Citable filing context
AMP's research view summarizes recent SEC filing context, starting with earnings from Jul 23, 2026.
| Filed | Item | Context |
|---|---|---|
| Jul 23, 2026 | earnings | Ameriprise Financial reported second quarter 2026 adjusted operating earnings of $11.07 per diluted share. |
| Jun 9, 2026 | debt_offering | Ameriprise Financial issued $300 million of 4.800% Senior Notes due 2031 and $450 million of 5.350% Senior Notes due 2036. |
| May 20, 2026 | management_change | Ameriprise announced that Global CIO William Davies will retire on June 30, 2026. |
| Jul 23, 2026 | Guidance: operating_effective_tax_rate | 20.00 to 22.00 |
| Apr 26, 2021 | Guidance: operating_effective_tax_rate | not reported to not reported |
| Apr 12, 2021 | Guidance: assets_under_management | not reported to not reported |
| Aug 4, 2026 | mda_quarterly | Ameriprise Financial reported strong financial performance for the second quarter of 2026, with net income rising to $1.11 billion from $1.06 billion in the same period last year. Total net revenues increased to $4.94 billion, driven primarily by growth in management and financial advice fees, which reached $3.07 billion. The Advice & Wealth Management segment remains a primary revenue driver, contributing $2.99 billion in net revenue, while the Asset Management and Retirement & Protection Solutions segments added $924 million and $865 million, respectively. The company continues to actively manage its capital, repurchasing 3.56 million shares for $1.69 billion during the first half of 2026. Balance sheet strength is supported by $10.14 billion in cash and cash equivalents, alongside $59.65 billion in investments, primarily consisting of high-quality fixed maturity securities. Ameriprise maintains a disciplined approach to risk, utilizing derivative instruments—including interest rate swaps, index options, and futures—to hedge market risks associated with variable annuities, indexed universal life insurance, and structured products. While the company faces ongoing regulatory and legal inquiries typical of the financial services industry, it continues to monitor these contingencies, maintaining accruals where losses are deemed both probable and reasonably estimable. |
| May 7, 2026 | mda_quarterly | Ameriprise Financial reported strong growth for the first quarter of 2026, with total net revenues increasing to $4.81 billion and net income rising to $915 million, resulting in diluted earnings per share of $9.68. Growth was primarily driven by the Advice & Wealth Management segment, which saw adjusted operating net revenues climb to $3.18 billion. The company manages $1.7 trillion in assets under management, administration, and advisement. Key revenue streams include management and financial advice fees, which reached $2.94 billion, and distribution fees of $563 million. Financial performance remains highly sensitive to equity price fluctuations, credit markets, and interest rate volatility, particularly regarding the valuation of market risk benefits and embedded derivatives within variable annuity and universal life insurance products. Interest rate shifts specifically impact spread income from deposit products and fixed insurance, as well as long-duration contract reserves. The company continues to return capital to shareholders, spending $874 million on common share repurchases and $148 million on dividends during the quarter. Macroeconomic risks include geopolitical strain, inflation, and an evolving regulatory environment, all of which influence client behavior and the total value of assets under management. |
Source: SEC EDGAR filing text and events; period Jul 23, 2026; filed Jul 23, 2026.
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