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Ameriprise Financial, Inc.

AMP

Filing: SEC 10-Q
Period: As of 2026-03-31
Basis: Editorial filing; Read original SEC 10-Q ↗

Sankey diagram of Ameriprise Financial, Inc.. A complete text table follows the diagram.

Ameriprise Gets Paid Three Ways on $1.7 Trillion of Client Assets

Full management earns advisory fees, brokerage administration earns distribution fees, and model portfolios extend advice without taking investment discretion

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Source & review

Read original SEC 10-Q ↗

SEC accession: 0000820027-26-000027
Filed: Date not recorded
Reviewed: 2026-07-26
Status: Individual filing review complete

How to read these figures

The Sankey uses directly reported asset relationship categories rather than mixing asset stocks with quarterly income flows. Fee and earnings figures are reported separately in annotations to explain the economics of each asset pool. No asset or revenue allocation is estimated.

Labels and narrative explain the filing. A category marked “arithmetic bridge” or “residual” is calculated from reported totals, rather than a separately reported line.

Managed assets supplied the core economics: Ameriprise earned $2.81B of quarterly management and financial-advice fees, up 14%.
The advisor channel held $664B in wrap accounts and $484B in brokerage and other assets, making Advice & Wealth the largest earnings engine.
Wrap clients added $6.0B net during the quarter, but market declines and other changes reduced balances by $12.2B.
Administration is economically different: Ameriprise generally earns distribution fees but does not choose investments or collect a management fee.
Columbia Threadneedle managed $662B, but $6.2B of net outflows showed why market appreciation can lift fee assets even while clients withdraw money.
Advice & Wealth produced $951M of adjusted operating earnings, compared with $273M from Asset Management and $190M from retirement and protection.

View accessible tables

Financial categories · As of 2026-03-31 · Billions of USD
Category	Stage	Value	Notes
Assets under management	1	$1,277	Discretionary management and wrap accounts
Assets under administration	1	$349	Brokerage and third-party products without discretion
Assets under advisement	1	$42.2	Model portfolios without full investment authority
Management-fee relationships	2	$1,277	Fees generally scale with daily market value
Distribution & servicing relationships	2	$349	Administration without management discretion
Model-advice relationships	2	$42.2	Advice extends beyond fully managed accounts
Ameriprise asset platform	3	$1,668	Up $173.5B, or 12%, year over year

Financial flows · Billions of USD
From	To	Value
Assets under management	Management-fee relationships	$1,277
Assets under administration	Distribution & servicing relationships	$349
Assets under advisement	Model-advice relationships	$42.2
Management-fee relationships	Ameriprise asset platform	$1,277
Distribution & servicing relationships	Ameriprise asset platform	$349
Model-advice relationships	Ameriprise asset platform	$42.2