Ameriprise Financial, Inc. (AMP) Total Return CAGR:-11.50%(TTM)
Over the latest trailing 12-month period, Ameriprise Financial, Inc. (AMP)'s total return cagr is -11.50%. The comparable SPY value is +22.75%. Year-to-date total return is -7.54%. Total return includes price appreciation and reinvested dividends.
Over longer horizons, Ameriprise Financial, Inc.'s Total Return CAGR averages 14.25% over 3 years and 13.40% over 5 years. Total return includes dividends reinvested. The total return CAGR includes both price appreciation and dividends reinvested. This gives a more complete picture of Ameriprise Financial, Inc.'s investment performance.
AMP Total Return CAGR Chart
Ameriprise Financial, Inc. (AMP)
AMP Quarterly Total Return (YoY)
Total Return Index growth vs the same quarter one year earlier, last 20 quarters.
AMP Total Return CAGR History
| Year | Start Total Return | End Total Return | Change | % Change | CAGR |
|---|---|---|---|---|---|
| 2026 | 1975.41 | 1826.41 | -149.00 | -7.54% | -7.54% |
| 2025 | 2117.80 | 1975.41 | -142.40 | -6.72% | -6.72% |
| 2024 | 1490.37 | 2117.80 | +627.44 | +42.10% | +42.10% |
| 2023 | 1202.20 | 1490.37 | +288.17 | +23.97% | +23.97% |
| 2022 | 1145.24 | 1202.20 | +56.96 | +4.97% | +4.97% |
| 2021 | 725.32 | 1145.24 | +419.92 | +57.90% | +57.90% |
| 2020 | 605.48 | 725.32 | +119.84 | +19.79% | +19.79% |
| 2019 | 369.23 | 605.48 | +236.25 | +63.98% | +63.98% |
| 2018 | 584.54 | 369.23 | -215.31 | -36.83% | -36.83% |
| 2017 | 373.83 | 584.54 | +210.71 | +56.37% | +56.37% |
| 2016 | 347.02 | 373.83 | +26.80 | +7.72% | +7.72% |
| 2015 | 422.39 | 347.02 | -75.36 | -17.84% | -17.84% |
| 2014 | 360.36 | 422.39 | +62.03 | +17.21% | +17.21% |
| 2013 | 191.39 | 360.36 | +168.97 | +88.29% | +88.29% |
| 2012 | 147.80 | 191.39 | +43.58 | +29.49% | +29.49% |
| 2011 | 168.58 | 147.80 | -20.77 | -12.32% | -12.32% |
| 2010 | 111.93 | 168.58 | +56.65 | +50.62% | +50.62% |
| 2009 | 65.66 | 111.93 | +46.26 | +70.46% | +70.46% |
| 2008 | 152.21 | 65.66 | -86.55 | -56.86% | -56.86% |
| 2007 | 149.12 | 152.21 | +3.09 | +2.07% | +2.07% |
| 2006 | 111.11 | 149.12 | +38.01 | +34.20% | +34.20% |
Quarterly Total Return: QoQ & YoY
| Quarter | Value | QoQ | YoY |
|---|---|---|---|
| Q2 2026 | 1,826 | +1.7% | -12.9% |
| Q1 2026 | 1,796 | -10.6% | -6.6% |
| Q4 2025 | 2,008 | +0.1% | -4.9% |
| Q3 2025 | 2,006 | -4.4% | +9.2% |
| Q2 2025 | 2,097 | +9.0% | +20.4% |
| Q1 2025 | 1,923 | -8.9% | +13.3% |
| Q4 2024 | 2,110 | +14.9% | +41.1% |
| Q3 2024 | 1,837 | +5.4% | +40.0% |
| Q2 2024 | 1,742 | +2.6% | +34.9% |
| Q1 2024 | 1,698 | +13.5% | +50.3% |
| Q4 2023 | 1,496 | +14.0% | +25.6% |
| Q3 2023 | 1,312 | +1.6% | +35.4% |
| Q2 2023 | 1,291 | +14.3% | +38.3% |
| Q1 2023 | 1,129 | -5.2% | -1.3% |
| Q4 2022 | 1,191 | +22.9% | +2.0% |
| Q3 2022 | 969 | +3.8% | -3.0% |
QoQ = change vs the prior quarter; YoY = change vs the same quarter a year earlier.
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