How this company measures up on the fundamentals that matter
Ameriprise Financial, Inc., together with its subsidiaries, operates as a diversified financial services company in the United States and internationally. The company offers financial planning and advice services to individual and institutional clients. It operates through Advice & Wealth Management, Asset Management, Retirement & Protection Solutions, Corporate & Other segments. The Advice & Wealth Management segment provides financial planning and advice; brokerage products and services for retail and institutional clients; discretionary and non-discretionary investment advisory accounts; mutual funds; insurance and annuities products; cash management and banking products; and face-amount certificates. The Asset Management segment offers investment management, advice, and products to retail, high net worth, and institutional clients through third-party financial institutions, advisor network, direct retail, and its institutional sales force under the Columbia Threadneedle Investments brand name. Its products include U.S. mutual funds and their non-U.S. equivalents, exchange-traded funds, variable product funds underlying insurance, and annuity separate accounts; and institutional asset management products, such as traditional asset classes, separately managed accounts, individually managed accounts, collateralized loan obligations, hedge funds, collective funds, and property and infrastructure funds. The Retirement & Protection Solutions segment provides variable annuity products, as well as life and disability income insurance products to retail clients. Ameriprise Financial, Inc. was formerly known as American Express Financial Corporation and changed its name to Ameriprise Financial, Inc. in September 2005. The company was founded in 1894 and is based in Minneapolis, Minnesota.
Five compliance checks based on AAOIFI standards — all must pass for ethical clearance
Trading at $466 against a fair value of $951, a 51% discount. Strong competitive moat. Fails ethical screen (Business activity screen). Ranks better than 86% of screened stocks.
Statistical analysis of price behaviour, risk, and market regime — independent of fundamental data
Trading characteristics and market positioning
Balance sheet strength and cash generation — the foundation of long-term value
SEC Form 4 filings — what company insiders are buying and selling
| Date | Insider | Title | Type | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-14 | SMYTH GERARD P | Officer | 6,255 | $2,955,607 | |
| 2026-05-14 | SMYTH GERARD P | Officer | 2,221 | $367,376 | |
| 2026-05-08 | SHARPE ROBERT FRANCIS JR | Director | 1,200 | $558,996 | |
| 2026-02-10 | TRUSCOTT WILLIAM FREDRICK | Officer | 5,000 | $2,660,400 | |
| 2026-02-09 | ALVERO GUMER | Officer | 4,658 | $2,528,746 | |
| 2026-02-09 | ALVERO GUMER | Officer | 8,293 | $1,233,811 | |
| 2026-02-05 | BERMAN WALTER STANLEY | Chief Financial Officer | 7,000 | $3,809,511 | |
| 2026-02-04 | CRACCHIOLO JAMES M | Chief Executive Officer | 48,813 | $26,601,190 | |
| 2026-02-02 | CRACCHIOLO JAMES M | Chief Executive Officer | 11,988 | — | |
| 2026-02-02 | BERMAN WALTER STANLEY | Chief Financial Officer | 2,790 | — |
Congressional trading disclosures involving this instrument
| Date | Politician | Party | Type | Amount |
|---|---|---|---|---|
| 30 Apr2026 | Dave McCormick | Republican | sell | 100K–250K |
| 2026-05-06 | Bill Keating | Democrat | Sale | 15K–50K |
| 2026-04-13 | Ro Khanna | Democrat | Sale | 15K–50K |
Data sourced from public filings and market feeds. Not financial advice. Updated: