Ameriprise Financial (AMP) Equity Average (2009 - 2026)
Ameriprise Financial's (AMP) quarterly Equity Average came in at $6.4 billion in Q1 2026, up 19.78% year-on-year from $5.3 billion in Q1 2025, and down 1.87% quarter-over-quarter from $6.5 billion in Q4 2025.
Ameriprise Financial (AMP) Equity Average (2009 - 2026) Analysis & Trends
Ameriprise Financial has disclosed Equity Average across 18 years of filings, most recently posting $6.4 billion for Q1 2026.
- Equity Average for Q1 2026 came in at $6.4 billion, up 19.78% year-over-year; the trailing twelve-month figure through Mar 2026 was $6.4 billion (up 19.78% YoY), and the FY2025 annual result was $5.9 billion, up 18.28% from the prior year.
- Equity Average came in at $6.4 billion for Q1 2026 at Ameriprise Financial, down from $6.5 billion in the prior quarter.
- In the past five years, Equity Average ranged from a high of $6.5 billion in Q4 2025 to a low of $3.7 billion in Q4 2022.
- The 5-year median for Equity Average is $4.8 billion (2024), against an average of $4.9 billion.
- Across the five-year window, Equity Average tumbled 32.52% in 2022 and soared 35.46% in 2024, its largest moves.
- Ameriprise Financial's Equity Average stood at $3.7 billion in 2022, then gained by 15.27% to $4.3 billion in 2023, then increased by 27.93% to $5.5 billion in 2024, then advanced by 18.83% to $6.5 billion in 2025, then dropped by 1.87% to $6.4 billion in 2026.
- The last three Equity Average figures came in at $6.4 billion (Q1 2026), $6.5 billion (Q4 2025), and $6.3 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | 56.51 Bn |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 14.44 Bn |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 54.71 Bn |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 41.02 Bn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | - |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 6.38 Bn |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 12.97 Bn |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 6.29 Bn |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 6.32 Bn |
| 10 | Principal Financial | 23.79 Bn | 20.28 Bn | -463.00 Mn | 11.87 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 6.38 Bn |
| Dec 31, 2025 | 6.50 Bn |
| Sep 30, 2025 | 6.27 Bn |
| Jun 30, 2025 | 5.75 Bn |
| Mar 31, 2025 | 5.33 Bn |
| Dec 31, 2024 | 5.47 Bn |
| Sep 30, 2024 | 5.35 Bn |
| Jun 30, 2024 | 4.94 Bn |
| Mar 31, 2024 | 4.80 Bn |
| Dec 31, 2023 | 4.28 Bn |
| Sep 30, 2023 | 3.95 Bn |
| Jun 30, 2023 | 4.11 Bn |
| Mar 31, 2023 | 3.97 Bn |
| Dec 31, 2022 | 3.71 Bn |
| Sep 30, 2022 | 3.84 Bn |
| Jun 30, 2022 | 4.30 Bn |
| Mar 31, 2022 | 4.68 Bn |
| Dec 31, 2021 | 5.27 Bn |
| Sep 30, 2021 | 5.70 Bn |
| Jun 30, 2021 | 5.59 Bn |