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Sep 30, 2021

Ameriprise Q3 2021 Earnings Report

Ameriprise achieved a record quarter driven by organic growth and market appreciation.

Key Takeaways

Ameriprise Financial reported strong third-quarter results with record client assets, revenue, and earnings. Adjusted operating earnings per diluted share excluding unlocking was $5.91, up 38% year-over-year. The company saw substantial net inflows from Advice & Wealth Management and Asset Management, contributing to an 18% increase in adjusted operating net revenue to $3.5 billion. Ameriprise generated considerable free cash and returned $666 million of capital to shareholders.

Adjusted operating earnings per diluted share excluding unlocking was $5.91, up 38 percent from last year.

GAAP net income per diluted share was $8.65, compared to a loss of $1.14 in the prior year period, driven by the fixed annuity reinsurance transaction.

Approximately $14 billion of net inflows from Advice & Wealth Management and Asset Management, up substantially from a year ago.

Assets under management and administration was $1.2 trillion, up 21 percent from strong client flows in Wealth and Asset Management, as well as market appreciation.

Total Revenue
$2.9B
Previous year: $3B
-3.3%
EPS
$5.91
Previous year: $4.27
+38.4%
Total AUM and AUA
$1.21T
Previous year: $1T
+20.6%
Gross Profit
$2.41B
Previous year: $786M
+206.9%
Cash and Equivalents
$9.55B
Previous year: $10.2B
-6.5%
Total Assets
$171B
Previous year: $159B
+7.6%

Ameriprise

Ameriprise

Ameriprise Revenue by Segment

Forward Guidance

Ameriprise is focused on maintaining its business momentum and strong performance through the remainder of the year into 2022.

Revenue & Expenses

Visualization of income flow from segment revenue to net income