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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) and Principal Financial Group (PFG) are both major players in wealth management and financial services, with AMP emphasizing advisory services and PFG focusing on retirement and insurance solutions.
- In recent market activity, PFG has delivered stronger year-to-date returns compared to AMP, reflecting differences in sector momentum and asset growth.
- AMP reported robust first-quarter 2026 results with record adjusted operating earnings and significant assets under management (AUM) growth to $1.7 trillion, while PFG has seen notable stock appreciation and expansion initiatives.
- Both companies face upcoming second-quarter earnings reports in late July 2026, providing near-term catalysts for investor sentiment.
- Relative performance highlights trade-offs in growth trajectories, with PFG showing higher recent momentum and AMP maintaining strong capital return metrics.
- Market positioning suggests complementary strengths in the financial sector amid varying interest rate and economic environments.
Introduction
Ameriprise Financial (AMP) and Principal Financial Group (PFG) represent two prominent financial services firms that offer investors exposure to wealth management, retirement planning, and insurance products. This comparison examines their recent stock behavior, business fundamentals, and relative positioning to assist traders and investors evaluating opportunities within the sector. Professionals monitoring asset managers and advisors, as well as those seeking diversified financial holdings, may find the analysis relevant for assessing performance differentials and market dynamics in the current environment.
AMP Overview and Recent Performance
Ameriprise Financial (AMP) provides financial planning, investment advisory, and asset management services primarily to affluent clients through its network of advisors. In recent weeks, the stock has traded in a range influenced by broader market conditions and anticipation of its second-quarter 2026 earnings report scheduled for July 23. Year-to-date returns stand at approximately 8.37%, trailing the S&P 500 slightly. The company reported strong first-quarter results, including adjusted operating earnings per share of $11.26 and AUM reaching $1.7 trillion, supported by asset growth and client engagement. Sentiment has been shaped by continued capital returns to shareholders and high investor satisfaction scores, contributing to steady positioning amid sector volatility.
PFG Overview and Recent Performance
Principal Financial Group (PFG) operates in retirement services, asset management, and insurance, serving individuals and institutions with a focus on long-term savings and risk management. Recent market activity has shown notable strength, with year-to-date returns reaching 31.38% and the stock achieving new highs earlier in the period. As of mid-July 2026, shares traded near $114, reflecting gains driven by expansion efforts including acquisitions and product launches. The company is set to report second-quarter 2026 results around July 27-28. Performance has benefited from positive momentum in its core segments, though analyst ratings have varied, contributing to a dynamic sentiment profile in the current environment.
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Head-to-Head Comparison
Ameriprise Financial (AMP) and Principal Financial Group (PFG) differ in their primary business emphases, with AMP centered on personalized advisory and wealth management while PFG prioritizes retirement solutions and insurance products. Growth drivers for AMP include advisor network expansion and AUM increases, whereas PFG has pursued acquisitions and new product suites to drive momentum. In recent periods, PFG exhibited stronger relative performance and higher year-to-date gains compared to AMP’s more moderate returns. Risk factors for both include interest rate sensitivity and regulatory considerations, though AMP’s elevated return on equity metrics contrast with PFG’s broader sector exposure. Market sentiment reflects PFG’s recent outperformance alongside AMP’s consistent capital return profile, creating trade-offs for investors balancing stability against growth potential in financial services.
Tickeron AI Verdict
Based on observable factors such as trend consistency, relative momentum, and positioning ahead of earnings, Tickeron’s AI would currently assign a probabilistic edge to Principal Financial Group (PFG) due to its stronger recent performance trajectory and expansion catalysts. However, Ameriprise Financial (AMP) demonstrates notable stability in earnings and capital returns that could support resilience in varying conditions. The assessment remains data-dependent and subject to shifts in market dynamics.
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 disclaimer.
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 Hold and PFG is a Hold.
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 6 TA indicator(s) are bullish while PFG’s TA Score has 4 bullish TA indicator(s).
- AMP’s TA Score: 6 bullish, 4 bearish.
- PFG’s TA Score: 4 bullish, 3 bearish.
Price Growth
AMP (@Investment Managers) experienced а +4.17% price change this week, while PFG (@Investment Managers) price change was +1.53% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -0.02%. For the same industry, the average monthly price growth was -1.50%, and the average quarterly price growth was -11.40%.
Reported Earning Dates
AMP is expected to report earnings on Jul 23, 2026.
PFG is expected to report earnings on Jul 27, 2026.
Industries' Descriptions
@Investment Managers (-0.02% 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 | 47.5B | 24.6B | 193% |
| EBITDA | N/A | N/A | - |
| Gain YTD | 8.366 | 31.382 | 27% |
| P/E Ratio | 13.15 | 16.35 | 80% |
| 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 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 86 Overvalued | 12 Undervalued | |
PROFIT vs RISK RATING 1..100 | 22 | 100 | |
SMR RATING 1..100 | 19 | 100 | |
PRICE GROWTH RATING 1..100 | 45 | 12 | |
P/E GROWTH RATING 1..100 | 80 | 57 | |
SEASONALITY SCORE 1..100 | 50 | 44 |
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 (86) 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 (22) 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 (12) in the Life Or Health Insurance industry is somewhat better than the same rating for AMP (45) 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 (57) in the Life Or Health Insurance industry is in the same range as AMP (80) 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 (%) | 4 days ago 49% | 4 days ago 61% |
| Stochastic ODDS (%) | 4 days ago 44% | 4 days ago 60% |
| Momentum ODDS (%) | 4 days ago 62% | 4 days ago 67% |
| MACD ODDS (%) | 4 days ago 70% | 4 days ago 67% |
| TrendWeek ODDS (%) | 4 days ago 61% | 4 days ago 66% |
| TrendMonth ODDS (%) | 4 days ago 56% | 4 days ago 59% |
| Advances ODDS (%) | 5 days ago 62% | 4 days ago 67% |
| Declines ODDS (%) | 22 days ago 57% | 26 days ago 57% |
| BollingerBands ODDS (%) | 4 days ago 53% | N/A |
| Aroon ODDS (%) | 4 days ago 54% | 4 days ago 61% |
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