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Mar 31, 2023

Ameriprise Q1 2023 Earnings Report

Ameriprise delivered strong first quarter results driven by wealth management performance and strategic capital management.

Key Takeaways

Ameriprise Financial reported an excellent first quarter, driven by strong performance in Wealth Management. Adjusted operating earnings per diluted share increased by 25% year-over-year, driven by strong business performance in Wealth Management. The company demonstrated its diversified business model, strong client engagement, and leadership in financial planning and advice. Ameriprise also announced its 19th dividend increase since 2005, raising the quarterly dividend by 8 percent.

Adjusted operating earnings per diluted share was $7.25, up 25 percent from the prior year.

Assets under management and administration were $1.2 trillion, down 8 percent, reflecting strong client net inflows that were more than offset by market depreciation and unfavorable foreign exchange translation.

Wealth Management adjusted operating net revenue increased 11 percent and Pretax adjusted operating earnings grew 58 percent with record high operating margin of 31 percent.

The company returned $641 million of capital to shareholders and announced an increase in its quarterly dividend to $1.35 per diluted share.

Total Revenue
$3.74B
Previous year: $3.66B
+2.4%
EPS
$7.25
Previous year: $5.98
+21.2%
Total AUM and AUA
$1.2T
Previous year: $1.3T
-7.7%
Gross Profit
$2.02B
Previous year: $2.02B
+0.1%
Cash and Equivalents
$9.84B
Previous year: $8.81B
+11.7%
Total Assets
$167B
Previous year: $168B
-0.5%

Ameriprise

Ameriprise

Ameriprise Revenue by Segment

Forward Guidance

The operating effective tax rate is expected to be approximately 21 percent for full year 2023.

Revenue & Expenses

Visualization of income flow from segment revenue to net income