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

CSV

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

In millions of dollarsDec 31, 2020Dec 31, 2021Dec 31, 2022Dec 31, 2023Dec 31, 2024Dec 31, 2025
Revenue11,95813,44314,34716,09617,92618,911
General and administrative3,1203,4353,7233,8713,9033,875
Interest income1,161—————
Income tax expense (benefit)297590623678866941
Net income (loss)1,5342,7602,5592,5563,4013,563
Earnings per share, basic USD per share12.3923.5322.9924.1833.6736.85
Earnings per share, diluted USD per share12.2023.0022.5123.7133.0536.28
Weighted average shares, basic millions of shares12411711110610197
Weighted average shares, diluted millions of shares12612011410810398

Balance sheet

CSV

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

In millions of dollarsDec 31, 2020Dec 31, 2021Dec 31, 2022Dec 31, 2023Dec 31, 2024Dec 31, 2025
Cash and cash equivalents8,9039,5698,7558,6209,48911,158
Property and equipment, net602590630681733744
Right-of-use asset215291268259246223
Goodwill1,1761,4581,3891,4101,4011,440
Total assets165,883175,979158,468175,191181,403190,904
Total deposits17,64120,22730,77537,32135,82633,750
Total liabilities160,016170,294154,855170,462176,175184,355
Retained earnings15,29217,52519,53121,90524,71327,662
Total stockholders' equity5,8675,6853,6134,7295,2286,549
Total liabilities and equity165,883175,979158,468175,191181,403190,904
Common shares outstanding (cover page) millions of shares1171111051009691

Cash flows

CSV

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

In millions of dollarsDec 31, 2020Dec 31, 2021Dec 31, 2022Dec 31, 2023Dec 31, 2024Dec 31, 2025
Net income (loss)1,5342,7602,5592,5563,4013,563
Stock-based compensation146152170187193206
Depreciation and amortization153144142151142151
Net cash from operating activities4,6233,3254,4074,6856,5958,323
Net cash from investing activities(2,894)(4,380)(13,583)(9,262)(551)(1,528)
Share repurchases1,4412,0301,9782,1272,4482,907
Dividends paid497511534550574596
Repayments of long-term debt7629510760561510
Net cash from financing activities9521,7238,4304,411(5,165)(5,157)
Net change in cash2,690666(814)(135)8691,669

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.
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.