Ameriprise Financial (AMP) Return on Invested Capital [ROIC] (2010 - 2026)
Ameriprise Financial (AMP) reported Return on Invested Capital [ROIC] of 49.52% for Q2 2026, up 5.54 percentage points from 43.98% a year earlier and up 0.60 percentage points from the prior quarter.
Powered by 
Analysis
Ameriprise Financial (AMP) Return on Invested Capital [ROIC] (2010 - 2026) Analysis & Trends
For FY2025, Ameriprise Financial posted Return on Invested Capital [ROIC] of 47.19%, down 8.67 percentage points from FY2024.
- Return on Invested Capital [ROIC] has a five-year change of +46.07 percentage points (FY2020 to FY2025).
- By year, Return on Invested Capital [ROIC] came in at 55.86% in FY2024 (+12.60 pp), 43.26% in FY2023 (-23.46 pp), 66.72% in FY2022 (+9.67 pp) and 57.04% in FY2021 (+55.93 pp).
- The Q2 2026 figure ranks as the highest quarterly Return on Invested Capital [ROIC] since Q4 2024.
- Year over year, Return on Invested Capital [ROIC] gained in four of the last eight quarters, with an average year-over-year change of -0.63 percentage points.
- The high point for year-over-year Return on Invested Capital [ROIC] in five years was Q1 2022 (a gain of 72.47 percentage points); the low point was Q4 2023 (a drop of 30.87 percentage points).
- Per Business Quant data, the three quarters before Q2 2026 came in at 48.92% (Q1 2026), 42.87% (Q4 2025) and 47.06% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.13 Bn | 110.49 Bn | - | - |
| 2 | Spdr Gold Trust | 133.82 Bn | -424.18 Bn | - | - |
| 3 | Blackstone | 84.08 Bn | 79.01 Bn | - | 21.55% |
| 4 | Brookfield | 82.97 Bn | -82.41 Bn | 4.47 Bn | -21.34% |
| 5 | Kkr | 81.05 Bn | 47.53 Bn | - | - |
| 6 | Brookfield Asset Management | 71.64 Bn | 67.88 Bn | - | 26.84% |
| 7 | Apollo Global Management | 65.67 Bn | 3.35 Bn | 10.56 Bn | - |
| 8 | Wheaton Precious Metals | 61.89 Bn | 57.32 Bn | 687.86 Mn | 20.60% |
| 9 | Franco Nevada | 46.13 Bn | 43.49 Bn | 451.00 Mn | - |
| 10 | Ameriprise Financial | 43.37 Bn | 4.79 Bn | 4.72 Bn | 49.52% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 49.52% |
| Mar 31, 2026 | 48.92% |
| Dec 31, 2025 | 42.87% |
| Sep 30, 2025 | 47.06% |
| Jun 30, 2025 | 43.98% |
| Mar 31, 2025 | 42.92% |
| Dec 31, 2024 | 51.01% |
| Sep 30, 2024 | 32.38% |
| Jun 30, 2024 | 46.70% |
| Mar 31, 2024 | 48.57% |
| Dec 31, 2023 | 40.05% |
| Sep 30, 2023 | 58.10% |
| Jun 30, 2023 | 58.20% |
| Mar 31, 2023 | 53.49% |
| Dec 31, 2022 | 70.92% |
| Sep 30, 2022 | 79.42% |
| Jun 30, 2022 | 52.17% |
| Mar 31, 2022 | 41.47% |
| Jun 30, 2021 | -5.59% |
| Mar 31, 2021 | -31.00% |
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();