Ameriprise Financial (AMP) Stock Insights
AMP$489.88-2.97 -0.60%
$43.27B
Market Cap
11.66
P/E
10.55
Forward P/E
65
Score
Ameriprise Financial (AMP) Stock Insights
AMP price $489.88 -2.97 -0.60%
- Ticker
- AMP
- Price
- $489.88
- Change
- -2.97 -0.60%
- Market cap ?
- $43.27B
- P/E ?
- 11.66
- Forward P/E ?
- 10.55
- Dividend yield ?
- 1.35%
- Sector
- Financial Services
- Industry
- Asset Management
- Stocklytics score
- 65
- Value
- 66
- Quality
- 72
- Growth
- 56
Stocklytics score rationale: value 66, quality 72, growth 56.
Financials
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| 11775000000 | 12298000000 | 12978000000 | 13049000000 | 12028000000 | 13540000000 | 14333000000 | 16120000000 | 17982000000 | 18912000000 |
Ameriprise Financial, Inc. is a holding company, which engages in providing financial planning, asset management, and insurance services to individuals, businesses, and institutions. It operates through the following business segments: Advice & Wealth Management, Asset Management, Retirement & Protection Solutions, and Corporate & Other. The Advice & Wealth Management segment consists of financial planning and…
Fair value
AMP fair value $1,053.30. Price $489.88. Price is 53% below fair value.
Below fair value, and cheaper than usual. A larger discount than on 86% of days in the past 5 years.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
Calculated with a 10-year free-cash-flow discount. Starting free cash flow 8.06B. Growth 11.94%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 10.66% (beta 1.2). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 88.33M. Net debt -4.24B. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.
Earnings
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2026-10-29 | — | 11.77 | — | 5.10B |
| 2026-07-23 | 11.07 | 10.81 | 5.01B | 4.86B |
| 2026-04-23 | 11.26 | 10.21 | 4.89B | 4.72B |
| 2026-01-29 | 10.83 | 10.34 | 4.96B | 4.77B |
| 2025-10-30 | 9.92 | 9.77 | 4.87B | 4.60B |
| 2025-07-24 | 9.11 | 9.00 | 4.38B | 4.34B |
| 2025-04-24 | 9.50 | 9.08 | 4.35B | 4.42B |
| 2025-01-29 | 9.36 | 9.05 | 4.50B | 4.49B |
| 2024-10-23 | 8.83 | 8.93 | 4.40B | 4.31B |
| 2024-07-24 | 8.72 | 8.53 | 4.22B | 4.24B |
| 2024-04-22 | 8.39 | 8.20 | 4.15B | 4.15B |
| 2024-01-24 | 7.75 | 7.67 | 3.99B | 3.91B |
| 2023-10-25 | 6.96 | 7.56 | 3.92B | 3.87B |
| 2023-07-26 | 7.44 | 7.38 | 3.88B | 3.86B |
| 2023-04-24 | 7.25 | 7.13 | 3.74B | 3.82B |
| 2023-01-25 | 6.94 | 6.35 | 3.62B | 3.46B |
| 2022-10-25 | 6.43 | 5.82 | 3.48B | 3.32B |
| 2022-07-26 | 5.81 | 5.56 | 3.49B | 3.41B |
| 2022-04-25 | 5.98 | 5.86 | 3.62B | 3.60B |
| 2022-01-26 | 6.15 | 5.70 | 3.76B | 3.72B |
| 2021-10-26 | 5.91 | 5.46 | 2.90B | 3.49B |
| 2021-07-26 | 5.27 | 5.21 | 3.42B | 3.49B |
| 2021-04-26 | 5.43 | 4.73 | 3.35B | 3.22B |
| 2021-01-27 | 4.53 | 4.44 | 3.18B | 3.09B |
| 2020-10-28 | 1.47 | 1.35 | 3.00B | 3.01B |
| 2020-07-29 | 2.64 | 2.94 | 2.71B | 2.54B |
| 2020-05-06 | 5.41 | 3.88 | 3.00B | 2.20B |
| 2020-01-29 | 4.20 | 4.27 | 3.07B | 3.16B |
| 2019-10-23 | 4.24 | 4.10 | 3.32B | 3.33B |
| 2019-07-24 | 4.06 | 4.04 | 3.25B | 3.27B |
| 2019-04-24 | 3.75 | 3.61 | 3.12B | 3.07B |
| 2019-01-30 | 3.80 | 3.58 | 3.18B | 3.02B |
| 2018-10-23 | 4.05 | 3.69 | 3.29B | 3.27B |
| 2018-07-24 | 3.60 | 3.48 | 3.20B | 3.11B |
| 2018-04-23 | 3.70 | 3.46 | 3.17B | 2.98B |
| 2018-01-24 | 3.26 | 3.09 | 3.16B | 920.97M |
| 2017-10-24 | 3.53 | 2.79 | 3.01B | 2.39B |
| 2017-07-25 | 2.80 | 2.62 | 3.01B | 2.83B |
| 2017-04-24 | 2.70 | 2.52 | 2.93B | 2.74B |
| 2017-02-01 | 2.73 | 2.43 | 3.06B | 2.83B |
Dividends
Yield 1.35%. Payout ratio 15.20%. Frequency Quarterly.
Safety score 91/100 · Safe. Payout ratio is 15% of earnings. Dividends use less than 40% of free cash flow. Dividends were paid in 22 separate years. Yield is 1.3%, which is modest.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| 2026-08-03 | $1.70 | 2026-08-03 | 2026-08-21 | Quarterly |
| 2026-05-04 | $1.70 | 2026-05-04 | 2026-05-22 | Quarterly |
| 2026-02-09 | $1.60 | 2026-02-09 | 2026-02-27 | Quarterly |
| 2025-11-10 | $1.60 | 2025-11-10 | 2025-11-24 | Quarterly |
| 2025-08-04 | $1.60 | 2025-08-04 | 2025-08-18 | Quarterly |
| 2025-05-05 | $1.60 | 2025-05-05 | 2025-05-19 | Quarterly |
| 2025-02-10 | $1.48 | 2025-02-10 | 2025-02-28 | Quarterly |
| 2024-11-04 | $1.48 | 2024-11-04 | 2024-11-15 | Quarterly |
| 2024-08-05 | $1.48 | 2024-08-05 | 2024-08-16 | Quarterly |
| 2024-05-03 | $1.48 | 2024-05-06 | 2024-05-17 | Quarterly |
| 2024-02-08 | $1.35 | 2024-02-09 | 2024-02-27 | Quarterly |
| 2023-11-03 | $1.35 | 2023-11-06 | 2023-11-17 | Quarterly |
| 2023-08-04 | $1.35 | 2023-08-07 | 2023-08-18 | Quarterly |
| 2023-05-05 | $1.35 | 2023-05-08 | 2023-05-19 | Quarterly |
| 2023-02-09 | $1.25 | 2023-02-10 | 2023-02-28 | Quarterly |
| 2022-11-04 | $1.25 | 2022-11-07 | 2022-11-18 | Quarterly |
| 2022-08-05 | $1.25 | 2022-08-08 | 2022-08-19 | Quarterly |
| 2022-05-06 | $1.25 | 2022-05-09 | 2022-05-20 | Quarterly |
| 2022-02-10 | $1.13 | 2022-02-11 | 2022-02-28 | Quarterly |
| 2021-11-05 | $1.13 | 2021-11-08 | 2021-11-19 | Quarterly |
| 2021-08-06 | $1.13 | 2021-08-09 | 2021-08-20 | Quarterly |
| 2021-05-07 | $1.13 | 2021-05-10 | 2021-05-21 | Quarterly |
| 2021-02-11 | $1.04 | 2021-02-12 | 2021-02-26 | Quarterly |
| 2020-11-06 | $1.04 | 2020-11-09 | 2020-11-20 | Quarterly |
| 2020-08-07 | $1.04 | 2020-08-10 | 2020-08-21 | Quarterly |
| 2020-05-15 | $1.04 | 2020-05-18 | 2020-05-29 | Quarterly |
| 2020-02-13 | $0.97 | 2020-02-14 | 2020-02-28 | Quarterly |
| 2019-11-01 | $0.97 | 2019-11-04 | 2019-11-15 | Quarterly |
| 2019-08-02 | $0.97 | 2019-08-05 | 2019-08-16 | Quarterly |
| 2019-05-03 | $0.97 | 2019-05-06 | 2019-05-17 | Quarterly |
| 2019-02-14 | $0.90 | 2019-02-15 | 2019-02-28 | Quarterly |
| 2018-11-02 | $0.90 | 2018-11-05 | 2018-11-16 | Quarterly |
| 2018-08-03 | $0.90 | 2018-08-06 | 2018-08-17 | Quarterly |
| 2018-05-04 | $0.90 | 2018-05-07 | 2018-05-18 | Quarterly |
| 2018-02-15 | $0.83 | 2018-02-16 | 2018-02-28 | Quarterly |
| 2017-11-03 | $0.83 | 2017-11-06 | 2017-11-17 | Quarterly |
| 2017-08-03 | $0.83 | 2017-08-07 | 2017-08-18 | Quarterly |
| 2017-05-04 | $0.83 | 2017-05-08 | 2017-05-19 | Quarterly |
| 2017-02-09 | $0.75 | 2017-02-13 | 2017-02-28 | Quarterly |
| 2016-11-03 | $0.75 | 2016-11-07 | 2016-11-18 | Quarterly |
| 2016-08-04 | $0.75 | 2016-08-08 | 2016-08-19 | Quarterly |
| 2016-05-05 | $0.75 | 2016-05-09 | 2016-05-20 | Quarterly |
| 2016-02-10 | $0.67 | 2016-02-12 | 2016-02-26 | Quarterly |
| 2015-10-29 | $0.67 | 2015-11-02 | 2015-11-13 | Quarterly |
| 2015-07-30 | $0.67 | 2015-08-03 | 2015-08-14 | Quarterly |
| 2015-04-30 | $0.67 | 2015-05-04 | 2015-05-15 | Quarterly |
| 2015-02-05 | $0.58 | 2015-02-09 | 2015-02-27 | Quarterly |
| 2014-11-06 | $0.58 | 2014-11-10 | 2014-11-21 | Quarterly |
| 2014-08-07 | $0.58 | 2014-08-11 | 2014-08-22 | Quarterly |
| 2014-05-07 | $0.58 | 2014-05-09 | 2014-05-23 | Quarterly |
| 2014-02-12 | $0.52 | 2014-02-14 | 2014-02-28 | Quarterly |
| 2013-11-07 | $0.52 | 2013-11-12 | 2013-11-22 | Quarterly |
| 2013-08-01 | $0.52 | 2013-08-05 | 2013-08-16 | Quarterly |
| 2013-05-02 | $0.52 | 2013-05-06 | 2013-05-17 | Quarterly |
| 2013-02-07 | $0.45 | 2013-02-11 | 2013-02-22 | Quarterly |
| 2012-11-01 | $0.45 | 2012-11-05 | 2012-11-16 | Quarterly |
| 2012-08-01 | $0.35 | 2012-08-03 | 2012-08-17 | Quarterly |
| 2012-05-02 | $0.35 | 2012-05-04 | 2012-05-18 | Quarterly |
| 2012-02-08 | $0.28 | 2012-02-10 | 2012-02-24 | Quarterly |
| 2011-11-02 | $0.23 | 2011-11-04 | 2011-11-18 | Quarterly |
| 2011-08-03 | $0.23 | 2011-08-05 | 2011-08-19 | Quarterly |
| 2011-05-04 | $0.23 | 2011-05-06 | 2011-05-20 | Quarterly |
| 2011-02-09 | $0.18 | 2011-02-11 | 2011-02-25 | Quarterly |
| 2010-11-04 | $0.18 | 2010-11-08 | 2010-11-22 | Quarterly |
| 2010-08-04 | $0.18 | 2010-08-06 | 2010-08-20 | Quarterly |
| 2010-05-05 | $0.18 | 2010-05-07 | 2010-05-21 | Quarterly |
| 2010-02-10 | $0.17 | 2010-02-12 | 2010-02-26 | Quarterly |
| 2009-10-29 | $0.17 | 2009-11-02 | 2009-11-16 | Quarterly |
| 2009-07-30 | $0.17 | 2009-08-03 | 2009-08-17 | Quarterly |
| 2009-04-30 | $0.17 | 2009-05-04 | 2009-05-18 | Quarterly |
| 2009-02-04 | $0.17 | 2009-02-06 | 2009-02-20 | Quarterly |
| 2008-11-05 | $0.17 | 2008-11-07 | 2008-11-21 | Quarterly |
| 2008-08-06 | $0.17 | 2008-08-08 | 2008-08-22 | Quarterly |
| 2008-04-30 | $0.15 | 2008-05-02 | 2008-05-16 | Quarterly |
| 2008-01-31 | $0.15 | 2008-02-04 | 2008-02-15 | Quarterly |
| 2007-11-01 | $0.15 | 2007-11-05 | 2007-11-16 | Quarterly |
| 2007-08-02 | $0.15 | 2007-08-06 | 2007-08-17 | Quarterly |
| 2007-05-02 | $0.15 | 2007-05-04 | 2007-05-18 | Quarterly |
| 2007-02-01 | $0.11 | 2007-02-05 | 2007-02-16 | Quarterly |
| 2006-11-03 | $0.11 | 2006-11-07 | 2006-11-17 | Quarterly |
Insider trades
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-08-10 | MELLOH HEATHER J. | Buy | 722 | $197.87 | 142.86K |
| 2026-08-10 | MELLOH HEATHER J. | Sell | 469 | $559.62 | 262.46K |
| 2026-08-10 | MELLOH HEATHER J. | Sell | 722 | $197.87 | 142.86K |
| 2026-08-10 | Brockman Dawn M. | Sell | 472 | $558.93 | 263.82K |
| 2026-08-06 | McGraw Deirdre Davey | Buy | 1.00K | $298.09 | 298.09K |
| 2026-08-06 | McGraw Deirdre Davey | Buy | 1.00K | $197.87 | 197.87K |
| 2026-08-06 | McGraw Deirdre Davey | Buy | 1.00K | $165.41 | 165.41K |
| 2026-08-06 | McGraw Deirdre Davey | Sell | 2.19K | $558.08 | 1.22M |
| 2026-08-06 | McGraw Deirdre Davey | Sell | 2.40K | $558.28 | 1.34M |
| 2026-08-06 | McGraw Deirdre Davey | Sell | 1.00K | $298.09 | 298.09K |
| 2026-08-06 | McGraw Deirdre Davey | Sell | 1.00K | $165.41 | 165.41K |
| 2026-08-06 | McGraw Deirdre Davey | Sell | 1.00K | $197.87 | 197.87K |
| 2026-07-28 | CRACCHIOLO JAMES M | Buy | 52.93K | $165.41 | 8.76M |
| 2026-07-28 | CRACCHIOLO JAMES M | Sell | 34.91K | $545.83 | 19.06M |
| 2026-07-28 | CRACCHIOLO JAMES M | Sell | 16.12K | $545.28 | 8.79M |
| 2026-07-28 | CRACCHIOLO JAMES M | Sell | 1.90K | $546.67 | 1.04M |
| 2026-07-28 | CRACCHIOLO JAMES M | Sell | 52.93K | $165.41 | 8.76M |
| 2026-07-28 | Berman Walter Stanley | Buy | 23.21K | $197.87 | 4.59M |
| 2026-07-28 | Berman Walter Stanley | Sell | 23.10K | $550.81 | 12.72M |
| 2026-07-28 | Berman Walter Stanley | Buy | 10.90K | $165.41 | 1.80M |
| 2026-07-28 | Berman Walter Stanley | Sell | 10.59K | $548.92 | 5.81M |
| 2026-07-28 | Berman Walter Stanley | Sell | 422 | $549.76 | 232.00K |
| 2026-07-28 | Berman Walter Stanley | Sell | 10.90K | $165.41 | 1.80M |
| 2026-07-28 | Berman Walter Stanley | Sell | 23.21K | $197.87 | 4.59M |
| 2026-07-28 | WILLIAMS CHRISTOPHER J | Buy | 38 | $546.62 | 20.62K |
| 2026-07-28 | Williams William Jerryl | Buy | 10.95K | $165.41 | 1.81M |
| 2026-07-28 | Williams William Jerryl | Sell | 6.84K | $538.01 | 3.68M |
| 2026-07-28 | Williams William Jerryl | Sell | 4.10K | $538.23 | 2.21M |
| 2026-07-28 | Williams William Jerryl | Sell | 3.20K | $540.07 | 1.73M |
| 2026-07-28 | Williams William Jerryl | Sell | 908 | $541.90 | 492.05K |
| 2026-07-28 | Williams William Jerryl | Sell | 10.95K | $165.41 | 1.81M |
| 2026-07-27 | Williams William Jerryl | Buy | 3.63K | $126.89 | 461.12K |
| 2026-07-27 | Williams William Jerryl | Sell | 2.13K | $537.08 | 1.14M |
| 2026-07-27 | Williams William Jerryl | Sell | 7.89K | $537.08 | 4.24M |
| 2026-07-27 | Williams William Jerryl | Sell | 6 | $537.61 | 3.23K |
| 2026-07-27 | Williams William Jerryl | Sell | 3.63K | $126.89 | 461.12K |
| 2026-07-09 | Brockman Dawn M. | Buy | 26 | — | — |
| 2026-07-09 | Brockman Dawn M. | Sell | 9 | $500.16 | 4.52K |
| 2026-07-09 | Brockman Dawn M. | Sell | 26 | — | — |
| 2026-07-09 | HUNTER PETRUZILLO KELLI A. | Buy | 207 | — | — |
| 2026-07-09 | HUNTER PETRUZILLO KELLI A. | Sell | 98 | $500.16 | 49.11K |
| 2026-07-09 | HUNTER PETRUZILLO KELLI A. | Sell | 207 | — | — |
| 2026-07-09 | Williams William Jerryl | Buy | 54 | — | — |
| 2026-07-09 | Williams William Jerryl | Sell | 24 | $500.16 | 12.00K |
| 2026-07-09 | Williams William Jerryl | Sell | 54 | — | — |
| 2026-07-09 | TRUSCOTT WILLIAM F | Buy | 392 | — | — |
| 2026-07-09 | TRUSCOTT WILLIAM F | Sell | 181 | $500.16 | 90.35K |
| 2026-07-09 | TRUSCOTT WILLIAM F | Sell | 392 | — | — |
| 2026-06-02 | McGraw Deirdre Davey | Other | 0 | — | — |
| 2026-06-02 | McGraw Deirdre Davey | Other | 0 | — | — |
| 2026-06-02 | McGraw Deirdre Davey | Other | 2.03K | $165.41 | 336.44K |
| 2026-06-02 | McGraw Deirdre Davey | Other | 2.02K | $197.87 | 398.71K |
| 2026-06-02 | McGraw Deirdre Davey | Other | 3.14K | $298.09 | 936.90K |
| 2026-06-02 | McGraw Deirdre Davey | Other | 2.76K | $344.45 | 951.72K |
| 2026-06-02 | McGraw Deirdre Davey | Other | 2.44K | $391.40 | 956.97K |
| 2026-06-02 | McGraw Deirdre Davey | Other | 1.96K | $543.36 | 1.06M |
| 2026-06-02 | McGraw Deirdre Davey | Other | 2.49K | $532.18 | 1.32M |
| 2026-06-02 | McGraw Deirdre Davey | Other | 2.65K | — | — |
| 2026-06-02 | Williams William Jerryl | Other | 0 | — | — |
| 2026-06-02 | Williams William Jerryl | Other | 3.63K | $126.89 | 461.12K |
| 2026-06-02 | Williams William Jerryl | Other | 13.48K | $165.41 | 2.23M |
| 2026-06-02 | Williams William Jerryl | Other | 8.60K | $197.87 | 1.70M |
| 2026-06-02 | Williams William Jerryl | Other | 4.00K | $298.09 | 1.19M |
| 2026-06-02 | Williams William Jerryl | Other | 3.69K | $344.45 | 1.27M |
| 2026-06-02 | Williams William Jerryl | Other | 3.26K | $391.40 | 1.28M |
| 2026-06-02 | Williams William Jerryl | Other | 2.66K | $543.36 | 1.44M |
| 2026-06-02 | Williams William Jerryl | Other | 3.65K | $532.18 | 1.94M |
| 2026-06-02 | Williams William Jerryl | Other | 15.12K | — | — |
| 2026-06-02 | HUNTER PETRUZILLO KELLI A. | Other | 0 | — | — |
| 2026-06-02 | HUNTER PETRUZILLO KELLI A. | Other | 0 | — | — |
| 2026-06-02 | HUNTER PETRUZILLO KELLI A. | Other | 921 | $344.45 | 317.24K |
| 2026-06-02 | HUNTER PETRUZILLO KELLI A. | Other | 1.63K | $391.40 | 637.98K |
| 2026-06-02 | HUNTER PETRUZILLO KELLI A. | Other | 1.96K | $543.36 | 1.06M |
| 2026-06-02 | HUNTER PETRUZILLO KELLI A. | Other | 2.49K | $532.18 | 1.32M |
| 2026-06-02 | HUNTER PETRUZILLO KELLI A. | Other | 1.32K | — | — |
| 2026-05-14 | Smyth Gerard P. | Buy | 2.22K | $165.41 | 367.38K |
| 2026-05-14 | Smyth Gerard P. | Sell | 1.44K | $471.22 | 677.14K |
| 2026-05-14 | Smyth Gerard P. | Sell | 6.25K | $472.52 | 2.96M |
| 2026-05-14 | Smyth Gerard P. | Sell | 2.22K | $165.41 | 367.38K |
| 2026-05-08 | Sharpe Robert Francis JR | Sell | 1.20K | $465.83 | 559.00K |
| 2026-04-29 | BRYAN GLYNIS | Buy | 442 | — | — |
| 2026-04-29 | NEAL BLIXT DIANNE | Buy | 442 | — | — |
| 2026-04-29 | Sharpe Robert Francis JR | Buy | 442 | — | — |
| 2026-04-29 | DiGeso Amy | Buy | 442 | — | — |
| 2026-04-29 | PELLETIER LIANE J | Buy | 442 | — | — |
| 2026-04-29 | Shea Brian T | Buy | 442 | — | — |
| 2026-04-29 | WILLIAMS CHRISTOPHER J | Buy | 442 | — | — |
| 2026-04-28 | WILLIAMS CHRISTOPHER J | Buy | 43 | — | — |
| 2026-02-10 | TRUSCOTT WILLIAM F | Sell | 5.00K | $532.08 | 2.66M |
| 2026-02-09 | Alvero Gumer | Buy | 4.87K | $126.89 | 617.32K |
| 2026-02-09 | Alvero Gumer | Buy | 3.43K | $179.84 | 616.49K |
| 2026-02-09 | Alvero Gumer | Sell | 4.95K | $542.78 | 2.69M |
| 2026-02-09 | Alvero Gumer | Sell | 4.66K | $542.88 | 2.53M |
| 2026-02-09 | Alvero Gumer | Sell | 4.87K | $126.89 | 617.32K |
| 2026-02-09 | Alvero Gumer | Sell | 3.43K | $179.84 | 616.49K |
| 2026-02-06 | Brockman Dawn M. | Buy | 9 | — | — |
| 2026-02-05 | Berman Walter Stanley | Sell | 7.00K | $544.22 | 3.81M |
| 2026-02-04 | CRACCHIOLO JAMES M | Sell | 7.14K | $540.11 | 3.85M |
| 2026-02-04 | CRACCHIOLO JAMES M | Sell | 4.24K | $541.46 | 2.29M |
| 2026-02-04 | CRACCHIOLO JAMES M | Sell | 5.64K | $542.78 | 3.06M |
Institutional holders
Latest filed quarter: Q2 2026.
Institutions holding: 1.41K, holders +7 vs prior quarter. Ownership 84.98%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| BLACKROCK, INC. | 7.94M | -690.81K | -8.01% | 3.64B |
| VANGUARD CAPITAL MANAGEMENT LLC | 5.90M | -31.39K | -0.53% | 2.71B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.18M | -77.50K | -1.47% | 2.37B |
| STATE STREET CORP | 4.67M | 80.16K | +1.75% | 2.14B |
| GEODE CAPITAL MANAGEMENT, LLC | 2.76M | -117.39K | -4.09% | 1.26B |
| ARISTOTLE CAPITAL MANAGEMENT, LLC | 2.08M | -128.39K | -5.81% | 955.76M |
| MORGAN STANLEY | 1.74M | -265.90K | -13.23% | 800.01M |
| GOLDMAN SACHS GROUP INC | 1.64M | 183.27K | +12.55% | 753.75M |
| NUVEEN, LLC | 1.49M | -8.29K | -0.55% | 683.92M |
| AQR CAPITAL MANAGEMENT LLC | 1.32M | -151.15K | -10.24% | 607.48M |
| NORGES BANK | 1.29M | 1.29M | New | 591.93M |
| BOSTON PARTNERS | 1.19M | 36.42K | +3.15% | 547.07M |
| FMR LLC | 1.16M | -65.57K | -5.36% | 530.97M |
| NORTHERN TRUST CORP | 1.10M | -31.29K | -2.78% | 502.48M |
| DIMENSIONAL FUND ADVISORS LP | 1.08M | 51.46K | +5.02% | 493.63M |
| FIRST TRUST ADVISORS LP | 1.08M | 92.05K | +9.36% | 493.23M |
| JPMORGAN CHASE & CO | 1.10M | -358.97K | -24.58% | 492.05M |
| FEDERATED HERMES, INC. | 1.01M | -38.57K | -3.67% | 464.78M |
| INVESCO LTD. | 939.46K | 17.76K | +1.93% | 430.99M |
| ROYAL BANK OF CANADA | 819.64K | 12.41K | +1.54% | 376.02M |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 817.25K | 22.82K | +2.87% | 374.92M |
| UBS GROUP AG | 809.19K | -356.88K | -30.61% | 371.22M |
| DEUTSCHE BANK AG\ | 798.29K | -109.17K | -12.03% | 366.22M |
| AMERICAN CENTURY COMPANIES INC | 775.74K | 161.99K | +26.39% | 355.88M |
| BANK OF AMERICA CORP /DE/ | 699.60K | 49.06K | +7.54% | 320.95M |
Insights
- Revenue by product
- Revenue by region
| Period | Value |
|---|---|
| FY2011 | Advice and Wealth Management: 3756000000.0, Annuities: 2631000000.0, Asset Management: 2903000000.0, Business Intersegment, Eliminations: -1315000000.0, Corporate and Other: 191000000.0, Protection: 2073000000.0 |
| FY2012 | Advice and Wealth Management: 3873000000.0, Annuities: 2524000000.0, Asset Management: 2891000000.0, Corporate and Other: 20000000.0, Intersegment Elimination: -1253000000.0, Protection: 2088000000.0 |
| FY2013 | Advice and Wealth Management: 4295000000.0, Annuities: 2583000000.0, Asset Management2: 3169000000.0, Corporate and Other: -11000000.0, Intersegment Eliminations: -1369000000.0, Protection: 2190000000.0 |
| FY2014 | Advice and Wealth Management: 4806000000.0, Annuities: 2591000000.0, Asset Management Segment: 3320000000.0, Corporate and Other: 4000000.0, Intersegment Eliminations: -1417000000.0, Protection: 2287000000.0 |
| FY2015 | Advice and Wealth Management: 5013000000.0, Annuities: 2541000000.0, Asset Management Segment: 3254000000.0, Retirement and Protection Solutions: 2384000000.0 |
| FY2016 | Advice and Wealth Management: 5036000000.0, Annuities: 2463000000.0, Asset Management Segment: 2964000000.0, Retirement and Protection Solutions: 2506000000.0 |
| FY2017 | Advice and Wealth Management: 5506000000.0, Annuities: 2499000000.0, Asset Management Segment: 3077000000.0, Retirement and Protection Solutions: 2044000000.0 |
| FY2018 | Advice and Wealth Management: 6278000000.0, Annuities: 2476000000.0, Asset Management Segment: 3011000000.0, Retirement and Protection Solutions: 2206000000.0 |
| FY2019 | Advice and Wealth Management: 6735000000.0, Annuities: 2459000000.0, Asset Management Segment: 2913000000.0, Retirement and Protection Solutions: 1047000000.0 |
| FY2020 | Advice and Wealth Management: 6734000000.0, Asset Management Segment: 2891000000.0, Retirement and Protection Solutions: 3097000000.0 |
| FY2021 | Advice and Wealth Management: 8033000000.0, Asset Management Segment: 3682000000.0, Retirement and Protection Solutions: 3244000000.0 |
| FY2022 | Advice and Wealth Management: 8537000000.0, Asset Management Segment: 3506000000.0, Retirement and Protection Solutions: 3134000000.0 |
| FY2023 | Advice and Wealth Management: 9979000000.0, Asset Management Segment: 3278000000.0, Retirement and Protection Solutions: 3476000000.0 |
| FY2024 | Advice and Wealth Management: 11442000000.0, Asset Management Segment: 3515000000.0, Retirement and Protection Solutions: 3773000000.0 |
| FY2025 | Advice and Wealth Management: 12172000000.0, Asset Management Segment: 3621000000.0, Retirement and Protection Solutions: 3955000000.0 |
| Period | Value |
|---|---|
| FY2015 | Non-US: 1038000000.0 |
| FY2016 | Non-US: 656000000.0 |
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