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Equiscale · Syntellia LLC
Ameriprise Financial, Inc., together with its subsidiaries, operates as a diversified financial services company in the United States and internationally. The company offers financial planning and advice services to individual and institutional clients. It operates through Advice & Wealth Management, Asset Management, Retirement & Protection Solutions, Corporate & Other segments. The Advice & Wealth Management segment provides financial planning and advice; brokerage products and services for retail and institutional clients; discretionary and non-discretionary investment advisory accounts; mutual funds; insurance and annuities products; cash management and banking products; and face-amount certificates. The Asset Management segment offers investment management, advice, and products to retail, high net worth, and institutional clients through third-party financial institutions, advisor network, direct retail, and its institutional sales force under the Columbia Threadneedle Investments brand name. Its products include U.S. mutual funds and their non-U.S. equivalents, exchange-traded funds, variable product funds underlying insurance, and annuity separate accounts; and institutional asset management products, such as traditional asset classes, separately managed accounts, individually managed accounts, collateralized loan obligations, hedge funds, collective funds, and property and infrastructure funds. The Retirement & Protection Solutions segment provides variable annuity products, as well as life and disability income insurance products to retail clients. Ameriprise Financial, Inc. was formerly known as American Express Financial Corporation and changed its name to Ameriprise Financial, Inc. in September 2005. The company was founded in 1894 and is based in Minneapolis, Minnesota.
Rule-based from financial data. Not advice.
5-year financial trends. Figures in USD millions.
Latest fiscal year: 2025
Year-by-year revenue, profitability, and cash flow (USD millions, last 10 years)
| Year | Revenue | EBITDA | Net Profit | FCF | ROE | Rev Growth 1Y | NP Growth 1Y |
|---|---|---|---|---|---|---|---|
| 2025 | $18.5B | - | $3.6B | $8.2B | 54.4% | 7.0% | 4.8% |
| 2024 | $17.3B | - | $3.4B | $6.4B | 65.1% | 11.1% | 33.1% |
| 2023 | $15.5B | - | $2.6B | $4.5B | 54.0% | 9.0% | -18.8% |
| 2022 | $14.3B | - | $3.1B | $4.2B | 82.8% | - | - |
| 2021 | - |
Income statement, balance sheet, and cash flow as reported
Consolidated Figures in USD Millions.
| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Total Revenue | - | 14,258 | 15,535 | 17,264 | 18,480 |
| Operating Revenue | - | 14,258 | 15,535 | 17,264 | 18,480 |
| Selling General And Administration | - | 8,658 | 8,949 | 9,927 | 10,616 |
| Total Expenses | - | 10,327 | 12,301 | 12,997 | 13,976 |
| EBIT | - | 4,129 | 3,558 | 4,596 | 4,830 |
| Interest Income | - | -76 | -561 | -662 | -431 |
| Interest Expense | - | 198 | 324 | 329 | 326 |
| Net Interest Income | - | -198 | -324 | -329 | -326 |
| Other Income Expense | - | 491 | 513 | 516 | 528 |
| Interest Expense Non Operating | - | 198 | 324 | 329 | 326 |
| Net Non Operating Interest Income Expense | - | -198 | -324 | -329 | -326 |
| Pretax Income | - | 3,931 | 3,234 | 4,267 | 4,504 |
| Tax Provision | - | 782 | 678 | 866 | 941 |
| Tax Rate For Calcs | - | 0 | 0 | 0 | 0 |
| Tax Effect Of Unusual Items | - | 0 | 0 | 0 | 0 |
| Net Income Continuous Operations | - | 3,149 | 2,556 | 3,401 | 3,563 |
| Net Income From Continuing And Discontinued Operation | - | 3,149 | 2,556 | 3,401 | 3,563 |
| Net Income From Continuing Operation Net Minority Interest | - | 3,149 | 2,556 | 3,401 | 3,563 |
| Net Income | - | 3,149 | 2,556 | 3,401 | 3,563 |
| Net Income Common Stockholders | - | 3,149 | 2,556 | 3,401 | 3,563 |
| Net Income Including Noncontrolling Interests | - | 3,149 | 2,556 | 3,401 | 3,563 |
| Normalized Income | - | 3,149 | 2,556 | 3,401 | 3,563 |
| Diluted NI Availto Com Stockholders | - | 3,149 | 2,556 | 3,401 | 3,563 |
| Basic Average Shares | - | 105.28 | 100.17 | 96.17 | 91.26 |
| Diluted Average Shares | - | 105.28 | 100.17 | 96.17 | 91.26 |
| Reconciled Depreciation | - | -40 | -154 | -159 | -93 |
| Total Unusual Items | 0 | - | - | - | - |
| Total Unusual Items Excluding Goodwill | 0 | - | - | - | - |
| Special Income Charges | 0 | - | - | - | - |
| General And Administrative Expense | - | 3,723 | 3,871 | 3,903 | 3,875 |
| Other Gand A | - | 3,723 | 3,871 | 3,903 | 3,875 |
| Selling And Marketing Expense | - | 4,935 | 5,078 | 6,024 | 6,741 |
| Loss Adjustment Expense | - | 554 | 2,128 | 1,883 | 2,317 |
| Net Policyholder Benefits And Claims | - | 554 | 2,128 | 1,883 | 2,317 |
| Policyholder Benefits Gross | - | 554 | 2,128 | 1,883 | 2,317 |
Financial Services sector peers, ranked by market cap
| Company | Ticker | Market Cap | P/E | P/B | ROE | EV/EBITDA |
|---|---|---|---|---|---|---|
| Ameriprise Financial, Inc.this co. | AMP | $40.9B | 11.48↓ discount | 6.25 | 54.4% | - |
| State Street Corporation | STT | $45.0B | 15.30 | 1.86 | 12.1% | - |
| MSCI Inc. | MSCI | $45.0B | 37.44 | -16.96 | -45.3% | 26.42 |
| Coinbase Global, Inc. | COIN | $43.2B | 34.31 | 2.92 | 8.5% | 22.15 |
| Ares Management Corporation | ARES |
| - |
| - |
| - |
| - |
| - |
| - |
| $43.0B |
| 81.62 |
| 15.29 |
| 18.7% |
| 24.30 |
| American International Group, Inc. | AIG | $38.9B | 12.58 | 0.95 | 7.5% | - |
| PayPal Holdings, Inc. | PYPL | $37.7B | 7.21 | 1.86 | 25.8% | 4.84 |
| Prudential Financial, Inc. | PRU | $35.9B | 10.15 | 1.11 | 10.9% | - |
| The Hartford Insurance Group, Inc. | HIG | $34.9B | 9.15 | 1.84 | 20.1% | - |
| Peer Median | - | 13.94 | 1.85 | 11.5% | 23.23 | |
Historically, Oct has averaged the highest return (+6.7%); Mar the lowest (-3.6%).
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +7.5%Positive MonthJan 2026: +7.52% | -10.8%Negative MonthFeb 2026: -10.83% | -5.5%Negative MonthMar 2026: -5.47% | +6.8%Positive MonthApr 2026: +6.84% | -6.1%Negative MonthMay 2026: -6.12% | +2.9%Positive MonthJun 2026: +2.93% | +19.0%Positive MonthJul 2026: +18.98% | +2.6%*Positive MonthAug 2026: +2.55% | — | — | — | — |
| 2025 | +2.1%Positive MonthJan 2025: +2.05% | -1.1%Neutral MonthFeb 2025: -1.12% | -9.9%Negative MonthMar 2025: -9.90% | -2.7%Negative MonthApr 2025: -2.70% | +8.1%Positive MonthMay 2025: +8.11% | +4.8%Positive MonthJun 2025: +4.81% | -2.9%Negative MonthJul 2025: -2.91% | -0.7%Neutral MonthAug 2025: -0.65% | -4.6%Negative MonthSep 2025: -4.58% | -7.8%Negative MonthOct 2025: -7.83% | +0.7%Neutral MonthNov 2025: +0.66% | +7.6%Positive MonthDec 2025: +7.59% |
| 2024 | +1.8%Neutral MonthJan 2024: +1.84% | +5.3%Positive MonthFeb 2024: +5.31% | +7.6%Positive MonthMar 2024: +7.63% | -6.1%Negative MonthApr 2024: -6.08% | +6.0%Positive MonthMay 2024: +6.03% | -2.2%Negative MonthJun 2024: -2.16% | +0.7%Neutral MonthJul 2024: +0.67% | +4.5%Positive MonthAug 2024: +4.50% | +4.5%Positive MonthSep 2024: +4.53% | +8.6%Positive MonthOct 2024: +8.62% | +12.5%Positive MonthNov 2024: +12.48% | -7.2%Negative MonthDec 2024: -7.24% |
| 2023 | +12.4%Positive MonthJan 2023: +12.45% | -2.1%Negative MonthFeb 2023: -2.07% | -10.6%Negative MonthMar 2023: -10.61% | -0.5%Neutral MonthApr 2023: -0.45% | -2.2%Negative MonthMay 2023: -2.18% | +11.3%Positive MonthJun 2023: +11.29% | +4.9%Positive MonthJul 2023: +4.90% | -3.1%Negative MonthAug 2023: -3.12% | -2.3%Negative MonthSep 2023: -2.34% | -4.6%Negative MonthOct 2023: -4.58% | +12.4%Positive MonthNov 2023: +12.38% | +7.4%Positive MonthDec 2023: +7.45% |
| 2022 | +0.9%Neutral MonthJan 2022: +0.88% | -1.5%Neutral MonthFeb 2022: -1.49% | +0.2%Neutral MonthMar 2022: +0.19% | -11.6%Negative MonthApr 2022: -11.61% | +4.1%Positive MonthMay 2022: +4.06% | -14.0%Negative MonthJun 2022: -13.97% | +13.6%Positive MonthJul 2022: +13.56% | -0.7%Neutral MonthAug 2022: -0.71% | -6.0%Negative MonthSep 2022: -5.99% | +22.7%Positive MonthOct 2022: +22.69% | +7.4%Positive MonthNov 2022: +7.39% | -6.2%Negative MonthDec 2022: -6.20% |
| 2021 | — | — | — | — | +0.6%Neutral MonthMay 2021: +0.56% | -4.2%Negative MonthJun 2021: -4.22% | +3.5%Positive MonthJul 2021: +3.49% | +6.0%Positive MonthAug 2021: +5.96% | -3.2%Negative MonthSep 2021: -3.22% | +14.4%Positive MonthOct 2021: +14.39% | -4.1%Negative MonthNov 2021: -4.15% | +4.2%Positive MonthDec 2021: +4.16% |
| Avg±SD |
Each cell is the percentage change in closing price from the end of the prior month to the end of this month. The bottom row shows the average return for that calendar month across the selected years, plus or minus one standard deviation — the range that historically contained roughly two-thirds of outcomes. Past monthly patterns are not a forecast of future returns.
This aggregates every month by calendar position — all Januaries together, all Februaries together, and so on — to show whether a given month has leaned positive or negative historically. ‘Simple’ counts each month as +1 or −1. ‘Weighted’ gives larger moves more influence: +2 above +10%, −2 below −10%. With only 6 years of history for this asset, each month’s score reflects a small number of observations — read it as a historical tendency, not a reliable seasonal pattern.
This tracks a running tally across the asset’s full price history: each month adds or subtracts based on whether it was positive or negative. A rising line means more positive months than negative so far; a flattening or falling line means recent months have leaned negative. This measures historical month-to-month consistency, not expected future performance.
Year-to-date return is calculated by dividing each day’s closing price by the price on January 1st of that year (or the asset’s first available price if it began trading mid-year). The custom average line shows the mean YTD return at each calendar day across the selected years. The standard deviation band shows the range within which returns have historically fallen — at 1 SD, roughly two-thirds of years; at 2 SD, roughly 95%. Past year-to-date patterns do not predict future returns. The average and standard deviation band are computed from the year set chosen in “Average from”, which is independent of which year lines are displayed. The current in-progress year is excluded from these calculations, since a partial year is not comparable to complete ones. Election-cycle groupings follow the US presidential calendar and are offered only for US and crypto assets.
