Ameriprise Financial (AMP) Invested Capital (2009 - 2026)
Ameriprise Financial's (AMP) quarterly Invested Capital came in at $8.7 billion in Q1 2026, up 11.84% year-on-year from $7.8 billion in Q1 2025, and down 4.24% quarter-over-quarter from $9.1 billion in Q4 2025.
Ameriprise Financial (AMP) Invested Capital (2009 - 2026) Analysis & Trends
Ameriprise Financial has disclosed Invested Capital across 18 years of filings, most recently posting $8.7 billion for Q1 2026.
- Invested Capital for Q1 2026 came in at $8.7 billion, up 11.84% year-over-year; the trailing twelve-month figure through Mar 2026 was $8.7 billion (up 11.84% YoY), and the FY2025 annual result was $9.1 billion, up 13.18% from the prior year.
- Invested Capital came in at $8.7 billion for Q1 2026 at Ameriprise Financial, down from $9.1 billion in the prior quarter.
- In the past five years, Invested Capital ranged from a high of $9.2 billion in Q2 2025 to a low of $6.1 billion in Q2 2022.
- The 5-year median for Invested Capital is $8.0 billion (2024), against an average of $7.8 billion.
- Across the five-year window, Invested Capital retreated 25.42% in 2022 and surged 32.24% in 2024, its largest moves.
- Ameriprise Financial's Invested Capital stood at $6.6 billion in 2022, then grew by 22.69% to $8.1 billion in 2023, then decreased by 0.7% to $8.1 billion in 2024, then climbed by 13.18% to $9.1 billion in 2025, then retreated by 4.24% to $8.7 billion in 2026.
- The last three Invested Capital figures came in at $8.7 billion (Q1 2026), $9.1 billion (Q4 2025), and $9.1 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | 69.22 Bn |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 8.37 Bn |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 30.50 Bn |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 53.75 Bn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | - |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 8.75 Bn |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 12.99 Bn |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 12.57 Bn |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 12.75 Bn |
| 10 | Principal Financial | 23.79 Bn | 20.28 Bn | -463.00 Mn | 15.78 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 8.75 Bn |
| Dec 31, 2025 | 9.13 Bn |
| Sep 30, 2025 | 9.06 Bn |
| Jun 30, 2025 | 9.16 Bn |
| Mar 31, 2025 | 7.82 Bn |
| Dec 31, 2024 | 8.07 Bn |
| Sep 30, 2024 | 7.99 Bn |
| Jun 30, 2024 | 8.39 Bn |
| Mar 31, 2024 | 8.28 Bn |
| Dec 31, 2023 | 8.13 Bn |
| Sep 30, 2023 | 7.38 Bn |
| Jun 30, 2023 | 6.34 Bn |
| Mar 31, 2023 | 7.70 Bn |
| Dec 31, 2022 | 6.62 Bn |
| Sep 30, 2022 | 6.44 Bn |
| Jun 30, 2022 | 6.15 Bn |
| Mar 31, 2022 | 6.68 Bn |
| Dec 31, 2021 | 7.67 Bn |
| Sep 30, 2021 | 7.87 Bn |
| Jun 30, 2021 | 8.24 Bn |