AMP · XBRL financial data
Ameriprise Financial financial statements, every fiscal year
The same tables from 7 filings, lined up. Matched by XBRL tag: renamed lines keep their history.
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
CSVFiscal years (AMP's year ends in late December)
| In millions of dollars | Dec 31, 2020 | Dec 31, 2021 | Dec 31, 2022 | Dec 31, 2023 | Dec 31, 2024 | Dec 31, 2025 |
|---|---|---|---|---|---|---|
| Revenue | 11,958 | 13,443 | 14,347 | 16,096 | 17,926 | 18,911 |
| General and administrative | 3,120 | 3,435 | 3,723 | 3,871 | 3,903 | 3,875 |
| Interest income | 1,161 | — | — | — | — | — |
| Income tax expense (benefit) | 297 | 590 | 623 | 678 | 866 | 941 |
| Net income (loss) | 1,534 | 2,760 | 2,559 | 2,556 | 3,401 | 3,563 |
| Earnings per share, basic USD per share | 12.39 | 23.53 | 22.99 | 24.18 | 33.67 | 36.85 |
| Earnings per share, diluted USD per share | 12.20 | 23.00 | 22.51 | 23.71 | 33.05 | 36.28 |
| Weighted average shares, basic millions of shares | 124 | 117 | 111 | 106 | 101 | 97 |
| Weighted average shares, diluted millions of shares | 126 | 120 | 114 | 108 | 103 | 98 |
Balance sheet
CSVFiscal years (AMP's year ends in late December)
| In millions of dollars | Dec 31, 2020 | Dec 31, 2021 | Dec 31, 2022 | Dec 31, 2023 | Dec 31, 2024 | Dec 31, 2025 |
|---|---|---|---|---|---|---|
| Cash and cash equivalents | 8,903 | 9,569 | 8,755 | 8,620 | 9,489 | 11,158 |
| Property and equipment, net | 602 | 590 | 630 | 681 | 733 | 744 |
| Right-of-use asset | 215 | 291 | 268 | 259 | 246 | 223 |
| Goodwill | 1,176 | 1,458 | 1,389 | 1,410 | 1,401 | 1,440 |
| Total assets | 165,883 | 175,979 | 158,468 | 175,191 | 181,403 | 190,904 |
| Total deposits | 17,641 | 20,227 | 30,775 | 37,321 | 35,826 | 33,750 |
| Total liabilities | 160,016 | 170,294 | 154,855 | 170,462 | 176,175 | 184,355 |
| Retained earnings | 15,292 | 17,525 | 19,531 | 21,905 | 24,713 | 27,662 |
| Total stockholders' equity | 5,867 | 5,685 | 3,613 | 4,729 | 5,228 | 6,549 |
| Total liabilities and equity | 165,883 | 175,979 | 158,468 | 175,191 | 181,403 | 190,904 |
| Common shares outstanding (cover page) millions of shares | 117 | 111 | 105 | 100 | 96 | 91 |
Cash flows
CSVFiscal years (AMP's year ends in late December)
| In millions of dollars | Dec 31, 2020 | Dec 31, 2021 | Dec 31, 2022 | Dec 31, 2023 | Dec 31, 2024 | Dec 31, 2025 |
|---|---|---|---|---|---|---|
| Net income (loss) | 1,534 | 2,760 | 2,559 | 2,556 | 3,401 | 3,563 |
| Stock-based compensation | 146 | 152 | 170 | 187 | 193 | 206 |
| Depreciation and amortization | 153 | 144 | 142 | 151 | 142 | 151 |
| Net cash from operating activities | 4,623 | 3,325 | 4,407 | 4,685 | 6,595 | 8,323 |
| Net cash from investing activities | (2,894) | (4,380) | (13,583) | (9,262) | (551) | (1,528) |
| Share repurchases | 1,441 | 2,030 | 1,978 | 2,127 | 2,448 | 2,907 |
| Dividends paid | 497 | 511 | 534 | 550 | 574 | 596 |
| Repayments of long-term debt | 762 | 9 | 510 | 760 | 561 | 510 |
| Net cash from financing activities | 952 | 1,723 | 8,430 | 4,411 | (5,165) | (5,157) |
| Net change in cash | 2,690 | 666 | (814) | (135) | 869 | 1,669 |
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.
| Company | Cash ($M) | Revenue, quarter ($M) | Operating cash flow, quarter ($M) | Shares outstanding | Quarter |
|---|---|---|---|---|---|
| Ameriprise Financial | 10,067 | 5,191 | 1,471* | 86.8M | 10-QSep 30, 2026 |
| Apollo Global Management | 28,417 | 11,153 | 2,881* | 590.5M | 10-QJun 30, 2026 |
| KKR | 21,202 | 5,726 | 3,253* | 897.6M | 10-QJun 30, 2026 |
| Blackstone | 2,507 | 5,044 | 1,941* | 750.6M | 10-QJun 30, 2026 |
| Brookfield Asset Management | 1,503 | 1,753 | 545 | not reported | 10-QJun 30, 2026 |
| Price T Rowe Group | 3,774 | 2,005 | 543* | 213.3M | 10-QSep 30, 2026 |
| Carlyle Group | 1,257 | 1,124 | (0.5)* | 356.3M | 10-QJun 30, 2026 |
| Blue Owl Capital | 214 | 807 | 609* | not reported | 10-QSep 30, 2026 |
| Houlihan Lokey | 837 | 692 | 252* | not reported | 10-QSep 30, 2026 |
Not investment advice. Not affiliated with the U.S. SEC.
