00
5299.00
4811.00
4926.00
4944.00
4996.00
5184.00
5554.00
5927.00
5517.00
-3.07%-6.92%Other Liabilities
$71808.00
77564.00
117397.00
119989.00
116051.00
116130.00
123710.00
113209.00
124658.00
135233.00
142544.00
116654.00
124984.00
120598.00
130287.00
4.73%8.03%Liabilities (Total)
$123025.00
125017.00
135344.00
139505.00
136937.00
133529.00
141472.00
131628.00
146099.00
160016.00
170294.00
154855.00
170462.00
162496.00
174952.00
2.75%7.67%Treasury Stock
$4034.00
5325.00
6961.00
8589.00
10338.00
12027.00
13648.00
15293.00
17276.00
18879.00
21066.00
23089.00
25237.00
23683.00
25870.00
16.51%9.23%Retained Earnings
$7411.00
6717.00
7626.00
8703.00
9688.00
10351.00
11329.00
12909.00
14279.00
15292.00
17525.00
19531.00
21905.00
20197.00
22752.00
9.45%12.65%AOCI
$638.00
1194.00
595.00
662.00
253.00
200.00
229.00
-291.00
262.00
629.00
3.00
-2349.00
-1766.00
-1985.00
-1930.00
2.77%Shareholder's Equity
$10961.00
9712.00
9232.00
9305.00
8405.00
6292.00
5998.00
5588.00
5729.00
5867.00
5685.00
3613.00
4729.00
4144.00
4879.00
-6.77%17.74%Liabilities & Equity
$133986.00
134729.00
144576.00
148810.00
145342.00
139821.00
147470.00
137216.00
151828.00
165883.00
175979.00
158468.00
175191.00
166640.00
179831.00
2.26%7.92%Net Income/Loss
$970.00
901.00
1475.00
2000.00
1687.00
1314.00
1480.00
2098.00
1893.00
1534.00
2760.00
2559.00
2556.00
417.00
990.00
8.41%137.41%Depreciation & Amortization
$110.00
225.00
239.00
254.00
248.00
248.00
234.00
198.00
183.00
207.00
98.00
-40.00
-154.00
-35.00
-42.00
-20.00%Increase/Decrease in Working Capital
$-506.00
343.00
-64.00
-192.00
-746.00
-305.00
-34.00
-137.00
-651.00
-2324.00
-975.00
-1572.00
-1997.00
-661.00
-222.00
66.41%Share-based Compensation
$145.00
134.00
143.00
130.00
145.00
134.00
121.00
144.00
135.00
146.00
152.00
170.00
187.00
46.00
42.00
2.14%-8.70%Adjustments to Reconcile Net Income
$1208.00
604.00
-111.00
399.00
885.00
657.00
221.00
499.00
448.00
3089.00
565.00
1848.00
2129.00
639.00
454.00
4.84%-28.95%Net Cash (Operating)
$2178.00
1505.00
1364.00
2399.00
2572.00
1971.00
1701.00
2597.00
2341.00
4623.00
3325.00
4407.00
4685.00
1056.00
1444.00
6.59%36.74%Capital Expenditure
$100.00
137.00
105.00
113.00
133.00
92.00
162.00
162.00
-1891.00
147.00
696.00
148.00
184.00
41.00
52.00
5.21%26.83%Net Cash (Investing)
$-1146.00
4417.00
-802.00
-715.00
-514.00
-804.00
-199.00
-587.00
-3234.00
-2894.00
-4380.00
-13583.00
-9262.00
-3146.00
-569.00
81.91%Increase/Decrease in Debt
$193.00
100.00
-304.00
-1115.00
-1234.00
23.00
-2.00
-59.00
3813.00
3021.00
3926.00
6418.00
3010.00
2192.00
-336.00
25.72%-115.33%Increase/Decrease in Equity
$-1429.00
-1221.00
-1465.00
-1544.00
-1725.00
-1698.00
-1470.00
-1628.00
-1940.00
-1438.00
-2029.00
-1978.00
-2127.00
-617.00
-628.00
-1.78%Interest Expenses
$201.00
190.00
170.00
368.00
443.00
290.00
227.00
859.00
156.00
239.00
12.87%53.21%Dividends Paid
$212.00
305.00
401.00
426.00
465.00
479.00
491.00
506.00
504.00
497.00
511.00
534.00
550.00
134.00
138.00
8.27%2.99%Net Cash (Financing)
$-1111.00
-6342.00
-306.00
-1657.00
-2318.00
-1131.00
-1785.00
-1263.00
1214.00
952.00
1723.00
8430.00
4411.00
3162.00
-1431.00
-145.26%Cash Taxes Paid
$370.00
217.00
391.00
578.00
439.00
155.00
-25.00
308.00
384.00
1423.00
33.00
25.00
11.88%-24.24%Effect of Exchange Rate
$-1.00
10.00
5.00
-21.00
-21.00
-75.00
35.00
-8.00
9.00
9.00
-2.00
-68.00
31.00
11.00
-5.00
-145.45%Increase/Decrease in Cash
$-80.00
-410.00
261.00
6.00
-281.00
-39.00
-248.00
739.00
330.00
2690.00
666.00
-814.00
-135.00
1083.00
-561.00
-151.80%Cash (Beginning)
$2861.00
2781.00
2371.00
2632.00
2638.00
2357.00
5392.00
5144.00
5883.00
6213.00
8903.00
9569.00
8755.00
8755.00
8620.00
9.77%-1.54%Cash (Ending)
$2781.00
2371.00
2632.00
2638.00
2357.00
2318.00
5144.00
5883.00
6213.00
8903.00
9569.00
8755.00
8620.00
9838.00
8059.00
9.89%-18.08%NOPAT
$1049.44
1055.64
1603.85
1990.65
1726.85
1472.20
1512.09
2098.00
1893.00
1534.00
3052.90
2864.83
2125.15
559.15
1369.33
6.06%144.90%Operating Margin %
13.99%
12.48%
17.82%
20.94%
17.80%
13.90%
18.73%
19.35%
17.21%
15.39%
25.01%
22.71%
23.58%
15.58%
32.32%
NOPAT Margin %
10.25%
10.29%
14.28%
16.19%
14.15%
12.55%
12.52%
16.35%
14.60%
12.89%
22.71%
19.97%
13.20%
14.54%
31.66%
Net Margin %
10.51%
10.03%
11.88%
13.17%
12.80%
11.20%
12.26%
16.35%
14.60%
12.89%
20.53%
17.84%
15.88%
10.85%
22.89%
Tax Rate %
26.71%
17.53%
19.85%
22.69%
20.49%
9.74%
33.15%
15.54%
15.19%
16.22%
9.19%
12.07%
44.00%
6.65%
2.05%
ROA
0.78%
0.78%
1.11%
1.34%
1.19%
1.05%
1.03%
1.53%
1.25%
0.92%
1.73%
1.81%
1.21%
0.34%
0.76%
ROE
9.57%
10.87%
17.37%
21.39%
20.55%
23.40%
25.21%
37.54%
33.04%
26.15%
53.70%
79.29%
44.94%
13.49%
28.07%
Equity Multiplier
12.22
13.87
15.66
15.99
17.29
22.22
24.59
24.56
26.50
28.27
30.95
43.86
37.05
40.21
36.86
Debt/Equity Ratio
1.68
1.54
1.79
1.93
2.29
2.49
2.63
2.96
3.41
3.88
4.44
9.95
9.07
9.62
8.71
Dividend Payout Ratio %
20.20%
28.89%
25.00%
21.40%
26.93%
32.54%
32.47%
24.12%
26.62%
32.40%
16.74%
18.64%
25.88%
23.97%
10.08%
Total Payout
$1641.00
1526.00
1866.00
1970.00
2190.00
2177.00
1961.00
2134.00
2444.00
1935.00
2540.00
2512.00
2677.00
751.00
766.00
4.16%2.00%Payout Ratio %
156.37%
144.56%
116.35%
98.96%
126.82%
147.87%
129.69%
101.72%
129.11%
126.14%
83.20%
87.68%
125.97%
134.31%
55.94%