Ameriprise Financial (AMP) Tax Rate (2009 - 2026)
Ameriprise Financial's Tax Rate came in at 22.82% for Q2 2026, up 1.28 percentage points from 21.54% a year earlier and up 2.80 percentage points from the prior quarter.
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Analysis
Ameriprise Financial (AMP) Tax Rate (2009 - 2026) Analysis & Trends
Over the trailing twelve months to Jun 30, 2026, Ameriprise Financial reported Tax Rate of 21.85%, up 1.78 percentage points year-over-year; for FY2025, it was 20.89%, up 0.60 percentage points from FY2024.
- Tax Rate carries a five-year change of +4.67 percentage points (FY2020 to FY2025).
- Going back by year, Tax Rate was 20.30% in FY2024 (-0.67 pp), 20.96% in FY2023 (+1.07 pp), 19.89% in FY2022 (+1.54 pp) and 18.35% in FY2021 (+2.13 pp).
- The Q2 2026 figure represents the highest quarterly Tax Rate since Q4 2023.
- Year-over-year, Tax Rate has increased for five consecutive quarters, with an average year-over-year change of +0.20 percentage points over the last eight quarters.
- The fastest year-over-year change in Tax Rate over five years came in Q4 2021 (a gain of 12.33 percentage points), and the weakest in Q3 2021 (a drop of 5.43 percentage points).
- Business Quant data shows AMP's Tax Rate at 20.02% (Q1 2026), 21.98% (Q4 2025) and 22.32% (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 166.01 Bn | 112.36 Bn | - | 24.90% |
| 2 | Spdr Gold Trust | 133.03 Bn | -424.98 Bn | - | - |
| 3 | Blackstone | 86.20 Bn | 81.13 Bn | - | 16.11% |
| 4 | Kkr | 83.71 Bn | 50.19 Bn | - | 17.91% |
| 5 | Brookfield | 81.54 Bn | -83.85 Bn | 4.47 Bn | - |
| 6 | Brookfield Asset Management | 71.09 Bn | 67.34 Bn | - | 12.14% |
| 7 | Apollo Global Management | 68.54 Bn | 6.22 Bn | 10.56 Bn | 15.94% |
| 8 | Wheaton Precious Metals | 61.57 Bn | 57.00 Bn | 687.86 Mn | 15.06% |
| 9 | Franco Nevada | 47.40 Bn | 44.76 Bn | 451.00 Mn | 23.17% |
| 10 | Ameriprise Financial | 43.81 Bn | 5.23 Bn | 4.72 Bn | 22.82% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 22.82% |
| Mar 31, 2026 | 20.02% |
| Dec 31, 2025 | 21.98% |
| Sep 30, 2025 | 22.32% |
| Jun 30, 2025 | 21.54% |
| Mar 31, 2025 | 15.14% |
| Dec 31, 2024 | 20.78% |
| Sep 30, 2024 | 20.78% |
| Jun 30, 2024 | 21.12% |
| Mar 31, 2024 | 18.79% |
| Dec 31, 2023 | 23.68% |
| Sep 30, 2023 | 21.93% |
| Jun 30, 2023 | 21.03% |
| Mar 31, 2023 | 15.93% |
| Dec 31, 2022 | 20.56% |
| Sep 30, 2022 | 20.52% |
| Jun 30, 2022 | 20.57% |
| Mar 31, 2022 | 17.99% |
| Dec 31, 2021 | 19.17% |
| Sep 30, 2021 | 18.49% |
API Access
Ameriprise Financial Tax Rate API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=tax-rate&ticker=AMP&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-rate", "ticker": "AMP", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=tax-rate&ticker=AMP&period=max&api_key=YOUR_API_KEY");
const data = await res.json();