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| 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% |