LQAI0.460%
as of Oct 22
AMP
GrowthAMERIPRISE FINANCIAL INC
Ameriprise Financial, Inc., together with its subsidiaries, operates as a diversified financial services company in the United States and internationally. The company offers financial planning and advice services to individual and institutional clients. It operates through Advice & Wealth Management, Asset Management, Retirement & Protection Solutions, Corporate & Other segments.
Close · 3M
+9.53%
Held by 3 AI ETFs
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals5
Win rate40% (2/5)
Avg buy return-2.21%
AIVL · Weight decrease · 3d
weight 0.246% → 0.240% (-0.006 pp)·stock down 12.0% in the 30 days before
Oct 13·entry $493.32·now $492.19
-0.23%
since Oct 13
AIVL · Weight decrease · 2d
weight 0.246% → 0.243% (-0.003 pp)·stock down 11.5% in the 30 days before
Oct 12·entry $500.02·now $492.19
-1.57%
since Oct 12
AIVL · New entry · 1d
weight 0 → 0.248% (new)·stock down 12.4% in the 30 days before
Oct 2·entry $490.91·now $492.19Fresh
+0.26%
since Oct 2
PQUS · New entry · 1d
weight 0 → 0.030% (new)·stock up 10.4% in the 30 days before
Aug 7·entry $551.98·now $492.19Fresh
-10.83%
since Aug 7
AIEQ · Exit · 1d
weight 0.060% → 0 (exited)·stock up 13.8% in the 30 days before
Aug 2·entry $552.07·now $492.19
-10.85%
since Aug 2
AIEQ · New entry · 1d
weight 0 → 0.050% (new)·stock up 7.3% in the 30 days before
Jul 1·entry $479.68·now $492.19Drifting
+2.61%
since Jul 1
AIEQ · Exit · 1d
weight 0.180% → 0 (exited)·stock up 7.0% in the 30 days before
May 3·entry $468.59·now $492.19
+5.04%
since May 3
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of Jul 5
The AI ETFs, particularly AIEQ with its new entry, show some interest in Ameriprise Financial, implying they see a favorable outlook. This contrasts with the framework's 'Fail' verdict, which is driven by a lack of sufficient historical financial data and intrinsic value estimates required to confirm the company meets all investment criteria.
- Circle of CompetenceThe recurring fee-based revenue model in asset management typically allows for reasonably stable and predictable cash flow projections, fitting within the circle of competence.
- Economic MoatAmeriprise benefits from client switching costs, a recognized brand in financial advice, and scale in its asset management operations, which together form a durable economic moat.
- ManagementInformation regarding management's candor, capital allocation decisions, and skin in the game is not provided in the given data.
- Financial HealthWhile the most recent ROE is very high, the necessary 10-year average ROE, historical operating margins, detailed debt profile, and owner earnings data are not available to fully assess financial health against all criteria.
- Margin of SafetyWithout a conservative estimate of intrinsic value, it is not possible to determine if the current price offers a sufficient margin of safety.
Ameriprise Financial generally falls within the circle of competence due to its predictable fee-based revenue model and also possesses identifiable economic moats. However, a comprehensive assessment of financial health against the framework's strict historical criteria and a definitive margin of safety cannot be established from the provided limited data, leading to an overall 'Fail' verdict.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.