AMP at a glance
Ameriprise Financial (AMP, SEC CIK 820027) filed its latest 10-K annual report on February 19, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on July 23, 2026 and Form 4 insider filings as recently as August 12, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Ameriprise Financial (AMP) reported revenue of $18.9 billion (up 5.5% from FY2024) and net income of $3.6 billion. Diluted EPS was $36.28.
- As of June 30, 2026, 52 institutional investment managers tracked by SignalX reported holding Ameriprise Financial (AMP) shares worth $17.5 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Brockman Dawn M. on August 10, 2026 of 472 shares at $558.93 per share.
- In the last 90 days, AMP insiders reported 0 open-market purchases ($0) and 11 open-market sales ($26.1M) on Form 4, a net sale of $26.1M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $18.9B
- +5.5% vs prior year
- Insiders · 90 days
- 0 buys · 11 sells
- Net −$26.1M
- 13F holders
- 52 funds
- $17.5B · +0 vs prior quarter
- Latest 8-K
- Jul 23, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Financial services focusing on wealth management, asset management, and insurance through subsidiaries
- Emphasized expanded equity in earnings of subsidiaries: $4,178 million in 2025 vs $4,046 million in 2024
- Strategic focus on equity investments with parent company’s investments in subsidiaries growing from $6.91 billion to $8.02 billion year-over-year
- Notable metric: Net income increased to $3,563 million in 2025 from $3,401 million in 2024, driven by subsidiary performance
- Unusual fact: Parent company made three separate $30 million cash contributions to Ameriprise Advisor Capital, LLC in January 2026
Management Discussion & Analysis
- Share repurchases 1.88 million shares Q4 2025, avg price $477.08, $2.61B remaining authorized under $4.5B program through June 2027
- Previous repurchase authorization of $3.5B exhausted by Q2 2025
- Employee stock withheld 17,768 shares valued avg $479.00 for tax withholding
- No revenue, profitability, segment performance, or cash flow details disclosed in this section
- No forward-looking guidance or risk commentary provided in this excerpt
Risk Factors
- Regulatory legal risk: Federal Reserve Board final rule "Building Block Approach" on consolidated capital framework for insurance-engaged savings and loan holding companies, effective October 2023
- Macroeconomic threat: $31.7B Asset Management net outflows in 2025, including $3.9B U.S. real estate product outflows, impacting revenue stability
- Operational vulnerability: Outflows from Ameriprise Certificate Company deposits down $3B; prolonged net outflows in ACC over eight quarters affecting liquidity
- Competitive risk: Large institutional client shift to passive strategies causing $22.1B net outflows in global institutional assets under management
- Financial risk: $500M long-term debt maturing in September 2026 with $7.8B investment certificate maturities and $2.9B insurance/annuity benefits due in 2026
AI summary of the AMP 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- No Risk Factors section provided; supplied text covers equity repurchases, exhibits, and signatures
- Share repurchase authorization $4.5 billion through June 30, 2027
- Q2 repurchases totaled 1,673,084 shares at average $462.92
- Remaining repurchase authorization $1,055,740,889 at June 30, 2026
- No director or officer adopted, modified, or terminated Rule 10b5-1 arrangements during Q2 2026
AI summary of the AMP 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 earnings release issued July 23, 2026
- Financial results furnished in Exhibit 99.1
Item 8.01: Other Events
- $750 million senior debt issuance: $300 million due 2031 and $450 million due 2036
- Fixed coupons of 4.800% for 2031 Notes and 5.350% for 2036 Notes
Item 5.02: Departure/Appointment of Directors or Principal Officers
- William Davies, Executive Vice President and Global Chief Investment Officer, retiring June 30, 2026
- Leadership transition creates near-term continuity risk for investment strategy and oversight
Item 7.01: Regulation FD Disclosure
- Columbia Threadneedle Investments press release dated May 20, 2026 furnished under Regulation FD
- Exhibit 99.1 contains the substantive disclosure investors should review for market-relevant details
AI summaries of AMP 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for AMP
Don't miss the next AMP filing
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| MELLOH HEATHER J. | F | Aug 10, 2026 | 469 | $559.62 |
| MELLOH HEATHER J. | M | Aug 10, 2026 | 722 | $197.87 |
| Brockman Dawn M. | Sell | Aug 10, 2026 | 472 | $558.93 |
| MELLOH HEATHER J. | M | Aug 10, 2026 | 722 | - |
| McGraw Deirdre Davey | M | Aug 6, 2026 | 1,000 | - |
| McGraw Deirdre Davey | M | Aug 6, 2026 | 1,000 | - |
| McGraw Deirdre Davey | Sell | Aug 6, 2026 | 2,400 | $558.28 |
| McGraw Deirdre Davey | M | Aug 6, 2026 | 1,000 | $197.87 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Revenue | $16.1B | $17.9B | $18.9B | |
| Net Income | $2.6B | $3.4B | $3.6B | |
| Net Margin | 15.9% | 19.0% | 18.8% | |
| Balance Sheet | ||||
| Total Assets | $175.2B | $181.4B | $190.9B | |
| Equity | $4.7B | $5.2B | $6.5B | |
| ROE | 54.0% | 65.1% | 54.4% | |
| Per Share | ||||
| EPS | $23.71 | $33.05 | $36.28 | |
| Cash Flow | ||||
| Operating CF | $4.7B | $6.6B | $8.3B | |
Source: XBRL data in Ameriprise Financial (AMP)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate AMP share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 52 | $17.50B |
| Q1 2026 | 52 | $17.68B |
| Q4 2025 | 51 | $20.39B |
| Q3 2025 | 51 | $23.37B |
| Q2 2025 | 49 | $23.76B |
| Q1 2025 | 45 | $16.53B |
| Q4 2024 | 43 | $12.92B |
| Q3 2024 | 38 | $5.12B |
- Goldman Sachs Group+183.3K (+13%)
- Citadel Advisors LLC+87.9K (+59%)
- State Street Corp+80.2K (+2%)
- Dimensional Fund Advisors+51.5K (+5%)
- Bank of America Corp+49.1K (+8%)
- BlackRock−690.8K (-8%)
- JPMorgan Chase & Co−359.0K (-25%)
- Morgan Stanley−265.9K (-13%)
- T. Rowe Price Group−163.1K (-41%)
- Millennium Management−151.6K (-22%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 381 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
AMP filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| SC 13G | Aug 14, 2026 | - | - | |
| SC 13G | Aug 14, 2026 | - | - | |
| 13F-HR | Aug 14, 2026 | Jun 30, 2026 | - | |
| SC 13G | Aug 14, 2026 | - | - | |
| SC 13G | Aug 14, 2026 | - | - | |
| SC 13G | Aug 14, 2026 | - | - | |
| 4 | Aug 12, 2026 | - | - | - |
| 4 | Aug 12, 2026 | - | - | - |
| 4 | Aug 10, 2026 | - | - | - |
| SC 13G | Aug 7, 2026 | - | - | |
| SC 13G | Aug 7, 2026 | - | - | |
| 10-Q | Aug 4, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jul 30, 2026 | - | - | - |
| 4 | Jul 30, 2026 | - | - | - |
| 4 | Jul 30, 2026 | - | - | - |
| 4 | Jul 29, 2026 | - | - | - |
| 8-K | Jul 23, 2026 | - | Analysis | - |
| 13F-HR/A | Jul 17, 2026 | Mar 31, 2026 | - | - |
| 13F-HR/A | Jul 17, 2026 | Mar 31, 2026 | - | - |
| 4 | Jul 13, 2026 | - | - | - |
| 4 | Jul 13, 2026 | - | - | - |
| 4 | Jul 13, 2026 | - | - | - |
| 4 | Jul 13, 2026 | - | - | - |
| 8-K | Jun 9, 2026 | - | Analysis | |
| 8-K | May 20, 2026 | - | Analysis |
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AMP SEC filings: frequently asked questions
Are AMP insiders buying or selling?
In the last 90 days, Ameriprise Financial (AMP) officers, directors and 10% owners reported no open-market purchases and 11 open-market sales worth $26.1 million by 5 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold AMP stock?
As of June 30, 2026, the largest Ameriprise Financial (AMP) holders among the 13F filers tracked by SignalX were BlackRock ($3.6 billion), Vanguard Capital Management LLC ($2.7 billion), Vanguard Portfolio Management LLC ($2.4 billion), State Street Corp ($2.1 billion), Morgan Stanley ($800.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was AMP's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Ameriprise Financial (AMP) reported revenue of $18.9 billion (up 5.5% from FY2024) and net income of $3.6 billion. Diluted EPS was $36.28. The figures come from the XBRL data in the 10-K.
What are the main risks in AMP's latest 10-K?
In the 10-K filed February 19, 2026, Ameriprise Financial (AMP) flagged: Regulatory legal risk: Federal Reserve Board final rule "Building Block Approach" on consolidated capital framework for insurance-engaged savings and loan holding companies, effective October 2023. Macroeconomic threat: $31.7B Asset Management net outflows in 2025, including $3.9B U.S. real estate product outflows, impacting revenue stability. (AI summary of the Risk Factors section.)
What did AMP report in its latest 8-K?
Ameriprise Financial (AMP) filed an 8-K on July 23, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 2026 earnings release issued July 23, 2026.
What are the latest AMP SEC filings?
Ameriprise Financial (AMP) filed its latest 10-K annual report on February 19, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on July 23, 2026 and a Form 4 insider filing on August 12, 2026.
What is AMP's SEC CIK number?
Ameriprise Financial (AMP)'s SEC Central Index Key (CIK) is 820027. EDGAR lists every AMP filing under that number.
Ask anything about AMP
The research agent reads AMP's filings, financials, insider trades and 13F holders, then answers with sources.