Ameriprise Financial (AMP) Tax Rate (2009 - 2026)
Ameriprise Financial recorded quarterly Tax Rate of 20.02% in Q1 2026, down 8.93% quarter-over-quarter from 21.98% in Q4 2025, and up 488.0% year-over-year from 3.4% in Q1 2025.
Ameriprise Financial's Tax Rate history runs 18 years deep, the most recent figure standing at 20.02% for Q1 2026.
- In Q1 2026, Tax Rate rose 488.0% year-over-year to 20.02%; the TTM figure through Mar 2026 stood at 21.49% (up 165.0% YoY), while the FY2025 annual figure was 20.89%, up 60.0% from the prior year.
- Tax Rate came in at 20.02% for Q1 2026 at Ameriprise Financial, down from 21.98% in the prior quarter.
- In the past five years, Tax Rate ranged from a high of 23.68% in Q4 2023 to a low of 15.14% in Q1 2025.
- A 5-year average of 20.28% and a median of 20.78% in 2024 frame the typical range for Tax Rate.
- Across the five-year window, Tax Rate tumbled 365 bps in 2025 and jumped 488 bps in 2026, its largest moves.
- Ameriprise Financial's Tax Rate stood at 20.56% in 2022, then advanced by 15 bps to 23.68% in 2023, then retreated by 12 bps to 20.78% in 2024, then gained by 6 bps to 21.98% in 2025, then slipped by 9 bps to 20.02% in 2026.
- According to Business Quant data, Tax Rate over the past three periods registered 20.02%, 21.98%, and 22.32% for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 18.16 |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 13.55 |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 40.05 |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 15.80 |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 598.59 |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | 21.16 |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 20.02 |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 24.99 |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 19.13 |
| 10 | Raymond James Financial | 28.62 Bn | 17.38 Bn | - | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 20.02 |
| Mar 31, 2026 | 20.02 |
| Dec 31, 2025 | 21.98 |
| Dec 31, 2025 | 21.98 |
| Sep 30, 2025 | 22.32 |
| Sep 30, 2025 | 22.32 |
| Jun 30, 2025 | 21.54 |
| Jun 30, 2025 | 21.54 |
| Mar 31, 2025 | 15.14 |
| Mar 31, 2025 | 15.14 |
| Dec 31, 2024 | 20.78 |
| Dec 31, 2024 | 20.78 |
| Sep 30, 2024 | 20.78 |
| Sep 30, 2024 | 20.78 |
| Jun 30, 2024 | 21.12 |
| Jun 30, 2024 | 21.12 |
| Mar 31, 2024 | 18.79 |
| Mar 31, 2024 | 18.79 |
| Dec 31, 2023 | 23.68 |
| Dec 31, 2023 | 23.68 |
| Sep 30, 2023 | 21.93 |
| Sep 30, 2023 | 21.93 |
| Jun 30, 2023 | 21.03 |
| Jun 30, 2023 | 21.03 |
| Mar 31, 2023 | 15.93 |
| Mar 31, 2023 | 15.93 |
| Dec 31, 2022 | 20.56 |
| Dec 31, 2022 | 20.56 |
| Sep 30, 2022 | 20.52 |
| Sep 30, 2022 | 20.52 |
| Jun 30, 2022 | 20.57 |
| Jun 30, 2022 | 20.57 |
| Mar 31, 2022 | 17.99 |
| Mar 31, 2022 | 17.99 |
| Dec 31, 2021 | 19.17 |
| Dec 31, 2021 | 19.17 |
| Sep 30, 2021 | 18.49 |
| Sep 30, 2021 | 18.49 |
| Jun 30, 2021 | 15.84 |
| Jun 30, 2021 | 15.84 |
| Mar 31, 2021 | 18.47 |
| Mar 31, 2021 | 18.47 |
| Dec 31, 2020 | 6.84 |
| Dec 31, 2020 | 6.84 |
| Sep 30, 2020 | 23.91 |
| Sep 30, 2020 | 23.91 |
| Jun 30, 2020 | -2.47 |
| Jun 30, 2020 | -2.47 |
| Mar 31, 2020 | 13.40 |
| Mar 31, 2020 | 13.40 |
| Dec 31, 2019 | 13.30 |
| Dec 31, 2019 | 13.30 |
| Sep 30, 2019 | 15.29 |
| Sep 30, 2019 | 15.29 |
| Jun 30, 2019 | 16.18 |
| Jun 30, 2019 | 16.18 |
| Mar 31, 2019 | 15.96 |
| Mar 31, 2019 | 15.96 |
| Dec 31, 2018 | 17.33 |
| Dec 31, 2018 | 17.33 |
| Sep 30, 2018 | 14.46 |
| Sep 30, 2018 | 14.46 |
| Jun 30, 2018 | 15.69 |
| Jun 30, 2018 | 15.69 |
| Mar 31, 2018 | 14.66 |
| Mar 31, 2018 | 14.66 |
| Dec 31, 2017 | 69.67 |
| Dec 31, 2017 | 69.67 |
| Sep 30, 2017 | 19.91 |
| Sep 30, 2017 | 19.91 |
| Jun 30, 2017 | 23.09 |
| Jun 30, 2017 | 23.09 |
| Mar 31, 2017 | 15.16 |
| Mar 31, 2017 | 15.16 |
| Dec 31, 2016 | 14.71 |
| Dec 31, 2016 | 14.71 |
| Sep 30, 2016 | 9.66 |
| Sep 30, 2016 | 9.66 |
| Jun 30, 2016 | 18.29 |
| Jun 30, 2016 | 18.29 |
| Mar 31, 2016 | 23.37 |
| Mar 31, 2016 | 23.37 |
| Dec 31, 2015 | 14.80 |
| Dec 31, 2015 | 14.80 |
| Sep 30, 2015 | 23.97 |
| Sep 30, 2015 | 23.97 |
| Jun 30, 2015 | 22.60 |
| Jun 30, 2015 | 22.60 |
| Mar 31, 2015 | 22.49 |
| Mar 31, 2015 | 22.49 |
| Dec 31, 2014 | 18.64 |
| Dec 31, 2014 | 18.64 |
| Sep 30, 2014 | 21.53 |
| Sep 30, 2014 | 21.53 |
| Jun 30, 2014 | 24.56 |
| Jun 30, 2014 | 24.56 |
| Mar 31, 2014 | 20.62 |
| Mar 31, 2014 | 20.62 |
| Dec 31, 2013 | 20.25 |
| Dec 31, 2013 | 20.25 |
| Sep 30, 2013 | 25.58 |
| Sep 30, 2013 | 25.58 |
| Jun 30, 2013 | 29.85 |
| Jun 30, 2013 | 29.85 |
| Mar 31, 2013 | 24.85 |
| Mar 31, 2013 | 24.85 |
| Dec 31, 2012 | 20.81 |
| Dec 31, 2012 | 20.81 |
| Sep 30, 2012 | 23.62 |
| Sep 30, 2012 | 23.62 |
| Jun 30, 2012 | 42.81 |
| Jun 30, 2012 | 42.81 |
| Mar 31, 2012 | 22.67 |
| Mar 31, 2012 | 22.67 |
| Dec 31, 2011 | 17.79 |
| Dec 31, 2011 | 17.79 |
| Sep 30, 2011 | 33.44 |
| Sep 30, 2011 | 33.44 |
| Jun 30, 2011 | 28.85 |
| Jun 30, 2011 | 28.85 |
| Mar 31, 2011 | 23.83 |
| Mar 31, 2011 | 23.83 |
| Dec 31, 2010 | -119.84 |
| Dec 31, 2010 | -119.84 |
| Sep 30, 2010 | 29.60 |
| Sep 30, 2010 | 29.60 |
| Jun 30, 2010 | 14.29 |
| Jun 30, 2010 | 14.29 |
| Mar 31, 2010 | 18.16 |
| Mar 31, 2010 | 18.16 |
| Dec 31, 2009 | 24.77 |
| Dec 31, 2009 | 24.77 |
| Sep 30, 2009 | 23.53 |
| Sep 30, 2009 | 23.53 |
| Jun 30, 2009 | 24.35 |
| Jun 30, 2009 | 24.35 |
| Mar 31, 2009 | 13.43 |
| Mar 31, 2009 | 13.43 |