Ameriprise Financial Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Ameriprise Financial Inc (AMP) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Ameriprise Financial Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 20,137M vs 133,157M combined for its competitors (13.1% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+3.1% annualized vs trailing 12 months), vs decelerating (-17.3%) for its tracked peer group.
- Growth: Ameriprise Financial Inc generated 6.1% revenue growth year over year in Q3 2026, vs -22.9% for its competitors combined.
- Profitability: Its 21.7% net margin compares with 41.9% for the peer group.
- Scale: Ameriprise Financial Inc ranks #14 of 90 companies by market capitalization in the Investment Services industry, holding 2.1% of industry market cap.
- Peer revenue share: Ameriprise Financial Inc accounted for 15.9% of combined revenue among its tracked peer group, up from 12.1% a year earlier.
- Peer differentiation: Revenue per employee of $1.48M compares with $0.49M for the peer group (3.0x).
- Structure: Ameriprise Financial Inc operates in the following segments: Advice and Wealth Management, Retirement and Protection Solutions, Asset Management, Corporate Segment and Other Operating, Corporate and Unallocated.
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
AMP Sales vs. its Competitors, Q3 2026
Ameriprise Financial Inc reported revenue growth of 6.09 % year on year in Q3 2026, above its competitors' combined revenue change of -22.89 %.
With a net margin of 21.69 %, Ameriprise Financial Inc reported lower profitability than its competitors (41.90 %).
Ameriprise Financial Inc generated 15.87 % of the combined sales of its peer group, up from 12.05 % a year earlier.
API endpoints for this dataset
Ameriprise Financial Inc vs. its Competitors, Q3 2026
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in Ameriprise Financial Inc reports; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Ameriprise Financial Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Ameriprise Financial Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (6) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (6) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Ameriprise Financial Inc's competitor groups requires a Commercial License.
For context: the Investment Services industry grew revenue -1.7% year over year, combined, vs 6.1% for Ameriprise Financial Inc. Ameriprise Financial Inc's share of combined industry revenue moved from 1.88% to 2.03%, a gain of 0.15 percentage points.
Ameriprise Financial Inc's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Ameriprise Financial Inc | Yes | Yes | No | No |
| Competitors combined (17) | ||||
| High-Confidence Competitors (2) | ||||
| Similar-Size Competitors (10) | ||||
| Similar Growth & Profitability (8) | 87.50 % (7 of 8) | 100.00 % (8 of 8) | 62.50 % (5 of 8) | 0.00 % (0 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
AMP Stock Performance relative to its Competitors
AMP Stock Performance relative to High-Confidence Competitors
AMP Stock Performance relative to Similar-Size Competitors
AMP Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Envoy Medical Inc | 282.9% | Outperformed |
| 2 | The Bank Of New York Mellon Corporation | 282.9% | Outperformed |
| 3 | Academy Sports And Outdoors Inc | 282.9% | Outperformed |
| 4 | Financial Institutions Inc | 282.9% | Outperformed |
| 5 | Fifth Third Bancorp | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Ameriprise Financial Inc's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Ameriprise Financial Inc's Comment on Competition and Industry Peers
Publicly Traded Peers of Ameriprise Financial Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 Ameriprise Financial Inc |
45,836.19 | 20,137.00 |
 The Goldman Sachs Group Inc |
260,698.40 | 42,162.00 |
 Citigroup inc |
206,640.54 | 91,360.00 |
 Schwab Charles Corp |
159,101.11 | 26,025.00 |
 The Bank Of New York Mellon Corporation |
100,715.18 | 22,002.00 |
 Pnc Financial Services Group Inc |
90,377.38 | 25,673.00 |
| SUBTOTAL | 1,057,234.52 | 287,820.71 |
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Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Ameriprise Financial Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Ameriprise Financial Inc's Competitors Named by the Company
Competitive relationships identified from Ameriprise Financial Inc reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Greenlit Ventures Inc | Company report | 85% |
| GLVT | Company report | 85% |
| Cutera Inc | Company report | 85% |
| Financial Institutions Inc | Company report | 85% |
| Morningstar inc | Company report | 85% |
| Citigroup inc | Company report | 85% |
| Schwab Charles Corp | Company report | 85% |
| Truist Financial Corporation | Company report | 85% |
| The Goldman Sachs Group Inc | Company report | 85% |
| The Bank Of New York Mellon Corporation | Company report | 85% |
Company report basis, confidence, active dates and source counts for Ameriprise Financial Inc's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
Ameriprise Financial Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Ameriprise Financial Inc | Advice and Wealth Management 66.36 % |
| Citigroup inc | Markets 29.42 % |
| Schwab Charles Corp | Investor Services 78.17 % |
| Morningstar inc | Morningstar Data and Analytics 33.11 % |
Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Ameriprise Financial Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Ameriprise Financial Inc | 45,836 | 1,480,662 | 306,029 |
| The Goldman Sachs Group Inc | 260,698 | 889,494 | 467,700 |
| Citigroup inc | 206,641 | 404,248 | 80,004 |
| Schwab Charles Corp | 159,101 | 788,636 | 305,939 |
| The Bank Of New York Mellon Corporation | 100,715 | 458,375 | 137,104 |
| Pnc Financial Services Group Inc | 90,377 | 463,973 | 143,513 |
| PEERS TOTAL | 1,011,398 | 486,955 | 149,203 |
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Ameriprise Financial Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent report. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Morningstar inc | United States 72.19 % |
Source: revenue geography as reported in each company's reports (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Ameriprise Financial Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 88 companies in Ameriprise Financial Inc's industry classification, broader than the peer set above. Market cap in millions of $.Ameriprise Financial Inc ranks #14 of 88 companies by market capitalization in its industry, holding 2.05 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 580, indicating a unconcentrated market structure (see Methodology: Market Structure & Concentration).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Morgan Stanley | 284,679 | 12.54 % |
| 2 | The Goldman Sachs Group Inc | 263,989 | 11.62 % |
| 3 | Blackrock Inc | 194,098 | 8.55 % |
| 4 | Schwab Charles Corp | 159,101 | 7.01 % |
| 5 | Futu Holdings Ltd | 1,234 | 5.2% |
| 6 | Cme Group Inc | 1,234 | 5.2% |
| 7 | Intercontinental Exchange Inc | 1,234 | 5.2% |
| 8 | Blackstone Inc | 1,234 | 5.2% |
| 9 | Kkr and co inc | 1,234 | 5.2% |
| 10 | Brookfield Asset Management Ltd | 1,234 | 5.2% |
| 14 | Ameriprise Financial Inc | 46,588 | 2.05 % |
Market cap and industry share for the rest of Ameriprise Financial Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-11-06.
Ameriprise Financial Inc's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 9 | Kkr and co inc | 92,063 | -17.81 % |
| 10 | Brookfield Asset Management Ltd | 85,742 | -3.28 % |
| 11 | Robinhood Markets Inc | 73,790 | -43.90 % |
| 12 | Apollo Global Management Inc | 71,243 | -12.90 % |
| 13 | Nasdaq Inc | 1,234 | 12.3% |
| 14 | Ameriprise Financial Inc | 46,588 | 11.01 % |
| 15 | Cboe Global Markets Inc | 1,234 | 12.3% |
| 16 | Interactive Brokers Group Inc | 1,234 | 12.3% |
| 17 | Raymond James Financial Inc | 1,234 | 12.3% |
| 18 | Ares Management Corporation | 1,234 | 12.3% |
| 19 | Nomura Holdings Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Ameriprise Financial Inc's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-11-06. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Ameriprise Financial Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Investment Services industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (142 companies). See the full Investment Services industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 98.00 % | 21.10 % (avg) | +76.9 pp |
| Operating Margin | 42.39 % | industry median | +2.3 pp |
| EBITDA Margin | 27.67 % | 22.65 % (avg) | +5.0 pp |
| Capital Intensity (Capex / Revenue) | 0.75 % | 3.62 % (avg) | -2.9 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Ameriprise Financial Inc's Valuation vs Competitive Position
Valuation multiples vs the Investment Services industry average (142 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Investment Services industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 12.1x | 24.3x | -12.1x |
| EV / EBITDA | 7.4x | 12.5x | -5.2x |
| P/B | 8.1x | 3.6x | +4.5x |
| Return on Equity | 68.69 % | industry aggregate | 49.64 % |
| Return on Invested Capital | 5.48 % | 6.42 % (avg) | -0.94 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Ameriprise Financial Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 7.03 % | 1.39 % | -8.74 % | 12.68 % | 5.35 % | 12.19 % | 11.37 % | 5.49 % |
| Operating Margin | 34.02 % | 50.74 % | 49.09 % | 40.14 % | 47.54 % | - | 55.51 % | 45.70 % |
| Return on Invested Capital | 4.15 % | 6.09 % | 5.12 % | 4.21 % | 4.17 % | - | 6.10 % | 5.56 % |
| P/E | 8.3x | 11.8x | - | 11.9x | 14.3x | 14.5x | 16.2x | 13.1x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Ameriprise Financial Inc's Strategic Group Map
Ameriprise Financial Inc is shown in red; its closest peers by combined growth, margin and ROIC are labeled. See Methodology: Strategic Group Map for how this chart is built.
Ameriprise Financial Inc's trailing-12-month revenue growth of 8.8% and operating margin of 42.4% compares with an average of 10.1% growth and 44.1% margin across its 8 closest peers by combined growth, margin and ROIC -- Ameriprise Financial Inc sits below that peer average on growth and below it on margin.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Ameriprise Financial Inc's BCG Growth-Share Matrix
See Methodology: BCG Growth-Share Matrix for how relative share and growth are calculated and thresholded.
Ameriprise Financial Inc falls in the Dog quadrant: relative market share of 0.16x vs its largest competitor, in an industry growing revenue 9.4% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.
Ameriprise Financial Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 580 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 0.75 % vs industry average 3.62 % (see Profitability & Cost Structure above) |
Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on Ameriprise Financial Inc's dedicated Suppliers and Customers pages, not here.
Ameriprise Financial Inc's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
Ameriprise Financial Inc falls in the Medium attractiveness / Medium strength cell: Selective.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Ameriprise Financial Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Return on equity 49.6 points above the industry aggregate.
- Latest-quarter revenue run-rate is accelerating (+3.1% annualized vs trailing 12 months).
- Outperforming the U.S.A. 500 over the trailing 12 months.
Weaknesses
- Low relative market share vs the industry leader (0.16x).
Opportunities
No rule matched.
Threats
- Tracked peer group's revenue run-rate is broadly decelerating (-17.3% annualized).
Methodology: see Methodology: SWOT Analysis.
Ameriprise Financial Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Ameriprise Financial Inc | 0.21 | 0.19 | 0.25 |
| The Goldman Sachs Group Inc | 0.43 | 0.79 | 3.30 |
| Citigroup inc | 0.07 | 0.40 | 1.78 |
| Schwab Charles Corp | 0.10 | 1.04 | 0.79 |
| The Bank Of New York Mellon Corporation | 0.04 | 0.41 | 1.01 |
| Pnc Financial Services Group Inc | 0.04 | 0.02 | 1.20 |
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Ameriprise Financial Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Ameriprise Financial Inc | Q3 2026 | +6.1 % | +23.5 % |
| The Goldman Sachs Group Inc | Q3 2026 | -68.0 % | +29.2 % |
| Citigroup inc | Q2 2026 | +14.3 % | +44.6 % |
| Schwab Charles Corp | Q2 2026 | +20.9 % | +31.7 % |
| The Bank Of New York Mellon Corporation | Q3 2026 | +11.5 % | +16.0 % |
| Pnc Financial Services Group Inc | Q3 2026 | +10.9 % | +14.2 % |
| PEERS TOTAL | -4.4 % | +17.5 % |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Ameriprise Financial Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Ameriprise Financial Inc | Q3 2026 | -29.4 % | -4.5 % |
| The Goldman Sachs Group Inc | Q3 2026 | +8.6 % | -5.9 % |
| Citigroup inc | Q2 2026 | - | -11.6 % |
| Schwab Charles Corp | Q2 2026 | - | +44.5 % |
| The Bank Of New York Mellon Corporation | Q3 2026 | - | +55.9 % |
| Pnc Financial Services Group Inc | Q3 2026 | - | - |
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Ameriprise Financial Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Ameriprise Financial Inc | 2.18% | 2.78% | 68.69% |
| The Goldman Sachs Group Inc | 1.08% | 1.63% | 17.90% |
| Citigroup inc | 0.66% | 0.69% | 8.46% |
| Schwab Charles Corp | 2.05% | 4.01% | 20.38% |
| The Bank Of New York Mellon Corporation | 1.28% | 1.43% | 14.68% |
| Pnc Financial Services Group Inc | 1.31% | 1.34% | 12.67% |
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Ameriprise Financial Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Ameriprise Financial Inc | 11.34 | 2.28 |
| The Goldman Sachs Group Inc | 12.49 | 6.18 |
| Citigroup inc | 12.90 | 2.26 |
| Schwab Charles Corp | 16.70 | 6.11 |
| The Bank Of New York Mellon Corporation | 16.25 | 4.58 |
| Pnc Financial Services Group Inc | 12.01 | 3.52 |
| PEERS AVERAGE | 12.27 | 3.67 |
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.