Ameriprise Financial (AMP) Invested Capital (2009 - 2026)
Ameriprise Financial recorded quarterly Invested Capital of $8.7 billion in Q1 2026, down 4.24% quarter-over-quarter from $9.1 billion in Q4 2025, and up 11.84% year-over-year from $7.8 billion in Q1 2025.
Ameriprise Financial's Invested Capital history runs 18 years deep, the most recent figure standing at $8.7 billion for Q1 2026.
- In Q1 2026, Invested Capital rose 11.84% year-over-year to $8.7 billion; the TTM figure through Mar 2026 stood at $8.7 billion (up 11.84% YoY), while the FY2025 annual figure 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.
- A 5-year average of $7.8 billion and a median of $8.0 billion in 2024 frame the typical range for Invested Capital.
- Across the five-year window, Invested Capital decreased 25.42% in 2022 and soared 32.24% in 2024, its largest moves.
- Ameriprise Financial's Invested Capital stood at $6.6 billion in 2022, then increased by 22.69% to $8.1 billion in 2023, then slipped by 0.7% to $8.1 billion in 2024, then grew by 13.18% to $9.1 billion in 2025, then decreased by 4.24% to $8.7 billion in 2026.
- According to Business Quant data, Invested Capital over the past three periods registered $8.7 billion, $9.1 billion, and $9.1 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 69.22 Bn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 8.37 Bn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 30.50 Bn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 8.59 Bn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 53.75 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 8.75 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 12.99 Bn |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 12.75 Bn |
| 10 | Raymond James Financial | 28.62 Bn | 17.38 Bn | - | 12.57 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 |
| Mar 31, 2021 | 8.34 Bn |
| Dec 31, 2020 | 8.96 Bn |
| Sep 30, 2020 | 8.90 Bn |
| Jun 30, 2020 | 7.00 Bn |
| Mar 31, 2020 | 8.07 Bn |
| Dec 31, 2019 | 9.01 Bn |
| Sep 30, 2019 | 9.10 Bn |
| Jun 30, 2019 | 9.13 Bn |
| Mar 31, 2019 | 7.57 Bn |
| Dec 31, 2018 | 7.33 Bn |
| Sep 30, 2018 | 6.17 Bn |
| Jun 30, 2018 | 6.38 Bn |
| Mar 31, 2018 | 6.59 Bn |
| Dec 31, 2017 | 6.50 Bn |
| Sep 30, 2017 | 6.86 Bn |
| Jun 30, 2017 | 6.55 Bn |
| Mar 31, 2017 | 6.52 Bn |
| Dec 31, 2016 | 6.84 Bn |
| Sep 30, 2016 | 7.32 Bn |
| Jun 30, 2016 | 9.81 Bn |
| Mar 31, 2016 | 7.30 Bn |
| Dec 31, 2015 | 8.68 Bn |
| Sep 30, 2015 | 9.37 Bn |
| Jun 30, 2015 | 9.35 Bn |
| Mar 31, 2015 | 10.01 Bn |
| Dec 31, 2014 | 10.03 Bn |
| Sep 30, 2014 | 10.09 Bn |
| Jun 30, 2014 | 9.97 Bn |
| Mar 31, 2014 | 9.77 Bn |
| Dec 31, 2013 | 9.53 Bn |
| Sep 30, 2013 | 9.46 Bn |
| Jun 30, 2013 | 9.31 Bn |
| Mar 31, 2013 | 9.67 Bn |
| Dec 31, 2012 | 14.16 Bn |
| Sep 30, 2012 | 9.94 Bn |
| Jun 30, 2012 | 10.42 Bn |
| Mar 31, 2012 | 14.52 Bn |
| Dec 31, 2011 | 14.41 Bn |
| Sep 30, 2011 | 15.27 Bn |
| Jun 30, 2011 | 10.23 Bn |
| Mar 31, 2011 | 10.57 Bn |
| Dec 31, 2010 | 15.12 Bn |
| Sep 30, 2010 | 11.84 Bn |
| Jun 30, 2010 | 13.80 Bn |
| Mar 31, 2010 | 13.31 Bn |
| Dec 31, 2009 | 10.47 Bn |
| Sep 30, 2009 | 11.47 Bn |
| Jun 30, 2009 | 10.81 Bn |
| Mar 31, 2009 | 6.64 Bn |