AMERIPRISE FINANCIAL INC
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SEC XBRL · annual| FY25 | FY24 | FY23 | FY22 | FY21 | FY20 | |
|---|---|---|---|---|---|---|
| Revenue | $18.91B | $17.93B | $16.10B | $14.33B | $13.39B | $11.96B |
| Operating income | — | — | — | — | — | — |
| Net income | $3.56B | $3.40B | $2.56B | $3.15B | $3.42B | $1.53B |
| Total assets | $190.90B | $181.40B | $175.19B | $158.85B | $177.74B | $165.88B |
| Total liabilities | $184.35B | $176.18B | $170.46B | $155.05B | $172.90B | $160.02B |
| Equity | $6.55B | $5.23B | $4.73B | $3.80B | $4.84B | $6.13B |
| EPS (diluted) | $36.28 | $33.05 | $23.71 | $27.70 | $28.48 | $12.20 |
| Shares out. | 96.1M | 100.3M | 105.3M | 110.8M | 116.8M | 123.2M |
Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.
Key ratios
from filings · FY2025- Operating margin
- —
- Net margin
- 18.8%
- Return on equity
- 54.4%
- Return on assets
- 1.9%
- Return on capital (ROCE)
- —
- Liabilities / assets
- 96.6%
- Debt / equity
- 28.15×
- Book value / share
- $68.13
- Revenue growth (YoY)
- 5.5%
- Net income growth (YoY)
- 4.8%
Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.
Financial health
forensic scores · FY2025- Accruals / assets
- −2.5%clean
- Piotroski F-Score
- 6/7mixed
Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.
Quality score
EDS ScoreOur own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast. What these scores mean →
Signs
● 1 warning● 4 good- High leverage (liabilities > 70% of assets)
- Strong return on equity (>15%)
- Revenue is growing year-over-year
- Positive operating cash flow
- Clean earnings (low accruals)
Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.
5%+ owners
SEC Schedule 13D / 13G · last 3 yrs- State Street CorpPassive (13G)May 12, 2026
- Vanguard Capital Management LlcPassive (13G)Apr 29, 2026
- Vanguard Portfolio Management LlcPassive (13G)Apr 28, 2026
- Vanguard Group IncPassive (13G)Mar 26, 2026
- Jpmorgan Chase & CoPassive (13G)Nov 4, 2025
- Blackrock, Inc.Passive (13G)Feb 5, 2025
Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.
Insider transactions
SEC Form 4 · most recent| Insider | Date | Type | Shares | Price |
|---|---|---|---|---|
| Smyth Gerard P.Officer — EVP & Hd. of Tech. & Serv. Del | May 14, 2026 | Option exercise | 2,221 | $165.41 |
| Sharpe Robert Francis JrDirector | May 8, 2026 | Sell | 1,200 | $465.83 |
| Truscott William FOfficer — CEO, GLOBAL ASSET MANAGEMENT | Feb 10, 2026 | Sell | 5,000 | $532.08 |
| Alvero GumerOfficer — PRESIDENT-INSURANCE&ANNUITIES | Feb 9, 2026 | Option exercise | 3,428 | $179.84 |
Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.
Short interest
FINRA · bi-monthly| Settlement | Shares short | Days to cover | Δ vs prior |
|---|---|---|---|
| May 15, 2026 | 3.7M | 6.7 | +16.2% |
| Apr 30, 2026 | 3.2M | 4.3 | +19.2% |
| Apr 15, 2026 | 2.7M | 4.0 | -4.5% |
| Mar 31, 2026 | 2.8M | 3.5 | -3.2% |
| Mar 13, 2026 | 2.9M | 4.8 | -13.8% |
Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.
Material events
SEC Form 8-K · most recent- Director / officer change · Regulation FD disclosureMay 20, 2026
- Shareholder voteApr 30, 2026
- Results of operationsApr 23, 2026
- Director / officer changeFeb 12, 2026
- Results of operationsJan 29, 2026
- Director / officer changeNov 12, 2025
- Results of operationsOct 30, 2025
- Results of operationsJul 24, 2025
Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.
Recent SEC filings
All filings ↗- 8-KFORM 8-KMay 20, 2026
- 4May 18, 2026
- SCHEDULE 13G/AMay 15, 2026
- SCHEDULE 13G/AMay 15, 2026
- 13F-HRMay 15, 2026
- SCHEDULE 13G/AMay 15, 2026
- SCHEDULE 13G/AMay 15, 2026
- SCHEDULE 13G/AMay 15, 2026
- SCHEDULE 13G/AMay 15, 2026
- SCHEDULE 13G/AMay 15, 2026
- SCHEDULE 13G/AMay 15, 2026
- SCHEDULE 13G/AMay 15, 2026
- SCHEDULE 13G/AMay 15, 2026
- SCHEDULE 13G/AMay 15, 2026
- SCHEDULE 13G/AMay 15, 2026
Corporate family
Spun off from American Express CompanyAXP · Dec 31, 2005
From the spin-off filings we track. Follow a company to walk its own history.
Event-driven situations (1)
Spot an error in this record? Report it. Every correction is verified against the source filing before we change anything.