Ameriprise Financial (AMP) Tax Rate (2009 - 2026)

Ameriprise Financial's (AMP) quarterly Tax Rate came in at 20.02% in Q1 2026, up 488.0% year-on-year from 3.4% in Q1 2025, and down 8.93% quarter-over-quarter from 21.98% in Q4 2025.

Ameriprise Financial (AMP) Tax Rate (2009 - 2026) Analysis & Trends

Ameriprise Financial has disclosed Tax Rate across 18 years of filings, most recently posting 20.02% for Q1 2026.

  • Tax Rate for Q1 2026 came in at 20.02%, up 488.0% year-over-year; the trailing twelve-month figure through Mar 2026 was 21.49% (up 165.0% YoY), and the FY2025 annual result 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.
  • The 5-year median for Tax Rate is 20.78% (2024), against an average of 20.28%.
  • Across the five-year window, Tax Rate plunged 365 bps in 2025 and soared 488 bps in 2026, its largest moves.
  • Ameriprise Financial's Tax Rate stood at 20.56% in 2022, then gained by 15 bps to 23.68% in 2023, then fell by 12 bps to 20.78% in 2024, then rose by 6 bps to 21.98% in 2025, then decreased by 9 bps to 20.02% in 2026.
  • The last three Tax Rate figures came in at 20.02% (Q1 2026), 21.98% (Q4 2025), and 22.32% (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 18.16
2 Blackstone 96.85 Bn 95.80 Bn - 13.55
3 Kkr 86.45 Bn 133.96 Bn - 40.05
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 598.59
5 State Street 46.95 Bn 21.27 Bn - 21.16
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 20.02
7 Northern Trust 31.92 Bn 31.92 Bn - 24.99
8 Raymond James Financial 30.62 Bn 19.37 Bn - -
9 Ares Management 29.04 Bn 32.41 Bn - 19.13
10 Principal Financial 23.79 Bn 20.28 Bn -463.00 Mn 14.30

Historic Data

Download Data
DateValue
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%