Ameriprise Financial (AMP) Return on Invested Capital [ROIC] (2009 - 2026)
Ameriprise Financial (AMP) reported Return on Invested Capital [ROIC] of 25.79% for Q2 2026, up 3.67 percentage points from 22.11% a year earlier but down 0.56 percentage points from the prior quarter.
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Analysis
Ameriprise Financial (AMP) Return on Invested Capital [ROIC] (2009 - 2026) Analysis & Trends
For FY2025, Ameriprise Financial posted Return on Invested Capital [ROIC] of 22.14%, up 1.04 percentage points from FY2024.
- Return on Invested Capital [ROIC] has a five-year change of +7.00 percentage points (FY2020 to FY2025).
- By year, Return on Invested Capital [ROIC] came in at 21.10% in FY2024 (+6.17 pp), 14.93% in FY2023 (-9.33 pp), 24.26% in FY2022 (-4.79 pp) and 29.05% in FY2021 (+13.90 pp).
- Five-year quarterly Return on Invested Capital [ROIC] spans a low of 18.87% in Q1 2025 and a high of 41.91% in Q3 2022.
- Year over year, Return on Invested Capital [ROIC] has now increased in each of the last four quarters, with an average year-over-year change of -0.06 percentage points over the last eight quarters.
- The high point for year-over-year Return on Invested Capital [ROIC] in five years was Q4 2021 (a gain of 45.46 percentage points); the low point was Q3 2023 (a drop of 14.62 percentage points).
- Per Business Quant data, the three quarters before Q2 2026 came in at 26.35% (Q1 2026), 23.22% (Q4 2025) and 24.93% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 182.41 Bn | 124.93 Bn | - | 9.65% |
| 2 | Spdr Gold Trust | 134.84 Bn | -423.17 Bn | - | - |
| 3 | Blackstone | 95.70 Bn | 85.68 Bn | - | 21.55% |
| 4 | Brookfield | 93.08 Bn | -90.24 Bn | - | - |
| 5 | Kkr | 86.27 Bn | 6.42 Bn | - | 5.98% |
| 6 | Brookfield Asset Management | 84.65 Bn | 79.46 Bn | - | 26.84% |
| 7 | Apollo Global Management | 70.38 Bn | -15.79 Bn | 4.14 Bn | 0.86% |
| 8 | Wheaton Precious Metals | 61.81 Bn | 57.24 Bn | 687.86 Mn | 18.69% |
| 9 | Franco Nevada | 49.09 Bn | 46.45 Bn | 451.00 Mn | - |
| 10 | Ameriprise Financial | 46.14 Bn | 8.05 Bn | 4.89 Bn | 28.62% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 28.62% |
| Jun 30, 2026 | 25.79% |
| Mar 31, 2026 | 26.35% |
| Dec 31, 2025 | 23.22% |
| Sep 30, 2025 | 24.93% |
| Jun 30, 2025 | 22.11% |
| Mar 31, 2025 | 18.87% |
| Dec 31, 2024 | 23.03% |
| Sep 30, 2024 | 21.52% |
| Jun 30, 2024 | 28.05% |
| Mar 31, 2024 | 24.98% |
| Dec 31, 2023 | 20.43% |
| Sep 30, 2023 | 27.29% |
| Jun 30, 2023 | 29.50% |
| Mar 31, 2023 | 26.95% |
| Dec 31, 2022 | 34.98% |
| Sep 30, 2022 | 41.91% |
| Jun 30, 2022 | 40.27% |
| Mar 31, 2022 | 31.11% |
| Dec 31, 2021 | 37.96% |
API Access
Ameriprise Financial Return on Invested Capital [ROIC] 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=return-on-invested-capital-%5Broic%5D&ticker=AMP&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "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=return-on-invested-capital-%5Broic%5D&ticker=AMP&period=max&api_key=YOUR_API_KEY");
const data = await res.json();