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SEC EDGAR: CIK 820027AMP stock profile & AI dashboard →

13F Pro Quality Score

70.2/100

Rank #323 of 2,879 stocksTOP 25%

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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

58.2/100

Profitability

81.7/100

Balance Sheet

50.4/100

Earnings Quality

46.1/100

Free Cash Flow

86.9/100

Institutional Flow

54.4/100

Revenue Scale

92.5/100

Dilution Risk

55.0/100

AMP Stock Analysis & AI Quality Score

AI stock analysis and institutional research for AMERIPRISE FINANCIAL INC (AMP), a Financials sector company. 13F Pro's AI-powered ranking engine scores AMP at 70.2/100 on a 32-signal composite quality model, placing it at rank #323 of 2,879 stocks — the top 25% of the AI-ranked universe. AMP scores in the top quartile across revenue scale (92.5), free cash flow (86.9), profitability (81.7). Based on the latest XBRL financial filings (Q1 2026), AMERIPRISE FINANCIAL INC reports quarterly revenue of $4.8B, net income of $915.0M, an operating margin of 23.8%. Top institutional holders of AMP by reported 13-F value include BlackRock,, VANGUARD CAPITAL MANAGEMENT, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. AMP trades on the NYSE exchange and files with the SEC under CIK 820027. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate AMP daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for AMERIPRISE FINANCIAL INC directly from SEC EDGAR. AMERIPRISE FINANCIAL INC's 13F Pro composite quality score has ranged between 8 and 75 since 2021, currently 70.2 — a stable long-term trajectory across 56 quarterly and live scoring snapshots.

What's Driving AMP's Business? Latest 10-Q Breakdown

31/31 datapoints verified

AI-extracted from AMERIPRISE FINANCIAL INC's 10-Q filed 2026-05-07 — Q1 2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Net income surged 57% to $915M as pretax income rose 67% on favorable market conditions, lower hedging losses, and $130.4B increase in AUM despite variable annuity living benefit rider run-off.

Biggest Revenue Drivers

Total revenue: $4,812M+11% YoY

Management and financial advice fees$2,944M+13% YoY

Market appreciation, wrap account net inflows, and higher advisory fee rates, partially offset by Asset Management net outflows.

Net investment income$872MFlat YoY

Consolidated investment entities gains partially offset by lower yields on certificate products.

Distribution fees$563M+8% YoY

Higher transactional activity and market appreciation.

Premiums, policy and contract charges$341M-5% YoY

Lower sales of life contingent payout annuities and reduced contract charges from lower guaranteed living benefit volumes.

Other revenues$166M+29% YoY

$28M benefit from termination of Comerica Bank relationship.

Largest Expense Items

Distribution expenses$1,773M+10% YoY

Higher advisor compensation from increased wrap account assets and transactional activity.

Change in fair value of market risk benefits$378M-24% YoY

$130M decrease from favorable market impact on variable annuity guaranteed benefits net of hedges and interest rate benefit.

Benefits, claims, losses and settlement expenses$317M-17% YoY

$98M decrease in structured variable annuity embedded derivative market impacts, partially offset by higher SVA volume.

General and administrative expense$918MFlat YoY

No material change despite higher volume-related expenses offset by lower real estate costs.

Margins: Pretax margin improved materially, with pretax income rising 67% YoY to $1,144M as market conditions favorable and hedging losses moderated significantly. Adjusted operating margin in Advice & Wealth Management improved 150 bps to 30.0%, driven by scale benefits from higher wrap account assets.

Watch Items from the Filing

  • Variable annuity living benefit riders declining to 45% of account balances (from 49% YoY), consistent with exit strategy; this shift materially reduces future guaranteed benefit liabilities but also revenue volatility.
  • Asset Management net outflows of $5.9B in Q1 2026 vs. $18.3B outflows YoY; cumulative impact on revenues partially offset by market appreciation; persistent outflow trend remains competitive pressure.
  • Market risk benefits liability of $1.4B as of March 31, 2026 (asset position $1.9B gross, liability $1.4B gross); 10% equity decline would reduce pretax income ~$608M; effective hedging mitigates but leaves ~$609M unhedged exposure.
  • Ameriprise Certificate Company deposits declined $3.2B YoY to $7.5B after sustained outflows during nine quarters; credit to liquidity management but indicates competitive pressure in lower-rate environment.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Revenue

Q1 2026

$4.8B

Net Income

Q1 2026

$915.0M

Free Cash Flow

Q1 2026

$430.0M

Operating Margin

Q1 2026

23.8%

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+21.1% YoY
$17.26BFY 2024
FY19 $12.97BFY21 $13.38BFY22 $14.26BFY24 $17.26B

Net Income

+8.0% YoY
$3.40BFY 2024
FY19 $1.89BFY21 $3.42BFY22 $3.15BFY24 $3.40B

EPS (Diluted)

+19.3% YoY
$33.05FY 2024
FY19 $13.92FY21 $28.48FY22 $27.70FY24 $33.05

Total Assets

+14.2% YoY
$181.40BFY 2024
FY19 $151.83BFY21 $177.74BFY22 $158.85BFY24 $181.40B

Total Debt

FY 2024
FY19 $3.30BFY21 FY22 FY24

Op. Cash Flow

+49.6% YoY
$6.59BFY 2024
FY19 $2.34BFY21 $3.33BFY22 $4.41BFY24 $6.59B

AI Insight: AMP Financial Trends

Revenue grew 14% year-over-year to $4.8B in Q1 2026, but operating cash flow collapsed 73% sequentially to $459M.

Revenue expanded from $4.2B in Q2 2024 to $4.8B in Q1 2026, a 14% gain over nine quarters.

Equity base strengthened from $4.99B to $6.21B between Q2 2024 and Q1 2026, up 24%.

Operating cash flow averaged $1.6B across four quarters of 2025, but dropped to $459M in Q1 2026.

Q1 2026 operating cash flow of $459M is lowest in eight quarters and 73% below Q4 2025's $2.67B.

Net income volatility persists: ranged $511M–$1.07B quarterly; Q1 2026 at $915M, down from $1.01B prior quarter.

AI Insight: AMP Ratio Trends

Profitability metrics compressed in Q1 2026 after strong Q4 2025, with operating margin and ROE both declining to lowest levels in trailing twelve months.

Operating margin fell to 23.8% in Q1 2026 from 26.1% in Q4 2025; NPM declined to 19.0% from 20.3% sequentially.

ROE contracted to 58.9% in Q1 2026 versus 61.6% in Q4 2025; ROIC dropped to 73.7% from 78.9% in prior quarter.

TTM operating margin of 26.2% remains elevated versus Q3 2025 (24.5%), though quarterly trend shows sequential deterioration.

Q1 2026 ROE at 58.9% is lowest in trailing twelve months; monitor whether Q2 2026 rebounds like prior year seasonal pattern.

Persistent Q1 margin weakness (15.8% in Q1 2025, 23.8% in Q1 2026) suggests structural seasonality or recurring first-quarter headwinds.

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Available Research

13F Pro tracks comprehensive data for AMERIPRISE FINANCIAL INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Top Institutional Holders of AMP

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Is AMP a good stock to buy?

13F Pro's AI-powered analysis of AMERIPRISE FINANCIAL INC (AMP) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for AMP are available on the AMP stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own AMP?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling AMP. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of AMERIPRISE FINANCIAL INC's investment landscape.