Basis: Latest reported fiscal year. Source: stored company filings and market data; unavailable inputs remain N/A.
Is the return on equity (ROE) high or low?
The return on equity (ROE) of 62.02% is 13% above its 5-year average of 54.82%, around the middle of its 5-year range (26.15%–82.80%).
As of the fiscal period ended Wednesday, December 31, 2025. 3.83% above its 12-month average of 59.73%.
Annual fiscal-year return on equity; no daily interpolation.
RETURN ON EQUITY (ROE)
62.02%
RETURN ON EQUITY (ROE) AVG TTM
59.73%
RETURN ON EQUITY (ROE) AVG 3Y
64.08%
RETURN ON EQUITY (ROE) AVG 5Y
54.82%
RETURN ON EQUITY (ROE) AVG 10Y
42.44%
RETURN ON EQUITY (ROE) AVG 15Y
33.43%
RETURN ON EQUITY (ROE) AVG 20Y
24.26%
CURRENT VS TTM AVG
+3.83%
CURRENT VS 3Y AVG
-3.21%
CURRENT VS 5Y AVG
+13.13%
CURRENT VS 10Y AVG
+46.15%
CURRENT VS 15Y AVG
+85.50%
CURRENT VS 20Y AVG
+155.66%
SECTOR MEDIAN · FINANCIAL SERVICES
13.78%
median of 95 covered companies
CURRENT VS SECTOR MEDIAN
+350.07%
vs the sector median at left
Ameriprise Financial, Inc.
Market Cap
$49.07B
Return on Equity (ROE)
62.02%
TTM Avg
59.73%
3Y Avg
64.08%
5Y Avg
54.82%
Market Cap
$50.34B
Return on Equity (ROE)
25.29%
TTM Avg
22.47%
3Y Avg
29.21%
5Y Avg
25.38%
Market Cap
$50.47B
Return on Equity (ROE)
24.73%
TTM Avg
23.07%
3Y Avg
19.56%
5Y Avg
19.74%
Market Cap
$50.97B
Return on Equity (ROE)
12.23%
TTM Avg
10.59%
3Y Avg
10.09%
5Y Avg
9.91%
Market Cap
$51.21B
Return on Equity (ROE)
6.82%
TTM Avg
11.70%
3Y Avg
12.44%
5Y Avg
11.40%
Market Cap
$52.65B
Return on Equity (ROE)
16.42%
TTM Avg
12.30%
3Y Avg
13.17%
5Y Avg
14.29%
Market Cap
$44.83B
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$42.36B
Return on Equity (ROE)
10.84%
TTM Avg
10.40%
3Y Avg
4.90%
5Y Avg
5.56%
Market Cap
$42.07B
Return on Equity (ROE)
15.47%
TTM Avg
12.71%
3Y Avg
15.25%
5Y Avg
16.03%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Ameriprise Financial, Inc. (AMP) | $49.07B | 62.02% | 59.73% | 64.08% | 54.82% |
| Discover Financial Services (DFS)vs › | $50.34B | 25.29% | 22.47% | 29.21% | 25.38% |
| PayPal Holdings, Inc. (PYPL)vs › | $50.47B | 24.73% | 23.07% | 19.56% | 19.74% |
| State Street Corporation (STT)vs › | $50.97B | 12.23% | 10.59% | 10.09% | 9.91% |
| Fifth Third Bancorp (FITB)vs › | $51.21B | 6.82% | 11.70% | 12.44% | 11.40% |
| Nasdaq, Inc. (NDAQ)vs › | $52.65B | 16.42% | 12.30% | 13.17% | 14.29% |
| State Street SPDR Dow Jones Industrial Average ETF Trust (DIA)vs › | $44.83B | N/A | N/A | N/A | N/A |
| Prudential Financial, Inc. (PRU)vs › | $42.36B | 10.84% | 10.40% | 4.90% | 5.56% |
| Ares Management Corporation (ARES)vs › | $42.07B | 15.47% | 12.71% | 15.25% | 16.03% |
| American International Group, Inc. (AIG)vs › | $41.66B | 7.82% | 2.12% | 9.30% | 7.33% |
ROE
62.0%
ROA
2.0%
ROE = Net Income / Total Shareholders' Equity
Return on equity measures how efficiently a company generates profit from shareholders' equity. Higher ROE indicates better capital efficiency.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
| DATE | RETURN ON EQUITY (ROE) |
|---|---|
| 2025-12-31 | 54.41% |
| 2024-12-31 | 65.05% |
| 2023-12-31 | 54.05% |
| 2022-12-31 | 82.80% |
| 2021-12-31 | 46.46% |
| 2020-12-31 | 26.15% |
| 2019-12-31 | 33.04% |
| 2018-12-31 | 37.54% |
| 2017-12-31 | 24.69% |
| 2016-12-31 | 20.88% |
| 2015-12-31 | 21.72% |
| 2014-12-31 | 19.93% |
| 2013-12-31 | 16.28% |
| 2012-12-31 | 11.32% |
| 2011-12-31 | 10.43% |
| 2010-12-31 | 10.20% |
| 2009-12-31 | 7.79% |
| 2008-12-31 | -0.62% |
| 2007-12-31 | 10.42% |
| 2006-12-31 | 7.96% |
| 2005-12-31 | 7.47% |
| 2004-12-31 | 12.91% |
| 2003-12-31 | 9.95% |
| 2002-12-31 | 10.45% |
| 2001-12-31 | 1.55% |
| 2000-12-31 | 22.12% |