Every material Form 8-K Ameriprise Financial has filed with the SEC since April 22, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Ameriprise Financial reported third quarter 2026 GAAP net income of $1.13 billion, or $12.32 per diluted share, up from $912 million, or $9.33 per diluted share, a year ago. The results reflect continued asset growth, favorable market impacts, and strong client engagement across wealth and asset management segments. Additionally, the company announced a new $5.5 billion share repurchase authorization and returned over $1.0 billion to shareholders during the quarter.
Third quarter 2026 adjusted operating earnings per diluted share increased 14 percent to $11.26.
Total assets under management, administration and advisement grew 8 percent to $1.8 trillion.
The company returned over $1.0 billion to shareholders and announced a new $5.5 billion share repurchase authorization through September 30, 2028.
Ameriprise reported second-quarter 2026 results in an earnings release furnished as Exhibit 99.1 to a July 23, 2026 Form 8-K. Adjusted operating earnings per diluted share rose 22% to $11.07 from $9.11 a year earlier, and GAAP earnings per diluted share rose 12% to $11.98. Adjusted operating net revenues rose 13% to $4.9 billion, and the company returned $932 million to shareholders, or 91% of operating earnings.
Adjusted operating EPS was $11.07 versus $9.11 in Q2 2025; GAAP EPS was $11.98 versus $10.73.
Adjusted operating net revenues were $4.9 billion, up 13%; GAAP net income was $1,113 million, up 5%.
Capital returned to shareholders was $932 million, including $774 million in share repurchases.
Assets under management, administration and advisement reached a record $1.8 trillion, up 14%; Asset Management recorded $6.5 billion of net outflows.
Ameriprise Financial disclosed that William Davies, Global Chief Investment Officer of its Columbia Threadneedle Investments unit, will retire effective June 30, 2026, after 33 years with the firm. CEO Ted Truscott will serve as interim global chief investment officer from July 1, 2026, until a successor is appointed. The filing does not name a successor or include financial results.
William Davies, Executive Vice President and Global Chief Investment Officer, retires effective June 30, 2026
Davies joined a Columbia Threadneedle predecessor firm in 1994 and has been global chief investment officer since 2022
Ted Truscott, CEO of Columbia Threadneedle, becomes interim global chief investment officer on July 1, 2026
No successor has been named; the filing states the firm's senior investment leaders will keep their current responsibilities
Ameriprise Financial reported first quarter 2026 adjusted operating earnings of $11.26 per diluted share, up 19% from $9.50 a year earlier, with GAAP net income of $915 million, or $9.68 per diluted share, compared with $5.83 a year ago. The company also raised its quarterly dividend 6% and returned $936 million to shareholders in the quarter, equal to 88% of operating earnings.
Adjusted operating earnings per diluted share were $11.26 versus $9.50 a year earlier; GAAP net income per diluted share was $9.68 versus $5.83.
Adjusted operating net revenues rose 11% to $4.8 billion, and assets under management, administration and advisement reached $1.7 trillion, up 12%.
Quarterly dividend increased 6%, and $936 million was returned to shareholders in the quarter.
Asset Management reported net outflows of $5.9 billion, compared with $18.3 billion a year earlier.
Ameriprise Financial said Joseph E. Sweeney, President of Advice & Wealth Management Products & Service Delivery, has decided to retire from the company on April 3, 2026. The filing gives no successor or financial details, so shareholders can see a senior leadership departure with a set date but no stated effect on results.
Joseph E. Sweeney, President, Advice & Wealth Management Products & Service Delivery, will retire
Retirement effective April 3, 2026
Announced February 12, 2026; filing does not name a successor or give compensation terms
Ameriprise Financial reported fourth quarter 2025 results with adjusted operating earnings per diluted share up 16% to a record $10.83, on adjusted operating net revenues of $4.9 billion, up 10%. GAAP net income per diluted share fell 1% to $10.47 from $10.58, which the company attributed to unfavorable market impacts on derivatives and market risk benefits. The company returned $1.1 billion to shareholders in the quarter, or 101% of adjusted operating earnings.
Adjusted operating EPS was $10.83 for Q4 2025, up from $9.36; full-year adjusted operating EPS was $39.29, up 14%.
GAAP net income per diluted share was $10.47 for Q4 2025, versus $10.58 a year earlier; full-year GAAP EPS was $36.28, up from $33.05.
Adjusted operating net revenues rose 10% to $4.9 billion, and assets under management, administration and advisement reached $1.7 trillion, up 11%.
Capital returned to shareholders was $1.1 billion in Q4 2025 and $3.4 billion for the full year, per the filing.
Ameriprise Financial appointed Liane J. Pelletier as a director effective November 12, 2025, on the recommendation of its Nominating and Governance Committee. She will also join the Audit and Risk Committee on the same date. The filing describes a routine board addition with no financial results or changes to company operations disclosed.
Liane J. Pelletier appointed director effective November 12, 2025
She joins the Audit and Risk Committee on the same date
She is eligible for a pro rata portion of the $210,000 annual deferred share unit grant through the 2026 annual meeting
Filing states no related-party transactions requiring disclosure under Item 404(a)
Ameriprise Financial reported third quarter 2025 results, furnished on Exhibit 99.1 to a Form 8-K dated October 30, 2025. Adjusted operating earnings per diluted share rose 22 percent to $9.87 from $8.10 a year earlier, and GAAP net income per diluted share was $9.33 versus $5.00, with adjusted operating net revenues up 9 percent to $4.7 billion. The company returned $842 million to shareholders in the quarter, and it said its full-year 2025 operating effective tax rate is expected to be 20 to 22 percent.
Adjusted operating EPS $9.87 vs. $8.10 a year ago; excluding unlocking, $9.92, up 12 percent
GAAP net income $912 million vs. $511 million a year ago; GAAP EPS $9.33 vs. $5.00
Assets under management, administration and advisement reached $1.7 trillion, up 8 percent
Capital returned to shareholders $842 million, including $687 million in share repurchases
Ameriprise Financial reported second quarter 2025 results on July 24, 2025, with adjusted operating earnings per diluted share up 7% to $9.11 from $8.53 a year earlier and adjusted operating net revenues up 4% to $4.3 billion. GAAP net income per diluted share was $10.73, compared with $8.02 a year ago, and the company returned $731 million to shareholders in the quarter.
Adjusted operating EPS $9.11 vs. $8.53 a year earlier; GAAP EPS $10.73 vs. $8.02
Adjusted operating net revenues rose 4% to $4.3 billion, primarily from asset growth
Assets under management, administration and advisement reached a record $1.6 trillion, up 9%
Capital returned to shareholders totaled $731 million, or 81% of adjusted operating earnings
Ameriprise Financial reported first-quarter 2025 results on April 24, 2025. Adjusted operating earnings per diluted share rose 13% to $9.50, while GAAP net income per diluted share fell to $5.83 from $9.46, which the company attributed to unfavorable market impacts on derivatives and market risk benefits. The company also authorized a new $4.5 billion share repurchase through June 30, 2027 and raised its quarterly dividend 8%.
Total net revenues rose 5% to $4.35 billion from $4.15 billion a year earlier.
GAAP net income was $583 million, down 41% from $990 million in the first quarter of 2024.
The company returned $765 million to shareholders in the quarter, about 81% of adjusted operating earnings.
A new $4.5 billion share repurchase authorization runs through June 30, 2027, and the quarterly dividend rose 8%.
Ameriprise Financial's board appointed Glynis A. Bryan as a director effective March 1, 2025, on the recommendation of its Nominating and Governance Committee. She will also join the Audit and Risk Committee on the same date, and she will receive a pro rata share of the $190,000 annual deferred share unit grant under the outside director program.
Glynis A. Bryan appointed director effective March 1, 2025, upon recommendation of the Nominating and Governance Committee
Bryan also appointed to the Audit and Risk Committee effective March 1, 2025
Bryan eligible for a pro rata portion of the $190,000 annual deferred share unit grant, measured from March 1, 2025 to the 2025 annual meeting
Bryan was CFO of Insight Enterprises Inc. from 2007 through 2024
Ameriprise Financial reported fourth quarter 2024 GAAP net income of $1,071 million, or $10.58 per diluted share, compared with $377 million, or $3.57, a year earlier. Adjusted operating earnings per diluted share excluding unlocking and other items rose 23% to $9.54, and total net revenues rose 13% to $4,501 million. For shareholders, the filing also shows the company returned $768 million of capital in the quarter, while distribution expenses rose 24% to $1,616 million.
Q4 2024 GAAP net income $1,071 million, or $10.58 per diluted share, versus $377 million, or $3.57, in Q4 2023
Q4 2024 adjusted operating EPS excluding unlocking and other items $9.54, up 23% from $7.75
Full year 2024 adjusted operating EPS excluding unlocking and other items $35.79, up 17% from $30.46
Capital returned to shareholders was $768 million in Q4 2024 and $2.8 billion for the full year
On November 25, 2024, Ameriprise Financial entered into a Fifth Amended and Restated Credit Agreement, an unsecured revolving credit facility of up to $1 billion that can be increased to $1.250 billion. The agreement replaces a fourth amended and restated agreement dated June 11, 2021, and its commitments are scheduled to expire on November 23, 2029, unless extended. The filing describes routine refinancing terms, including financial covenants on interest coverage and leverage, which matter to shareholders as they define the company's borrowing capacity and conditions.
Facility: unsecured revolving credit of up to $1 billion, expandable to $1.250 billion upon certain conditions
Financial covenants: interest coverage ratio above 4.00 to 1.00; consolidated leverage ratio not to exceed 3.25 to 1.00, subject to a temporary increase after certain material acquisitions
Scheduled expiration: November 23, 2029, extendable by up to two one-year periods with lender agreement
Replaces the fourth amended and restated credit agreement entered into on June 11, 2021
Ameriprise Financial reported third-quarter 2024 results on October 23, 2024. Adjusted operating earnings per diluted share rose 17% to $9.02 excluding unlocking and severance expense, while GAAP net income per diluted share fell to $5.00 from $8.14, mainly due to market impacts on derivatives and market risk benefits. For shareholders, the GAAP decline is large, but the company also returned $713 million of capital in the quarter.
Adjusted operating EPS was $8.10, up 16% from $6.96; excluding unlocking and severance, it was $9.02, up 17% from $7.74.
GAAP net income was $511 million, down 41% from $872 million a year earlier.
Total net revenues were $4.4 billion on a GAAP basis, up 12%.
The company returned $713 million to shareholders in the quarter, including $563 million of share repurchases and $150 million of dividends.
Ameriprise reported second quarter 2024 results on July 24, 2024. Adjusted operating earnings per diluted share rose 15% to $8.53 from $7.44 a year earlier, while GAAP net income per diluted share fell 2% to $8.02, which the company attributed mainly to market impacts on derivatives and market risk benefits. Shareholders also received $693 million in capital returns during the quarter.
Adjusted operating EPS was $8.53 versus $7.44 a year ago; excluding $0.19 of severance expense, it was $8.72.
GAAP net income was $829 million versus $890 million a year ago, and GAAP EPS was $8.02 versus $8.21.
Adjusted operating net revenues rose 9%, and total net revenues were $4.22 billion versus $3.88 billion.
The company returned $693 million to shareholders, including $542 million in share repurchases.
Ameriprise Financial furnished a press release reporting first quarter 2024 results. Adjusted operating earnings per diluted share rose 16% to $8.39 from $7.25 a year earlier, and adjusted operating net revenues increased 11%. The company also announced a 10% increase in its quarterly dividend and returned $650 million to shareholders during the quarter.
Adjusted operating EPS was $8.39 versus $7.25 a year ago, up 16%; GAAP EPS was $9.46 versus $3.79, mainly from market impacts on derivatives and market risk benefits.
Adjusted operating net revenues rose 11%; total AUM and AUA reached $1.4 trillion, up 15%.
Quarterly dividend increased 10%, and the company returned $650 million to shareholders in the quarter.
Pretax adjusted operating margin was 26.3%; adjusted operating return on equity, ex AOCI, was 49.0%.
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