Ameriprise Financial, Inc. operates as a holding company. The firm provides financial planning, asset management and insurance services to individuals, businesses and institutions. It operates through the following business segments: Advice & Wealth Management, Asset Management, Retirement & Protection Solutions, and Corporate & Other. The Advice & Wealth Management segment provides financial planning and advice, as well as full-service brokerage and banking services, primarily to retail clients through the company's financial advisors. The Asset Management segment provides investment advice and investment products to retail and institutional clients. It also provides products and services on a global scale through two complementary asset management businesses: Columbia Management and Threadneedle. The Columbia Management business primarily provides U.S. domestic products and services and Threadneedle primarily provides international investment products and services. Its international retail products are primarily provided through third-party financial institutions. The segments retail products include mutual funds and variable product funds underlying insurance and annuity separate accounts. The Retirement & Protection Solutions segment offers a variety of protection products to address the protection and risk management needs of the company's retail clients, including life, DI, and property-casualty insurance. The Corporate & Other segment consists of net investment income on corporate level assets, including excess capital held in the company's subsidiaries and other unallocated equity and other revenues from various investments as well as unallocated corporate expenses. The company was founded by John Tappan in 1894 and is headquartered in Minneapolis, MN. |
Insider Trading |
Relationship |
Date |
Transaction |
Cost |
#Shares |
Value ($) |
#Shares Total |
SEC Form 4 |
Sharpe Robert Francis JR | Director | May 16 '24 | Sale | 438.07 | 1,500 | 657,101 | 11,000 | May 20 04:16 PM | Alvero Gumer | PRESIDENT-INSURANCE&ANNUITIES | Mar 27 '24 | Option Exercise | 123.37 | 4,235 | 522,472 | 11,229 | Mar 29 04:04 PM | Alvero Gumer | PRESIDENT-INSURANCE&ANNUITIES | Mar 27 '24 | Sale | 437.00 | 1,652 | 721,930 | 6,994 | Mar 29 04:04 PM | Brockman Dawn M. | SVP AND CONTROLLER | Mar 26 '24 | Option Exercise | 128.76 | 461 | 59,358 | 1,749 | Mar 28 04:50 PM | Brockman Dawn M. | SVP AND CONTROLLER | Mar 26 '24 | Sale | 434.13 | 224 | 97,245 | 1,288 | Mar 28 04:50 PM | TRUSCOTT WILLIAM F | CEO, GLOBAL ASSET MANAGEMENT | Feb 28 '24 | Sale | 412.05 | 8,000 | 3,296,360 | 13,134 | Mar 01 04:47 PM | Smyth Gerard P. | EVP TECHNOLOGY AND CIO | Feb 26 '24 | Option Exercise | 152.43 | 6,632 | 1,010,922 | 12,598 | Feb 28 04:38 PM | CRACCHIOLO JAMES M | CHAIRMAN AND CEO | Feb 26 '24 | Sale | 408.63 | 5,000 | 2,043,162 | 159,012 | Feb 26 06:50 PM | Smyth Gerard P. | EVP TECHNOLOGY AND CIO | Feb 26 '24 | Sale | 407.92 | 4,440 | 1,811,169 | 3,787 | Feb 28 04:38 PM | CRACCHIOLO JAMES M | CHAIRMAN AND CEO | Feb 23 '24 | Sale | 407.16 | 5,000 | 2,035,808 | 164,012 | Feb 26 06:50 PM | CRACCHIOLO JAMES M | CHAIRMAN AND CEO | Feb 22 '24 | Sale | 401.48 | 12,000 | 4,817,789 | 169,012 | Feb 26 06:50 PM | Alvero Gumer | PRESIDENT-INSURANCE&ANNUITIES | Feb 22 '24 | Sale | 400.98 | 385 | 154,378 | 6,994 | Feb 26 06:51 PM | CRACCHIOLO JAMES M | CHAIRMAN AND CEO | Feb 20 '24 | Sale | 397.22 | 4,298 | 1,707,247 | 181,012 | Feb 21 08:23 PM | CRACCHIOLO JAMES M | CHAIRMAN AND CEO | Feb 16 '24 | Sale | 399.64 | 11,288 | 4,511,163 | 185,310 | Feb 21 08:23 PM | CRACCHIOLO JAMES M | CHAIRMAN AND CEO | Feb 12 '24 | Option Exercise | 179.84 | 39,834 | 7,163,747 | 228,170 | Feb 13 08:44 PM | Sweeney Joseph Edward | PRES-AWM PRODUCTS & SERVICES | Feb 12 '24 | Sale | 401.82 | 7,200 | 2,893,092 | 7,000 | Feb 13 08:42 PM | CRACCHIOLO JAMES M | CHAIRMAN AND CEO | Feb 12 '24 | Sale | 401.11 | 2,493 | 999,979 | 196,598 | Feb 13 08:44 PM | Berman Walter Stanley | EXECUTIVE VP AND CFO | Feb 07 '24 | Sale | 387.81 | 13,346 | 5,175,664 | 6,409 | Feb 09 08:21 PM | Sharpe Robert Francis JR | Director | Feb 06 '24 | Sale | 386.60 | 4,000 | 1,546,386 | 12,500 | Feb 08 05:46 PM | Sweeney Joseph Edward | PRES-AWM PRODUCTS & SERVICES | Jan 29 '24 | Option Exercise | 179.84 | 18,220 | 3,276,685 | 27,641 | Jan 30 08:51 PM | Sweeney Joseph Edward | PRES-AWM PRODUCTS & SERVICES | Jan 29 '24 | Sale | 389.47 | 5,146 | 2,004,192 | 9,421 | Jan 30 08:51 PM | TRUSCOTT WILLIAM F | CEO, GLOBAL ASSET MANAGEMENT | Jan 26 '24 | Option Exercise | 179.84 | 30,958 | 5,567,487 | 44,133 | Jan 30 08:57 PM | TRUSCOTT WILLIAM F | CEO, GLOBAL ASSET MANAGEMENT | Jan 26 '24 | Sale | 390.22 | 9,689 | 3,780,832 | 12,126 | Jan 30 08:57 PM | Brockman Dawn M. | SVP AND CONTROLLER | Dec 18 '23 | Option Exercise | 107.61 | 420 | 45,196 | 1,396 | Dec 20 04:19 PM | Sweeney Joseph Edward | PRES-AWM PRODUCTS & SERVICES | Dec 14 '23 | Sale | 378.23 | 3,000 | 1,134,692 | 8,166 | Dec 18 04:27 PM | Berman Walter Stanley | EXECUTIVE VP AND CFO | Dec 13 '23 | Option Exercise | 179.84 | 25,382 | 4,564,699 | 33,430 | Dec 15 04:54 PM | Berman Walter Stanley | EXECUTIVE VP AND CFO | Dec 13 '23 | Sale | 370.81 | 6,409 | 2,376,552 | 8,048 | Dec 15 04:54 PM | CRACCHIOLO JAMES M | CHAIRMAN AND CEO | Dec 11 '23 | Option Exercise | 179.84 | 40,000 | 7,193,600 | 197,103 | Dec 13 04:55 PM | CRACCHIOLO JAMES M | CHAIRMAN AND CEO | Dec 11 '23 | Sale | 365.86 | 9,948 | 3,639,586 | 157,103 | Dec 13 04:55 PM | Berman Walter Stanley | EXECUTIVE VP AND CFO | Aug 04 '23 | Option Exercise | 158.63 | 25,025 | 3,969,672 | 39,385 | Aug 08 07:16 PM | Berman Walter Stanley | EXECUTIVE VP AND CFO | Aug 04 '23 | Sale | 351.55 | 13,042 | 4,584,919 | 8,048 | Aug 08 07:16 PM | CRACCHIOLO JAMES M | CHAIRMAN AND CEO | Aug 03 '23 | Option Exercise | 179.84 | 40,000 | 7,193,600 | 197,103 | Aug 07 04:06 PM | CRACCHIOLO JAMES M | CHAIRMAN AND CEO | Aug 03 '23 | Sale | 354.00 | 9,616 | 3,404,106 | 157,103 | Aug 07 04:06 PM | Smyth Gerard P. | EVP TECHNOLOGY AND CIO | Aug 01 '23 | Sale | 348.74 | 2,418 | 843,260 | 3,710 | Aug 03 04:10 PM | Alvero Gumer | PRESIDENT-INSURANCE&ANNUITIES | Jun 29 '23 | Sale | 329.94 | 460 | 151,771 | 7,465 | Dec 27 04:16 PM |
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