AMP (Ameriprise Financial) Tax Rate %: 22.82% (As of Jun. 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

AMP Ameriprise Financial Inc AMP
87 GF Score
Price $570.22
GF Value $582.68
Valuation Fairly Valued
! 5 Warning Signs
View Full Analysis

What is Ameriprise Financial Tax Rate %?

Ameriprise Financial AMP -0.08% 87 Tax Rate % is 22.82% as of Jun. 2026. GuruFocus rates AMP with a GF Score™ of 87/100 and a GF Value™ of $582.68 (Fairly Valued). The stock has 5 warning signs investors should review.

Tax Rate % is calculated as Tax Expense divided by its Pre-Tax Income. Ameriprise Financial's Tax Expense for the three months ended in Jun. 2026 was $329 Mil. Ameriprise Financial's Pre-Tax Income for the three months ended in Jun. 2026 was $1,442 Mil. Therefore, Ameriprise Financial's Tax Rate % for the quarter that ended in Jun. 2026 was 22.82%.


Ameriprise Financial Tax Rate % Related Terms


Ameriprise Financial Tax Rate % Historical Data

* Premium members only.

The historical data trend for Ameriprise Financial's Tax Rate % 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 Tax Rate % Chart

Ameriprise Financial Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Tax Rate %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 18.35 19.89 20.96 20.30 20.89

Ameriprise Financial Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
Tax Rate % 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 21.54 22.32 21.98 20.02 22.82
AMP
87GF Score
Ameriprise Financial Inc AMP
Tax Rate % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Ameriprise Financial Tax Rate % Calculation

Tax Rate % is the ratio of tax expense divided by pretax income, usually presented in percent.

Ameriprise Financial's Tax Rate % for the fiscal year that ended in Dec. 2025 is calculated as

Tax Rate %=Tax Expense (A: Dec. 2025 )/Pre-Tax Income (A: Dec. 2025 )
=941/4504
=20.89 %

Ameriprise Financial's Tax Rate % for the quarter that ended in Jun. 2026 is calculated as

Tax Rate %=Tax Expense (Q: Jun. 2026 )/Pre-Tax Income (Q: Jun. 2026 )
=329/1442
=22.82 %

* 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.

Frequently Asked Questions Learn more about Tax Rate % →
What does a Tax Rate % of 22.82% mean?
Ameriprise Financial (AMP) has a Tax Rate % of 22.82% as of Jun. 2026.
Is Ameriprise Financial's Tax Rate % too high?
Ameriprise Financial's current Tax Rate % is 22.82%. Overall, Ameriprise Financial has a GF Score™ of 87/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Ameriprise Financial's Tax Rate % compare to STT and RJF?
Ameriprise Financial's Tax Rate % of 22.82% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tax Rate % for an Asset Management company?
A good Tax Rate % depends on the Asset Management industry context. However, Tax Rate % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tax Rate % mean?
A high Tax Rate % can signal that a stock is expensive relative to its fundamentals. Ameriprise Financial's current Tax Rate % is 22.82%. 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 (AMP) is currently considered Fairly Valued. The stock's GF Value™ is $582.68, compared to a current price of $570.22 — trading 2.1% below its estimated fair value. The current Tax Rate % is 22.82%. Ameriprise Financial's overall GF Score™ is 87/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tax Rate % calculated?
Tax Rate % is calculated from a company's financial statements. For Ameriprise Financial (AMP), the current Tax Rate % is 22.82% 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 (AMP) Overvalued in 2026?

Based on GuruFocus' analysis, Ameriprise Financial stock appears to be undervalued. The current stock price of $570.22 is trading 2.1% below its estimated GF Value™ of $582.68. GuruFocus considers Ameriprise Financial to be Fairly Valued.

Key valuation signals for AMP:

  • Tax Rate %: 22.82%
  • GF Value™: $582.68 vs. price of $570.22 (2.1% below fair value)
  • GF Score™: 87/100 with 5 warning signs

No single metric tells the full story. See the 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.
87GF Score

Get the complete analysis for AMP

Tax Rate % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$570.22
Price
$582.68
GF Value