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Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. As of today (2026-08-14), Ameriprise Financial's Beta is -0.4931.
Beta is a measure of the volatility, or systematic risk, of a security or a portfolio in comparison to the market as a whole. We usually compare beta to 1. A beta of 1 indicates that the security's price will move with the market. A beta of less than 1 means that the security will be less volatile than the market. A beta of greater than 1 indicates that the security's price will be more volatile than the market.
Beta is primarily used in the Capital Asset Pricing Model (CAPM) to calculate the Cost of Equity, which can be used in the calculation of WACC %. The formula of Cost of Equity is:
Cost of Equity = Risk-Free Rate of Return + Beta of Asset * (Expected Return of the Market - Risk-Free Rate of Return)
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
For the Asset Management subindustry, Ameriprise Financial's Beta, along with its competitors' market caps and Beta data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Ameriprise Financial Beta vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Ameriprise Financial's Beta distribution charts can be found below:
* The bar in red indicates where Ameriprise Financial's Beta falls into.
Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. A stock's beta can be calculated by dividing the product of the covariance of the individual stock's returns and the market's returns by the variance of the market's returns over a specified period. Basically, GuruFocus uses the returns calculated over three-year period.
Ameriprise Financial (MEX:AMP) has a Beta of -0.4931 as of Aug. 14, 2026. Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. View historical data for Ameriprise Financial and its competitors.
Is Ameriprise Financial's Beta too high?
Ameriprise Financial's current Beta is -0.4931. Overall, Ameriprise Financial has a GF Score™ of 86/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Ameriprise Financial's Beta compare to STT and RJF?
Ameriprise Financial's Beta of -0.4931 can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Beta for an Asset Management company?
A good Beta depends on the Asset Management industry context. However, Beta should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Beta mean?
A high Beta can signal that a stock is expensive relative to its fundamentals. Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. View historical data for Ameriprise Financial and its competitors. Ameriprise Financial's current Beta is -0.4931. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Ameriprise Financial stock overvalued right now?
Based on GuruFocus' analysis, Ameriprise Financial (MEX:AMP) is currently considered Fairly Valued. The stock's GF Value™ is MXN9,066.72, compared to a current price of MXN8,880.00 — trading 2.1% below its estimated fair value. The current Beta is -0.4931. Ameriprise Financial's overall GF Score™ is 86/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Beta calculated?
Beta is calculated from a company's financial statements. For Ameriprise Financial (MEX:AMP), the current Beta is -0.4931 as of Aug. 14, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Ameriprise Financial (MEX:AMP) Overvalued in 2026?
Based on GuruFocus' analysis, Ameriprise Financial stock appears to be undervalued.
The current stock price of MXN8,880.00 is trading 2.1% below its estimated GF Value™ of MXN9,066.72.
GuruFocus considers Ameriprise Financial to be Fairly Valued.
Key valuation signals for MEX:AMP:
Beta: -0.4931
GF Value™: MXN9,066.72 vs. price of MXN8,880.00 (2.1% below fair value)
No single metric tells the full story. See the MEX:AMP stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Ameriprise Financial has evolved into a diversified financial services provider that generates roughly 65% of its operating profit from advice and wealth management. With nearly $1.2 trillion in segment assets under management and advisory at year-end 2025, and with roughly 10,600 affiliated and employee advisors, Ameriprise is one of the larger US-based wealth managers. It also boasts a reasonably large asset management franchise in Columbia Threadneedle, which boasted $678 billion in assets under management at year-end 2025. The firm's third segment is its retirement and protection services business, which sells insurance products to the firm's advisory clients. After eliminations, Ameriprise had $1.69 trillion in assets under management and advisory across segments at year-end 2025.
86GF Score
Get the complete analysis for MEX:AMP
Beta is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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