Ameriprise Financial Overview

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Ameriprise Financial - a strong, successful company continually innovating to serve clients' needs exceptionally well



130-year firm with a clear client focus and a highly differentiated value proposition


Complementary business mix that has delivered strong financials and metrics across market cycles

© 2025 Ameriprise Financial, Inc. All rights reserved.

Significant market opportunity with a large and growing need for advice and solutions in Wealth Management




Balance sheet strength provides a sound foundation and supports strong, sustainable free cash flow and differentiated capital return

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Our vision, mission, brand promise, and values guide our company, resulting in strong client relationships and excellent satisfaction

Vision

What we aspire to be

To be the most respected and referred financial services brand

Corporate Mission

Our purpose

To help people feel confident about their financial future

Brand Promise

Our commitment to clients

We shape financial solutions for a lifetime®

Values

What we can expect from each other

  • Client Focused

  • Integrity Always

  • Excellence in All We Do

  • Respect for Individuals and Our Communities

© 2025 Ameriprise Financial, Inc. All rights reserved. 4



Ameriprise Financial - 130 years of commitment to clients and advisors

Leadership and scale


Longstanding leader in financial planning and advice $1.5 trillion total assets under management, administration, and advisement Over 10,000 branded advisors in the U.S. 24th largest global asset manager Over $24 billion in assets at Ameriprise Bank, FSB $198 billion life insurance in force Financial strength and stability


Excellent capital position with significant liquidity and excess capital beyond business, regulatory and rating agency requirements High-quality, AA-rated investment portfolio Strong ratings and proven enterprise risk management Conservative debt levels Diversified model generates strong free cash flow Financial strength to manage volatile market environments while continuing to invest in the business Track-record of never taking a bailout $46.4 billion market cap - up from $8.8B at spin off #1 in total shareholder return within the S&P 500 Financials Index since spin off

Data as of March 31, 2025. See appendix for source information.

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Ameriprise Financial Inc. published this content on May 09, 2025, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on May 09, 2025 at 21:11 UTC.