Ameriprise Financial (AMP) Tax Rate (2009 - 2026)
Ameriprise Financial (AMP) reported Tax Rate of 20.02% for Q1 2026, up 488.0% on a YoY basis from 3.4% in Q1 2025, and down 8.93% sequentially from 21.98% in Q4 2025.
Ameriprise Financial (AMP) Tax Rate (2009 - 2026) Analysis & Trends
Ameriprise Financial (AMP) has 18 years of Tax Rate data on file, last reported at 20.02% in Q1 2026.
- For the quarter ending Q1 2026, Tax Rate rose 488.0% year-over-year to 20.02%; the trailing twelve-month figure through Mar 2026 stood at 21.49% (up 165.0% YoY), and the FY2025 full-year result was 20.89%, up 60.0% from the prior year.
- Tax Rate declined to 20.02% in Q1 2026, 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 slumped 365 bps in 2025 and soared 488 bps in 2026, its largest moves.
- Tracing AMP's Tax Rate over 5 years: stood at 20.56% in 2022, then rose by 15 bps to 23.68% in 2023, then declined by 12 bps to 20.78% in 2024, then increased by 6 bps to 21.98% in 2025, then retreated by 9 bps to 20.02% in 2026.
- Business Quant data shows AMP's Tax Rate at 20.02% in Q1 2026, 21.98% in Q4 2025, and 22.32% in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | -1.22% |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | 18.16% |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | 13.55% |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | 598.59% |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | 21.16% |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | 20.02% |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | 24.99% |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | 25.99% |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | 23.43% |
| 10 | Principal Financial | 23.31 Bn | -27.00 Bn | -463.00 Mn | 14.30% |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 20.02% |
| Mar 31, 2026 | 20.02% |
| Mar 31, 2026 | 20.02% |
| Dec 31, 2025 | 21.98% |
| Dec 31, 2025 | 21.98% |
| Dec 31, 2025 | 21.98% |
| Sep 30, 2025 | 22.32% |
| Sep 30, 2025 | 22.32% |
| Sep 30, 2025 | 22.32% |
| Jun 30, 2025 | 21.54% |
| Jun 30, 2025 | 21.54% |
| Jun 30, 2025 | 21.54% |
| Mar 31, 2025 | 15.14% |
| Mar 31, 2025 | 15.14% |
| Mar 31, 2025 | 15.14% |
| Dec 31, 2024 | 20.78% |
| Dec 31, 2024 | 20.78% |
| Dec 31, 2024 | 20.78% |
| Sep 30, 2024 | 20.78% |
| Sep 30, 2024 | 20.78% |