Ameriprise Financial (AMP) Tax Rate (2009 - 2026)
Ameriprise Financial (AMP) posted Tax Rate of 20.02% for Q1 2026, down 8.93% sequentially from 21.98% in Q4 2025, and up 488.0% YoY from 3.4% in Q1 2025.
Ameriprise Financial (AMP) Tax Rate (2009 - 2026) Analysis & Trends
Ameriprise Financial has reported Tax Rate for 18 years, with the latest figure at 20.02% in Q1 2026.
- Quarterly Tax Rate rose 488.0% year-over-year to 20.02% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 21.49% (up 165.0% YoY) and the FY2025 annual result came in at 20.89%, up 60.0% from the prior year.
- Tax Rate declined to 20.02% in Q1 2026 per AMP's latest filing, from 21.98% in the prior quarter.
- Over five years, Tax Rate peaked at 23.68% in Q4 2023 and troughed at 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.
- The sharpest annual moves came in 2025 and 2026: Tax Rate plunged 365 bps in 2025, then surged 488 bps in 2026.
- Over 5 years, Tax Rate stood at 20.56% in 2022, then climbed by 15 bps to 23.68% in 2023, then decreased by 12 bps to 20.78% in 2024, then advanced by 6 bps to 21.98% in 2025, then dropped by 9 bps to 20.02% in 2026.
- According to Business Quant data, Tax Rate over the past three periods registered 20.02%, 21.98%, and 22.32% for Q1 2026, Q4 2025, and Q3 2025 respectively.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 176.99 Bn | 163.12 Bn | - | 24.90% |
| 2 | Blackstone | 113.16 Bn | 110.65 Bn | - | 16.11% |
| 3 | Kkr | 96.05 Bn | -181.02 Bn | - | 17.91% |
| 4 | Brookfield | 92.54 Bn | 45.14 Bn | - | - |
| 5 | Brookfield Asset Management | 82.31 Bn | 80.81 Bn | - | 12.14% |
| 6 | Apollo Global Management | 77.14 Bn | 51.77 Bn | 10.54 Bn | 15.94% |
| 7 | State Street | 50.64 Bn | 50.64 Bn | - | 21.96% |
| 8 | Ameriprise Financial | 50.31 Bn | 39.27 Bn | 4.72 Bn | 22.82% |
| 9 | Northern Trust | 33.61 Bn | 33.61 Bn | - | 25.59% |
| 10 | Raymond James Financial | 33.40 Bn | 20.15 Bn | - | 20.67% |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 22.82% |
| Jun 30, 2026 | 22.82% |
| Jun 30, 2026 | 22.82% |
| 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% |