Ameriprise Financial (MEX:AMP) Return-on-Tangible-Equity: 69.64% (As of Jun. 2026) — 48% Above Median

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MEX:AMP Ameriprise Financial Inc MEX:AMP
86 GF Score
Price MXN8,880.00
GF Value MXN9,066.72
Valuation Fairly Valued
! 5 Warning Signs
View Full Analysis

What is Ameriprise Financial Return-on-Tangible-Equity?

Ameriprise Financial MEX:AMP 86 Return-on-Tangible-Equity is 69.64% as of Jun. 2026, which is 48% above its 10-year median of 47.06. GuruFocus rates MEX:AMP with a GF Score™ of 86/100 and a GF Value™ of MXN9,066.72 (Fairly Valued). The stock has 5 warning signs investors should review. Among 1,590 Asset Management companies, Ameriprise Financial ranks better than 95.09% on this metric.

Return-on-Tangible-Equity is calculated as Net Income divided by its average total shareholder tangible equity. Total shareholder tangible equity equals to Total Stockholders Equity minus Intangible Assets. Ameriprise Financial's annualized net income for the quarter that ended in Jun. 2026 was MXN77,683 Mil. Ameriprise Financial's average shareholder tangible equity for the quarter that ended in Jun. 2026 was MXN111,550 Mil. Therefore, Ameriprise Financial's annualized Return-on-Tangible-Equity for the quarter that ended in Jun. 2026 was 69.64%.

The historical rank and industry rank for Ameriprise Financial's Return-on-Tangible-Equity or its related term are showing as below:

MEX:AMP' s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: 19.48   Med: 47.06   Max: 68.31
Current: 62.34

During the past 13 years, Ameriprise Financial's highest Return-on-Tangible-Equity was 68.31%. The lowest was 19.48%. And the median was 47.06%.

MEX:AMP's Return-on-Tangible-Equity is ranked better than
95.09% of 1590 companies
in the Asset Management industry
Industry Median: 7.525 vs MEX:AMP: 62.34

Ameriprise Financial  (MEX:AMP) Return-on-Tangible-Equity Explanation

Return-on-Tangible-Equity measures the rate of return on the ownership interest (shareholder's tangible equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' tangible equity (shareholders equity minus intangibles). Return-on-Tangible-Equity shows how well a company uses investment funds to generate earnings growth. Return-on-Tangible-Equitys between 15% and 20% are considered desirable.


Be Aware

Net Income is used.

Because a company can increase its Return-on-Tangible-Equity by having more financial leverage, it is important to watch the leverage ratio when investing in high Return-on-Tangible-Equity companies. Like Return-on-Tangible-Asset, Return-on-Tangible-Equity is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.

Asset light businesses require very few assets to generate very high earnings. Their Return-on-Tangible-Equitys can be extremely high.


Ameriprise Financial Return-on-Tangible-Equity Related Terms


Ameriprise Financial Return-on-Tangible-Equity Historical Data

* Premium members only.

The historical data trend for Ameriprise Financial's Return-on-Tangible-Equity can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Ameriprise Financial Return-on-Tangible-Equity Chart

Ameriprise Financial Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Return-on-Tangible-Equity
Get a 7-Day Free Trial Premium Member Only Premium Member Only 58.76 62.64 56.19 74.94 56.54

Ameriprise Financial Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
Return-on-Tangible-Equity Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 70.80 57.46 61.44 57.41 69.64

MEX:AMP vs STT, RJF, ARES: Return-on-Tangible-Equity Comparison

For the Asset Management subindustry, Ameriprise Financial's Return-on-Tangible-Equity, along with its competitors' market caps and Return-on-Tangible-Equity data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Ameriprise Financial Return-on-Tangible-Equity vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Ameriprise Financial's Return-on-Tangible-Equity distribution charts can be found below:

* The bar in red indicates where Ameriprise Financial's Return-on-Tangible-Equity falls into.


MEX:AMP
86GF Score
Ameriprise Financial Inc MEX:AMP
Return-on-Tangible-Equity is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Ameriprise Financial Return-on-Tangible-Equity Calculation

Ameriprise Financial's annualized Return-on-Tangible-Equity for the fiscal year that ended in Dec. 2025 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(A: Dec. 2025 )  (A: Dec. 2024 )(A: Dec. 2025 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets )/ count )
(A: Dec. 2025 )  (A: Dec. 2024 )(A: Dec. 2025 )
=64154.309/( (109033.6+117919.329 )/ 2 )
=64154.309/113476.4645
=56.54 %

Ameriprise Financial's annualized Return-on-Tangible-Equity for the quarter that ended in Jun. 2026 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(Q: Jun. 2026 )  (Q: Mar. 2026 )(Q: Jun. 2026 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets)/ count )
(Q: Jun. 2026 )  (Q: Mar. 2026 )(Q: Jun. 2026 )
=77682.948/( (112019.132+111080.334)/ 2 )
=77682.948/111549.733
=69.64 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of annual Return-on-Tangible-Equity, the net income of the last fiscal year and the average total shareholder tangible equity over the fiscal year are used. In calculating the quarterly data, the net income data used here is four times the quarterly (Jun. 2026) net income data. Return-on-Tangible-Equity is displayed in the 10-year financial page.

What does a Return-on-Tangible-Equity of 69.64% mean?
Ameriprise Financial (MEX:AMP) has a Return-on-Tangible-Equity of 69.64% as of Jun. 2026. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on Ameriprise Financial and its competitors. This is 48% above median its historical median of 47.06. Over the past decade, Ameriprise Financial's Return-on-Tangible-Equity has ranged from 19.48 to 68.31. According to the industry distribution chart, Ameriprise Financial ranks #78 out of 1590 companies in the Asset Management industry, placing it in the top 4.9%.
Is Ameriprise Financial's Return-on-Tangible-Equity too high?
Ameriprise Financial's current Return-on-Tangible-Equity of 69.64% is 48% above median its 10-year median of 47.06. Over the past 10 years, this metric has ranged from a low of 19.48 to a high of 68.31. The Asset Management industry median Return-on-Tangible-Equity is 7.53. Ameriprise Financial's value of 69.64% is 825.4% above this industry median. Based on the distribution chart, Ameriprise Financial ranks #78 out of 1590 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Ameriprise Financial has a GF Score™ of 86/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Ameriprise Financial's Return-on-Tangible-Equity compare to STT and RJF?
According to the Asset Management industry distribution chart, Ameriprise Financial ranks #78 out of 1590 companies for Return-on-Tangible-Equity. This places Ameriprise Financial in the top 5% of its industry — outperforming the majority of peers. The industry median Return-on-Tangible-Equity is 7.53. Ameriprise Financial's value of 69.64% is 825.4% above this benchmark. Historically, Ameriprise Financial's own Return-on-Tangible-Equity has ranged from 19.48 to 68.31 over the past decade. While the company's 10-year median is 47.06 vs. the industry median of 7.53, Ameriprise Financial has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Return-on-Tangible-Equity for an Asset Management company?
The median Return-on-Tangible-Equity among Asset Management companies is 7.53, based on 1,590 companies in the industry. Companies in the top quartile (top 25%) have a Return-on-Tangible-Equity significantly above this median, while those in the bottom quartile fall well below. However, Return-on-Tangible-Equity should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Ameriprise Financial's current Return-on-Tangible-Equity of 69.64% is 825.4% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Return-on-Tangible-Equity mean?
A high Return-on-Tangible-Equity can signal that a stock is expensive relative to its fundamentals. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on Ameriprise Financial and its competitors. For the Asset Management industry, the median Return-on-Tangible-Equity is 7.53 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Ameriprise Financial's current Return-on-Tangible-Equity is 69.64%, which is 48% above median its own 10-year median of 47.06. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Ameriprise Financial stock overvalued right now?
Based on GuruFocus' analysis, Ameriprise Financial (MEX:AMP) is currently considered Fairly Valued. The stock's GF Value™ is MXN9,066.72, compared to a current price of MXN8,880.00 — trading 2.1% below its estimated fair value. The current Return-on-Tangible-Equity is 69.64%, which is 48% above median its 10-year median of 47.06 and 825.4% above the Asset Management industry median of 7.53. Ameriprise Financial's overall GF Score™ is 86/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Return-on-Tangible-Equity calculated?
Return-on-Tangible-Equity is calculated from a company's financial statements. For Ameriprise Financial (MEX:AMP), the current Return-on-Tangible-Equity is 69.64% as of Jun. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Ameriprise Financial (MEX:AMP) Overvalued in 2026?

Based on GuruFocus' analysis, Ameriprise Financial stock appears to be undervalued. The current stock price of MXN8,880.00 is trading 2.1% below its estimated GF Value™ of MXN9,066.72. GuruFocus considers Ameriprise Financial to be Fairly Valued.

Key valuation signals for MEX:AMP:

  • Return-on-Tangible-Equity: 69.64% (48% above median its 10-year median of 47.06)
  • GF Value™: MXN9,066.72 vs. price of MXN8,880.00 (2.1% below fair value)
  • GF Score™: 86/100 with 5 warning signs
  • Industry Position: 825.4% above the Asset Management median (#78 of 1590)

No single metric tells the full story. See the MEX:AMP stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Ameriprise Financial Business Description

Address 1099 Ameriprise Financial Center, Minneapolis, MN, USA, 55474
Ameriprise Financial has evolved into a diversified financial services provider that generates roughly 65% of its operating profit from advice and wealth management. With nearly $1.2 trillion in segment assets under management and advisory at year-end 2025, and with roughly 10,600 affiliated and employee advisors, Ameriprise is one of the larger US-based wealth managers. It also boasts a reasonably large asset management franchise in Columbia Threadneedle, which boasted $678 billion in assets under management at year-end 2025. The firm's third segment is its retirement and protection services business, which sells insurance products to the firm's advisory clients. After eliminations, Ameriprise had $1.69 trillion in assets under management and advisory across segments at year-end 2025.
86GF Score

Get the complete analysis for MEX:AMP

Return-on-Tangible-Equity is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MXN8,880.00
Price
MXN9,066.72
GF Value