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Ameriprise Financial AMP Mountain — Loans

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Other financials

Income statement

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Revenue$4.9B+12.9%
Net income$1.1B+5.0%
EPS (diluted)$11.98+11.6%

Balance sheet

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Cash & equivalents$10.1B+5.5%
Total debt$276.0M-14.3%
Total equity$6.4B+4.7%
Total assets$197.87B+7.0%

Cash flow

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Operating cash flow$459.0M-72.8%
CapEx$29.0M-19.4%
Free cash flow$430.0M-73.9%

Valuation

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Market cap$49.56B+3.4%
P/E12.6×-2.3×
P/S2.5×-0.2×

Profitability

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Net margin20.2%+1.9pp
FCF margin36.7%-1.6pp

Returns & leverage

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Return on equity63.4%+5.2pp
Debt / equity0.0×

Where this comes from

Reported directly by Ameriprise Financial in its filing.

Tagged under the XBRL concept us-gaap:FinancingReceivableExcludingAccruedInterestBeforeAllowanceForCreditLoss.

The source filing: Ameriprise Financial’s 10-Q, filed May 7, 2026.

Filed
May 7, 2026, 3:39 PM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0000820027-26-000027
Line itemLoans / March 31, 2026Loans / December 31, 2025Percentage / March 31, 2026Percentage / December 31, 2025
East North Central$192$1859%9%
East South Central555133
Middle Atlantic12612666
Mountain16416888
New England343522
Pacific6846963434
South Atlantic5475522727
West North Central11211055

ITEM 1. FINANCIAL STATEMENTS (UNAUDITED)

FAQ

What is Ameriprise Financial's mountain — loans?
Ameriprise Financial (AMP) reported mountain — loans of $164M in Q1 2026.
How has Ameriprise Financial's mountain — loans changed year-over-year?
Ameriprise Financial's mountain — loans decreased by 2.4% year-over-year, from $168M to $164M.
What is the long-term trend for Ameriprise Financial's mountain — loans?
Over 3 years (2022 to 2025), Ameriprise Financial's mountain — loans has grown at a 10.0% compound annual growth rate (CAGR), from $507M to $675M.
What does mountain — loans mean?
This metric represents the total outstanding loan balances held by clients within the Mountain geographic region of the United States. It serves as a key indicator of credit utilization and lending activity within this specific regional market segment. Monitoring this figure helps assess the regional concentration of credit risk and the success of localized wealth management lending strategies.

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