Ameriprise Financial (AMP) Invested Capital (2009 - 2026)
Ameriprise Financial's Invested Capital was $6.57 billion in Q2 2026, up 4.5% from $6.28 billion a year earlier and up 2.4% from the prior quarter.
Ameriprise Financial (AMP) Invested Capital (2009 - 2026) Analysis & Trends
For FY2025, Invested Capital at Ameriprise Financial came in at $6.75 billion, up 24.3% from FY2024.
- Invested Capital has now increased for three consecutive years, with a five-year compound annual growth rate of 0.7% (FY2020 to FY2025).
- In earlier years, Invested Capital was $5.43 billion in FY2024 (+10.1%), $4.93 billion in FY2023 (+23.1%), $4 billion in FY2022 (-20.5%) and $5.04 billion in FY2021 (-22.9%).
- Quarterly Invested Capital has moved between $3.82 billion (Q3 2022) and $6.75 billion (Q4 2025) over five years.
- Compared with a year earlier, Invested Capital has increased for 13 straight quarters, with growth averaging 18.0% over the last eight quarters.
- The best year-over-year quarter for Invested Capital over five years was Q3 2024 (growth of 46.9%); the worst was Q2 2022 (a decline of 27.5%).
- Per Business Quant data, AMP's Invested Capital in the three quarters before Q2 2026 was $6.41 billion (Q1 2026), $6.75 billion (Q4 2025) and $6.66 billion (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 178.19 Bn | 124.32 Bn | - | 70.58 Bn |
| 2 | Spdr Gold Trust | 137.10 Bn | -420.90 Bn | - | - |
| 3 | Blackstone | 87.94 Bn | 77.92 Bn | - | 34.26 Bn |
| 4 | Brookfield | 84.29 Bn | -99.03 Bn | - | 18.80 Bn |
| 5 | Kkr | 80.45 Bn | 600.79 Mn | - | 130.86 Bn |
| 6 | Brookfield Asset Management | 73.60 Bn | 68.41 Bn | - | 12.65 Bn |
| 7 | Apollo Global Management | 66.12 Bn | -16.68 Bn | 10.56 Bn | 55.21 Bn |
| 8 | Wheaton Precious Metals | 59.86 Bn | 55.29 Bn | 687.86 Mn | 11.68 Bn |
| 9 | Franco Nevada | 46.95 Bn | 44.31 Bn | 451.00 Mn | - |
| 10 | Ameriprise Financial | 45.10 Bn | 6.51 Bn | 4.72 Bn | 12.90 Bn |
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 12.90 Bn |
| Mar 31, 2026 | 12.03 Bn |
| Dec 31, 2025 | 12.41 Bn |
| Sep 30, 2025 | 12.34 Bn |
| Jun 30, 2025 | 12.09 Bn |
| Mar 31, 2025 | 11.60 Bn |
| Dec 31, 2024 | 13.54 Bn |
| Sep 30, 2024 | 11.58 Bn |
| Jun 30, 2024 | 10.98 Bn |
| Mar 31, 2024 | 10.60 Bn |
| Dec 31, 2023 | 13.88 Bn |
| Sep 30, 2023 | 9.81 Bn |
| Jun 30, 2023 | 10.10 Bn |
| Mar 31, 2023 | 10.27 Bn |
| Dec 31, 2022 | 12.01 Bn |
| Sep 30, 2022 | 9.04 Bn |
| Jun 30, 2022 | 9.17 Bn |
| Mar 31, 2022 | 9.21 Bn |
| Dec 31, 2021 | 12.86 Bn |
| Sep 30, 2021 | 8.54 Bn |
Ameriprise Financial Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=AMP&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "AMP", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=AMP&period=max&api_key=YOUR_API_KEY");
const data = await res.json();