Ameriprise Financial (AMP) is a asset management & custody banks company in the Financials sector. Listed on the NASDAQ, Ameriprise Financial is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $450.62.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $450.62 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 16.53% |
| Risk / Std Dev (Annualized) | 27.83% |
| Sharpe Ratio (rf=4.5%) | 0.43 |
S&P 500 Context
- Sector: Financials
- Sub-Industry: Asset Management & Custody Banks
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 16.53% with an annualized volatility of 27.83%. The Sharpe ratio of 0.43 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 40.51B |
| Enterprise Value | 35.51B |
| Trailing P/E | 11.22 |
| Forward P/E | 9.46 |
| Price to Book | 6.53 |
| Price to Sales | 2.1 |
| EV/Revenue | 1.84 |
| Profitability | | | Profit Margin | 20.17% | | Operating Margin | 37.19% | | ROE | 66.94% | | ROA | 2.43% |
| Growth | | | Revenue Growth | 9.0% | | Earnings Growth | 66.0% |
| Dividend | | | Dividend Yield | 151.0% | | Payout Ratio | 15.95% | | 5Y Avg Yield | 142.0% |
| Financial Health | | | Total Revenue | 19.32B | | Total Debt | 3.49B | | Total Cash | 8.5B | | Free Cash Flow | 3.36B | | Operating Cash Flow | 7.1B |
| Price & Technical | | | 52W High | $550.18$ | | 52W Low | $422.37$ | | 50-Day Avg | $457.17$ | | 200-Day Avg | $476.18$ | | Beta | 1.17 | | Shares Outstanding | 0.09B | | Float Shares | 0.09B | | Insider Holdings | 0.16% | | Institutional Holdings | 92.12% | | Short Ratio | 6.69 | | Short % of Float | 6.09% |
| Analyst Targets | | | Target High | $636.0$ | | Target Low | $467.0$ | | Target Mean | $540.82$ | | Target Median | $530.0$ | | # of Analysts | 11 | | Recommendation | none |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.