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
DateValue
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%