Highest-materiality recent filing
Columbia Threadneedle Global CIO William Davies to retire June 30; CEO Truscott interim
William Davies retires after 33 years at firm, effective June 30, 2026.
Ameriprise shareholders re-elect all 8 directors, ratify auditor, approve say-on-pay
All eight director nominees elected with 65.7M to 72.5M votes for; broker non-votes of 5.5M.
GAAP EPS $9.68 (up 66% YoY); adj. operating EPS $11.26 (up 19%), record high.
Ameriprise Financial President Joseph Sweeney to retire on April 3, 2026
Joseph E. Sweeney, President, Advice & Wealth Management Products & Service Delivery, retiring.
Ameriprise Q4 adj EPS $10.83 vs $9.36 YoY; full-year adj EPS $39.29; record AUM $1.7T
Q4 adj operating EPS $10.83 (+16% YoY); GAAP EPS $10.47; full-year adj EPS $39.29 (+14%).
Ameriprise appoints Liane J. Pelletier to board effective Nov 12, 2025; joins Audit & Risk Committee
Appointed director effective Nov 12, 2025; also joins Audit and Risk Committee.
Ameriprise Q3 adjusted EPS $9.87, up 22% YoY; record AUM $1.7T
GAAP EPS $9.33 vs $5.00; adjusted operating EPS $9.87 vs $8.10.
Ameriprise Q2 adjusted EPS $9.11, +7% YoY; record AUM $1.6T
Adjusted operating EPS $9.11 (+7% YoY); GAAP EPS $10.73; net revenue $4.3B (+4%).
On May 20, 2026, Ameriprise Financial, Inc. (the “Company”) announced that William Davies, Executive Vice President and Global Chief Investment Officer, has made the decision to retire from the Company on June 30, 2026.
Max materiality 0.85 · Median 0.62 · Most common event earnings