Ameriprise Financial, Inc. (AMP) quarterly balance sheet — complete assets, liabilities & equity history
Ameriprise Financial, Inc. (AMP) balance sheet — 22-year assets, liabilities & shareholders' equity history
| Metric | Q3'26 | Q2'26 | Q1'26 | Q4'25 | Q3'25 | Q2'25 | Q1'25 | Q4'24 | Q3'24 | Q2'24 | Q1'24 | Q4'23 | Q3'23 | Q2'23 | Q1'23 | Q4'22 | Q3'22 | Q2'22 | Q1'22 | Q4'21 |
|---|
| Cash & Short Term Investments | 9.27B | 10.25B | 8.5B | 63.69B | 46.86B | 46.38B | 11.06B | 60.67B | 63.12B | 59.56B | 59.45B | 59.13B | 55.29B | 55.06B | 53.43B | 47.91B | 44.38B | 41.85B | 39.07B | 39.3B |
| Cash & Due from Banks | 9.27B | 10.25B | 8.47B | 10.1B | 9.76B | 8.38B | 7.97B | 8.52B | 10.7B | 7.87B | 7.21B | 7.56B | 7.1B | 7.48B | 8.55B | 7.1B | 7.99B | 7.56B | 6.74B | 7.25B |
| Short Term Investments | 0 | 0 | 0 | 53.59B | 37.1B | 37.99B | 3.09B | 52.15B | 52.42B | 51.7B | 52.25B | 51.56B | 48.19B | 47.59B | 44.88B | 40.81B | 36.39B | 34.29B | 32.33B | 32.05B |
| Total Investments | 60.57B | 63.05B | 62.4B | 107.25B | 6.26B | 6.05B | 5.74B | 5.67B | 5.45B | 5.4B | 5.07B | 5.08B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Investments Growth % | 867.26% | 942.39% | 987.3% | 1791.59% | 14.88% | 11.96% | 13.31% | 11.53% | - | - | - | - | - | - | - | - | - | - | - | - |
| Long-Term Investments | 60.57B | 63.05B | 62.4B | 53.66B | -30.84B | -31.95B | 2.65B | -46.48B | -46.97B | -46.29B | -47.18B | -46.48B | -48.19B | -47.59B | -44.88B | -40.81B | -36.39B | -34.29B | -32.33B | -32.05B |
| Accounts Receivables | 15.68B | 15.99B | 15.14B | 14.92B | 14.99B | 14.68B | 14.73B | 14.47B | 14.77B | 14.82B | 14.91B | 15.08B | 14.8B | 15.06B | 15.38B | 15.6B | 16.01B | 16.37B | 16.19B | 16.2B |
| Goodwill & Intangibles | 0 | 2.61B | 2.61B | 0 | 0 | 0 | 0 | 2.57B | 0 | 0 | 0 | 2.62B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Goodwill | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1.4B | 0 | 0 | 0 | 1.41B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Intangible Assets | 0 | 2.61B | 2.61B | 0 | 0 | 0 | 0 | 1.17B | 0 | 0 | 0 | 1.21B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| PP&E (Net) | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Other Assets | 102.4B | 105.93B | 95.79B | 55.03B | 158.99B | 155.77B | 150.58B | 150.14B | 155.03B | 151.58B | 152.62B | 144.81B | 143.21B | 147.21B | 142.69B | 136.14B | 129.31B | 134.55B | 144.57B | 152.44B |
| Total Current Assets | 28.38B | 26.28B | 23.48B | 82.22B | 61.93B | 61.08B | 25.83B | 75.18B | 77.9B | 74.42B | 74.39B | 74.23B | 70.12B | 70.16B | 68.83B | 63.52B | 60.42B | 58.23B | 55.29B | 55.52B |
| Total Non-Current Assets | 162.97B | 171.59B | 160.81B | 108.69B | 128.15B | 123.82B | 153.22B | 106.22B | 108.07B | 105.28B | 105.44B | 100.96B | 95.01B | 99.63B | 97.81B | 95.33B | 92.93B | 100.26B | 112.24B | 120.39B |
| Total Assets | 191.35B | 197.87B | 184.45B | 190.9B | 190.09B | 184.9B | 179.06B | 181.4B | 185.97B | 179.7B | 179.83B | 175.19B | 165.14B | 169.78B | 166.64B | 158.85B | 153.35B | 158.5B | 167.53B | 175.91B |
| Asset Growth % | 0.66% | 7.01% | 3.01% | 5.24% | 2.21% | 2.9% | -0.43% | 3.55% | 12.62% | 5.84% | 7.92% | 10.29% | 7.68% | 7.12% | -0.53% | -9.7% | -10.18% | -7.69% | 1.08% | 6.04% |
| Return on Assets (ROA) | 0.58% | 0.58% | 0.49% | 0.53% | 0.49% | 0.58% | 0.32% | 0.58% | 0.28% | 0.46% | 0.56% | 0.22% | 0.52% | 0.53% | 0.26% | 0.32% | 0.68% | 0.38% | 0.48% | 0.4% |
| Accounts Payable | 3.09B | 2.9B | 2.51B | 2.98B | 2.69B | 2.45B | 2.26B | 2.7B | 2.58B | 0 | 2.17B | 2.6B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Total Debt | 5.99B | 6.53B | 5.81B | 5.86B | 5.88B | 6.01B | 6.18B | 5.47B | 5.87B | 5.98B | 5.72B | 5.75B | 5.98B | 6.02B | 6.13B | 5.38B | 5.42B | 5.1B | 4.69B | 5.2B |
| Net Debt | -3.28B | -3.72B | -2.65B | -4.24B | -3.88B | -2.38B | -1.8B | -3.05B | -4.83B | -1.89B | -1.49B | -1.81B | -1.12B | -1.46B | -2.42B | -1.71B | -2.57B | -2.46B | -2.06B | -2.05B |
| Long-Term Debt | 5.79B | 6.33B | 5.61B | 5.66B | 5.68B | 5.8B | 5.97B | 4.76B | 5.65B | 5.77B | 5.5B | 4.98B | 5.76B | 5.8B | 5.9B | 3.85B | 5.19B | 4.87B | 4.45B | 4.96B |
| Short-Term Debt | 200M | 200M | 200M | 200M | 201M | 201M | 201M | 701M | 201M | 201M | 201M | 751M | 201M | 201M | 201M | 1.5B | 201M | 200M | 200M | 200M |
| Other Liabilities | 65.56B | 182.08B | 169.91B | 175.51B | 175.05B | 170.36B | 165.19B | 168B | 171.81B | 168.72B | 169.23B | 164.71B | 119.22B | 159.68B | 156.37B | 149.66B | 116.54B | 124.75B | 135.78B | 144.55B |
| Total Current Liabilities | 114.88B | 3.1B | 2.71B | 3.18B | 2.9B | 2.65B | 2.46B | 3.4B | 2.78B | 201M | 201M | 751M | 201M | 201M | 201M | 1.5B | 201M | 200M | 200M | 200M |
| Total Non-Current Liabilities | 71.36B | 188.41B | 175.52B | 181.17B | 180.74B | 176.17B | 171.17B | 172.77B | 177.47B | 174.51B | 174.75B | 169.71B | 161.11B | 165.5B | 162.29B | 153.55B | 149.9B | 153.99B | 162.31B | 169.77B |
| Total Liabilities | 186.24B | 191.5B | 178.24B | 184.35B | 183.63B | 178.82B | 173.63B | 176.18B | 180.25B | 174.71B | 174.95B | 170.46B | 161.31B | 165.7B | 162.5B | 155.05B | 150.1B | 154.19B | 162.51B | 169.97B |
| Total Equity | 5.11B | 6.37B | 6.21B | 6.55B | 6.46B | 6.08B | 5.43B | 5.23B | 5.71B | 4.99B | 4.88B | 4.73B | 3.83B | 4.08B | 4.14B | 3.8B | 3.26B | 4.3B | 5.01B | 5.94B |
| Equity Growth % | -20.84% | 4.67% | 14.49% | 25.27% | 12.95% | 21.81% | 11.21% | 10.55% | 49.41% | 22.38% | 17.74% | 24.35% | 17.44% | -5.2% | -17.29% | -35.99% | -42.93% | -24.31% | -8.94% | 1.26% |
| Equity / Assets (Capital Ratio) | 2.67% | 3.22% | 3.37% | 3.43% | 3.4% | 3.29% | 3.03% | 2.88% | 3.07% | 2.78% | 2.71% | 2.7% | 2.32% | 2.4% | 2.49% | 2.39% | 2.12% | 2.72% | 2.99% | 3.38% |
| Return on Equity (ROE) | 19.62% | 17.7% | 14.34% | 15.5% | 14.55% | 18.42% | 10.94% | 19.57% | 9.54% | 16.79% | 20.61% | 8.81% | 22.06% | 21.64% | 10.49% | 13.99% | 28.07% | 13.18% | 15.07% | 12.04% |
| Book Value per Share | 55.91 | 68.53 | 65.74 | 68.01 | 66.00 | 61.56 | 54.26 | 51.66 | 55.92 | 48.29 | 47.19 | 44.74 | 35.71 | 37.64 | 37.67 | 34.14 | 28.90 | 37.62 | 43.12 | 50.52 |
| Tangible BV per Share | 55.91 | 40.47 | 38.10 | 68.01 | 66.00 | 61.56 | 54.26 | 26.25 | 55.92 | 48.29 | 47.19 | 19.92 | 35.71 | 37.64 | 37.67 | 34.14 | 28.90 | 37.62 | 43.12 | 50.52 |
| Common Stock | 3M | 3M | 3M | 3M | 3M | 3M | 3M | 3M | 3M | 3M | 3M | 3M | 3M | 3M | 3M | 3M | 3M | 3M | 3M | 3M |
| Additional Paid-in Capital | 10.59B | 10.5B | 10.44B | 10.38B | 10.31B | 10.25B | 10.19B | 10.14B | 10.05B | 9.99B | 9.92B | 9.82B | 9.74B | 9.67B | 9.61B | 9.52B | 9.43B | 9.38B | 9.35B | 9.22B |
| Retained Earnings | 30.35B | 29.38B | 28.43B | 27.66B | 26.81B | 26.05B | 25.15B | 24.71B | 23.79B | 23.43B | 22.75B | 21.91B | 21.67B | 20.94B | 20.2B | 19.92B | 19.17B | 18.77B | 18.15B | 17.52B |
| Accumulated OCI | -2.64B | -1.28B | -1.21B | -892M | -969M | -1.24B | -1.52B | -1.91B | -1.1B | -1.99B | -1.93B | -1.77B | -2.84B | -2.35B | -1.99B | -2.55B | -2.79B | -1.79B | -895M | 259M |
| Treasury Stock | -33.19B | -32.24B | -31.45B | -30.6B | -29.7B | -28.99B | -28.39B | -27.72B | -27.03B | -26.43B | -25.87B | -25.24B | -24.75B | -24.18B | -23.68B | -23.09B | -22.56B | -22.05B | -21.6B | -21.07B |
| Preferred Stock | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |