Every 8-K that Ameriprise Financial, Inc. (AMP) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow AMP and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full AMP filings page.
Ameriprise Financial reported strong second quarter 2026 results, with adjusted operating earnings per diluted share of $11.07, up 22% from $9.11 a year earlier. GAAP diluted EPS was $11.98 versus $10.73, as GAAP net income rose to $1,113 million and adjusted operating earnings to $1,028 million.
Return on equity excluding AOCI reached 55.0% on an adjusted operating basis and 53.0% on a GAAP basis. Adjusted operating net revenues increased 13% to $4.9 billion, driven primarily by asset growth and strong client engagement, while the pretax adjusted operating margin was 27.2%.
Total assets under management, administration and advisement grew 14% to a record $1.8 trillion, including $1.2 trillion of Advice & Wealth Management client assets and $759 billion of Asset Management assets under management and advisement. Advice & Wealth Management pretax adjusted operating earnings rose 16% to $939 million, and Asset Management pretax adjusted operating earnings increased 23% to $274 million with a 42.7% net pretax adjusted operating margin. The company returned $932 million, or 91% of operating earnings, to shareholders via dividends and share repurchases, reducing common shares outstanding to 88.4 million.
Ameriprise Financial, Inc. issued $300,000,000 of 4.800% Senior Notes due 2031 and $450,000,000 of 5.350% Senior Notes due 2036. These notes were sold to underwriters led by BofA Securities, Citigroup Global Markets, and J.P. Morgan Securities under an underwriting agreement dated June 4, 2026.
The notes were offered using a prospectus supplement dated June 4, 2026 to a February 23, 2024 prospectus, both under the company’s shelf registration statement on Form S-3. Related documents, including the forms of the notes, the underwriting agreement, and a legal opinion from Faegre Drinker Biddle & Reath LLP, were filed as exhibits.
Ameriprise Financial’s asset management arm is undergoing a planned leadership transition. Columbia Threadneedle Investments announced that William Davies, Executive Vice President and Global Chief Investment Officer at Ameriprise and global chief investment officer at Columbia Threadneedle, will retire effective June 30, 2026, after 33 years with the firm.
William F. “Ted” Truscott, chief executive officer of Columbia Threadneedle, will serve as interim global chief investment officer from July 1, 2026 until a successor is appointed, while existing senior investment leaders and asset class heads maintain their current responsibilities. Columbia Threadneedle manages and advises $706 billion of assets as of March 31, 2026, supported by 2,200 people, including 550 investment professionals across North America, Europe and Asia.
Ameriprise Financial, Inc. held its 2026 annual shareholders meeting on April 29, 2026. Holders of 78,335,494 common shares, representing approximately 86.4% of the 90,689,669 shares entitled to vote as of March 2, 2026, were present in person or by proxy.
Shareholders elected eight director nominees to one-year terms expiring at the 2027 annual meeting, with each receiving substantially more votes "for" than "against," alongside limited abstentions and broker non-votes. They also ratified the Audit and Risk Committee’s appointment of PricewaterhouseCoopers LLP as independent registered public accounting firm for 2026, with 75,820,390 votes in favor.
In addition, shareholders approved, on a nonbinding advisory basis, the compensation of the company’s named executive officers, with 65,673,362 votes "for," 6,847,326 votes "against," 313,846 abstentions, and 5,500,960 broker non-votes. The filing also notes an Inline XBRL formatted cover page as Exhibit 104.
Ameriprise Financial reported a strong first quarter of 2026, with adjusted operating earnings per diluted share rising 19% to a record $11.26 and GAAP EPS of $9.68 versus $5.83 a year ago. Net income increased 57% to $915 million, helped by less severe market impacts on derivatives and market risk benefits than the prior year.
Total adjusted operating net revenues grew 11% to $4.8 billion, and assets under management, administration and advisement reached $1.7 trillion, up 12%. Pretax adjusted operating margin improved to 27.9%, while adjusted operating return on equity excluding AOCI was a high 54.3%. The company returned $936 million, or 88% of operating earnings, to shareholders and raised its quarterly dividend by 6%.
Advice & Wealth Management delivered pretax adjusted operating earnings of $951 million, up 20% with a 30.0% margin, though client net flows slowed to $4.2 billion. Asset Management pretax adjusted operating earnings increased 13% to $273 million with a 43.8% net pretax adjusted operating margin and improved but still negative net flows of $5.9 billion. Retirement & Protection Solutions pretax adjusted operating earnings declined 12% to $190 million despite 10% sales growth to $1.3 billion. The operating effective tax rate was 20.2%, with a full-year 2026 expectation of 20%–22%.
Ameriprise Financial, Inc. reported that Joseph E. Sweeney, who serves as President, Advice & Wealth Management Products & Service Delivery, has decided to retire from the company.
His retirement is expected to be effective on April 3, 2026, marking a planned leadership transition in a key business area.
Ameriprise Financial, Inc. filed a current report to make its latest earnings information available to investors. The company furnished, as Exhibit 99.1, a press release dated January 29, 2026 that announces its financial results for the fourth quarter of 2025.
The filing is made under the results of operations and financial condition disclosure item and does not itself contain the detailed numbers, which are instead provided in the attached press release.
Ameriprise Financial (AMP) appointed Liane J. Pelletier to its Board of Directors, effective immediately, and named her to the Audit and Risk Committee.
She will participate in the outside director compensation program and is eligible for a pro rata portion of the $210,000 annual grant of deferred share units for service from November 12, 2025 through the 2026 annual meeting. The company disclosed no related-party transactions and noted no appointment arrangements.
Ameriprise Financial (AMP) filed a Form 8-K to furnish a press release announcing its financial results for the third quarter of 2025. The release is provided as Exhibit 99.1 and is dated October 30, 2025. The disclosure is made under Item 2.02: Results of Operations and Financial Condition, with Exhibit 104 referencing the cover page Inline XBRL data.