AMP

• Adjusted operating net revenues increased 13% to $4.9 billion.
• Pretax adjusted operating margin was 27%.
• Assets under management, administration and advisement reached a record $1.8 trillion, up 14%.
• The company returned $932 million, or 91% of operating earnings, to shareholders in the quarter.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• Ameriprise Financial issued $300 million of 4.800% Senior Notes due 2031 and $450 million of 5.350% Senior Notes due 2036 on June 9, 2026.
• The offering was made under a prospectus supplement dated June 4, 2026 and a base prospectus dated February 23, 2024, filed as part of Form S-3 registration statement.
• The company filed the underwriting agreement, forms of the notes, and a legal opinion from Faegre Drinker Biddle & Reath LLP as exhibits.
• The event was reported under Item 8.01 as an other event, not as a primary operational or financial disclosure.

8.01 Other Events · 9.01 Financial Statements and Exhibits

• Ted Truscott, CEO of Columbia Threadneedle, will serve as interim global chief investment officer starting July 1, 2026, until a successor is appointed.
• Davies joined a Columbia Threadneedle predecessor firm in 1994 and held roles including head of European equities, global head of equities, and CIO EMEA before becoming global CIO in 2022.
• The announcement was made via a press release on May 20, 2026, furnished as Exhibit 99.1 to the Form 8-K.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• All eight director nominees were elected for one-year terms expiring at the 2027 annual meeting.
• Shareholders ratified PricewaterhouseCoopers LLP as independent registered public accounting firm for 2026.
• A nonbinding advisory vote approved the compensation of named executive officers.
• The report was filed under Item 5.07 to disclose the voting results.

5.07 Submission of Matters to a Vote of Security Holders · 9.01 Financial Statements and Exhibits

• Adjusted operating earnings per diluted share rose 19% to a record $11.26, with adjusted operating net revenues up 11% to $4.8 billion.
• Assets under management, administration and advisement grew 12% to $1.7 trillion.
• The company returned $936 million, or 88% of operating earnings, to shareholders and raised its quarterly dividend by 6%.
• Huntington National Bank selected Ameriprise as its new retail investment program provider, bringing approximately 260 advisors and nearly $28 billion in assets.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• The retirement is effective April 3, 2026.
• The announcement was made on February 12, 2026.
• No reason for retirement was provided beyond his own decision.
• No compensation terms were disclosed in the filing.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements

• Fourth quarter 2025 adjusted operating earnings per diluted share rose 16% to a record $10.83, while GAAP EPS was $10.47.
• Full year 2025 adjusted operating EPS increased 14% to $39.29; GAAP EPS was $36.28.
• Adjusted operating net revenues increased 10% to $4.9 billion; pretax adjusted operating margin was 27%.
• Return of capital to shareholders was $1.1 billion in Q4 (101% of adjusted operating earnings) and $3.4 billion for the full year (88%).

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• On November 12, 2025, Ameriprise Financial appointed Liane J. Pelletier as a director, effective immediately.
• She previously served as chair, CEO, and president of Alaska Communications Systems Group from 2003 to 2011.
• Pelletier will participate in the company's outside director compensation program and is eligible for a pro rata portion of the $210,000 annual deferred share unit grant.
• She was not appointed under any arrangement with other persons, and no disclosable transactions exist between her and the company.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements