Ameriprise Financial (AMP) Tax Rate (2009 - 2026)
Ameriprise Financial's (AMP) quarterly Tax Rate came in at 22.82% in Q2 2026, up 128.0% year-over-year from 10.01% in Q2 2025, and up 13.98% quarter-over-quarter from 20.02% in Q1 2026.
Analysis
Ameriprise Financial (AMP) Tax Rate (2009 - 2026) Analysis & Trends
Ameriprise Financial has disclosed Tax Rate across 18 years of filings, most recently posting 22.82% for Q2 2026.
- In Q2 2026, Tax Rate rose 128.0% year-over-year to 22.82%; the TTM figure through Jun 2026 stood at 21.85% (up 178.0% YoY), while the FY2025 annual figure was 20.89%, up 60.0% from the prior year.
- Tax Rate came in at 22.82% for Q2 2026 at Ameriprise Financial, up from 20.02% 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.
- Average Tax Rate over 5 years is 20.42%, with a median of 20.78% recorded in 2024.
- Year-over-year, Tax Rate tumbled 365 bps in 2025 and jumped 488 bps in 2026.
- Over 5 years, 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 grew by 4 bps to 22.82% in 2026.
- Per Business Quant data, the three most recent Tax Rate figures were 22.82% in Q2 2026, 20.02% in Q1 2026, and 21.98% in Q4 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Ameriprise Financial | 50.71 Bn | 39.66 Bn | 4.72 Bn | 22.82% |
| 2 | Etoiles Capital | 277.87 Mn | 276.13 Mn | - | - |
| 3 | Balance Labs | 72.62 Mn | 72.49 Mn | - | - |
| 4 | Greenpro Capital | 23.24 Mn | 21.41 Mn | 187,997.00 | - |
| 5 | Aurelion | 7.36 Mn | 7.36 Mn | - | - |
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% |