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    AMERIPRISE FINANCIAL INC

    Company overview

    Market capitalization
    $43.83B
    Employees
    13,600
    Latest publication
    2026-09-29
    About AMERIPRISE FINANCIAL INC

    Ameriprise Financial, Inc., together with its subsidiaries, operates as a diversified financial services company in the United States and internationally. The company offers financial planning and advice services to individual and institutional clients. It operates through Advice & Wealth Management, Asset Management, Retirement & Protection Solutions, Corporate & Other segments. The Advice & Wealth Management segment provides financial planning and advice; brokerage products and services for retail and institutional clients; discretionary and non-discretionary investment advisory accounts; mutual funds; insurance and annuities products; cash management and banking products; and face-amount certificates. The Asset Management segment offers investment management, advice, and products to retail, high net worth, and institutional clients through third-party financial institutions, advisor network, direct retail, and its institutional sales force under the Columbia Threadneedle Investments brand name. Its products include U.S. mutual funds and their non-U.S. equivalents, exchange-traded funds, variable product funds underlying insurance, and annuity separate accounts; and institutional asset management products, such as traditional asset classes, separately managed accounts, individually managed accounts, collateralized loan obligations, hedge funds, collective funds, and property and infrastructure funds. The Retirement & Protection Solutions segment provides variable annuity products, as well as life and disability income insurance products to retail clients. Ameriprise Financial, Inc. was formerly known as American Express Financial Corporation and changed its name to Ameriprise Financial, Inc. in September 2005. The company was founded in 1894 and is based in Minneapolis, Minnesota.

    Company website

    Financial statements

    Income Quarterly

    Exact reported values; units shown beside each amount. Missing values are —.
    MetricQ2 20262026-06-30 · USDQ1 20262026-03-31 · USDQ4 20252025-12-31 · USDQ3 20252025-09-30 · USDQ2 20252025-06-30 · USDQ1 20252025-03-31 · USDQ4 20242024-12-31 · USDQ3 20242024-09-30 · USD
    Total Revenue5,013,000,000USD4,886,000,000USD5,048,000,000USD4,874,000,000USD4,375,000,000USD4,354,000,000USD4,501,000,000USD4,397,000,000USD
    Cost Of Revenue2,496,000,000USD2,428,000,000USD2,344,000,000USD2,317,000,000USD82,000,000USD80,000,000USD77,000,000USD87,000,000USD
    Gross Profit2,517,000,000USD2,458,000,000USD2,704,000,000USD2,557,000,000USD-197,000,000USD-207,000,000USD-225,000,000USD4,397,000,000USD
    General And Administrative Expenses1,002,000,000USD———————
    Total Operating Expenses1,002,000,000USD1,234,000,000USD1,332,000,000USD1,299,000,000USD3,024,000,000USD3,667,000,000USD3,149,000,000USD3,752,000,000USD
    Operating Income1,515,000,000USD1,224,000,000USD1,372,000,000USD1,258,000,000USD1,351,000,000USD687,000,000USD1,352,000,000USD645,000,000USD
    Total Other Income Expense Net-73,000,000USD-80,000,000USD-80,000,000USD-84,000,000USD136,000,000USD129,000,000USD127,000,000USD131,000,000USD
    Revenue Net Of Interest Expense4,940,000,000USD———————
    Income Before Tax1,442,000,000USD1,144,000,000USD1,292,000,000USD1,174,000,000USD1,351,000,000USD687,000,000USD1,352,000,000USD645,000,000USD
    Income Tax Expense329,000,000USD229,000,000USD284,000,000USD262,000,000USD291,000,000USD104,000,000USD281,000,000USD134,000,000USD
    Net Income1,113,000,000USD915,000,000USD1,008,000,000USD912,000,000USD1,060,000,000USD583,000,000USD1,071,000,000USD511,000,000USD
    Net Income Applicable To Common Shares1,113,000,000USD—1,008,000,000USD912,000,000USD1,060,000,000USD583,000,000USD1,071,000,000USD511,000,000USD
    Selling General Administrative—2,691,000,000USD1,061,000,000USD975,000,000USD2,543,000,000USD2,528,000,000USD2,627,000,000USD2,514,000,000USD
    Unclassified Operating Expenses—-1,457,000,000USD271,000,000USD324,000,000USD481,000,000USD325,000,000USD522,000,000USD1,238,000,000USD
    Interest Income—74,000,000USD295,000,000USD102,000,000USD115,000,000USD127,000,000USD148,000,000USD163,000,000USD
    Interest Expense—80,000,000USD80,000,000USD84,000,000USD82,000,000USD80,000,000USD77,000,000USD87,000,000USD
    Net Interest Income—-80,000,000USD-80,000,000USD-84,000,000USD-82,000,000USD-80,000,000USD-77,000,000USD-87,000,000USD
    Tax Provision—229,000,000USD284,000,000USD262,000,000USD291,000,000USD104,000,000USD281,000,000USD134,000,000USD
    Net Income From Continuing Ops—915,000,000USD1,008,000,000USD912,000,000USD1,060,000,000USD583,000,000USD1,071,000,000USD511,000,000USD
    Ebit—1,224,000,000USD693,000,000USD1,258,000,000USD1,433,000,000USD767,000,000USD1,429,000,000USD732,000,000USD
    Ebitda—1,285,000,000USD1,372,000,000USD1,258,000,000USD1,406,000,000USD740,000,000USD1,395,000,000USD696,000,000USD
    Depreciation And Amortization—61,000,000USD-61,000,000USD-19,000,000USD-27,000,000USD-27,000,000USD-34,000,000USD-36,000,000USD
    Reconciled Depreciation—-9,000,000USD-20,000,000USD-19,000,000USD-27,000,000USD-27,000,000USD-34,000,000USD-36,000,000USD
    Other Operating Expenses—————814,000,000USD——
    SourceDisclosureDeterministicFinalLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacy

    Income Yearly

    Exact reported values; units shown beside each amount. Missing values are —.
    MetricFY 20252025-12-31 · USDFY 20242024-12-31 · USDFY 20232023-12-31 · USDFY 20222022-12-31 · USDFY 20212021-12-31 · USDFY 20202020-12-31 · USDFY 20192019-12-31 · USDFY 20182018-12-31 · USD
    Total Revenue18,912,000,000USD17,264,000,000USD15,535,000,000USD14,258,000,000USD13,377,000,000USD11,899,000,000USD13,049,000,000USD12,978,000,000USD
    Cost Of Revenue9,384,000,000USD329,000,000USD324,000,000USD198,000,000USD191,000,000USD6,067,000,000USD6,639,000,000USD6,691,000,000USD
    Gross Profit9,528,000,000USD-991,000,000USD-885,000,000USD-274,000,000USD-203,000,000USD11,899,000,000USD6,410,000,000USD6,287,000,000USD
    Selling General Administrative3,899,000,000USD3,903,000,000USD8,949,000,000USD8,658,000,000USD8,463,000,000USD3,120,000,000USD3,215,000,000USD3,152,000,000USD
    Unclassified Operating Expenses799,000,000USD-9,161,000,000USD3,352,000,000USD1,669,000,000USD729,000,000USD2,889,000,000USD782,000,000USD335,000,000USD
    Total Operating Expenses4,698,000,000USD-5,258,000,000USD12,301,000,000USD10,327,000,000USD9,192,000,000USD10,068,000,000USD4,055,000,000USD3,487,000,000USD
    Operating Income4,830,000,000USD4,267,000,000USD3,234,000,000USD3,931,000,000USD4,185,000,000USD1,831,000,000USD2,355,000,000USD2,800,000,000USD
    Interest Income1,330,000,000USD662,000,000USD561,000,000USD76,000,000USD12,000,000USD162,000,000USD214,000,000USD245,000,000USD
    Interest Expense326,000,000USD662,000,000USD324,000,000USD198,000,000USD191,000,000USD162,000,000USD216,000,000USD258,000,000USD
    Net Interest Income-326,000,000USD-329,000,000USD-324,000,000USD-198,000,000USD-191,000,000USD-221,000,000USD-350,000,000USD-334,000,000USD
    Income Before Tax4,504,000,000USD4,267,000,000USD3,234,000,000USD3,931,000,000USD4,185,000,000USD1,831,000,000USD2,232,000,000USD2,484,000,000USD
    Income Tax Expense941,000,000USD866,000,000USD678,000,000USD782,000,000USD768,000,000USD297,000,000USD339,000,000USD386,000,000USD
    Tax Provision941,000,000USD866,000,000USD678,000,000USD782,000,000USD768,000,000USD297,000,000USD339,000,000USD386,000,000USD
    Net Income3,563,000,000USD3,401,000,000USD2,556,000,000USD3,149,000,000USD3,417,000,000USD1,534,000,000USD1,893,000,000USD2,098,000,000USD
    Net Income From Continuing Ops3,563,000,000USD3,401,000,000USD2,556,000,000USD3,149,000,000USD3,417,000,000USD1,534,000,000USD1,893,000,000USD2,098,000,000USD
    Ebit4,830,000,000USD4,596,000,000USD3,558,000,000USD4,129,000,000USD4,376,000,000USD1,993,000,000USD2,448,000,000USD2,742,000,000USD
    Ebitda5,042,000,000USD4,437,000,000USD3,404,000,000USD4,089,000,000USD4,474,000,000USD2,200,000,000USD2,631,000,000USD2,940,000,000USD
    Depreciation And Amortization212,000,000USD-159,000,000USD-154,000,000USD-40,000,000USD98,000,000USD207,000,000USD183,000,000USD198,000,000USD
    Reconciled Depreciation-93,000,000USD-159,000,000USD-154,000,000USD-40,000,000USD98,000,000USD207,000,000USD183,000,000USD198,000,000USD
    Total Other Income Expense Net-326,000,000USD3,605,000,000USD513,000,000USD491,000,000USD382,000,000USD-869,000,000USD-123,000,000USD-316,000,000USD
    Net Income Applicable To Common Shares3,563,000,000USD3,401,000,000USD2,556,000,000USD2,559,000,000USD2,760,000,000USD1,534,000,000USD1,893,000,000USD2,098,000,000USD
    Research Development——0USD0USD0USD0USD0USD—
    Selling And Marketing Expenses—————4,059,000,000USD58,000,000USD—
    Non Operating Income Net Other——————213,000,000USD—
    SourceLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacy

    Balance sheet Quarterly

    Exact reported values; units shown beside each amount. Missing values are —.
    MetricQ2 20262026-06-30 · USDQ1 20262026-03-31 · USDQ4 20252025-12-31 · USDQ3 20252025-09-30 · USDQ2 20252025-06-30 · USDQ1 20252025-03-31 · USDQ4 20242024-12-31 · USDQ3 20242024-09-30 · USD
    Total Assets197,871,000,000USD184,448,000,000USD190,904,000,000USD190,086,000,000USD184,903,000,000USD179,059,000,000USD181,403,000,000USD185,969,000,000USD
    Cash And Equivalents10,135,000,000USD—9,953,000,000USD9,574,000,000USD7,962,000,000USD7,806,000,000USD8,149,000,000USD10,575,000,000USD
    Total Liabilities191,505,000,000USD———————
    Total Stockholder Equity6,366,000,000USD6,212,000,000USD6,549,000,000USD6,455,000,000USD6,082,000,000USD5,426,000,000USD5,228,000,000USD5,715,000,000USD
    Total Equity Including Noncontrolling Interest6,366,000,000USD———————
    Short Long Term Debt4,023,000,000USD200,000,000USD200,000,000USD201,000,000USD201,000,000USD201,000,000USD701,000,000USD201,000,000USD
    Long Term Debt3,823,000,000USD5,614,000,000USD5,662,000,000USD5,683,000,000USD5,805,000,000USD5,970,000,000USD4,762,000,000USD5,654,000,000USD
    Net Receivables15,986,000,000USD15,144,000,000USD14,950,000,000USD15,073,000,000USD14,707,000,000USD14,769,000,000USD14,503,000,000USD14,786,000,000USD
    Short Term Debt200,000,000USD200,000,000USD200,000,000USD201,000,000USD201,000,000USD201,000,000USD701,000,000USD201,000,000USD
    Common Stock3,000,000USD3,000,000USD3,000,000USD3,000,000USD3,000,000USD3,000,000USD3,000,000USD3,000,000USD
    Retained Earnings29,380,000,000USD28,425,000,000USD27,662,000,000USD26,807,000,000USD26,050,000,000USD25,148,000,000USD24,713,000,000USD23,791,000,000USD
    Accumulated Other Comprehensive Income-1,276,000,000USD-1,205,000,000USD-892,000,000USD-969,000,000USD-1,236,000,000USD-1,519,000,000USD-1,908,000,000USD-1,101,000,000USD
    Intangible Assets—2,612,000,000USD————1,171,000,000USD—
    Total Liab—178,236,000,000USD184,355,000,000USD183,631,000,000USD178,821,000,000USD173,633,000,000USD176,175,000,000USD180,254,000,000USD
    Capital Stock—3,000,000USD3,000,000USD3,000,000USD3,000,000USD3,000,000USD3,000,000USD3,000,000USD
    Other Assets—160,963,000,000USD190,904,000,000USD180,512,000,000USD184,903,000,000USD171,253,000,000USD54,019,000,000USD120,236,000,000USD
    Cash—8,341,000,000USD10,103,000,000USD9,762,000,000USD8,381,000,000USD7,974,000,000USD8,522,000,000USD10,699,000,000USD
    Cash And Short Term Investments—8,341,000,000USD10,103,000,000USD46,860,000,000USD46,375,000,000USD11,065,000,000USD60,675,000,000USD63,116,000,000USD
    Total Current Assets—23,485,000,000USD25,053,000,000USD61,933,000,000USD61,082,000,000USD25,834,000,000USD75,178,000,000USD77,902,000,000USD
    Total Current Liabilities—33,478,000,000USD3,182,000,000USD201,000,000USD201,000,000USD201,000,000USD701,000,000USD201,000,000USD
    Current Deferred Revenue—33,278,000,000USD————35,826,000,000USD36,332,000,000USD
    Net Debt—-5,062,000,000USD-4,241,000,000USD-3,877,000,000USD-2,375,000,000USD-1,797,000,000USD-3,050,000,000USD-4,833,000,000USD
    Short Long Term Debt Total—3,279,000,000USD5,862,000,000USD5,885,000,000USD6,006,000,000USD6,177,000,000USD5,472,000,000USD5,866,000,000USD
    Long Term Investments—54,107,000,000USD53,662,000,000USD52,645,000,000USD53,231,000,000USD54,211,000,000USD52,206,000,000USD52,472,000,000USD
    Short Term Investments—37,376,000,000USD53,591,000,000USD37,098,000,000USD37,994,000,000USD3,091,000,000USD52,153,000,000USD52,417,000,000USD
    Common Stock Shares Outstanding—94,500,000shares96,300,000shares97,800,000shares98,800,000shares100,000,000shares101,200,000shares102,200,000shares
    Non Current Assets Total—160,805,000,000USD165,851,000,000USD128,153,000,000USD123,821,000,000USD153,225,000,000USD106,225,000,000USD108,067,000,000USD
    Non Current Liabilities Total—144,758,000,000USD3,100,000,000USD183,430,000,000USD178,620,000,000USD173,432,000,000USD175,474,000,000USD180,053,000,000USD
    Non Currrent Assets Other—95,793,000,000USD163,226,000,000USD158,989,000,000USD155,766,000,000USD150,577,000,000USD150,136,000,000USD155,033,000,000USD
    Unclassified Current Assets—-37,376,000,000USD-53,591,000,000USD——-9,036,000,000USD-10,430,000,000USD-35,153,000,000USD
    Unclassified Non Current Assets—-152,670,000,000USD-244,566,000,000USD-263,993,000,000USD-270,079,000,000USD-222,816,000,000USD-153,695,000,000USD-219,674,000,000USD
    Unclassified Non Current Liabilities—139,144,000,000USD-2,562,000,000USD177,747,000,000USD172,815,000,000USD167,462,000,000USD170,712,000,000USD174,399,000,000USD
    Unclassified Equity—-21,014,000,000USD-20,227,000,000USD-19,389,000,000USD-18,738,000,000USD-18,209,000,000USD-17,583,000,000USD-16,981,000,000USD
    Other Current Assets——-25,053,000,000USD-15,073,000,000USD-23,088,000,000USD9,036,000,000USD10,430,000,000USD9,668,000,000USD
    Other Current Liab——2,982,000,000USD-2,694,000,000USD-2,451,000,000USD-2,264,000,000USD-2,704,000,000USD-2,581,000,000USD
    Good Will——2,625,000,000USD———1,401,000,000USD—
    Unclassified Current Liabilities——-200,000,000USD-2,895,000,000USD-2,652,000,000USD-2,465,000,000USD-39,231,000,000USD-39,114,000,000USD
    Accounts Payable———2,694,000,000USD2,451,000,000USD2,264,000,000USD2,704,000,000USD2,581,000,000USD
    Property Plant Equipment Net——————987,000,000USD—
    Inventory———————25,485,000,000USD
    SourceDisclosureDeterministicFinalLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacy

    Balance sheet Yearly

    Exact reported values; units shown beside each amount. Missing values are —.
    MetricFY 20252025-12-31 · USDFY 20242024-12-31 · USDFY 20232023-12-31 · USDFY 20222022-12-31 · USDFY 20212021-12-31 · USDFY 20202020-12-31 · USDFY 20192019-12-31 · USDFY 20182018-12-31 · USD
    Total Assets190,904,000,000USD181,403,000,000USD175,191,000,000USD158,852,000,000USD175,910,000,000USD165,883,000,000USD151,828,000,000USD137,216,000,000USD
    Intangible Assets1,160,000,000USD1,171,000,000USD1,213,000,000USD1,096,000,000USD1,110,000,000USD817,000,000USD823,000,000USD116,000,000USD
    Other Current Assets-25,053,000,000USD10,430,000,000USD6,231,000,000USD4,564,000,000USD7,255,000,000USD6,783,000,000USD5,418,000,000USD4,866,000,000USD
    Total Liab184,355,000,000USD176,175,000,000USD170,462,000,000USD155,049,000,000USD169,969,000,000USD160,016,000,000USD146,099,000,000USD131,628,000,000USD
    Total Stockholder Equity6,549,000,000USD5,228,000,000USD4,729,000,000USD3,803,000,000USD5,941,000,000USD5,867,000,000USD5,729,000,000USD5,588,000,000USD
    Other Current Liab2,982,000,000USD-2,704,000,000USD5,514,000,000USD3,046,000,000USD6,617,000,000USD6,956,000,000USD4,811,000,000USD3,186,000,000USD
    Common Stock3,000,000USD3,000,000USD3,000,000USD3,000,000USD3,000,000USD3,000,000USD3,000,000USD3,000,000USD
    Capital Stock3,000,000USD3,000,000USD3,000,000USD3,000,000USD3,000,000USD3,000,000USD3,000,000USD3,000,000USD
    Retained Earnings27,662,000,000USD24,713,000,000USD21,905,000,000USD19,918,000,000USD17,525,000,000USD15,292,000,000USD14,279,000,000USD12,909,000,000USD
    Good Will2,625,000,000USD1,401,000,000USD1,410,000,000USD1,389,000,000USD1,458,000,000USD1,176,000,000USD1,167,000,000USD1,158,000,000USD
    Other Assets190,904,000,000USD54,019,000,000USD6,301,000,000USD53,912,000,000USD120,456,000,000USD78,628,000,000USD74,533,000,000USD3,746,000,000USD
    Cash10,103,000,000USD8,522,000,000USD7,564,000,000USD7,097,000,000USD7,248,000,000USD6,845,000,000USD3,827,000,000USD3,097,000,000USD
    Cash And Equivalents9,953,000,000USD8,149,000,000USD7,477,000,000USD6,964,000,000USD7,127,000,000USD6,751,000,000USD3,709,000,000USD2,931,000,000USD
    Cash And Short Term Investments10,103,000,000USD60,675,000,000USD59,126,000,000USD47,908,000,000USD39,298,000,000USD43,128,000,000USD36,956,000,000USD34,155,000,000USD
    Total Current Assets25,053,000,000USD75,178,000,000USD74,232,000,000USD63,523,000,000USD55,520,000,000USD50,963,000,000USD44,166,000,000USD40,340,000,000USD
    Total Current Liabilities3,182,000,000USD701,000,000USD751,000,000USD1,501,000,000USD200,000,000USD200,000,000USD201,000,000USD201,000,000USD
    Net Debt-4,241,000,000USD-3,050,000,000USD-1,809,000,000USD-1,712,000,000USD-2,052,000,000USD-1,901,000,000USD1,099,000,000USD1,714,000,000USD
    Short Term Debt200,000,000USD701,000,000USD751,000,000USD1,501,000,000USD200,000,000USD200,000,000USD201,000,000USD201,000,000USD
    Short Long Term Debt200,000,000USD701,000,000USD751,000,000USD201,000,000USD200,000,000USD200,000,000USD201,000,000USD201,000,000USD
    Short Long Term Debt Total5,862,000,000USD5,472,000,000USD5,755,000,000USD5,385,000,000USD5,196,000,000USD4,944,000,000USD4,926,000,000USD4,811,000,000USD
    Long Term Debt5,662,000,000USD4,762,000,000USD4,984,000,000USD5,154,000,000USD4,996,000,000USD4,744,000,000USD4,725,000,000USD4,610,000,000USD
    Long Term Investments53,662,000,000USD52,206,000,000USD51,607,000,000USD46,878,000,000USD37,994,000,000USD42,949,000,000USD39,521,000,000USD37,531,000,000USD
    Short Term Investments53,591,000,000USD52,153,000,000USD51,562,000,000USD40,811,000,000USD32,050,000,000USD36,283,000,000USD33,129,000,000USD31,058,000,000USD
    Net Receivables14,950,000,000USD14,503,000,000USD15,106,000,000USD15,615,000,000USD16,222,000,000USD7,835,000,000USD7,210,000,000USD6,185,000,000USD
    Property Plant Equipment Net967,000,000USD987,000,000USD958,000,000USD926,000,000USD919,000,000USD861,000,000USD877,000,000USD635,000,000USD
    Accumulated Other Comprehensive Income-892,000,000USD-1,908,000,000USD-1,766,000,000USD-2,546,000,000USD259,000,000USD629,000,000USD262,000,000USD-291,000,000USD
    Common Stock Shares Outstanding96,300,000shares102,900,000shares107,800,000shares113,700,000shares120,000,000shares125,700,000shares136,000,000shares147,700,000shares
    Non Current Assets Total165,851,000,000USD106,225,000,000USD100,959,000,000USD95,329,000,000USD120,390,000,000USD114,920,000,000USD107,662,000,000USD96,876,000,000USD
    Non Current Liabilities Total3,100,000,000USD175,474,000,000USD169,711,000,000USD153,548,000,000USD169,769,000,000USD159,816,000,000USD145,898,000,000USD131,427,000,000USD
    Non Currrent Assets Other163,226,000,000USD150,136,000,000USD147,437,000,000USD130,990,000,000USD147,471,000,000USD151,203,000,000USD140,791,000,000USD127,934,000,000USD
    Unclassified Current Assets-53,591,000,000USD-10,430,000,000USD-6,231,000,000USD-4,564,000,000USD-7,255,000,000USD-6,783,000,000USD-5,418,000,000USD-4,866,000,000USD
    Unclassified Non Current Assets-246,693,000,000USD-153,695,000,000USD-107,967,000,000USD-139,862,000,000USD-189,018,000,000USD-160,714,000,000USD-150,050,000,000USD-74,244,000,000USD
    Unclassified Current Liabilities-200,000,000USD-3,412,000,000USD-8,868,000,000USD-5,489,000,000USD-9,344,000,000USD-9,154,000,000USD-6,896,000,000USD-5,249,000,000USD
    Unclassified Non Current Liabilities-2,562,000,000USD170,712,000,000USD164,727,000,000USD-116,985,000,000USD-145,288,000,000USD-135,967,000,000USD-120,514,000,000USD-111,070,000,000USD
    Unclassified Equity-20,227,000,000USD-17,583,000,000USD-15,416,000,000USD-13,575,000,000USD9,217,000,000USD8,819,000,000USD8,458,000,000USD8,257,000,000USD
    Current Deferred Revenue—7,000,000USD-2,402,000,000USD-2,041,000,000USD-2,327,000,000USD-1,798,000,000USD-1,683,000,000USD-1,862,000,000USD
    Accounts Payable—2,704,000,000USD2,603,000,000USD2,242,000,000USD2,527,000,000USD1,998,000,000USD1,884,000,000USD1,862,000,000USD
    Inventory——-185,000,000USD-267,000,000USD-1,252,000,000USD-1,755,000,000USD-1,455,000,000USD-796,000,000USD
    Deferred Long Term Liab———3,472,000,000USD2,782,000,000USD2,532,000,000USD3,032,000,000USD3,139,000,000USD
    Other Liab———145,253,000,000USD164,735,000,000USD153,074,000,000USD133,796,000,000USD121,338,000,000USD
    Non Current Liabilities Other———116,654,000,000USD142,544,000,000USD135,433,000,000USD124,859,000,000USD113,410,000,000USD
    Net Tangible Assets———3,613,000,000USD5,685,000,000USD5,867,000,000USD5,729,000,000USD5,588,000,000USD
    Treasury Stock————-21,066,000,000USD-18,879,000,000USD-17,276,000,000USD-15,293,000,000USD
    SourceLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacy

    Cash flow Quarterly

    Exact reported values; units shown beside each amount. Missing values are —.
    MetricQ1 20262026-03-31 · USDQ3 20252025-09-30 · USDQ2 20252025-06-30 · USDQ1 20252025-03-31 · USDQ4 20242024-12-31 · USDQ3 20242024-09-30 · USDQ2 20242024-06-30 · USDQ1 20242024-03-31 · USD
    Net Income915,000,000USD912,000,000USD1,060,000,000USD583,000,000USD1,071,000,000USD511,000,000USD829,000,000USD990,000,000USD
    Depreciation-9,000,000USD-19,000,000USD-27,000,000USD-27,000,000USD-34,000,000USD-36,000,000USD-47,000,000USD-42,000,000USD
    Stock Based Compensation39,000,000USD50,000,000USD46,000,000USD49,000,000USD55,000,000USD48,000,000USD48,000,000USD42,000,000USD
    Other Non Cash Items-1,000,000USD-11,000,000USD6,000,000USD14,000,000USD5,000,000USD7,000,000USD8,000,000USD3,000,000USD
    Change To Account Receivables-269,000,000USD-348,000,000USD117,000,000USD-220,000,000USD-6,000,000USD266,000,000USD-45,000,000USD256,000,000USD
    Change In Working Capital-467,000,000USD1,192,000,000USD477,000,000USD1,162,000,000USD-670,000,000USD2,607,000,000USD851,000,000USD224,000,000USD
    Total Cash From Operating Activities459,000,000USD2,204,000,000USD1,764,000,000USD1,686,000,000USD383,000,000USD3,048,000,000USD1,720,000,000USD1,444,000,000USD
    Capital Expenditures-29,000,000USD-44,000,000USD-38,000,000USD-36,000,000USD-58,000,000USD-49,000,000USD-17,000,000USD-52,000,000USD
    Free Cash Flow430,000,000USD2,160,000,000USD1,726,000,000USD1,650,000,000USD325,000,000USD2,999,000,000USD1,703,000,000USD1,392,000,000USD
    Investments-594,000,000USD1,004,000,000USD802,000,000USD-1,741,000,000USD-783,000,000USD635,000,000USD166,000,000USD-569,000,000USD
    Total Cashflows From Investing Activities-669,000,000USD1,004,000,000USD802,000,000USD-1,741,000,000USD-783,000,000USD635,000,000USD166,000,000USD-569,000,000USD
    Net Borrowings-1,000,000USD-132,000,000USD-150,000,000USD713,000,000USD-389,000,000USD-108,000,000USD——
    Total Cash From Financing Activities-1,546,000,000USD-1,858,000,000USD-1,940,000,000USD-488,000,000USD-1,458,000,000USD-1,173,000,000USD-1,103,000,000USD-1,431,000,000USD
    Dividends Paid-148,000,000USD-151,000,000USD-152,000,000USD-144,000,000USD-144,000,000USD-145,000,000USD-147,000,000USD-138,000,000USD
    Sale Purchase Of Stock-874,000,000USD-701,000,000USD-581,000,000USD-730,000,000USD-665,000,000USD-582,000,000USD-573,000,000USD-628,000,000USD
    Change In Cash-1,765,000,000USD1,342,000,000USD651,000,000USD-530,000,000USD-1,890,000,000USD2,536,000,000USD784,000,000USD-561,000,000USD
    Begin Period Cash Flow11,158,000,000USD9,610,000,000USD8,959,000,000USD9,489,000,000USD11,379,000,000USD8,843,000,000USD8,059,000,000USD8,620,000,000USD
    End Period Cash Flow9,393,000,000USD10,952,000,000USD9,610,000,000USD8,959,000,000USD9,489,000,000USD11,379,000,000USD8,843,000,000USD8,059,000,000USD
    Other Cashflows From Investing Activities-32,000,000USD-83,000,000USD-13,000,000USD24,000,000USD8,000,000USD48,000,000USD47,000,000USD112,000,000USD
    Other Cashflows From Financing Activities64,000,000USD-874,000,000USD-1,057,000,000USD-327,000,000USD-260,000,000USD-338,000,000USD-652,000,000USD-601,000,000USD
    Unclassified Operating Cash Flow-18,000,000USD80,000,000USD202,000,000USD-95,000,000USD-44,000,000USD-89,000,000USD31,000,000USD227,000,000USD
    Unclassified Investing Cash Flow-14,000,000USD127,000,000USD51,000,000USD—50,000,000USD—-30,000,000USD-60,000,000USD
    Unclassified Financing Cash Flow-587,000,000USD—————269,000,000USD-64,000,000USD
    SourceLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacy

    Cash flow Yearly

    Exact reported values; units shown beside each amount. Missing values are —.
    MetricFY 20242024-12-31 · USDFY 20232023-12-31 · USDFY 20202020-12-31 · USDFY 20192019-12-31 · USDFY 20182018-12-31 · USDFY 20172017-12-31 · USDFY 20162016-12-31 · USDFY 20152015-12-31 · USD
    Net Income3,401,000,000USD2,556,000,000USD1,534,000,000USD1,893,000,000USD2,098,000,000USD1,480,000,000USD1,314,000,000USD1,687,000,000USD
    Depreciation-159,000,000USD-154,000,000USD207,000,000USD183,000,000USD198,000,000USD234,000,000USD248,000,000USD248,000,000USD
    Stock Based Compensation193,000,000USD249,000,000USD146,000,000USD135,000,000USD144,000,000USD121,000,000USD134,000,000USD145,000,000USD
    Other Non Cash Items23,000,000USD-23,000,000USD65,000,000USD-213,000,000USD-5,000,000USD65,000,000USD-2,000,000USD-130,000,000USD
    Change To Account Receivables215,000,000USD276,000,000USD324,000,000USD324,000,000USD-398,000,000USD-457,000,000USD-150,000,000USD-277,000,000USD
    Change In Working Capital3,012,000,000USD2,039,000,000USD2,992,000,000USD651,000,000USD137,000,000USD-355,000,000USD311,000,000USD753,000,000USD
    Total Cash From Operating Activities6,595,000,000USD4,685,000,000USD4,623,000,000USD2,341,000,000USD2,597,000,000USD1,701,000,000USD1,971,000,000USD2,572,000,000USD
    Capital Expenditures-176,000,000USD-184,000,000USD-147,000,000USD-143,000,000USD-162,000,000USD-162,000,000USD-92,000,000USD-133,000,000USD
    Free Cash Flow6,419,000,000USD4,501,000,000USD4,476,000,000USD2,198,000,000USD2,435,000,000USD1,539,000,000USD1,879,000,000USD2,439,000,000USD
    Investments-551,000,000USD-9,262,000,000USD-2,502,000,000USD-3,699,000,000USD-1,044,000,000USD-6,000,000USD-1,390,000,000USD277,000,000USD
    Total Cashflows From Investing Activities-551,000,000USD-9,262,000,000USD-2,894,000,000USD-3,234,000,000USD-587,000,000USD-199,000,000USD-804,000,000USD-514,000,000USD
    Net Borrowings-292,000,000USD300,000,000USD-477,000,000USD-212,000,000USD-241,000,000USD-293,000,000USD-103,000,000USD-802,000,000USD
    Total Cash From Financing Activities-5,165,000,000USD4,411,000,000USD952,000,000USD1,214,000,000USD-1,263,000,000USD-1,785,000,000USD-1,131,000,000USD-2,318,000,000USD
    Dividends Paid-574,000,000USD-550,000,000USD-497,000,000USD-504,000,000USD-506,000,000USD-491,000,000USD-479,000,000USD-465,000,000USD
    Sale Purchase Of Stock-2,448,000,000USD-2,127,000,000USD-1,441,000,000USD-1,943,000,000USD-1,630,000,000USD-1,485,000,000USD-1,707,000,000USD-1,741,000,000USD
    Change In Cash869,000,000USD-135,000,000USD2,690,000,000USD330,000,000USD739,000,000USD-248,000,000USD-39,000,000USD-281,000,000USD
    Begin Period Cash Flow8,620,000,000USD8,755,000,000USD6,213,000,000USD5,883,000,000USD5,144,000,000USD5,392,000,000USD2,357,000,000USD2,638,000,000USD
    End Period Cash Flow9,489,000,000USD8,620,000,000USD8,903,000,000USD6,213,000,000USD5,883,000,000USD5,144,000,000USD2,318,000,000USD2,357,000,000USD
    Other Cashflows From Investing Activities215,000,000USD423,000,000USD-245,000,000USD-448,000,000USD4,000,000USD108,000,000USD461,000,000USD84,000,000USD
    Other Cashflows From Financing Activities-1,851,000,000USD6,788,000,000USD2,845,000,000USD3,561,000,000USD1,478,000,000USD320,000,000USD1,323,000,000USD-711,000,000USD
    Unclassified Operating Cash Flow125,000,000USD—-321,000,000USD-308,000,000USD—156,000,000USD-34,000,000USD-131,000,000USD
    Unclassified Investing Cash Flow-39,000,000USD-239,000,000USD—1,056,000,000USD615,000,000USD-139,000,000USD217,000,000USD-742,000,000USD
    Change To Inventory—-630,000,000USD-370,000,000USD-370,000,000USD—0USD-9,000,000USD349,000,000USD
    Change To Liabilities——3,554,000,000USD-115,000,000USD173,000,000USD-433,000,000USD491,000,000USD913,000,000USD
    Exchange Rate Changes——9,000,000USD9,000,000USD-8,000,000USD35,000,000USD-75,000,000USD-21,000,000USD
    Cash And Cash Equivalents Changes——2,690,000,000USD330,000,000USD739,000,000USD-248,000,000USD-39,000,000USD-281,000,000USD
    Unclassified Financing Cash Flow——522,000,000USD312,000,000USD-364,000,000USD164,000,000USD-165,000,000USD1,401,000,000USD
    SourceLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacy

    Operating metrics

    ACC average crediting rate

    Period endPeriodValueUnitSource
    2026-06-30quarterly3.05percentDisclosure

    Advice & Wealth Management assets under management

    Period endPeriodValueUnitSource
    2026-06-30instant727,700,000,000USDDisclosure

    Advisory wrap account assets, ending

    Period endPeriodValueUnitSource
    2026-06-30instant725,500,000,000USDDisclosure

    Ameriprise Bank average deposit rate paid

    Period endPeriodValueUnitSource
    2026-06-30quarterly0.21percentDisclosure

    Ameriprise Bank client cash

    Period endPeriodValueUnitSource
    2026-06-30instant23,900,000,000USDDisclosure

    Ameriprise Bank daily average interest-bearing deposits

    Period endPeriodValueUnitSource
    2026-06-30quarterly23,600,000,000USDDisclosure

    Ameriprise Certificate Company client cash

    Period endPeriodValueUnitSource
    2026-06-30instant7,400,000,000USDDisclosure

    Asset Management AUM and advisement flows

    Period endPeriodValueUnitSource
    2026-06-30quarterly-6,500,000,000USDDisclosure

    Asset Management Alternative managed assets

    Period endPeriodValueUnitSource
    2026-06-30instant31,900,000,000USDDisclosure

    Asset Management Equity managed assets

    Period endPeriodValueUnitSource
    2026-06-30instant406,900,000,000USDDisclosure

    Asset Management Fixed income managed assets

    Period endPeriodValueUnitSource
    2026-06-30instant234,700,000,000USDDisclosure

    Asset Management Hybrid and other managed assets

    Period endPeriodValueUnitSource
    2026-06-30instant19,400,000,000USDDisclosure

    Asset Management Money market managed assets

    Period endPeriodValueUnitSource
    2026-06-30instant21,900,000,000USDDisclosure

    Asset Management assets under advisement

    Period endPeriodValueUnitSource
    2026-06-30instant44,600,000,000USDDisclosure

    Asset Management assets under management

    Period endPeriodValueUnitSource
    2026-06-30instant714,800,000,000USDDisclosure

    Asset Management total AUM net flows

    Period endPeriodValueUnitSource
    2026-06-30quarterly-6,500,000,000USDDisclosure

    Average ACC certificate reserve balance

    Period endPeriodValueUnitSource
    2026-06-30quarterly7,400,000,000USDDisclosure

    Average Asset Management Alternative managed assets

    Period endPeriodValueUnitSource
    2026-06-30quarterly31,000,000,000USDDisclosure

    Average Asset Management Equity managed assets

    Period endPeriodValueUnitSource
    2026-06-30quarterly389,300,000,000USDDisclosure

    Average Asset Management Fixed income managed assets

    Period endPeriodValueUnitSource
    2026-06-30quarterly236,000,000,000USDDisclosure

    Average Asset Management Hybrid and other managed assets

    Period endPeriodValueUnitSource
    2026-06-30quarterly19,500,000,000USDDisclosure

    Average Asset Management Money market managed assets

    Period endPeriodValueUnitSource
    2026-06-30quarterly22,400,000,000USDDisclosure

    Average Asset Management total managed assets

    Period endPeriodValueUnitSource
    2026-06-30quarterly698,200,000,000USDDisclosure

    Average advisory wrap account assets

    Period endPeriodValueUnitSource
    2026-06-30quarterly694,000,000,000USDDisclosure

    Broker-dealer off-balance-sheet client cash

    Period endPeriodValueUnitSource
    2026-06-30instant3,500,000,000USDDisclosure

    Broker-dealer on-balance-sheet client cash

    Period endPeriodValueUnitSource
    2026-06-30instant2,400,000,000USDDisclosure

    Brokerage and other assets

    Period endPeriodValueUnitSource
    2026-06-30instant516,100,000,000USDDisclosure

    Fixed deferred annuity account balances

    Period endPeriodValueUnitSource
    2026-06-30instant5,000,000,000USDDisclosure

    Global Institutional net flows

    Period endPeriodValueUnitSource
    2026-06-30quarterly-5,100,000,000USDDisclosure

    Global Retail Funds net flows

    Period endPeriodValueUnitSource
    2026-06-30quarterly-1,400,000,000USDDisclosure

    Global Retail Funds net new flows

    Period endPeriodValueUnitSource
    2026-06-30quarterly-4,200,000,000USDDisclosure

    Retail asset allocation fund assets in top two quartiles or above benchmark, 10y

    Period endPeriodValueUnitSource
    2026-06-30instant87percentDisclosure

    Retail asset allocation fund assets in top two quartiles or above benchmark, 1y

    Period endPeriodValueUnitSource
    2026-06-30instant33percentDisclosure

    Retail asset allocation fund assets in top two quartiles or above benchmark, 3y

    Period endPeriodValueUnitSource
    2026-06-30instant58percentDisclosure

    Retail asset allocation fund assets in top two quartiles or above benchmark, 5y

    Period endPeriodValueUnitSource
    2026-06-30instant76percentDisclosure

    Retail equity fund assets in top two quartiles or above benchmark, 10y

    Period endPeriodValueUnitSource
    2026-06-30instant86percentDisclosure

    Retail equity fund assets in top two quartiles or above benchmark, 1y

    Period endPeriodValueUnitSource
    2026-06-30instant74percentDisclosure

    Retail equity fund assets in top two quartiles or above benchmark, 3y

    Period endPeriodValueUnitSource
    2026-06-30instant76percentDisclosure

    Retail equity fund assets in top two quartiles or above benchmark, 5y

    Period endPeriodValueUnitSource
    2026-06-30instant79percentDisclosure

    Retail fixed income fund assets in top two quartiles or above benchmark, 10y

    Period endPeriodValueUnitSource
    2026-06-30instant93percentDisclosure

    Retail fixed income fund assets in top two quartiles or above benchmark, 1y

    Period endPeriodValueUnitSource
    2026-06-30instant70percentDisclosure

    Retail fixed income fund assets in top two quartiles or above benchmark, 3y

    Period endPeriodValueUnitSource
    2026-06-30instant82percentDisclosure

    Retail fixed income fund assets in top two quartiles or above benchmark, 5y

    Period endPeriodValueUnitSource
    2026-06-30instant60percentDisclosure

    Third-party cash products

    Period endPeriodValueUnitSource
    2026-06-30instant46,700,000,000USDDisclosure

    Total Advice & Wealth Management client assets

    Period endPeriodValueUnitSource
    2026-06-30instant1,247,600,000,000USDDisclosure

    Total assets under administration

    Period endPeriodValueUnitSource
    2026-06-30instant374,600,000,000USDDisclosure

    Total assets under advisement, net of eliminations

    Period endPeriodValueUnitSource
    2026-06-30instant42,000,000,000USDDisclosure

    Total assets under management

    Period endPeriodValueUnitSource
    2026-06-30instant1,396,000,000,000USDDisclosure

    Total assets under management, administration and advisement

    Period endPeriodValueUnitSource
    2026-06-30instant1,812,600,000,000USDDisclosure

    Total cash and certificate balances

    Period endPeriodValueUnitSource
    2026-06-30instant37,200,000,000USDDisclosure

    Total client cash balances

    Period endPeriodValueUnitSource
    2026-06-30instant83,900,000,000USDDisclosure

    Total on-balance-sheet client cash

    Period endPeriodValueUnitSource
    2026-06-30instant33,700,000,000USDDisclosure

    Variable annuity account balances

    Period endPeriodValueUnitSource
    2026-06-30instant94,400,000,000USDDisclosure

    Variable annuity account values with living benefit riders

    Period endPeriodValueUnitSource
    2026-06-30instant44percentDisclosure

    Variable annuity net outflows

    Period endPeriodValueUnitSource
    2026-06-30quarterly-5,200,000,000USDDisclosure

    Variable annuity sales year-over-year growth

    Period endPeriodValueUnitSource
    2026-06-30quarterly21percentDisclosure

    Wrap account net flows

    Period endPeriodValueUnitSource
    2026-06-30quarterly6,900,000,000USDDisclosure

    Wrap assets

    Period endPeriodValueUnitSource
    2026-06-30instant731,500,000,000USDDisclosure

    Revenue breakdown

    PeriodDimensionBusiness / regionRevenueCurrencySource
    Q2 2026Quarterly · 2026-06-30ProductDistribution Service — Investment Advice Financial Planning126,000,000USDDisclosure
    Q2 2026Quarterly · 2026-06-30ProductDistribution Service Mutual Funds309,000,000USDDisclosure
    Q2 2026Quarterly · 2026-06-30ProductDistribution Service Other Products1,029,000,000USDDisclosure
    Q2 2026Quarterly · 2026-06-30ProductInvestment Advice3,066,000,000USDDisclosure
    Q2 2026Quarterly · 2026-06-30ProductInvestment Advice Institutional149,000,000USDDisclosure
    Q2 2026Quarterly · 2026-06-30ProductInvestment Advice Model Delivery27,000,000USDDisclosure
    Q2 2026Quarterly · 2026-06-30ProductInvestment Advice Retail Customer597,000,000USDDisclosure
    Q2 2026Quarterly · 2026-06-30ProductInvestment Advice Transaction And Other — Distribution Service Brokerage Cash21,000,000USDDisclosure
    Q2 2026Quarterly · 2026-06-30ProductProduct And Service Other81,000,000USDDisclosure
    Q2 2026Quarterly · 2026-06-30SegmentAdvice And Wealth Management2,851,000,000USDDisclosure
    Q2 2026Quarterly · 2026-06-30SegmentAsset Management936,000,000USDDisclosure
    Q2 2026Quarterly · 2026-06-30SegmentCorporate And Other0USDDisclosure
    Q2 2026Quarterly · 2026-06-30SegmentRetirement And Protection Solutions102,000,000USDDisclosure
    Q1 2026Quarterly · 2026-03-31SegmentAdvice And Wealth Management2,753,000,000USD0000820027-26-000027
    Q1 2026Quarterly · 2026-03-31SegmentAsset Management893,000,000USD0000820027-26-000027
    Q1 2026Quarterly · 2026-03-31SegmentCorporate And Other0USD0000820027-26-000027
    Q1 2026Quarterly · 2026-03-31SegmentRetirement And Protection Solutions98,000,000USD0000820027-26-000027
    Q4 2025Quarterly · 2025-12-31SegmentAdvice And Wealth Management2,763,000,000USDLegacy provider
    Q4 2025Quarterly · 2025-12-31SegmentAsset Management1,019,000,000USDLegacy provider
    Q4 2025Quarterly · 2025-12-31SegmentCorporate And Other2,000,000USDLegacy provider
    Q4 2025Quarterly · 2025-12-31SegmentRetirement And Protection Solutions103,000,000USDLegacy provider
    FY 2025Yearly · 2025-12-31SegmentAdvice And Wealth Management10,170,000,000USD0000820027-26-000011
    FY 2025Yearly · 2025-12-31SegmentAsset Management3,541,000,000USD0000820027-26-000011
    FY 2025Yearly · 2025-12-31SegmentCorporate And Other3,000,000USD0000820027-26-000011
    FY 2025Yearly · 2025-12-31SegmentRetirement And Protection Solutions397,000,000USD0000820027-26-000011
    Q3 2025Quarterly · 2025-09-30SegmentAdvice And Wealth Management2,595,000,000USD0000820027-25-000080
    Q3 2025Quarterly · 2025-09-30SegmentAsset Management874,000,000USD0000820027-25-000080
    Q3 2025Quarterly · 2025-09-30SegmentCorporate And Other0USD0000820027-25-000080
    Q3 2025Quarterly · 2025-09-30SegmentRetirement And Protection Solutions104,000,000USD0000820027-25-000080
    Q2 2025Quarterly · 2025-06-30SegmentAdvice And Wealth Management2,411,000,000USD0000820027-25-000066
    Q2 2025Quarterly · 2025-06-30SegmentAsset Management813,000,000USD0000820027-25-000066
    Q2 2025Quarterly · 2025-06-30SegmentCorporate And Other1,000,000USD0000820027-25-000066
    Q2 2025Quarterly · 2025-06-30SegmentRetirement And Protection Solutions93,000,000USD0000820027-25-000066
    Q1 2025Quarterly · 2025-03-31SegmentAdvice And Wealth Management2,401,000,000USD0000820027-26-000027
    Q1 2025Quarterly · 2025-03-31SegmentAsset Management835,000,000USD0000820027-26-000027
    Q1 2025Quarterly · 2025-03-31SegmentCorporate And Other0USD0000820027-26-000027
    Q1 2025Quarterly · 2025-03-31SegmentRetirement And Protection Solutions97,000,000USD0000820027-26-000027
    Q4 2024Quarterly · 2024-12-31SegmentAdvice And Wealth Management2,449,000,000USDLegacy provider
    Q4 2024Quarterly · 2024-12-31SegmentAsset Management911,000,000USDLegacy provider
    Q4 2024Quarterly · 2024-12-31SegmentCorporate And Other0USDLegacy provider
    Q4 2024Quarterly · 2024-12-31SegmentRetirement And Protection Solutions102,000,000USDLegacy provider
    FY 2024Yearly · 2024-12-31SegmentAdvice And Wealth Management9,200,000,000USD0000820027-26-000011
    FY 2024Yearly · 2024-12-31SegmentAsset Management3,440,000,000USD0000820027-26-000011
    FY 2024Yearly · 2024-12-31SegmentCorporate And Other0USD0000820027-26-000011
    FY 2024Yearly · 2024-12-31SegmentRetirement And Protection Solutions401,000,000USD0000820027-26-000011
    FY 2024Yearly · 2024-12-31ProductDistribution Service Brokerage Cash154,000,000USD0000820027-26-000011
    FY 2024Yearly · 2024-12-31ProductDistribution Service Mutual Funds1,049,000,000USD0000820027-26-000011
    FY 2024Yearly · 2024-12-31ProductInvestment Advice — Distribution Service2,060,000,000USD0000820027-26-000011
    FY 2024Yearly · 2024-12-31ProductInvestment Advice — Distribution Service Insurance And Annuity1,538,000,000USD0000820027-26-000011
    FY 2024Yearly · 2024-12-31ProductInvestment Advice — Distribution Service Other Products441,000,000USD0000820027-26-000011
    FY 2024Yearly · 2024-12-31ProductInvestment Advice Advisory5,634,000,000USD0000820027-26-000011
    FY 2024Yearly · 2024-12-31ProductInvestment Advice Financial Planning470,000,000USD0000820027-26-000011
    FY 2024Yearly · 2024-12-31ProductInvestment Advice Institutional618,000,000USD0000820027-26-000011
    FY 2024Yearly · 2024-12-31ProductInvestment Advice Model Delivery82,000,000USD0000820027-26-000011
    FY 2024Yearly · 2024-12-31ProductInvestment Advice Retail Customer2,132,000,000USD0000820027-26-000011
    FY 2024Yearly · 2024-12-31ProductInvestment Advice Transaction And Other4,964,000,000USD0000820027-26-000011
    FY 2024Yearly · 2024-12-31ProductProduct And Service Other268,000,000USD0000820027-26-000011
    Q3 2024Quarterly · 2024-09-30SegmentAdvice And Wealth Management2,339,000,000USD0000820027-25-000080
    Q3 2024Quarterly · 2024-09-30SegmentAsset Management859,000,000USD0000820027-25-000080
    Q3 2024Quarterly · 2024-09-30SegmentCorporate And Other-1,000,000USD0000820027-25-000080
    Q3 2024Quarterly · 2024-09-30SegmentRetirement And Protection Solutions101,000,000USD0000820027-25-000080
    FY 2023Yearly · 2023-12-31SegmentAdvice And Wealth Management7,985,000,000USD0000820027-26-000011
    FY 2023Yearly · 2023-12-31SegmentAsset Management3,214,000,000USD0000820027-26-000011
    FY 2023Yearly · 2023-12-31SegmentCorporate And Other0USD0000820027-26-000011
    FY 2023Yearly · 2023-12-31SegmentRetirement And Protection Solutions380,000,000USD0000820027-26-000011
    Q2 2023Quarterly · 2023-06-30ProductDistribution Service482,000,000USD0000820027-24-000079
    Q2 2023Quarterly · 2023-06-30ProductDistribution Service Insurance And Annuity343,000,000USD0000820027-24-000079
    Q2 2023Quarterly · 2023-06-30ProductInvestment Advice — Distribution Service Brokerage Cash84,000,000USD0000820027-24-000079
    Q2 2023Quarterly · 2023-06-30ProductInvestment Advice — Distribution Service Mutual Funds230,000,000USD0000820027-24-000079
    Q2 2023Quarterly · 2023-06-30ProductInvestment Advice — Distribution Service Other Products84,000,000USD0000820027-24-000079
    Q2 2023Quarterly · 2023-06-30ProductInvestment Advice Advisory1,154,000,000USD0000820027-24-000079
    Q2 2023Quarterly · 2023-06-30ProductInvestment Advice Financial Planning104,000,000USD0000820027-24-000079
    Q2 2023Quarterly · 2023-06-30ProductInvestment Advice Institutional157,000,000USD0000820027-24-000079
    Q2 2023Quarterly · 2023-06-30ProductInvestment Advice Retail Customer490,000,000USD0000820027-24-000079
    Q2 2023Quarterly · 2023-06-30ProductInvestment Advice Transaction And Other1,150,000,000USD0000820027-24-000079
    Q2 2023Quarterly · 2023-06-30ProductProduct And Service Other66,000,000USD0000820027-24-000079
    FY 2022Yearly · 2022-12-31SegmentAdvice And Wealth Management7,768,000,000USD0000820027-25-000013
    FY 2022Yearly · 2022-12-31SegmentAsset Management3,474,000,000USD0000820027-25-000013
    FY 2022Yearly · 2022-12-31SegmentCorporate And Other0USD0000820027-25-000013
    FY 2022Yearly · 2022-12-31SegmentRetirement And Protection Solutions407,000,000USD0000820027-25-000013
    Q2 2022Quarterly · 2022-06-30ProductDistribution Service458,000,000USD0000820027-22-000070
    Q2 2022Quarterly · 2022-06-30ProductDistribution Service Other Products140,000,000USD0000820027-22-000070
    Q2 2022Quarterly · 2022-06-30ProductInvestment Advice — Distribution Service Insurance And Annuity346,000,000USD0000820027-22-000070
    Q2 2022Quarterly · 2022-06-30ProductInvestment Advice — Distribution Service Mutual Funds244,000,000USD0000820027-22-000070
    Q2 2022Quarterly · 2022-06-30ProductInvestment Advice Advisory1,144,000,000USD0000820027-22-000070
    Q2 2022Quarterly · 2022-06-30ProductInvestment Advice Financial Planning99,000,000USD0000820027-22-000070
    Q2 2022Quarterly · 2022-06-30ProductInvestment Advice Institutional173,000,000USD0000820027-22-000070
    Q2 2022Quarterly · 2022-06-30ProductInvestment Advice Retail Customer543,000,000USD0000820027-22-000070
    Q2 2022Quarterly · 2022-06-30ProductInvestment Advice Transaction And Other648,000,000USD0000820027-22-000070
    Q2 2022Quarterly · 2022-06-30ProductProduct And Service Other55,000,000USD0000820027-22-000070
    FY 2021Yearly · 2021-12-31SegmentAdvice And Wealth Management7,746,000,000USD0000820027-24-000015
    FY 2021Yearly · 2021-12-31SegmentAsset Management3,652,000,000USD0000820027-24-000015
    FY 2021Yearly · 2021-12-31SegmentCorporate And Other0USD0000820027-24-000015
    FY 2021Yearly · 2021-12-31SegmentRetirement And Protection Solutions479,000,000USD0000820027-24-000015
    FY 2021Yearly · 2021-12-31ProductDistribution Service Brokerage Cash60,000,000USD0000820027-24-000015
    FY 2021Yearly · 2021-12-31ProductDistribution Service Mutual Funds1,134,000,000USD0000820027-24-000015
    FY 2021Yearly · 2021-12-31ProductDistribution Service Other Products341,000,000USD0000820027-24-000015
    FY 2021Yearly · 2021-12-31ProductInvestment Advice — Distribution Service1,828,000,000USD0000820027-24-000015
    FY 2021Yearly · 2021-12-31ProductInvestment Advice — Distribution Service Insurance And Annuity1,598,000,000USD0000820027-24-000015
    FY 2021Yearly · 2021-12-31ProductInvestment Advice Advisory4,539,000,000USD0000820027-24-000015

    Periods follow company fiscal calendars. Quarterly, annual and year-to-date amounts are shown separately. Missing values are not zero. Data may be delayed, incomplete or corrected; follow the disclosure links to verify figures.