Filings monitor · AMP

What AMERIPRISE FINANCIAL INC's SEC filings said

10-Q for 2026Q3, filed 30 Oct 2026. Each line is something a filing stated, ranked by score and linked to its source.

Ranked highest

1. Capital Return Program79 · importance in its document · 10-Q · 2026Q3
   Ameriprise repurchased 4.9 million shares for $2.4 billion in the nine months ended September 30, 2026, compared with 3.7 million shares for $1.9 billion in the prior-year period. The Board authorized an additional $5.5 billion of…
2. Investment Portfolio Credit Quality63 · importance in its document · 10-Q · 2026Q3
   Gross unrealized losses on available-for-sale securities without a credit-loss allowance totaled $3.256 billion at September 30, 2026, compared with $1.269 billion at December 31, 2025. Management attributed the increase during the nine…
3. Interest Rate Environment63 · importance in its document · 10-Q · 2026Q3
   During the nine months ended September 30, 2026, higher interest rates were the primary cause of increased gross unrealized losses on Available-for-Sale securities for which no credit-loss allowance was recorded. At September 30, 2026,…
4. Net Income and Profitability59 · importance in its document · 10-Q · 2026Q3
   Net income for the nine months ended September 30, 2026 was $3.154 billion, compared with $2.555 billion in the same 2025 period, an increase of 23.5%. Diluted earnings per share rose to $33.95 from $25.83, up 31.4%, while basic earnings…

Ranked by score, 0–100. A topic read from a document carries its importance within that document; an 8-K event carries the rule score that ranks a filing among filings. Neither is about the share price, and the two scales are named on each row because they are not the same measure.

Latest report: 10-Q · 2026Q3 filed 30 Oct 2026

Full report · Filing on EDGAR

• Capital Return ProgramImportance 79
  Ameriprise repurchased 4.9 million shares for $2.4 billion in the nine months ended September 30, 2026, compared with 3.7 million shares for $1.9 billion in the prior-year period. The Board authorized an additional…
• Investment Portfolio Credit QualityImportance 63
  Gross unrealized losses on available-for-sale securities without a credit-loss allowance totaled $3.256 billion at September 30, 2026, compared with $1.269 billion at December 31, 2025. Management attributed the…
• Interest Rate EnvironmentImportance 63
  During the nine months ended September 30, 2026, higher interest rates were the primary cause of increased gross unrealized losses on Available-for-Sale securities for which no credit-loss allowance was recorded. At…
• Net Income and ProfitabilityImportance 59
  Net income for the nine months ended September 30, 2026 was $3.154 billion, compared with $2.555 billion in the same 2025 period, an increase of 23.5%. Diluted earnings per share rose to $33.95 from $25.83, up 31.4%,…
• Revenue Performance and MixImportance 47
  Total segment adjusted operating net revenues were $5.075 billion in the third quarter of 2026, up from $4.733 billion in the third quarter of 2025, and were $14.748 billion for the first nine months of 2026, versus…
• Market Risk BenefitsImportance 45
  The market risk benefits table reported a net asset position of $1.830 billion at September 30, 2026, compared with $1.092 billion at December 31, 2025. The composite guaranteed-benefit amount in excess of current…
• Policyholder Account GrowthImportance 43
  Policyholder account balances, future policy benefits and claims rose to $49.554 billion at September 30, 2026 from $46.498 billion at December 31, 2025, an increase of $3.056 billion, or 6.6%. Policyholder account…
• Derivative Risk ExposureImportance 41
  At September 30, 2026, total derivative notional value was $213.129 billion, up 22.2% from $174.357 billion at December 31, 2025. Equity-contract notional value increased 30.7% to $173.368 billion from $132.590…
• Pledged Asset Line GrowthImportance 40
  Ameriprise’s pledged asset lines of credit balance increased to $1.4 billion at September 30, 2026, from $1.0 billion at December 31, 2025, a 40% increase. The company monitors collateral supporting these lines and…
• U.S. Tax Law ChangesImportance 31
  Ameriprise is an applicable corporation required to compute the corporate alternative minimum tax (CAMT), established under the Inflation Reduction Act of 2022. As of September 30, 2026, the Company expected to be…

8-K filings last 12 months

• Results, no stated guidance change29 Oct 2026 · 8-K Item 2.02 · Routine · rule score 10
  Read from the attached exhibit: Capital Return Program · Net Income and Profitability · Wealth Management Growth
• Results (release not read)23 Jul 2026 · 8-K Item 2.02 · Routine · rule score 20
• Executive pay change20 May 2026 · 8-K Item 5.02 · Routine · rule score 5
  “b) Departure of Directors or Certain Officers;”
• Results (release not read)23 Apr 2026 · 8-K Item 2.02 · Routine · rule score 20
• Other officer change12 Feb 2026 · 8-K Item 5.02 · Routine · rule score 15
  “b) Departure of Directors or Certain Officers;”
• Results (release not read)29 Jan 2026 · 8-K Item 2.02 · Routine · rule score 20

Earlier reports

• 10-Q · 2026Q2filed 4 Aug 2026
  Capital Return Program · Net Income and Profitability · Outstanding Indebtedness

Topics are read from the text of the 10-K, 10-Q or the exhibit attached to an 8-K, each linked to the passage it came from. 8-K events are labelled by fixed rules from the item codes and the filing text — the same rules for every company and every year. The Full Picture merges these with earnings calls and news.