Basis: Trailing twelve months (TTM), to the latest fiscal quarter end. 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 in line with its 5-year average of 59.94%, around the middle of its 5-year range (18.73%–98.28%).
As of the fiscal period ended Tuesday, June 30, 2026. 7.55% above its 12-month average of 57.66%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 62.02%.
RETURN ON EQUITY (ROE)
62.02%
RETURN ON EQUITY (ROE) AVG TTM
57.66%
RETURN ON EQUITY (ROE) AVG 3Y
59.66%
RETURN ON EQUITY (ROE) AVG 5Y
59.94%
RETURN ON EQUITY (ROE) AVG 10Y
44.31%
RETURN ON EQUITY (ROE) AVG 15Y
35.03%
RETURN ON EQUITY (ROE) AVG 20Y
27.28%
CURRENT VS TTM AVG
+7.55%
CURRENT VS 3Y AVG
+3.95%
CURRENT VS 5Y AVG
+3.47%
CURRENT VS 10Y AVG
+39.97%
CURRENT VS 15Y AVG
+77.02%
CURRENT VS 20Y AVG
+127.34%
SECTOR MEDIAN · FINANCIAL SERVICES
13.39%
median of 102 covered companies
CURRENT VS SECTOR MEDIAN
+362.99%
vs the sector median at left
Ameriprise Financial, Inc.
Market Cap
$49.76B
Return on Equity (ROE)
62.02%
TTM Avg
57.66%
3Y Avg
59.66%
5Y Avg
59.94%
Market Cap
$49.33B
Return on Equity (ROE)
6.82%
TTM Avg
11.70%
3Y Avg
12.44%
5Y Avg
11.40%
Market Cap
$51.43B
Return on Equity (ROE)
16.42%
TTM Avg
12.30%
3Y Avg
13.17%
5Y Avg
14.29%
Market Cap
$52.95B
Return on Equity (ROE)
12.23%
TTM Avg
10.59%
3Y Avg
10.09%
5Y Avg
9.91%
Market Cap
$45.60B
Return on Equity (ROE)
24.73%
TTM Avg
23.07%
3Y Avg
19.56%
5Y Avg
19.74%
Market Cap
$45.45B
Return on Equity (ROE)
-7.55%
TTM Avg
16.81%
3Y Avg
-3.25%
5Y Avg
12.88%
Market Cap
$43.77B
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$42.90B
Return on Equity (ROE)
16.04%
TTM Avg
12.71%
3Y Avg
15.25%
5Y Avg
16.03%
Market Cap
$58.26B
Return on Equity (ROE)
16.04%
TTM Avg
16.61%
3Y Avg
19.09%
5Y Avg
17.22%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Ameriprise Financial, Inc. (AMP) | $49.76B | 62.02% | 57.66% | 59.66% | 59.94% |
| Fifth Third Bancorp (FITB)vs › | $49.33B | 6.82% | 11.70% | 12.44% | 11.40% |
| Nasdaq, Inc. (NDAQ)vs › | $51.43B | 16.42% | 12.30% | 13.17% | 14.29% |
| State Street Corporation (STT)vs › | $52.95B | 12.23% | 10.59% | 10.09% | 9.91% |
| PayPal Holdings, Inc. (PYPL)vs › | $45.60B | 24.73% | 23.07% | 19.56% | 19.74% |
| Coinbase Global, Inc. (COIN)vs › | $45.45B | -7.55% | 16.81% | -3.25% | 12.88% |
| State Street SPDR Dow Jones Industrial Average ETF Trust (DIA)vs › | $43.77B | N/A | N/A | N/A | N/A |
| Ares Management Corporation (ARES)vs › | $42.90B | 16.04% | 12.71% | 15.25% | 16.03% |
| Aflac Incorporated (AFL)vs › | $58.26B | 16.04% | 16.61% | 19.09% | 17.22% |
| Prudential Financial, Inc. (PRU)vs › | $41.11B | 12.17% | 10.40% | 4.90% | 5.56% |
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) |
|---|---|
| 2026-06-30 | 62.02% |
| 2026-03-31 | 62.70% |
| 2025-12-31 | 54.41% |
| 2025-09-30 | 56.17% |
| 2025-06-30 | 53.03% |
| 2025-03-31 | 55.18% |
| 2024-12-31 | 65.05% |
| 2024-09-30 | 47.37% |
| 2024-06-30 | 61.45% |
| 2024-03-31 | 64.13% |
| 2023-12-31 | 54.05% |
| 2023-09-30 | 69.88% |
| 2023-06-30 | 70.15% |
| 2023-03-31 | 62.40% |
| 2022-12-31 | 78.73% |
| 2022-09-30 | 98.28% |
| 2022-06-30 | 73.68% |
| 2022-03-31 | 62.83% |
| 2021-12-31 | 46.46% |
| 2021-09-30 | 39.18% |
| 2021-06-30 | 18.73% |
| 2021-03-31 | -1.18% |
| 2020-12-31 | 26.15% |
| 2020-09-30 | 30.00% |
| 2020-06-30 | 38.51% |
| 2020-03-31 | 52.80% |
| 2019-12-31 | 33.04% |
| 2019-09-30 | 32.83% |
| 2019-06-30 | 31.99% |
| 2019-03-31 | 32.50% |
| 2018-12-31 | 37.54% |
| 2018-09-30 | 30.90% |
| 2018-06-30 | 30.89% |
| 2018-03-31 | 28.61% |
| 2017-12-31 | 24.69% |
| 2017-09-30 | 27.01% |
| 2017-06-30 | 22.58% |
| 2017-03-31 | 21.73% |
| 2016-12-31 | 20.88% |
| 2016-09-30 | 18.70% |
| 2016-06-30 | 20.50% |
| 2016-03-31 | 21.61% |
| 2015-12-31 | 21.72% |
| 2015-09-30 | 21.37% |
| 2015-06-30 | 20.99% |
| 2015-03-31 | 19.67% |
| 2014-12-31 | 19.93% |
| 2014-09-30 | 18.04% |
| 2014-06-30 | 17.23% |
| 2014-03-31 | 16.77% |
| 2013-12-31 | 16.28% |
| 2013-09-30 | 17.14% |
| 2013-06-30 | 14.60% |
| 2013-03-31 | 12.50% |
| 2012-12-31 | 11.32% |
| 2012-09-30 | 13.78% |
| 2012-06-30 | 11.59% |
| 2012-03-31 | 12.46% |
| 2011-12-31 | 11.05% |
| 2011-09-30 | 11.29% |
| 2011-06-30 | 11.19% |
| 2011-03-31 | 10.65% |
| 2010-12-31 | 10.23% |
| 2010-09-30 | 9.63% |
| 2010-06-30 | 9.24% |
| 2010-03-31 | 7.97% |
| 2009-12-31 | 7.79% |
| 2009-09-30 | 1.28% |
| 2009-06-30 | -2.64% |
| 2009-03-31 | -1.55% |
| 2008-12-31 | -0.62% |
| 2008-09-30 | 8.72% |
| 2008-06-30 | 11.68% |
| 2008-03-31 | 11.08% |
| 2007-12-31 | 10.42% |
| 2007-09-30 | 9.41% |
| 2007-06-30 | 9.29% |
| 2007-03-31 | 8.42% |
| 2006-12-31 | 7.96% |
| 2006-09-30 | 7.36% |
| 2006-06-30 | 7.21% |
| 2006-03-31 | 7.30% |
| 2005-12-31 | 7.47% |
| 2005-09-30 | 9.02% |
| 2005-06-30 | 11.04% |
