AMP · 10-Q · 2026Q2

AMERIPRISE FINANCIAL INC

Filed 2026-08-04 · Financials · View original filing on EDGAR

Ranked Events

• Capital Return ProgramImportance 84 · Surprise 74
  Ameriprise repurchased 3.3 million common shares for $1.6 billion during the six months ended June 30, 2026, compared with 2.3 million shares for $1.2 billion in the prior-year period. The company’s April 22, 2025…
• Net Income and ProfitabilityImportance 64 · Surprise 56
  Six-month pretax income increased 26.9% to $2,586 million from $2,038 million, while net income increased 23.4% to $2,028 million from $1,643 million. Diluted earnings per share increased 30.9% to $21.64 from $16.53…
• Outstanding IndebtednessImportance 61 · Surprise 66
  Total debt increased to $4.023 billion at June 30, 2026 from $3.277 billion at December 31, 2025, a $746 million or 22.8% increase. Long-term debt rose to $3.823 billion from $3.077 billion following the June 9, 2026…
• Derivative Risk ExposureImportance 59 · Surprise 48
  Total derivative notional exposure increased to $184.335 billion at June 30, 2026 from $174.357 billion at December 31, 2025, while gross derivative assets increased 25.1% to $16.495 billion and liabilities increased…
• Wealth Management GrowthImportance 54 · Surprise 40
  Ameriprise reported $1.8 trillion in assets under management, administration and advisement as of June 30, 2026, underscoring the scale of its retail and institutional wealth platform. Advice & Wealth Management…
• Segment Revenue PerformanceImportance 54 · Surprise 40
  Six-month Advice & Wealth Management net revenues increased 15.4% to $5,928 million from $5,139 million, while Asset Management net revenues increased 11.4% to $1,811 million from $1,625 million. Retirement &…
• Revenue Performance and MixImportance 54 · Surprise 40
  Second-quarter 2026 adjusted operating net revenues increased 13.0% year over year to $4,899 million from $4,335 million, while consolidated net revenues rose 12.9% to $4,940 million from $4,375 million. Advice &…
• Policyholder Account GrowthImportance 49 · Surprise 32
  Policyholder account balances increased to $39.746 billion as of June 30, 2026, from $37.005 billion at December 31, 2025. Structured variable annuity balances grew 14.1% to $24.533 billion, while indexed universal…
• Separate Account GrowthImportance 49 · Surprise 32
  Aggregate separate account assets increased to $80,990 million at June 30, 2026 from $80,044 million at December 31, 2025. Variable annuity and variable universal life mutual funds represented $78,796 million of the…
• Investment Portfolio Credit QualityImportance 42 · Surprise 40
  Available-for-Sale fixed maturity securities had a fair value of $54,382 million at June 30, 2026, compared with $53,591 million at December 31, 2025. Gross unrealized losses on securities without an allowance for…
• Interest Rate EnvironmentImportance 40 · Surprise 56
  Higher interest rates were the primary driver of increased gross unrealized losses on Ameriprise Financial’s Available-for-Sale securities during the six months ended June 30, 2026. Total fair value of securities in an…
• Pledged Asset Line GrowthImportance 40 · Surprise 56
  Pledged asset lines of credit increased 30.0% to $1.3 billion at June 30, 2026, from $1.0 billion at December 31, 2025, indicating higher client borrowing activity against pledged investment assets. The company…
• Market Risk BenefitsImportance 35 · Surprise 48
  The net asset position of market risk benefits was $1,343 million at June 30, 2026, compared with $1,092 million at December 31, 2025. The gross asset position increased to $2,386 million from $2,274 million, while the…
• Financing Receivables and CreditImportance 35 · Surprise 40
  Commercial mortgage loans increased to $2,106 million at June 30, 2026 from $2,039 million at December 31, 2025, while no commercial mortgage loans were past due at either date. Advisor loan balances increased to…
• Liquidity and Debt PositionImportance 35 · Surprise 48
  Cash and cash equivalents increased to $10,135 million at June 30, 2026 from $9,953 million at December 31, 2025. Total cash and cash equivalents, including restricted cash, were $11,159 million at June 30, 2026,…
• Recent Accounting PronouncementsImportance 25 · Surprise 60
  The FASB issued ASU 2024-03 in November 2024, requiring public business entities to provide disaggregated income-statement expense disclosures annually and interim, effective for annual periods beginning after December…
• Income Tax Rate ChangesImportance 20 · Surprise 22
  Ameriprise’s effective tax rate increased to 22.8% in the second quarter of 2026 from 21.6% in the second quarter of 2025. The six-month effective tax rate increased to 21.6% from 19.4%, reflecting higher pretax…
• Geographic Market CommentaryImportance 10 · Surprise 6
  Ameriprise’s foreign operations are conducted primarily through Threadneedle entities in the United Kingdom and Singapore. Asset management contracts cover Open Ended Investment Companies in the U.K. and Société…
• Distribution ChannelsImportance 5 · Surprise 6
  Ameriprise distributes affiliated and unaffiliated mutual funds, fixed and variable annuities, insurance products and alternative products through its advisor and brokerage platforms. The company also places clients’…

Revenue by Product (in millions)