Zacks Industry Outlook Spotlights Ameriprise, Invesco, and Affiliated Managers
Investment Management Industry Growth: The Zacks Investment Management industry is thriving due to asset growth, digital transformation, and evolving investment vehicles, with firms like Ameriprise Financial, Invesco, and Affiliated Managers Group benefiting from increased assets under management (AUM) and institutional inflows.
Trends in Asset Management: Key trends include continued asset inflows driving AUM growth, mergers and partnerships to enhance scale and efficiency, and rising technology-related costs impacting profits in the short term but supporting long-term margins.
Company Performances: Ameriprise has shown a steady growth in AUM and revenues, Invesco is improving operational efficiency and expanding its global presence, while Affiliated Managers is pivoting towards private markets to counter revenue challenges.
Market Outlook: The Zacks Investment Management industry ranks in the top 24% of Zacks industries, indicating positive earnings outlooks, despite underperforming the S&P 500 in recent years, with a current trailing price-to-tangible book ratio suggesting a discount compared to the broader finance sector.
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Ameriprise Financial Reports Record Q4 2025 Earnings and Revenue Growth
- Record Performance: Ameriprise achieved adjusted operating revenue of $4.9 billion in Q4 2025, reflecting a 10% year-over-year increase, while earnings per share rose 16% to $10.83, indicating strong financial performance and enhanced market competitiveness.
- Client Asset Growth: The Advice & Wealth Management segment saw total client assets reach $1.2 trillion, up 13%, with client inflows totaling $13.3 billion, an 18% increase, marking a significant improvement in client attraction and market share.
- Capital Return Strategy: The company returned over 100% of capital in Q4, with buybacks bringing total capital return for the year close to 90%, demonstrating a strong commitment to shareholders and keen market opportunity recognition.
- Ongoing Technology Investment: Management emphasized continued investments in technology, digital solutions, and product offerings, while maintaining an organic growth expectation of 4% to 5% for 2026, reflecting confidence in future growth and clear strategic planning.
NewEdge Advisors Hires $1.4 Billion Team from Ameriprise
- New Recruitment: NewEdge Advisors has successfully recruited a 24-person team from Ameriprise.
- Client Assets: The team managed $1.4 billion in client assets prior to the move.
- Market Expansion: This recruitment enhances NewEdge’s presence in the Nashville market.
- New Team Name: The recruited team is known as ClearTrust Advisors, based in Franklin, Tennessee.
