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 Affiliated Managers Group, Inc., 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 Affiliated Managers Group, Inc., Ameriprise Financial and Inc. compare based on key financial metrics to determine which better meets your investment needs.

About Affiliated Managers Group, Inc., Ameriprise Financial and Inc.

Affiliated Managers Group, Inc., through its affiliates, operates as an investment management company providing investment management services to mutual funds, institutional clients,retails and high net worth individuals in the United States. It provides advisory or sub-advisory services to mutual funds. These funds are distributed to retail, high net worth and institutional clients directly and through intermediaries, including independent investment advisors, retirement plan sponsors, broker-dealers, major fund marketplaces, and bank trust departments. The company also offers investment products in various investment styles in the institutional distribution channel, including small, small/mid, mid, and large capitalization value and growth equity, and emerging markets. In addition, it offers quantitative, alternative, and fixed income products, and manages assets for foundations and endowments, defined benefit, and defined contribution plans for corporations and municipalities. Affiliated Managers Group provides investment management or customized investment counseling and fiduciary services. Affiliated Managers Group, Inc. was formed in 1993 and is based in West Palm Beach, Florida with additional offices in Prides Crossing, Massachusetts; Stamford, Connecticut; London, United Kingdom; Dubai, United Arab Emirates; Sydney, Australia; Hong Kong; Tokyo, Japan, Zurich, Switzerland and Delaware.

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 Affiliated Managers Group, Inc., Ameriprise Financial, Inc. Stock News

As of July 15, 2026, Affiliated Managers Group, Inc. had a $10.0 billion market capitalization, compared to the Capital Markets median of $3.0 million. Affiliated Managers Group, Inc.’s stock is up 30% in 2026, up 2.7% in the previous five trading days and up 83.73% in the past year.

Currently, Affiliated Managers Group, Inc.’s price-earnings ratio is 15.4. Affiliated Managers Group, Inc.’s trailing 12-month revenue is $2.1 billion with a 35.5% net profit margin. Year-over-year quarterly sales growth most recently was 9.7%. Analysts expect adjusted earnings to reach $35.892 per share for the current fiscal year. Affiliated Managers Group, Inc. does not currently pay a dividend.

As of July 15, 2026, Ameriprise Financial, Inc. had a $47.4 billion market cap, putting it in the 93rd percentile of all stocks. Ameriprise Financial, Inc.’s stock is up 7.8% in 2026, up 5.7% in the previous five trading days and down 2.17% in the past year.

Currently, Ameriprise Financial, Inc.’s price-earnings ratio is 13.1. Ameriprise Financial, Inc.’s trailing 12-month revenue is $19.3 billion with a 20.2% net profit margin. Year-over-year quarterly sales growth most recently was 9.0%. Analysts expect adjusted earnings to reach $45.403 per share for the current fiscal year. Ameriprise Financial, Inc. currently has a 1.3% dividend yield.

How We Compare Affiliated Managers Group, Inc., 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 Affiliated Managers Group, Inc., Ameriprise Financial and Inc.’s stock grades to see how they measure up against one another.

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Affiliated Managers Group, Inc., Ameriprise Financial and Inc. Stock Value Grades

Company	Ticker	Value
Affiliated Managers Group, Inc.	AMG	B
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.

Affiliated Managers Group, Inc. has a Value Score of 64, which is Value. Ameriprise Financial, Inc. has a Value Score of 73, which is Value.

The Value Stock Winner: It’s a Tie!

Looking at the Value Grade breakdown above, both Affiliated Managers Group, Inc., Ameriprise Financial and Inc. have a Value Grade of B. For investors who focus solely on a company’s valuation, you will need to conduct further research into both of these companies’ other metrics to see if they could be good additions to your portfolio. It’s important for investors to analyze multiple factors based on a wide range of metrics before deciding whether to buy.

Affiliated Managers Group, Inc., Ameriprise Financial and Inc.’s Quality Grades

Company	Ticker	Quality
Affiliated Managers Group, Inc.	AMG	A
Ameriprise Financial, Inc.	AMP	B

Like the Value Grade, AAII’s A+ Investor Quality Grade comes from the percentile rank of key metrics. Specifically, the Quality Score is the percentile rank of the average of the percentile ranks 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 the F-Score.

The score is variable, meaning it can consider all eight measures or, should any of the eight measures not be valid, the remaining measures that are valid. To be assigned a Quality Score, stocks must have a valid (non-null) measure and corresponding ranking for at least four of the eight quality measures.

The Quality Score is used to assess the underlying “quality” of a particular stock. A higher-quality stock possesses traits associated with upside potential and reduced downside risk. Backtesting of the Quality Grade shows that stocks with higher grades, on average, outperformed stocks with lower grades over the period of 1998 through 2019.

Stocks receive better grades (higher scores) for having higher scores for the quality subcomponents and worse grades (lower scores) for lower scores for the subcomponents.

Affiliated Managers Group, Inc. has a Quality Score of 85, which is Very Strong. Ameriprise Financial, Inc. has a Quality Score of 63, which is Strong.

The Quality Grade Winner: Affiliated Managers Group, Inc.

As you can clearly see from the Quality Grade breakdown above, Affiliated Managers Group, Inc. has a better overall quality grade than Ameriprise Financial, Inc.. For investors who are looking for companies with higher quality than others in the same industry, Affiliated Managers Group, Inc. could be a good stock to add to their portfolios. However, it’s important for investors to analyze multiple factors based on a wide range of metrics before deciding whether to buy.

Affiliated Managers Group, Inc., Ameriprise Financial and Inc.’s Estimate Revisions Grades

Company	Ticker	Earnings Estimate
Affiliated Managers Group, Inc.	AMG	B
Ameriprise Financial, Inc.	AMP	B

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

Estimate revisions offer an indication of what analysts are thinking about the short-term prospects of a firm. Estimate revisions are based on the statistical significance of a firm’s last two quarterly earnings surprises and the percentage change in its consensus estimate for the current fiscal year over the past month and past three months.

Affiliated Managers Group, Inc. has a Earnings Estimate Score of 76, which is Positive. Ameriprise Financial, Inc. has a Earnings Estimate Score of 80, which is Positive.

The Earnings Estimate Revisions Grade Winner: It’s a Tie!

Looking at the Earnings Estimate Revisions Grade breakdown above, both Affiliated Managers Group, Inc., Ameriprise Financial and Inc. have a grade of B. For those focusing solely on a company’s estimate revisions, other financial metrics will need to be evaluated to determine whether Affiliated Managers Group, Inc., Ameriprise Financial or Inc. is a better fit.

Other Affiliated Managers Group, Inc., Ameriprise Financial and Inc. Grades

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

Momentum grades help 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.

Growth investing builds on the idea that stocks of companies exhibiting strong, consistent and prolonged growth outperform those of slower-growth companies. AAII measures growth through consistency of annual sales growth, five-year sales growth rankings adjusted for extreme levels, and consistency of positive annual cash from operations.

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 Affiliated Managers Group, Inc., 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, Affiliated Managers Group, Inc., Ameriprise Financial or Inc. Stock?

Overall, Affiliated Managers Group, Inc. stock has a Value Score of 64, Estimate Revisions Score of 76 and Quality Score of 85.

Ameriprise Financial, Inc. stock has a Value Score of 73, Estimate Revisions Score of 80 and Quality Score of 63.

Comparing Affiliated Managers Group, Inc., 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.