Form 8-K · Current report

Ameriprise Financial 8-K, filed Jul 23, 2026

Filed
CIK
0000820027
Accession no.
0000820027-26-000038
AI-generated summary

Summary

Ameriprise Financial reported second-quarter 2026 adjusted operating earnings of $11.07 per diluted share, up 22 percent, and GAAP net income of $11.98 per diluted share, with firm-wide assets under management, administration and advisement reaching a record $1.8 trillion, up 14 percent. Chairman and CEO Jim Cracchiolo attributed the results to momentum in fee-based wealth and asset management and said the company would continue investing in advice, technology and AI capabilities.

Key points

  • Adjusted operating net revenues rose 13 percent to $4.9 billion, with a pretax adjusted operating margin of 27 percent.
  • The company returned $932 million to shareholders in the quarter, or 91 percent of operating earnings.
  • Advice & Wealth Management client assets grew 15 percent to $1.2 trillion; wrap assets rose 19 percent to $732 billion, while total client net flows fell 28 percent to $3.1 billion.
  • Asset Management assets under management and advisement rose 10 percent to $759 billion, and net outflows improved 26 percent to $6.5 billion.

Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.

Items reported

  • 2.02Results of Operations and Financial Condition
  • 9.01Financial Statements and Exhibits

From the filing

Item 2.02 Results of Operations and Financial Condition. Ameriprise Financial, Inc. furnishes herewith, on Exhibit 99.1, an earnings release issued July 23, 2026 announcing its financial results for the second quarter of 2026. Item 9.01 Financial Statements and Exhibits. (d) Exhibits. Exhibit No. Description Exhibit 99.1 Earnings Release dated July 23, 2026 announcing financial results for the second quarter of 2026 Exhibit 104 Cover page Interactive Data File (embedded within the Inline eXtensible Business Reporting Language) Exhibit 99.1: EX-99.1 2 q22026er.htm EX-99.1 Ameriprise Financial, Inc. …

An excerpt of the text as filed with the SEC, cut for length.

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