Growth Metrics

Ameriprise Financial (AMP) Equity Average (2009 - 2026)

Ameriprise Financial recorded quarterly Equity Average of $6.4 billion in Q1 2026, down 1.87% quarter-over-quarter from $6.5 billion in Q4 2025, and up 19.78% year-over-year from $5.3 billion in Q1 2025.

Ameriprise Financial's Equity Average history runs 18 years deep, the most recent figure standing at $6.4 billion for Q1 2026.

  • In Q1 2026, Equity Average rose 19.78% year-over-year to $6.4 billion; the TTM figure through Mar 2026 stood at $6.4 billion (up 19.78% YoY), while the FY2025 annual figure 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.
  • A 5-year average of $4.9 billion and a median of $4.8 billion in 2024 frame the typical range for Equity Average.
  • Across the five-year window, Equity Average slumped 32.52% in 2022 and jumped 35.46% in 2024, its largest moves.
  • Ameriprise Financial's Equity Average stood at $3.7 billion in 2022, then advanced by 15.27% to $4.3 billion in 2023, then rose by 27.93% to $5.5 billion in 2024, then climbed by 18.83% to $6.5 billion in 2025, then declined by 1.87% to $6.4 billion in 2026.
  • According to Business Quant data, Equity Average over the past three periods registered $6.4 billion, $6.5 billion, and $6.3 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Avg. (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 56.51 Bn
2 Blackstone 92.68 Bn 91.63 Bn - 14.44 Bn
3 Kkr 84.94 Bn 132.45 Bn - 54.71 Bn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 8.75 Bn
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 41.02 Bn
6 State Street 44.42 Bn 18.75 Bn - -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 6.38 Bn
8 Northern Trust 31.21 Bn 31.21 Bn - 12.97 Bn
9 Ares Management 28.85 Bn 32.22 Bn - 6.32 Bn
10 Raymond James Financial 28.62 Bn 17.38 Bn - 6.29 Bn

Historic Data

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DateValue
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
Mar 31, 2021 5.82 Bn
Dec 31, 2020 6.10 Bn
Sep 30, 2020 6.28 Bn
Jun 30, 2020 6.60 Bn
Mar 31, 2020 6.30 Bn
Dec 31, 2019 5.95 Bn
Sep 30, 2019 6.01 Bn
Jun 30, 2019 5.94 Bn
Mar 31, 2019 5.72 Bn
Dec 31, 2018 5.60 Bn
Sep 30, 2018 5.63 Bn
Jun 30, 2018 5.74 Bn
Mar 31, 2018 5.92 Bn
Dec 31, 2017 6.15 Bn
Sep 30, 2017 6.28 Bn
Jun 30, 2017 6.24 Bn
Mar 31, 2017 6.26 Bn
Dec 31, 2016 6.53 Bn
Sep 30, 2016 6.92 Bn
Jun 30, 2016 7.07 Bn
Mar 31, 2016 7.72 Bn
Dec 31, 2015 8.60 Bn
Sep 30, 2015 8.91 Bn
Jun 30, 2015 9.13 Bn
Mar 31, 2015 9.27 Bn
Dec 31, 2014 9.31 Bn
Sep 30, 2014 9.51 Bn
Jun 30, 2014 9.56 Bn
Mar 31, 2014 9.33 Bn
Dec 31, 2013 9.19 Bn
Sep 30, 2013 9.08 Bn
Jun 30, 2013 9.30 Bn
Mar 31, 2013 9.66 Bn
Dec 31, 2012 9.77 Bn
Sep 30, 2012 9.72 Bn
Jun 30, 2012 9.68 Bn
Mar 31, 2012 9.72 Bn
Dec 31, 2011 9.72 Bn
Sep 30, 2011 9.82 Bn
Jun 30, 2011 9.88 Bn
Mar 31, 2011 9.90 Bn
Dec 31, 2010 10.73 Bn
Sep 30, 2010 11.31 Bn
Jun 30, 2010 10.91 Bn
Mar 31, 2010 9.65 Bn
Dec 31, 2009 9.00 Bn
Sep 30, 2009 8.88 Bn
Jun 30, 2009 7.50 Bn
Mar 31, 2009 6.55 Bn