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AMP vs PFG
Which Stock Would AI Choose? Ameriprise Financial (AMP) vs. Principal Financial Group (PFG) Stock Comparison
Key Takeaways
- Ameriprise Financial (AMP) shows stronger profitability with a 20.17% profit margin and 66.94% return on equity (ROE), outperforming Principal Financial Group (PFG)'s 10.10% margin and 13.39% ROE.
- PFG offers a higher dividend yield of 3.25% versus AMP's 1.46%, appealing to income-focused investors.
- Both stocks delivered Q1 2026 earnings beats in recent weeks, with AMP posting record adjusted EPS of $11.26 and PFG achieving 13% adjusted EPS growth.
- PFG leads in year-to-date performance at +15.63%, compared to AMP's +4.44%, reflecting stronger short-term momentum.
- AMP trades at a lower price-to-earnings (P/E) ratio of 11.64 versus PFG's 14.50, suggesting relatively better valuation.
Introduction
Ameriprise Financial (AMP) and Principal Financial Group (PFG) are diversified financial services providers operating in wealth management, asset management, retirement solutions, and insurance. This stock comparison analyzes their recent market performance, financial metrics, and sector positioning amid evolving interest rates and economic conditions. Investors seeking exposure to the financial sector—whether growth-oriented traders or dividend enthusiasts—can use these insights to evaluate relative strengths in profitability, momentum, and valuation for informed portfolio decisions.
AMP Overview and Recent Performance
Ameriprise Financial (AMP), headquartered in Minneapolis, provides financial planning, asset management, and protection products, with advice and wealth management generating about 65% of operating profits. Client assets under management and administration (AUM) reached $1.69 trillion at year-end 2025. In recent market activity, AMP reported robust Q1 2026 results, including record adjusted earnings per share (EPS) of $11.26—beating estimates by over 10%—and revenue growth driven by higher AUM. Positive factors include a 12% rise in total AUM and a dividend increase to $1.70 per share. However, some advisor attrition led to net outflows in wealth management. The stock, trading around $467 with a market cap of $42 billion, has shown resilience post-earnings, influenced by strong margins and capital returns, though it trails its 52-week high amid broader sector volatility.
PFG Overview and Recent Performance
Principal Financial Group (PFG), based in Des Moines, Iowa, offers retirement, asset management, and insurance services through segments like Retirement and Income Solutions and Principal Asset Management. In recent weeks, PFG delivered solid Q1 2026 earnings, with adjusted EPS of $2.07 surpassing expectations and 13% year-over-year growth, alongside an 8% dividend hike to $0.82 per share. The company returned $374 million to shareholders, supported by stable credit ratings. Trading near $101 with a $21.8 billion market cap, PFG has benefited from positive sentiment around margin expansion and leadership transitions, though revenues dipped slightly year-over-year. Its performance reflects strength in operating efficiency amid insurance sector optimism.
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Head-to-Head Comparison
Ameriprise Financial (AMP) emphasizes wealth management and advice, contrasting with Principal Financial Group (PFG)'s broader focus on retirement solutions and insurance, exposing PFG to more interest rate sensitivity. Growth drivers for AMP include AUM expansion and high-margin advisory fees, while PFG benefits from stable insurance premiums and asset management inflows. Recent momentum favors PFG with superior YTD gains, but AMP exhibits greater stability via higher ROE and profit margins. Risk factors involve advisor retention for AMP and revenue pressures for PFG. Sector-wise, both gain from financial recovery, yet AMP's lower P/E signals undervaluation, while PFG's higher yield attracts income seekers. Market sentiment leans positive for both post-earnings, with AMP showing trend consistency.
Tickeron AI Verdict
Tickeron's AI currently favors AMP over PFG based on superior profitability metrics, consistent earnings beats, and attractive valuation at a lower P/E ratio. AMP's higher ROE and AUM growth indicate stronger trend consistency and capital efficiency, positioning it probabilistically better for sustained outperformance in the financial sector, though PFG's dividend and momentum warrant monitoring.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full Disclaimers and Limitations.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AMP is a StrongBuy and PFG is a Buy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
AMP’s FA Score shows that 2 FA rating(s) are green whilePFG’s FA Score has 2 green FA rating(s).
- AMP’s FA Score: 2 green, 3 red.
- PFG’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
AMP’s TA Score shows that 5 TA indicator(s) are bullish while PFG’s TA Score has 4 bullish TA indicator(s).
- AMP’s TA Score: 5 bullish, 5 bearish.
- PFG’s TA Score: 4 bullish, 4 bearish.
Price Growth
AMP (@Investment Managers) experienced а +2.51% price change this week, while PFG (@Investment Managers) price change was +0.59% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -2.08%. For the same industry, the average monthly price growth was -2.27%, and the average quarterly price growth was -7.83%.
Reported Earning Dates
AMP is expected to report earnings on Jul 29, 2026.
PFG is expected to report earnings on Jul 23, 2026.
Industries' Descriptions
@Investment Managers (-2.08% weekly)Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.
| AMP | PFG | AMP / PFG | |
| Capitalization | 42.4B | 24B | 177% |
| EBITDA | N/A | N/A | - |
| Gain YTD | -3.224 | 28.258 | -11% |
| P/E Ratio | 11.75 | 15.96 | 74% |
| Revenue | 18.9B | 15.5B | 122% |
| Total Cash | 45.8B | 31.7B | 144% |
| Total Debt | 5.81B | 3.95B | 147% |
AMP | PFG | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 13 | 28 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 82 Overvalued | 12 Undervalued | |
PROFIT vs RISK RATING 1..100 | 31 | 100 | |
SMR RATING 1..100 | 19 | 100 | |
PRICE GROWTH RATING 1..100 | 55 | 14 | |
P/E GROWTH RATING 1..100 | 83 | 55 | |
SEASONALITY SCORE 1..100 | 46 | n/a |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
PFG's Valuation (12) in the Life Or Health Insurance industry is significantly better than the same rating for AMP (82) in the Investment Banks Or Brokers industry. This means that PFG’s stock grew significantly faster than AMP’s over the last 12 months.
AMP's Profit vs Risk Rating (31) in the Investment Banks Or Brokers industry is significantly better than the same rating for PFG (100) in the Life Or Health Insurance industry. This means that AMP’s stock grew significantly faster than PFG’s over the last 12 months.
AMP's SMR Rating (19) in the Investment Banks Or Brokers industry is significantly better than the same rating for PFG (100) in the Life Or Health Insurance industry. This means that AMP’s stock grew significantly faster than PFG’s over the last 12 months.
PFG's Price Growth Rating (14) in the Life Or Health Insurance industry is somewhat better than the same rating for AMP (55) in the Investment Banks Or Brokers industry. This means that PFG’s stock grew somewhat faster than AMP’s over the last 12 months.
PFG's P/E Growth Rating (55) in the Life Or Health Insurance industry is in the same range as AMP (83) in the Investment Banks Or Brokers industry. This means that PFG’s stock grew similarly to AMP’s over the last 12 months.
| AMP | PFG | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 73% | 2 days ago 64% |
| Stochastic ODDS (%) | 2 days ago 47% | 2 days ago 59% |
| Momentum ODDS (%) | 2 days ago 63% | 6 days ago 70% |
| MACD ODDS (%) | 2 days ago 69% | 2 days ago 67% |
| TrendWeek ODDS (%) | 2 days ago 61% | 2 days ago 65% |
| TrendMonth ODDS (%) | 2 days ago 56% | 2 days ago 58% |
| Advances ODDS (%) | 8 days ago 62% | 12 days ago 66% |
| Declines ODDS (%) | 16 days ago 57% | 6 days ago 57% |
| BollingerBands ODDS (%) | 2 days ago 41% | 2 days ago 60% |
| Aroon ODDS (%) | 2 days ago 60% | 2 days ago 56% |
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AMP and
Correlation & Price change
A.I.dvisor indicates that over the last year, AMP has been closely correlated with RJF. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if AMP jumps, then RJF could also see price increases.
PFG and
Correlation & Price change
A.I.dvisor indicates that over the last year, PFG has been loosely correlated with EQH. These tickers have moved in lockstep 61% of the time. This A.I.-generated data suggests there is some statistical probability that if PFG jumps, then EQH could also see price increases.
| Ticker / NAME | Correlation To PFG | 1D Price Change % | ||
|---|---|---|---|---|
| PFG | 100% | +1.52% | ||
| EQH - PFG | 61% Loosely correlated | -0.68% | ||
| AMP - PFG | 60% Loosely correlated | +0.85% | ||
| CRBG - PFG | 59% Loosely correlated | -0.31% | ||
| STT - PFG | 57% Loosely correlated | +3.21% | ||
| BBUC - PFG | 54% Loosely correlated | -0.48% | ||
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