Every material Form 8-K Ameriprise Financial filed with the SEC in 2026, 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.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Ameriprise Financial filing is on SEC EDGAR ↗. 8-K briefs of other companies →