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AMP · XBRL financial data

Ameriprise Financial financial statements, every quarter

The same tables from 13 filings, lined up. Matched by XBRL tag: renamed lines keep their history.

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How these numbers work
  • Every number comes from the company's XBRL financial data filed with the SEC, and each one links to its filing.
  • Lines are matched by XBRL tag, so a line renamed between filings keeps its history.
  • * marks a quarter worked out from the filing totals: the 10-K year minus the first three quarters, or a year-to-date total minus the earlier one. Fourth-quarter earnings per share is fourth-quarter net income over the fourth-quarter weighted shares.
  • 0 means a filing states zero; a dash (—) means no filing states that number.
  • “year only” means the 10-K gives the full year but not the quarters needed to work out the fourth. A worked-out quarter of revenue, cost of revenue or operating cash flow more than twice the company's largest quarter of the two years before is shown this way too.
  • Gross profit is shown as the company reports it; a worked-out quarter must equal revenue less cost of revenue for that quarter, or it is a dash.
  • Operating income can be above gross profit when the company books other operating income between the two, shown on its own line.
  • Shares outstanding come from each filing's cover page, as of the date printed there.
  • Quarters are fiscal: Q2 FY27 is the second quarter of the company's fiscal 2027.

Income statement

CSV

Fiscal quarters (AMP's year ends in late December)

In millions of dollarsDec 31, 2023Mar 31, 2024Jun 30, 2024Sep 30, 2024Dec 31, 2024Mar 31, 2025Jun 30, 2025Sep 30, 2025Dec 31, 2025Mar 31, 2026Jun 30, 2026Sep 30, 2026
Revenue4,168*4,3254,3924,5604,649*4,4814,4904,8935,047*4,8865,0135,191
General and administrative1,017*9609579751,011*9169479511,061*9181,002982
Income tax expense (benefit)117*229222134281*104291262284*229329301
Net income (loss)3779908295111,071*5831,0609121,008*9151,1131,126
Earnings per share, basic USD per share3.649.638.165.0910.79*5.9210.889.4710.65*9.8112.1212.47
Earnings per share, diluted USD per share3.579.468.025.0010.56*5.8310.739.3310.47*9.6811.9812.32
Weighted average shares, basic millions of shares10410310210099*99979695*939290
Weighted average shares, diluted millions of shares106105103102101*100999896*959391

Balance sheet

CSV

Fiscal quarters (AMP's year ends in late December)

In millions of dollarsDec 31, 2023Mar 31, 2024Jun 30, 2024Sep 30, 2024Dec 31, 2024Mar 31, 2025Jun 30, 2025Sep 30, 2025Dec 31, 2025Mar 31, 2026Jun 30, 2026Sep 30, 2026
Cash and cash equivalents8,6208,0598,84311,3799,4898,9599,61010,95211,1589,39311,15910,067
Property and equipment, net681———733———744———
Right-of-use asset259———246———223———
Goodwill1,410———1,401———1,440———
Total assets175,191179,831179,700185,969181,403179,059184,903190,086190,904184,448197,871191,350
Total deposits37,32136,98236,23736,33235,82635,64034,55433,62933,75033,27833,73233,317
Total liabilities170,462174,952174,707180,254176,175173,633178,821183,631184,355178,236191,505186,240
Retained earnings21,90522,75223,43023,79124,71325,14826,05026,80727,66228,42529,38030,351
Total stockholders' equity4,7294,8794,9935,7155,2285,4266,0826,4556,5496,2126,3665,110
Total liabilities and equity175,191179,831179,700185,969181,403179,059184,903190,086190,904184,448197,871191,350
Common shares outstanding (cover page) millions of shares1009998979695949391908887

Cash flows

CSV

Fiscal quarters (AMP's year ends in late December)

In millions of dollarsDec 31, 2023Mar 31, 2024Jun 30, 2024Sep 30, 2024Dec 31, 2024Mar 31, 2025Jun 30, 2025Sep 30, 2025Dec 31, 2025Mar 31, 2026Jun 30, 2026Sep 30, 2026
Net income (loss)3779908295111,071*5831,0609121,008*9151,1131,126
Stock-based compensation49*4248*48*55*4946*50*61*3950*54*
Depreciation and amortizationyear only———year only———year only———
Net cash from operating activities2,143*1,4441,720*3,048*383*1,6861,764*2,204*2,669*4592,886*1,471*
Net cash from investing activities(1,920)*(569)166*635*(783)*(1,741)802*1,004*(1,593)*(669)(923)*(907)*
Share repurchases467*628573*582*665*730581*701*895*874779*915*
Dividends paid136*138147*145*144*144152*151*149*148152*151*
Repayments of long-term debt752*32*3*553*3503*2*2*00*500*
Net cash from financing activities381*(1,431)(1,103)*(1,173)*(1,458)*(488)(1,940)*(1,858)*(871)*(1,546)(198)*(1,656)*
Net change in cash629*(561)784*2,536*(1,890)*(530)651*1,342*206*(1,765)1,766*(1,092)*

Compare with peers

SIC 6282 and related industry codes, similar size. Each row is the latest quarter reported.

How peers are chosen
  • SIC 6282 and related industry codes with public float (or, where float is missing, quarterly revenue) between 0.2x and 5x the company's.
  • Each row is the latest quarter the company has reported, named in the Quarter column; when that filing is a 10-K, it is the fourth quarter, never the full year.
  • * marks a quarter worked out from the filing totals: for a 10-Q, the year-to-date total less the earlier one.
CompanyCash ($M)Revenue, quarter ($M)Operating cash flow, quarter ($M)Shares outstandingQuarter
Ameriprise Financial10,0675,1911,471*86.8M 10-QSep 30, 2026
Apollo Global Management28,41711,1532,881*590.5M 10-QJun 30, 2026
KKR21,2025,7263,253*897.6M 10-QJun 30, 2026
Blackstone2,5075,0441,941*750.6M 10-QJun 30, 2026
Brookfield Asset Management1,5031,753545not reported 10-QJun 30, 2026
Price T Rowe Group3,7742,005543*213.3M 10-QSep 30, 2026
Carlyle Group1,2571,124(0.5)*356.3M 10-QJun 30, 2026
Blue Owl Capital214807609*not reported 10-QSep 30, 2026
Houlihan Lokey837692252*not reported 10-QSep 30, 2026

Not investment advice. Not affiliated with the U.S. SEC.