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Ameriprise Financial10-Q: Margin pressure

Manages reinvestment risk on a $2.7B portfolio of securities with a 4.0% yield maturing by 2028.

What happened

Ameriprise is actively managing reinvestment risk for a $2.7 billion portfolio of securities that may mature, be called, or prepay by 2028. This creates a need for advanced portfolio analytics and yield optimization tools to protect future income streams in a volatile interest rate environment.

Source

SEC EDGARMay 7, 2026

Quarterly report (Form 10-Q)

Ameriprise Financial 10-Q

Filing excerpt

The carrying value and weighted average yield of non-structured fixed maturity securities and commercial mortgage loans that may generate proceeds to reinvest through March 31, 2028 due to prepayment, maturity or call activity at the option of the issuer, excluding securities with a make-whole provision, were $2.7 billion and 4.0%, respectively, as of March 31, 2026.

sec.gov/Archives/edgar/data/820027/000082002726000027/amp-20260331.htmRead the full source

Other signals in this filing (2)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Margin pressure

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
03/31
Filed
May 7, 2026

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The full record

From the Signal API record

Numbers

Dollar figure
$2.7B (Carrying value of securities subject to reinvestment risk through March 31, 2028.)
Percent
4% (Weighted average yield of the $2.7B portfolio.)

Details

CIK
820027
Accession number
0000820027-26-000027
Timeframe
Current year
Filing year
2026
Fiscal year
0
Why it matters
Efficiency tools needed
Signal category
Financial

Extraction

Confidence
High
Relevance
70%
Sentiment
Neutral
Detected
May 12, 2026
signal_type
sec-10q
signal_subtype
marginPressure

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This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/d28595d9-1185-48fc-9c3e-1aaf8b0e96e1 returns this record as JSON. POST /v1/companies/enrich returns every signal for ameriprise.com.

{
  "signal_id": "d28595d9-1185-48fc-9c3e-1aaf8b0e96e1",
  "signal_type": "sec-10q",
  "signal_subtype": "marginPressure",
  "detected_at": "2026-05-12T09:24:56.235+00:00",
  "company": {
    "name": "Ameriprise Financial",
    "domain": "ameriprise.com"
  },
  "data": {
    "detail": "Ameriprise is actively managing reinvestment risk for a $2.7 billion portfolio of securities that may mature, be called, or prepay by 2028. This creates a need for advanced portfolio analytics and yield optimization tools to protect future income streams in a volatile interest rate environment.",
    "metrics": {
      "pct": 0.04,
      "timeframe": "current_year",
      "pct_context": "Weighted average yield of the $2.7B portfolio.",
      "dollar_context": "Carrying value of securities subject to reinvestment risk through March 31, 2028.",
      "dollar_millions": 2700
    },
    "summary": "Manages reinvestment risk on a $2.7B portfolio of securities with a 4.0% yield maturing by 2028.",
    "excerpts": "The carrying value and weighted average yield of non-structured fixed maturity securities and commercial mortgage loans that may generate proceeds to reinvest through March 31, 2028 due to prepayment, maturity or call activity at the option of the issuer, excluding securities with a make-whole provision, were $2.7 billion and 4.0%, respectively, as of March 31, 2026.",
    "relevance": 0.7,
    "sentiment": "neutral",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/820027/000082002726000027/amp-20260331.htm",
    "filing_date": "2026-05-07",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "03/31",
    "sales_relevance": "Efficiency tools needed",
    "signal_category": "financial"
  }
}

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