The Bid & Ask

Quotations, Dispatches, and the Daily Tape

Friday, August 14, 2026

Subject of the day

AMP

Concerning the House

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.

United States · www.ameriprise.com

The Long Run

FY 2009–2025 · 17 years

LineLatestCAGRTrend
Revenue$16.10B+4.5%
Net income$3.56B+12.0%
Cash from ops$6.59B+15.4%
Quotation

$570.68

+5.61 (+1.0%)

52w hi$570.68
52w lo$427.50
Vol221.66K
As ofAug 13
The Verdict

Hold

Our score +0.40

Short+0.24
Medium+0.48
Long+0.58

computed 2026-08-13

By the Numbers

Ameriprise Financial, Inc.

Financial Services · Asset Management

Market cap$50.45B
Enterprise value$43.92B
Trailing P/E13.80x
Forward P/E11.07x
EV / EBITDA
P / S (ttm)2.54x
Profit margin19.9%
Return on equity63.4%
Revenue growth+11.6%
Earnings growth+11.7%
Debt / equity67.58
Risk Metrics
Beta vs SPX1.08
Corr SPX0.64
Annual vol27.5%
Annual ret+21.5%
Sharpe0.78
Max DD-26.6%

Window: 504 trading days (504 obs)

Layer Breakdown
LayerRawContribution
Fundamental+0.36
Sector+0.09
Technical+0.23
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-08-13

Recent Sessions
DateOpenHighLowCloseVol
Aug 13$565.94$571.17$561.01$570.68221.66K
Aug 12$560.21$565.32$557.64$565.07375.70K
Aug 11$555.67$565.44$555.60$562.98385.10K
Aug 10$555.74$562.42$550.25$557.53347.00K
Aug 7$555.22$558.59$549.80$551.98463.30K