Sifting through countless of stocks in the Capital Markets industry can be tedious, and sometimes two stocks are just too similar to judge which is the better investment. If you’re on the fence about investing in State Street Corporation, Ameriprise Financial or Inc. because you’re not sure how they measure up, it’s important to compare them on a few factors before making your decision.

Read on to learn how State Street Corporation, Ameriprise Financial and Inc. compare based on key financial metrics to determine which better meets your investment needs.

About State Street Corporation, Ameriprise Financial and Inc.

State Street Corporation provides various financial products and services to institutional investors. It offers custody, accounting, and fund administration services for traditional and alternative assets, as well as multi-asset class investments; recordkeeping, client reporting, and investment book of record, transaction management, loans, cash, derivatives, and collateral services; investor services operations outsourcing; performance, risk, and compliance analytics; financial data management to support institutional investors; foreign exchange, brokerage, and other trading services; securities finance, such as prime services products; and deposit and short-term investment facilities. The company also provides the State Street Alpha platform that combines portfolio management, trading and execution, analytics and compliance tools, and advanced data aggregation and integration with other industry platforms and providers; front-office technology that automates and simplifies the institutional investment process comprising portfolio management and risk analytics, trading, and post-trade settlement with integrated compliance and managed data; investment management solutions; and portfolio management, trading compliance, and manager/sponsor communication. In addition, it offers investment management solutions, such as strategies across equity, fixed income, cash, multi-asset, and alternatives; and ETFs, custom indexed, managed funds, and mandates. The company provides its products and services to mutual funds, collective investment funds and other investment pools, corporate and public retirement plans, insurance companies, wealth managers, investment managers, foundations, and endowments. The company was founded in 1792 and is headquartered in Boston, Massachusetts.

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. The Advice & Wealth Management segment provides financial planning and advice; brokerage products and services for retail and institutional clients; discretionary and non-discretionary investment advisory accounts; mutual funds; insurance and annuities products; cash management and banking products; and face-amount certificates. The Asset Management segment offers investment management, advice, and products to retail, high net worth, and institutional clients through third-party financial institutions, advisor network, direct retail, and its institutional sales force under the Columbia Threadneedle Investments brand name. Its products include U.S. mutual funds and their non-U.S. equivalents, exchange-traded funds, variable product funds underlying insurance, and annuity separate accounts; and institutional asset management products, such as traditional asset classes, separately managed accounts, individually managed accounts, collateralized loan obligations, hedge funds, collective funds, and property and infrastructure funds. The Retirement & Protection Solutions segment provides variable annuity products, as well as life and disability income insurance products to retail clients. Ameriprise Financial, Inc. was formerly known as American Express Financial Corporation and changed its name to Ameriprise Financial, Inc. in September 2005. The company was founded in 1894 and is based in Minneapolis, Minnesota.

Latest Capital Markets and State Street Corporation, Ameriprise Financial, Inc. Stock News

As of September 1, 2026, State Street Corporation had a $51.6 billion market capitalization, compared to the Capital Markets median of $3.2 million. State Street Corporation’s stock is up 47.8% in 2026, down 1.5% in the previous five trading days and up 63.34% in the past year.

Currently, State Street Corporation’s price-earnings ratio is 16.6. State Street Corporation’s trailing 12-month revenue is $15.0 billion with a 23.0% net profit margin. Year-over-year quarterly sales growth most recently was 18.4%. Analysts expect adjusted earnings to reach $13.694 per share for the current fiscal year. State Street Corporation currently has a 2.0% dividend yield.

As of September 1, 2026, Ameriprise Financial, Inc. had a $47.9 billion market cap, putting it in the 93rd percentile of all stocks. Ameriprise Financial, Inc.’s stock is up 12.7% in 2026, down 1.3% in the previous five trading days and up 5.41% in the past year.

Currently, Ameriprise Financial, Inc.’s price-earnings ratio is 13.1. Ameriprise Financial, Inc.’s trailing 12-month revenue is $19.8 billion with a 19.9% net profit margin. Year-over-year quarterly sales growth most recently was 11.6%. Analysts expect adjusted earnings to reach $46.527 per share for the current fiscal year. Ameriprise Financial, Inc. currently has a 1.3% dividend yield.

How We Compare State Street Corporation, Ameriprise Financial and Inc. Stock Grades

Stock evaluation requires access to huge amounts of data and the knowledge and time to sift through it all, make sense of financial ratios, read income statements and analyze recent stock movements. AAII created A+ Investor, a robust data suite that condenses data research in an actionable and customizable way suitable for investors of all knowledge levels, to help investors streamline and work through such data.

AAII’s proprietary stock grades come with A+ Investor. These offer intuitive A‐F grades for each of five key investing factors: value, growth, momentum, earnings estimate revisions and quality. Here, we’ll take a closer look at State Street Corporation, Ameriprise Financial and Inc.’s stock grades to see how they measure up against one another.

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State Street Corporation, Ameriprise Financial and Inc. Stock Value Grades

Company	Ticker	Value
State Street Corporation	STT	C
Ameriprise Financial, Inc.	AMP	B

Successful stock investing involves buying low and selling high, so stock valuation is an important consideration for stock selection.

Buying stocks that are going to go up typically means buying stocks that are undervalued in the first place, although momentum investors may argue that point.

AAII’s A+ Investor Value Grade derives from a stock’s value score. The Value Score is the percentile rank of the average of the percentile ranks of the price-to-sales ratio, price-earnings ratio, enterprise-value-to-EBITDA (EV/EBITDA) ratio, shareholder yield, price-to-book-value ratio and price-to-free-cash-flow ratio. The score is variable, meaning it can consider all six ratios or, should any of the six ratios not be valid, the remaining ratios that are valid. To be assigned a Value Score, stocks must have a valid (non-null) ratio and corresponding ranking for at least two of the six valuation ratios.

Stocks with a Value Score from 81 to 100 are considered deep value, those with a score between 61 and 80 are a good value and so on.

State Street Corporation has a Value Score of 41, which is Average. Ameriprise Financial, Inc. has a Value Score of 73, which is Value.

The Value Stock Winner: Ameriprise Financial, Inc.

As you can clearly see from the Value Grade breakdown above, Ameriprise Financial, Inc. is considered to have better value than State Street Corporation. For investors who focus solely on a company’s valuation, Ameriprise Financial, Inc. could be a good stock to add to their portfolio. However, it’s important for investors to analyze multiple factors based on a wide range of metrics before deciding whether to buy.

State Street Corporation, Ameriprise Financial and Inc. Growth Grades

Company	Ticker	Growth
State Street Corporation	STT	D
Ameriprise Financial, Inc.	AMP	A

The foundation of growth investing is seeking out stocks of companies exhibiting strong, consistent and prolonged growth that is expected to continue into the future.

In order to compute the growth score and assign it a letter grade, the percentile ranks for each of three components‐consistency of annual sales growth, five-year sales growth rankings adjusted for extreme levels, and consistency of positive annual cash from operations‐must be determined. These three rank figures are added together, and the sum is ranked against the entire stock universe to arrive at a company’s Growth Score to create an equal distribution of grades.

The companies in the bottom 20% of the stock universe receive Growth Grades of F, considered to be very weak, while those in the top 20% receive A grades, which are considered very strong.

State Street Corporation has a Growth Score of 37, which is Weak. Ameriprise Financial, Inc. has a Growth Score of 100, which is Very Strong.

The Growth Grade Winner: Ameriprise Financial, Inc.

As you can clearly see from the Growth Grade breakdown above, Ameriprise Financial, Inc. has a more attractive growth grade than State Street Corporation. For investors who focus solely on how a company is growing relative to other companies in the same industry, Ameriprise Financial, Inc. could be a good stock to add to their portfolio. However, it’s important for investors to analyze multiple factors based on a wide range of metrics before deciding whether to buy.

State Street Corporation, Ameriprise Financial and Inc.’s Momentum Grades

Company	Ticker	Momentum
State Street Corporation	STT	A
Ameriprise Financial, Inc.	AMP	B

Momentum grades help to uncover stocks experiencing anomalously high rates of return; research finds that stocks with high relative levels of momentum tend to outperform, whereas those with low levels of momentum tend to continue underperforming. Momentum is based on the price change of a stock over a specified period relative to all other stocks.

Typically, AAII looks at the weighted relative strength over the trailing four quarters. The weighted four-quarter relative strength rank is the relative price change for each of the past four quarters. The most recent quarterly price change is given a weight of 40% and each of the three previous quarters are given a weighting of 20%.

State Street Corporation has a Momentum Score of 83, which is Very Strong. Ameriprise Financial, Inc. has a Momentum Score of 63, which is Strong.

The Momentum Grade Winner: State Street Corporation

As you can clearly see from the Momentum Grade breakdown above, State Street Corporation is considered to have stronger momentum compared to Ameriprise Financial, Inc.. For those specifically looking for companies that have stronger momentum compared to other companies in the same industry, State Street Corporation could be a good stock to invest in. However, it’s important for investors to analyze multiple factors based on a wide range of metrics before deciding whether to buy.

Other State Street Corporation, Ameriprise Financial and Inc. Grades

In addition to Value, Growth and Momentum, A+ Investor also provides grades for Estimate Revisions and Quality.

Earnings estimate revisions scores take into account the magnitude of a company’s earnings surprise in its last two reported fiscal quarters. Often, surprises beget further surprises‐or at least continued sales growth (the exact opposite is generally true, too).

AAII’s A+ Investor Quality Grade comes from the ranking of key metrics. Specifically, the quality grade is the percentile rank of the composite of return on assets (ROA), return on invested capital (ROIC), gross profit relative to assets, buyback yield, change in total liabilities to assets, accruals, Z double prime bankruptcy risk (Z) score and F-Score.

These 2 key factors, when combined with the above, provide a holistic view into a particular stock. Further, by joining A+ Investor you can see whether State Street Corporation, Ameriprise Financial and Inc. pass any of our 60+ stock screens that have outperformed the market since their creation.

So, Which Is the Better Investment, State Street Corporation, Ameriprise Financial or Inc. Stock?

Overall, State Street Corporation stock has a Value Score of 41, Growth Score of 37 and Momentum Score of 83.

Ameriprise Financial, Inc. stock has a Value Score of 73, Growth Score of 100 and Momentum Score of 63.

Comparing State Street Corporation, Ameriprise Financial and Inc.’s grades, scores and metrics can act as a solid basis to determine whether they may be a good investment or not. You’ll also want to look at your portfolio’s asset allocation as well as your risk tolerance and financial goals to see if either of these stocks would make a good fit for you. AAII can help you figure out which investments align with your individual needs and preferences.

Investors are encouraged to do their own due diligence and research. In this way, individuals can effectively become managers of their own assets‐without having to rely on others for financial independence. You can count on AAII for timeless articles on financial planning and stock-picking, unbiased research and actionable analysis.

A+ Investor adds to our qualitative teaching with a powerful data suite to help you whittle down investment choices to find stocks, exchange-traded funds (ETFs) or mutual funds that meet your needs.

AAII Disclaimer

We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown, because past, hypothetical or simulated performance is not necessarily indicative of future results. Before making an investment decision, you should consider your circumstances and whether the information on our content is applicable to your situation. This information was prepared in good faith, and we accept no liability for any errors or omissions. The full disclaimer can be read here.