Ameriprise Financial (AMP) Earnings Call Presentation

Ameriprise Financial Overview - Ameriprise Financial has $1.5 trillion in total assets under management, administration, and advisement[7] - Ameriprise Bank, FSB holds over $24 billion in assets[8] - The company has $198 billion life insurance in force[8] - Ameriprise Financial's market capitalization has increased from $8.8 billion at spin-off to $46.4 billion[8] Financial Performance - Advice & Wealth Management contributed 65% to the company's pretax adjusted operating earnings in 2025, amounting to $3.263 billion[19, 85] - Asset Management accounted for 19% of pretax adjusted operating earnings in 2025, totaling $955 million[19, 92] - Retirement & Protection Solutions represented 16% of pretax adjusted operating earnings in 2025, which is $742 million[19, 85] - The company's adjusted operating earnings excluding annual unlocking were $3.681 billion in the trailing twelve months ending March 31, 2025[88] - Ameriprise Financial returned $12.2 billion of capital to shareholders over five years[22] Wealth Management - Wealth Management client assets reached $1.023 trillion in 2025[44] - Wealth Management pretax adjusted operating earnings were $3.263 billion in 2025[44] - Wealth Management adjusted operating net revenue was $11.0 billion in 2025[44] Columbia Threadneedle Investments - Columbia Threadneedle has $657 billion in Assets Under Management and Advisement[56]