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Ameriprise Financial Inc's Business Segments
Ameriprise Financial Inc's reported revenue by business segment and by geographic region, quarterly and annual, normalized against the consolidated income statement. Free below: the top 3 rows per table, this quarter and this fiscal year. Subscriber access adds the full segment history and operating income by segment.
Segment Data As of Q2 FY2026
Reportable Segments
6
Largest Segment
Corporate and Unallocated
Total Revenue
$ 5,013
Regions Reported
-
Revenue Share by Reportable Segment - Q2 FY2026
- Corporate and Unallocated0%
- Advice and Wealth Management66.2%
- Retirement and Protection Solutions19.4%
- Asset Management18.9%
- Corporate Segment and Other Operating2.4%
- Corporate and Unallocated0.9%
Revenue by Reportable Segment - Q2 FY2026
| Segment | Revenue (Millions) | % of Total |
|---|---|---|
| Corporate and Unallocated | $ 5,405 | - |
| Advice and Wealth Management | $ 3,319 | 66.2% |
| Retirement and Protection Solutions | $ 975 | 19.4% |
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Revenue by Product & Service Category - Q2 FY2026
- Investment Advice58.5%
- Investment Advice, Advisory37.1%
- Distribution Service17.5%
- Investment Advice, Retail Customer11.9%
- Distribution Service, Insurance and Annuity8.1%
- Distribution Service, Mutual Funds6.2%
- Investment Advice, Transaction and Other3.5%
- Investment Advice, Institutional3%
- Distribution Service, Other Products2.8%
- Investment Advice, Financial Planning2.5%
- Product and Service, Other1.6%
- Investment Advice, Model Delivery0.5%
- Distribution Service, Brokerage Cash0.4%
Revenue by Product & Service Category - Q2 FY2026
| Category | Revenue (Millions) | % of Total |
|---|---|---|
| Investment Advice | $ 2,932 | 58.5% |
| Investment Advice, Advisory | $ 1,859 | 37.1% |
| Distribution Service | $ 876 | 17.5% |
Product and service categories are a supplemental disclosure and are not required to sum to consolidated revenue or to the reportable segments above.
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Description of Ameriprise Financial Inc
Ameriprise Financial Inc. is a prominent financial services firm that specializes in financial planning and investment management. Established in 1894 and headquartered in Minneapolis, Minnesota, the company has built a robust reputation over its long history, continuously evolving to meet the changing financial landscape and client needs.
With a network of over 12,000 financial advisors and registered representatives, Ameriprise serves more than7 million clients, ranging from individuals and families to businesses and institutions. The firm’s primary objective is to deliver comprehensive, customized financial solutions that address a wide array of client needs, including asset accumulation, income management, risk management, and wealth preservation. Ameriprise believes that effective financial planning involves more than just investment choices; it necessitates an understanding of clients unique financial situations and future goals.
To achieve this objective, Ameriprise employs a holistic approach to financial planning, building long-term relationships with clients. The firms advisors engage in ongoing dialogues with clients to understand their evolving needs and make adjustments as necessary to their financial strategies. This commitment to personalized service is particularly vital for clients in the mass affluent market—those typically earning between $100,000 to $500,000 annually—who are increasingly preparing for retirement and seeking guidance on how to manage their wealth effectively.
The suite of products and services offered by Ameriprise is extensive and includes their proprietary asset management services, annuities, banking solutions, brokerage services, and insurance products. These offerings are designed to not only meet immediate financial needs but also to support long-term financial goals. In addition to their own products, Ameriprise also provides clients access to a variety of third-party solutions, ensuring a diverse range of investment options tailored to their specific circumstances.
Ameriprise Financial stands out in its commitment to education and client empowerment. The firm provides a wealth of knowledge and resources, including financial wellness programs, articles, and workshops aimed at equipping clients with the understanding they need to make informed financial decisions. This educational focus reinforces the companys belief that a well-informed client is better positioned to achieve financial success.
Furthermore, Ameriprise has distinguished itself through its strong corporate culture and community engagement. The firm emphasizes ethical practices, integrity, and a commitment to the well-being of its clients, employees, and the communities in which it operates. As a corporate entity, Ameriprise is also focused on sustainable practices and responsible investing, increasingly aligning with the growing demand for environmental, social, and governance (ESG) considerations in investment decisions.
As Ameriprise Financial continues to adapt to an ever-evolving market, its focus remains on innovation in financial planning strategies and technology. The firm invests in digital tools and resources to enhance the client experience, offering advanced financial planning software and platforms that facilitate seamless communication between clients and advisors.
In summary, Ameriprise Financial Inc. is a leading financial services firm that is dedicated to providing personalized financial planning and investment solutions. With a strong network of advisors and a commitment to comprehensive service, Ameriprise is well-positioned to meet the needs of its diverse client base, particularly those in the mass affluent market preparing for retirement and seeking to build, manage, and protect their wealth.
With a network of over 12,000 financial advisors and registered representatives, Ameriprise serves more than7 million clients, ranging from individuals and families to businesses and institutions. The firm’s primary objective is to deliver comprehensive, customized financial solutions that address a wide array of client needs, including asset accumulation, income management, risk management, and wealth preservation. Ameriprise believes that effective financial planning involves more than just investment choices; it necessitates an understanding of clients unique financial situations and future goals.
To achieve this objective, Ameriprise employs a holistic approach to financial planning, building long-term relationships with clients. The firms advisors engage in ongoing dialogues with clients to understand their evolving needs and make adjustments as necessary to their financial strategies. This commitment to personalized service is particularly vital for clients in the mass affluent market—those typically earning between $100,000 to $500,000 annually—who are increasingly preparing for retirement and seeking guidance on how to manage their wealth effectively.
The suite of products and services offered by Ameriprise is extensive and includes their proprietary asset management services, annuities, banking solutions, brokerage services, and insurance products. These offerings are designed to not only meet immediate financial needs but also to support long-term financial goals. In addition to their own products, Ameriprise also provides clients access to a variety of third-party solutions, ensuring a diverse range of investment options tailored to their specific circumstances.
Ameriprise Financial stands out in its commitment to education and client empowerment. The firm provides a wealth of knowledge and resources, including financial wellness programs, articles, and workshops aimed at equipping clients with the understanding they need to make informed financial decisions. This educational focus reinforces the companys belief that a well-informed client is better positioned to achieve financial success.
Furthermore, Ameriprise has distinguished itself through its strong corporate culture and community engagement. The firm emphasizes ethical practices, integrity, and a commitment to the well-being of its clients, employees, and the communities in which it operates. As a corporate entity, Ameriprise is also focused on sustainable practices and responsible investing, increasingly aligning with the growing demand for environmental, social, and governance (ESG) considerations in investment decisions.
As Ameriprise Financial continues to adapt to an ever-evolving market, its focus remains on innovation in financial planning strategies and technology. The firm invests in digital tools and resources to enhance the client experience, offering advanced financial planning software and platforms that facilitate seamless communication between clients and advisors.
In summary, Ameriprise Financial Inc. is a leading financial services firm that is dedicated to providing personalized financial planning and investment solutions. With a strong network of advisors and a commitment to comprehensive service, Ameriprise is well-positioned to meet the needs of its diverse client base, particularly those in the mass affluent market preparing for retirement and seeking to build, manage, and protect their wealth.
Ameriprise Financial Inc. is a diversified financial services company that provides a comprehensive suite of financial products and services designed to meet the diverse needs of its clients. These offerings are organized into several primary segments, which include asset accumulation and income, retirement products, and protection solutions. Each segment serves a distinct purpose and target audience, encompassing individual retail clients, institutional clients, and employers.
1. Asset Accumulation and Income
Retail Products and Services
Ameriprise Financial focuses on empowering retail clients to achieve their financial objectives through a wide range of financial planning and investment services delivered via a national network of financial advisors.
- Investment Products:
- Mutual Funds: Offering a variety of funds across different asset classes, Ameriprise caters to a wide spectrum of risk appetites and investment goals. These funds include equity, bond, and balanced funds, providing both growth and income options.
- Annuities:
- Variable Annuities: These products allow clients to invest in various underlying portfolios, offering the potential for higher returns linked to market performance. Variable annuities provide a degree of flexibility, enabling clients to adjust their investment options over time.
- Fixed Annuities: These provide clients with guaranteed returns, making them a stable choice for conservative investors looking for predictability in their financial planning.
- Brokerage Services: Ameriprise allows clients to trade a broad range of securities, including stocks, bonds, options, and ETFs, giving them the flexibility to manage their own portfolios.
- Wrap Accounts: This feature simplifies the investment management process by placing clients under a single fee structure for various services, encompassing multiple investment products.
- Face-Amount Certificates: Fixed investment instruments with guarantees of future payouts based on predetermined terms, suitable for clients seeking fixed income.
- Cash Management: Designed to optimize clients liquidity and cash flow, Ameriprise’s cash management services enable smooth everyday transactions and effective handling of short-term financial needs.
- Credit Products: Ameriprise offers personal loans and credit lines customized to meet individual client needs, providing leveraged solutions for various financial goals.
- Trust Services: Through partnerships, particularly with American Express Bank, FSB, Ameriprise manages personal trust accounts, offering services such as estate management and trust administration.
- Marketing Strategies: Utilizing strategic alliances and localized marketing initiatives, Ameriprise promotes products through educational workshops and financial planning sessions to engage clients effectively.
Institutional Products and Services
Ameriprise caters to institutional clients with specialized offerings that include:
- Separately Managed Accounts: These accounts allow organizations such as pension plans, endowments, and foundations to implement tailored investment strategies managed on their behalf.
- Investment Management for Insurers: Ameriprise provides investment solutions for both general and separate accounts of insurance companies, optimizing their portfolios for risk-adjusted returns.
- Alternative Investments: Solutions encompass a range of products including structured finance instruments like collateralized debt obligations (CDOs), aiming to attract accredited investors seeking diversification and higher yields.
Retirement Products and Services
Ameriprise is committed to supporting the retirement needs of clients with services specifically tailored for plans with assets of at least $10 million.
- Employer-Sponsored Retirement Plans: Ameriprise assists with various employer-sponsored plans such as pension, profit-sharing, and 401(k) plans. Investment management services are provided through collective investment funds curated by its trust company subsidiary.
- Trust Company Services: These services include trustee functions, custodial services, recordkeeping, and managing common trust funds specifically for employers, ensuring fiduciary responsibilities are met effectively.
International Products and Services
Through its U.K.-based investment management group, Threadneedle, Ameriprise expands its global reach by providing:
- Global Investment Management: A wide range of services, including the management of segregated accounts and various fund options, targeting both institutional and retail clients distributed through intermediaries across Europe.
Protection Products
In addition to wealth accumulation strategies, Ameriprise offers several protection solutions aimed at helping clients manage risks and safeguard their financial well-being.
- Life Insurance: Custom-tailored policies that provide financial security to dependents and beneficiaries in the event of the policyholder’s untimely death, ensuring peace of mind through financial protection.
- Disability Income Insurance: This product protects clients against the loss of income due to short- or long-term disabilities, helping clients maintain their standard of living during challenging times.
- Long-Term Care Insurance: Coverage that addresses the costs associated with extended medical care which might not be covered by standard health insurance plans, providing a safety net for potential future healthcare expenses.
- Personal Lines Insurance: Ameriprise offers auto and home insurance solutions to clients primarily through direct sales and co-marketing partnerships, catering to everyday protection needs.
Summary
Ameriprise Financial Inc. operates with a holistic approach to addressing a broad spectrum of financial needs through its asset accumulation and income strategies, comprehensive retirement solutions, global investment services, and extensive portfolio of protection products. This integrated methodology is designed to support clients in realizing their financial aspirations while safeguarding their assets against unforeseen circumstances. By leveraging tailored advice and a diverse suite of offerings, Ameriprise remains positioned to serve the distinct needs of individual and institutional clients alike in the constantly evolving financial landscape.
1. Asset Accumulation and Income
Retail Products and Services
Ameriprise Financial focuses on empowering retail clients to achieve their financial objectives through a wide range of financial planning and investment services delivered via a national network of financial advisors.
- Investment Products:
- Mutual Funds: Offering a variety of funds across different asset classes, Ameriprise caters to a wide spectrum of risk appetites and investment goals. These funds include equity, bond, and balanced funds, providing both growth and income options.
- Annuities:
- Variable Annuities: These products allow clients to invest in various underlying portfolios, offering the potential for higher returns linked to market performance. Variable annuities provide a degree of flexibility, enabling clients to adjust their investment options over time.
- Fixed Annuities: These provide clients with guaranteed returns, making them a stable choice for conservative investors looking for predictability in their financial planning.
- Brokerage Services: Ameriprise allows clients to trade a broad range of securities, including stocks, bonds, options, and ETFs, giving them the flexibility to manage their own portfolios.
- Wrap Accounts: This feature simplifies the investment management process by placing clients under a single fee structure for various services, encompassing multiple investment products.
- Face-Amount Certificates: Fixed investment instruments with guarantees of future payouts based on predetermined terms, suitable for clients seeking fixed income.
- Cash Management: Designed to optimize clients liquidity and cash flow, Ameriprise’s cash management services enable smooth everyday transactions and effective handling of short-term financial needs.
- Credit Products: Ameriprise offers personal loans and credit lines customized to meet individual client needs, providing leveraged solutions for various financial goals.
- Trust Services: Through partnerships, particularly with American Express Bank, FSB, Ameriprise manages personal trust accounts, offering services such as estate management and trust administration.
- Marketing Strategies: Utilizing strategic alliances and localized marketing initiatives, Ameriprise promotes products through educational workshops and financial planning sessions to engage clients effectively.
Institutional Products and Services
Ameriprise caters to institutional clients with specialized offerings that include:
- Separately Managed Accounts: These accounts allow organizations such as pension plans, endowments, and foundations to implement tailored investment strategies managed on their behalf.
- Investment Management for Insurers: Ameriprise provides investment solutions for both general and separate accounts of insurance companies, optimizing their portfolios for risk-adjusted returns.
- Alternative Investments: Solutions encompass a range of products including structured finance instruments like collateralized debt obligations (CDOs), aiming to attract accredited investors seeking diversification and higher yields.
Retirement Products and Services
Ameriprise is committed to supporting the retirement needs of clients with services specifically tailored for plans with assets of at least $10 million.
- Employer-Sponsored Retirement Plans: Ameriprise assists with various employer-sponsored plans such as pension, profit-sharing, and 401(k) plans. Investment management services are provided through collective investment funds curated by its trust company subsidiary.
- Trust Company Services: These services include trustee functions, custodial services, recordkeeping, and managing common trust funds specifically for employers, ensuring fiduciary responsibilities are met effectively.
International Products and Services
Through its U.K.-based investment management group, Threadneedle, Ameriprise expands its global reach by providing:
- Global Investment Management: A wide range of services, including the management of segregated accounts and various fund options, targeting both institutional and retail clients distributed through intermediaries across Europe.
Protection Products
In addition to wealth accumulation strategies, Ameriprise offers several protection solutions aimed at helping clients manage risks and safeguard their financial well-being.
- Life Insurance: Custom-tailored policies that provide financial security to dependents and beneficiaries in the event of the policyholder’s untimely death, ensuring peace of mind through financial protection.
- Disability Income Insurance: This product protects clients against the loss of income due to short- or long-term disabilities, helping clients maintain their standard of living during challenging times.
- Long-Term Care Insurance: Coverage that addresses the costs associated with extended medical care which might not be covered by standard health insurance plans, providing a safety net for potential future healthcare expenses.
- Personal Lines Insurance: Ameriprise offers auto and home insurance solutions to clients primarily through direct sales and co-marketing partnerships, catering to everyday protection needs.
Summary
Ameriprise Financial Inc. operates with a holistic approach to addressing a broad spectrum of financial needs through its asset accumulation and income strategies, comprehensive retirement solutions, global investment services, and extensive portfolio of protection products. This integrated methodology is designed to support clients in realizing their financial aspirations while safeguarding their assets against unforeseen circumstances. By leveraging tailored advice and a diverse suite of offerings, Ameriprise remains positioned to serve the distinct needs of individual and institutional clients alike in the constantly evolving financial landscape.