AI English summary of an SEC filing — figures as filed
Ameriprise said pretax income rose $253 million, or 22%, for the 3 months ended September 30, 2026 compared with the prior-year period. The company cited the favorable impact of higher average WEI, which rose 19%, and the cumulative effect of wrap net inflows as favorable factors. It cited the unfavorable impact of unlocking, which was $91 million, as an unfavorable factor.
Key points
AI summaryAmeriprise said pretax income rose $253 million, or 22%, for the 3 months ended September 30, 2026 compared with the prior-year period. The company cited the favorable impact of higher average WEI, which rose 19%, and the cumulative effect of wrap net inflows as favorable factors. It cited the unfavorable impact of unlocking, which was $91 million, as an unfavorable factor.
The company said management and financial advice fees rose $419 million, or 15%, for the 3 months ended September 30, 2026 compared with the prior-year period. It said the increase reflected market appreciation and wrap account net inflows, which were partially offset by the cumulative effect of Asset Management net outflows.
Ameriprise said adjusted operating earnings before taxes for its Retirement & Protection Solutions segment fell $85 million, or 39%, for the 3 months ended September 30, 2026 compared with the prior-year period. The company cited unlocking impacts as the main driver of the decline.
Ameriprise said its board approved an additional $5.5 billion for common stock repurchases through September 30, 2028 on September 29, 2026, and that $185 million remained under prior authorizations as of September 30, 2026. The company said it repurchased 4.9 million shares of common stock at an average price of $494.78 per share during the 9 months ended September 30, 2026.
Summary
AI-writtenAnalysis scope · Management's discussion (MD&A)We analyzed the Management's Discussion and Analysis (MD&A) section. Other sections of the report, such as the notes to the financial statements and risk factors, were not reviewed.
Pretax Income Rises on Market Gains and Key Drivers
Ameriprise said pretax income rose $253 million, or 22%, for the 3 months ended September 30, 2026 compared with the prior-year period. The company cited the favorable impact of higher average WEI, which rose 19%, and the cumulative effect of wrap net inflows as favorable factors. It cited the unfavorable impact of unlocking, which was $91 million, as an unfavorable factor.
Source · Based on the MD&A text of the filing
Management and Financial Advice Fees Increase
The company said management and financial advice fees rose $419 million, or 15%, for the 3 months ended September 30, 2026 compared with the prior-year period. It said the increase reflected market appreciation and wrap account net inflows, which were partially offset by the cumulative effect of Asset Management net outflows.
Source · Based on the MD&A text of the filing
Retirement & Protection Solutions Adjusted Operating Earnings Decline
Ameriprise said adjusted operating earnings before taxes for its Retirement & Protection Solutions segment fell $85 million, or 39%, for the 3 months ended September 30, 2026 compared with the prior-year period. The company cited unlocking impacts as the main driver of the decline.
Source · Based on the MD&A text of the filing
Share Repurchase Authorization and Execution
Ameriprise said its board approved an additional $5.5 billion for common stock repurchases through September 30, 2028 on September 29, 2026, and that $185 million remained under prior authorizations as of September 30, 2026. The company said it repurchased 4.9 million shares of common stock at an average price of $494.78 per share during the 9 months ended September 30, 2026.
Source · Based on the MD&A text of the filing
Structured SEC financial data for this filing is not available yet. Please check the figures in the SEC filing.
AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.
Original filing
The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.
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