Ameriprise Financial
Ameriprise Financial returns on capital
Annual and trailing 12-month returns on invested capital, equity and assets.
ROIC
% · Annual / TTM
Reported borrowing balances are unavailable in the extracted statements for this period.
ROCE
% · Annual / TTM
Operating income is unavailable in the extracted statements for this period.
ROIIC
% · Annual / TTM
Reported borrowing balances are unavailable in the extracted statements for this period.
ROE
% · Annual / TTM
ROA
% · Annual / TTM
ROIC − WACC
Percentage points · Scenario
Reported borrowing balances are unavailable in the extracted statements for this period.
Quarterly data
| Fiscal period | Ended | ROIC% | ROCE% | ROIIC% | ROE% | ROA% | ROIC − WACCPercentage points |
|---|---|---|---|---|---|---|---|
| FY 2026 Q2 | Jun 30, 2026 | — | — | — | 63.43% | 2.06% | — |
| FY 2026 Q1 | Mar 31, 2026 | — | — | — | 66.94% | 2.14% | — |
| FY 2025 Q4 | Dec 31, 2025 | — | — | — | 60.51% | 1.91% | — |
| FY 2025 Q3 | Sep 30, 2025 | — | — | — | 59.59% | 1.93% | — |
| FY 2025 Q2 | Jun 30, 2025 | — | — | — | 58.24% | 1.77% | — |
| FY 2025 Q1 | Mar 31, 2025 | — | — | — | 58.11% | 1.67% | — |
| FY 2024 Q4 | Dec 31, 2024 | — | — | — | 68.31% | 1.91% | — |
| FY 2024 Q3 | Sep 30, 2024 | — | — | — | 56.75% | 1.54% | — |
| FY 2024 Q2 | Jun 30, 2024 | — | — | — | 67.63% | 1.76% | — |
| FY 2024 Q1 | Mar 31, 2024 | — | — | — | 69.36% | 1.81% | — |
| FY 2023 Q4 | Dec 31, 2023 | — | — | — | 61.28% | 1.53% | — |
| FY 2023 Q3 | Sep 30, 2023 | — | — | — | 79.86% | 1.78% | — |
| FY 2023 Q2 | Jun 30, 2023 | — | — | — | 59.73% | 1.53% | — |
| FY 2023 Q1 | Mar 31, 2023 | — | — | — | 51.78% | 1.42% | — |
| FY 2022 Q4 | Dec 31, 2022 | — | — | — | 55.04% | 1.88% | — |
| FY 2022 Q3 | Sep 30, 2022 | — | — | — | 61.71% | 1.71% | — |
| FY 2022 Q2 | Jun 30, 2022 | — | — | — | 65.05% | 1.97% | — |
| FY 2022 Q1 | Mar 31, 2022 | — | — | — | 58.68% | 1.85% | — |
| FY 2021 Q4 | Dec 31, 2021 | — | — | — | 47.78% | 1.61% | — |
| FY 2021 Q3 | Sep 30, 2021 | — | — | — | 37.98% | 1.36% | — |
| FY 2021 Q2 | Jun 30, 2021 | — | — | — | 17.48% | 0.65% | — |
| FY 2021 Q1 | Mar 31, 2021 | — | — | — | -1.07% | -0.04% | — |
| FY 2020 Q4 | Dec 31, 2020 | — | — | — | 26.46% | 0.97% | — |
| FY 2020 Q3 | Sep 30, 2020 | — | — | — | 30.17% | 1.18% | — |
| FY 2020 Q2 | Jun 30, 2020 | — | — | — | 39.95% | 1.65% | — |
| FY 2020 Q1 | Mar 31, 2020 | — | — | — | 56.38% | 2.44% | — |
| FY 2019 Q4 | Dec 31, 2019 | — | — | — | 33.45% | 1.31% | — |
| FY 2019 Q3 | Sep 30, 2019 | — | — | — | 33.9% | 1.34% | — |
| FY 2019 Q2 | Jun 30, 2019 | — | — | — | 33.08% | 1.32% | — |
| FY 2019 Q1 | Mar 31, 2019 | — | — | — | 32.51% | 1.31% | — |
| FY 2018 Q4 | Dec 31, 2018 | — | — | — | 36.23% | 1.47% | — |
| FY 2018 Q3 | Sep 30, 2018 | — | — | — | 29.18% | 1.19% | — |
| FY 2018 Q2 | Jun 30, 2018 | — | — | — | 29.3% | 1.21% | — |
| FY 2018 Q1 | Mar 31, 2018 | — | — | — | 27.7% | 1.17% | — |
| FY 2017 Q4 | Dec 31, 2017 | — | — | — | 24.09% | 1.03% | — |
| FY 2017 Q3 | Sep 30, 2017 | — | — | — | 25.93% | 1.18% | — |
| FY 2017 Q2 | Jun 30, 2017 | — | — | — | 21.16% | 0.99% | — |
| FY 2017 Q1 | Mar 31, 2017 | — | — | — | 20.32% | 0.96% | — |
| FY 2016 Q4 | Dec 31, 2016 | — | — | — | 19.45% | 0.92% | — |
| FY 2016 Q3 | Sep 30, 2016 | — | — | — | 17.62% | 0.9% | — |
| FY 2016 Q2 | Jun 30, 2016 | — | — | — | 19.42% | 1.01% | — |
| FY 2016 Q1 | Mar 31, 2016 | — | — | — | 20.05% | 1.07% | — |
| FY 2015 Q4 | Dec 31, 2015 | — | — | — | 20.36% | 1.06% | — |
| FY 2015 Q3 | Sep 30, 2015 | — | — | — | 20.52% | 1.13% | — |
| FY 2015 Q2 | Jun 30, 2015 | — | — | — | 20.28% | 1.13% | — |
| FY 2015 Q1 | Mar 31, 2015 | — | — | — | 19.49% | 1.1% | — |
| FY 2014 Q4 | Dec 31, 2014 | — | — | — | 19.85% | 1.1% | — |
| FY 2014 Q3 | Sep 30, 2014 | — | — | — | 17.97% | 1.1% | — |
| FY 2014 Q2 | Jun 30, 2014 | — | — | — | 17.32% | 1.12% | — |
| FY 2014 Q1 | Mar 31, 2014 | — | — | — | 16.17% | 1.07% | — |
| FY 2013 Q4 | Dec 31, 2013 | — | — | — | 15.44% | 1.06% | — |
| FY 2013 Q3 | Sep 30, 2013 | — | — | — | 16.33% | 1.02% | — |
| FY 2013 Q2 | Jun 30, 2013 | — | — | — | 14.04% | 0.83% | — |
| FY 2013 Q1 | Mar 31, 2013 | — | — | — | 12.39% | 0.74% | — |
| FY 2012 Q4 | Dec 31, 2012 | — | — | — | 10.64% | 0.67% | — |
| FY 2012 Q3 | Sep 30, 2012 | — | — | — | 9.19% | 0.64% | — |
| FY 2012 Q2 | Jun 30, 2012 | — | — | — | 10.16% | 0.65% | — |
| FY 2012 Q1 | Mar 31, 2012 | — | — | — | 10.97% | 0.76% | — |
| FY 2011 Q4 | Dec 31, 2011 | — | — | — | 10.26% | 0.73% | — |
| FY 2011 Q3 | Sep 30, 2011 | — | — | — | 10.4% | 0.77% | — |
| FY 2011 Q2 | Jun 30, 2011 | — | — | — | 11.16% | 0.92% | — |
| FY 2011 Q1 | Mar 31, 2011 | — | — | — | 10.88% | 0.88% | — |
| FY 2010 Q4 | Dec 31, 2010 | — | — | — | 10.97% | 0.9% | — |
| FY 2010 Q3 | Sep 30, 2010 | — | — | — | 10.54% | 0.88% | — |
| FY 2010 Q2 | Jun 30, 2010 | — | — | — | 10.43% | 0.86% | — |
| FY 2010 Q1 | Mar 31, 2010 | — | — | — | — | — | — |
| FY 2009 Q4 | Dec 31, 2009 | — | — | — | — | — | — |
| FY 2009 Q3 | Sep 30, 2009 | — | — | — | — | — | — |
| FY 2009 Q2 | Jun 30, 2009 | — | — | — | — | — | — |
Sources and calculations
Financial inputs from company filings. Last checked Oct 18, 2026. A dash means missing inputs or an undefined calculation.
Period changes use the preceding fiscal quarter or year. Percentage changes divide by the absolute prior value; a zero or missing baseline has no percentage change. Percentage metrics show changes in percentage points.
Quarterly returns use trailing 12-month earnings and period-end balances averaged with the same fiscal quarter one year earlier. NOPAT uses the reported effective tax rate only when pretax profit is positive and the rate is between 0 and 100%. WACC starts at 7.7%, rounded from the US nonfinancial market · generic proxy benchmark in NYU Stern · January 2026. It is an editable US sector proxy applied across history, not a company estimate; foreign reporting currencies also need a currency-specific assessment.
Market prices: Yahoo Finance · AMP, USD. Latest completed close Sep 25, 2026. Price data retrieved Sep 28, 2026.
- ROIC
- NOPAT / average invested capital × 100. NOPAT = operating income × (1 − effective tax rate). Invested capital = equity including noncontrolling interests + debt − cash and equivalents. Average uses period end and one year earlier.
- ROCE
- Operating income / average (assets − current liabilities) × 100, using period end and one year earlier.
- ROIIC
- Year-over-year change in annual/TTM NOPAT / positive year-over-year change in invested capital × 100. Capital reductions and missing inputs yield unavailable values.
- ROE
- Earnings attributable to owners / average equity attributable to owners × 100, using period end and one year earlier.
- ROA
- Net income / average total assets × 100, using period end and one year earlier.
- ROIC − WACC
- ROIC less your WACC assumption, in percentage points. The same scenario rate is applied across history; it is not a reported or historical company WACC.