Ameriprise Financial, Inc. (AMP) Total Return:-11.63%(TTM)
Over the latest trailing 12-month period, Ameriprise Financial, Inc. (AMP)'s total return cagr is -11.63%. The comparable SPY value is +22.75%. Year-to-date total return is -7.49%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in AMP
$182,738
(18.3x return)
Invested on Sep 15, 2005
Growth of $10,000 in SPY (S&P 500)
$89,135
(8.9x return)
Invested on Sep 15, 2005
Hypothetical Growth of $10,000
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
Recent Performance Indicators
YTD Total Return
-7.5%
1-Year Total Return
-11.6%
Current Dividend Yield
1.44%
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | (12.8%) | (11.6%) | +1.2% |
| 3 Years | +12.7% | +14.3% | +1.5% |
| 5 Years | +11.9% | +13.5% | +1.7% |
| 10 Years | +16.3% | +18.7% | +2.4% |
| 15 Years | +14.9% | +17.4% | +2.5% |
| 20 Years | +12.3% | +14.5% | +2.3% |
About Ameriprise Financial, Inc.
Ameriprise Financial, Inc. (AMP) delivers a broad spectrum of financial services and products to both individual and institutional clients across the United States and globally. The company organizes its operations into four main divisions: Advice & Wealth Management, Asset Management, Retirement & Protection Solutions, and Corporate & Other. The Advice & Wealth Management segment focuses on providing personalized financial planning and guidance. It offers a broad range of brokerage services to both retail and institutional investors, alongside a variety of managed and self-directed investment advisory accounts. Clients also have access to mutual funds, insurance, annuities, cash management tools, banking services, and face-amount certificates. Through its Asset Management segment, Ameriprise provides investment management expertise and a diverse array of investment vehicles. It serves retail, high-net-worth, and institutional clients, often reaching them via external financial institutions and its dedicated institutional sales force. Offerings include U.S. and international mutual funds, exchange-traded funds (ETFs), and funds specifically designed for variable insurance and annuity separate accounts. Furthermore, it manages institutional assets across traditional investment classes, separately and individually managed accounts, collateralized loan obligations (CLOs), hedge funds, collective investment funds, and real estate/infrastructure funds. The Retirement & Protection Solutions segment is dedicated to safeguarding clients' financial futures, offering variable annuity products for individuals and a range of life and disability income (DI) insurance products for retail customers. Established in 1894, the company was formerly known as American Express Financial Corporation before adopting the name Ameriprise Financial, Inc. in September 2005. Its corporate headquarters are situated in Minneapolis, Minnesota.
- Sector
- Financial Services
- Industry
- Asset Management
- CEO
- James Cracchiolo