Ameriprise Financial, Inc. Earnings Recaps
Q3 2026
Nov 1, 2026
Ameriprise reported higher earnings and assets in Q3, while the stock rose 1.6% after the results—a roughly flat reaction. The quarter featured growth in fee-based assets and advisor productivity, alongside continued investment in technology and expansion through a large bank-channel partnership.
Key takeaways
- Excluding unlocking, adjusted operating net revenue increased 10% to $5.1 billion and earnings per share rose 22%; return on equity was over 56%, versus 52.8% a year earlier.
- Total assets under management, administration, and advisement reached $1.8 trillion, up 8%. Wealth management client assets also increased 8% to $1.2 trillion, while wrap assets rose 12% to $729 billion.
- Advisor productivity reached a record $1.2 million per advisor, up 13%; Ameriprise recruited 79 experienced advisors during the quarter.
- Ameriprise welcomed about 260 Huntington Bank advisors with $28 billion in client assets. A further 29 advisors and $4 billion in assets are expected to move from Cadence Bank’s program in mid-2027.
- Pledged asset lending increased more than 50% and the mortgage portfolio grew 74%; cash balances remained stable.
Q3 2025
Oct 31, 2025
Ameriprise Financial reported a strong third quarter with significant year-over-year growth in assets and earnings, reflecting robust operational resilience amid a fluctuating market environment.
Key takeaways
- Assets under management reached a new high of $1.7 trillion, marking an 8% year-over-year increase.
- Earnings per share (EPS) grew 12%, contributing to a firm-wide margin of 27%.
- The advisor count increased, demonstrating strong productivity with a 10% rise, while 90 experienced advisors were recruited in the quarter.
- Ongoing digital investments have driven record client engagement and satisfaction, notably through enhancements in their mobile app.
- Enhanced product offerings, including the successful launch of the Signature Wealth platform and new banking services, position the firm for sustainable growth.
Q2 2025
Jul 25, 2025
Ameriprise Financial reported robust Q2 2025 results, achieving a record $1.6 trillion in assets under management, driven by strong revenues and operational efficiencies despite market uncertainties.
Key takeaways
- Adjusted operating revenues rose 4%, supported by asset growth and solid transactional activity.
- Earnings per share increased by 7%, with an impressive return on equity of 52%.
- Client assets reached a new high of $1.1 trillion, reflecting an 11% increase, while wrap net inflows totaled $5.4 billion.
- Productivity per adviser grew 11% to $1.1 million, bolstered by enhanced adviser support and new service offerings.
- The asset management segment saw a 5% sequential increase in total assets, maintaining strong long-term investment performance.