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View Annual Report Annual Report 2018 Ameriprise Financial Consolidated Highlights (In millions, except per share amounts and as noted) GAAP 2018 2017 2016 Adjusted Operating1, 2 2018 2017 2016 Net revenues $12,835 $12,132 $11,800 Net revenues $12,694 $11,993 $11,639 Net income Net revenues attributable to $2,098 $1,480 $1,313 excluding Tax Act $12,694 $12,044 $11,639 Ameriprise Financial impacts3 Earnings per diluted Earnings $2,135 $1,603 $1,426 share attributable to $14.20 $9.44 $7.81 Ameriprise Financial Earnings excluding 3 $2,135 $1,923 $1,426 common shareholders Tax Act impacts Earnings per diluted Return on equity $14.45 $10.23 $8.48 excluding accumulated share 36.0% 24.8% 20.4% other comprehensive income, net of tax Earnings per diluted share excluding $14.45 $12.27 $8.48 3 Shareholders’ equity $5,588 $5,995 $6,289 Tax Act impacts Shareholders’ equity Return on excluding accumulated equity excluding $5,879 $5,766 $6,089 other comprehensive accumulated other 36.6% 26.9% 22.2% income, net of tax comprehensive income, net of tax 2018 2017 2016 Return on equity excluding Assets under accumulated other 36.6% 32.3% 22.2% management and comprehensive $823 $897 $787 administration income, net of tax, (in billions) and Tax Act impacts3 Weighted average common shares 147.7 156.7 168.2 outstanding — diluted Cash dividends paid $3.53 $3.24 $2.92 per common share Common stock shares 11.3 9.9 17.6 repurchased 1 his Annual Report to Shareholders contains certain nonGAAP financial measures that management believes best reect the underlying performance of our operations. Reconciliations of non-GAAP measures to the most directly comparable GAAP measure are on page 13. 2 Results include the noncash impact of unlocing, hich reects the companys annual revie of maretrelated inputs and model changes related to our living benefit valuation, insurance and annuity valuation assumptions relative to current experience and management expectations, and premium deficiency testing o the extent that expectations change as a result of this revie, the company updates its assumptions and models and the impact is reected as part of annual unlocing 3 Results exclude a one-time, primarily non-cash, negative estimated impact of $320 million in 2017, primarily related to a reduction in future tax benefits associated ith the enactment of the ax Cuts and obs Act Annual Report 2018 | 1 Dear fellow shareholders, Today, Ameriprise stands tall as one of the strongest financial services firms in the business — a Fortune 500 company with more than a decade of independence and a proud 120+ year legacy. We manage and administer more than $820 billion for individuals, institutions and small businesses in the United States and globally. Over the years, we have invested significantly to develop and deliver products, services and capabilities to enable highly satisfied clients and lasting relationships. We have built one of the leading advisor networks in the country and currently help more than 2 million households achieve their near- and long-term goals through economic cycles and market shifts. 2018 proved to be a more challenging year from geopolitical, economic and regulatory standpoints. Despite stronger economic growth in the U.S., investors’ early optimism eroded as concerns about rising short-term interest rates, slowing global growth, Brexit and trade tensions dominated the headlines. Each of these factors affect markets, consumers, the industry and our business. As always, we maintain a long-term perspective and focus on serving clients’ needs comprehensively with personalized financial advice and quality investment, protection and annuities solutions. Last year, thanks to our dedicated teams, we attracted more clients and assets in our wealth management business and navigated significant industry change in asset management. Our commitment to clients translates into excellent client satisfaction and a strong reputation in the marketplace. I’m proud to share that Ameriprise continues to be recognized with top industry credentials for the value we provide and the way our employees and financial advisors work with clients every day, which I highlight in this letter. (continued on next page) “Today, Ameriprise stands tall as one of the strongest financial services firms in the business — a Fortune 500 company with more than a decade of independence and a proud 120+ year legacy.” JAMES M. CRACCHIOLO CHAIRMAN AND CHIEF EXECUTIVE OFFICER 2 | Annual Report 2018 In addition to the value we provide clients, Maintaining a strong financial foundation is we also work diligently to deliver value to central to our approach. It underpins our business Ameriprise shareholders and includes a large excess capital position, substantial liquidity and a high-quality invested Since our debut as a public company 13 years asset portfolio. Our financial position and ago, Ameriprise common stock has been a top credit ratings are strong, and we’ve never performer. After a strong 2017, however, our total been downgraded. return declined in 2018, reflecting significant equity market declines and pressure across the industry. Importantly, we were opportunistic and Strong financial performance accelerated our share repurchase rate, given In 2018, Ameriprise delivered another good year we believe Ameriprise stock is undervalued. In even with considerable equity market headwinds in fact, our stock has responded well early in 2019, the fourth quarter. In terms of adjusted operating reflecting the resiliency of our business and further results excluding the one-time, largely non-cash reinforcing our consistent record of delivering $320 million negative impact of tax law changes long-term value, investing for growth and returning in 2017: capital to shareholders at attractive levels. • Net revenues increased 5 percent to At Ameriprise, we take pride in our management $12.7 billion and fiscal discipline. We operate the business prudently. Our approach is similar to how our • Earnings grew 11 percent to $2.1 billion advisors work with clients to serve and manage • Earnings per diluted share increased 18 percent clients’ financial needs — with a focused plan, for to $14.45 the long term — managing risk and positioning • Return on equity, excluding AOCI, remained ourselves to capture opportunities. among the highest in financial services at 36.6 percent, up from 32.3 percent a year ago Adjusted operating Adjusted operating earnings Adjusted operating return total net revenue per diluted share on equity ex. AOCI1 $ in billions 1 Accumulated other comprehensive income $14.45 36.6% $12.7 32.3% $12.0 $12.27 $11.7 $11.6 $11.6 $9.32 24.3% 23.1% $8.52 $8.48 22.2% 2014 2015 2016 2017* 2018 2014 2015 2016 2017* 2018 2014 2015 2016 2017* 2018 *Excludes Tax Act impact. Annual Report 2018 | 3 Ameriprise Financial — A top performer in the investment industry #1 #1 #1 #1 most trusted consumer loyalty customer service customer forgiveness Clients rate Ameriprise 4.9 out of 5 in overall satisfaction See source information in appendix. The benefits of our diversified business As we continue to grow Ameriprise overall, we and integrated approach are deepening client relationships, effectively managing risk and extending our distribution Ameriprise is well positioned to seize a large and globally through Asset Management. groing opportunity in the maretplace ith more than $44 trillion in investable assets in the U.S. alone, investors are looking for personalized A poerful and groing ealth manager advice, strong solutions and a reputable firm to pursuing a large opportunity in the U.S. help them achieve their goals. This need is large, Ameriprise is one of the strongest wealth growing and global. managers in the industry, with a long track record of delivering high client satisfaction and steady advisor productivity groth ere a longstanding “Ameriprise is well positioned leader in financial planning and advice, and e to seize a large and growing have a proud history of standing by our clients. opportunity in the marketplace.” Ameriprise is built on personal, long-term relationships e begin by listening to our clients to gain a complete understanding of their e approach this opportunity ith our ealth individual goals. Then we design personalized management business as the core of our financial plans and shape solutions to help firm, complemented by ellmanaged asset clients benefit from our informed perspective and management and insurance and annuities navigate the inevitable market changes to achieve businesses. The extensive capabilities of our their financial goals As conditions change and integrated model ensure we can offer a broad life events occur, our advisors work closely with product suite and excellent experience to meet clients to assess their needs and adjust plans clients’ evolving needs and market dynamics. accordingly. It’s a winning formula and it’s never Unlie other firms that only manufacture or been more important. distribute products, we do both. By serving clients comprehensively, e benefit from multiple Ameriprise continues to be recognized for how revenue streams feebased, spreadbased, we work with clients and for the value we deliver. transactional and other. This allows us to leverage ere a top performer for consumer trust, our intellect and resources more fully given how customer service and loyalty, as shown above. these businesses complement each other and And we are a leader in the industry in terms of help us retain client assets for the long term. employee and advisor engagement integrity, respect and client focus consistently rank as our greatest strengths. 4 | Annual Report 2018 Of clients ho have had the Leaving Confident Retirement® conversation: a legacy Preparing for 94% feel the advice the unexpected * Ensuring addressed their needs lifestyle Essentials are the necessities — the monthly Covering expenses that keep your life running. Cover essentials these expenses with guaranteed or stable income sources. 90% feel more confident ® about retirement* The Condent Retirement® approach.
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