Ameriprise Financial vs Sun Life

Ameriprise Financial vs Sun Life: This page compares business models, financial performance, and market context to help you understand how the two firms operate and compete. The analysis is presented in clear, neutral terms for accessibility and context. Educational content, not financial advice.

Ameriprise Financial vs Sun Life: This page compares business models, financial performance, and market context to help you understand how the two firms operate and compete. The analysis is presented ...

Comparison Snapshot

Key Financial Metrics

AMP

Metric

SLF

$45.76B

Market Cap

$34.79B

6.96%

Potential Profit

-41.43%

Hold

Analyst Rating

Buy

Why It's Moving

Allstate's Fresh Stake Signals Rising Institutional Confidence in Ameriprise Financial

Allstate Corp acquired 3,782 shares of AMP in Q3, valued at $1.86 million, highlighting renewed institutional buying in the wealth management giant.
Ameriprise welcomed a seasoned team managing $120 million in assets on January 12, boosting client experience and operational firepower.
Named the highest-ranked diversified financial services firm on TIME's America's Most Iconic Companies list for 2026, underscoring market leadership.

Sentiment:

🐃Bullish

Allstate's Fresh Stake Signals Rising Institutional Confidence in Ameriprise Financial

Allstate Corp acquired 3,782 shares of AMP in Q3, valued at $1.86 million, highlighting renewed institutional buying in the wealth management giant.
Ameriprise welcomed a seasoned team managing $120 million in assets on January 12, boosting client experience and operational firepower.
Named the highest-ranked diversified financial services firm on TIME's America's Most Iconic Companies list for 2026, underscoring market leadership.

Sentiment:

🐃Bullish

Investment Analysis

Ameriprise Financial

AMP

Pros

Ameriprise Financial has a strong market position with approximately $1.5 trillion in assets under management and administration, supporting revenue stability.
The company maintains one of the largest branded advisor networks with about 10,500 advisors, enabling broad client reach and revenue diversification.
Recent Q3 2025 earnings surpassed consensus estimates, reflecting operational strength and effective execution across segments.

Considerations

Ameriprise Financial's valuation is complicated by its diversification across wealth management, asset management, and insurance, which may obscure financial clarity for investors.
Elevated stock market valuations overall present downside risk, potentially impacting Ameriprise's asset management revenue and stock performance.
The company has reduced its insurance exposure by exiting auto and home insurance and fixed annuities, which could limit growth diversification opportunities.

Sun Life

SLF

Pros

Sun Life Financial operates internationally across diverse markets including Canada, the United States, and several Asian countries, enhancing geographic revenue diversification.
The company’s business segments cover insurance, wealth, and asset management, offering multiple revenue streams and cross-selling opportunities.
Sun Life has demonstrated stronger consensus analyst ratings and higher possible upside compared to some competitors, indicating market confidence.

Considerations

Sun Life's stock demonstrates moderate volatility with a beta of 0.9, implying some sensitivity to broader market movements which could affect share price stability.
Competition from large financial institutions and insurers in North America and Asia could pressure margins and market share.
Sun Life’s diversified international operations may expose it to regulatory and macroeconomic risks in multiple jurisdictions, complicating risk management.

About The Companies

Ameriprise Financial (AMP)

Ameriprise Financial, Inc. (AMP) is a diversified US-based financial services company best known for wealth management, financial planning and asset management. Its revenue mix leans on fee-based advisory services, investment product fees and insurance sales, with performance and market conditions influencing asset flows and earnings. The business benefits from a large network of advisers and recurring, asset-linked fees that can provide resilience in steady markets, yet it remains sensitive to market volatility, interest rates and regulatory change. Ameriprise returns capital to shareholders via dividends and buybacks, but investors should weigh valuation, fee pressure and client retention metrics when assessing prospects. Suitable for investors seeking exposure to wealth management and financial services, but this is general educational information only — not personalised advice. Values can rise and fall and past performance is not a reliable guide to future returns.

Sun Life (SLF)

Sun Life Financial Inc. is a Canadian-based international financial services organisation that offers a wide range of insurance, wealth, and asset management solutions. With a history stretching back over 150 years, the company serves both individual and institutional clients. Its operations are globally diversified, with a strong presence in markets across North America, the United Kingdom, and Asia. Sun Life's business is structured around key segments including asset management, which features well-known units like MFS Investment Management, as well as its core insurance and wealth activities in Canada, the US, and Asia. For investors looking at the financial services sector, Sun Life represents a significant player with a broad portfolio of products, from life insurance and health benefits to investment funds and financial advice. As with any investment, its value can go down as well as up.

Ameriprise Financial (AMP) Next Earnings Date

Ameriprise Financial (AMP) is scheduled to report its next earnings on January 29, 2026, covering the Q4 2025 fiscal quarter. This date aligns with the majority of analyst consensus and historical patterns for late-January releases before market open. Investors should monitor official company announcements for any updates.

Ameriprise Financial (AMP) Next Earnings Date

Ameriprise Financial (AMP) is scheduled to report its next earnings on January 29, 2026, covering the Q4 2025 fiscal quarter. This date aligns with the majority of analyst consensus and historical patterns for late-January releases before market open. Investors should monitor official company announcements for any updates.

Which Baskets Do They Appear In?

Navigating Retirement State By State

A carefully curated collection of companies helping Americans prepare for retirement in different regions. With retirement costs varying dramatically by state and Social Security uncertainties growing, these financial providers offer solutions for creating personalized, location-specific retirement plans.

Published: July 1, 2025

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Which Baskets Do They Appear In?

Navigating Retirement State By State

A carefully curated collection of companies helping Americans prepare for retirement in different regions. With retirement costs varying dramatically by state and Social Security uncertainties growing, these financial providers offer solutions for creating personalized, location-specific retirement plans.

Published: July 1, 2025

Explore Basket

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Comparison Snapshot

Why It's Moving

Allstate's Fresh Stake Signals Rising Institutional Confidence in Ameriprise Financial

Allstate's Fresh Stake Signals Rising Institutional Confidence in Ameriprise Financial