What is the long-term trend for Ameriprise Financial's effect of changes in discount rate assumptions?

Over 4 years (2021 to 2025), Ameriprise Financial's effect of changes in discount rate assumptions has grown at a -58.8% compound annual growth rate (CAGR), from -$2.46B to $71M.

Ameriprise Financial AMP Effect of changes in discount rate assumptions

Effect of changes in discount rate assumptions at other companies

Globe LifeGL

$310.82M-21.5%

Equitable HoldingsEQH

-$60M-195%

KKR & Co.KKR

-$139.84M-22.1%

AflacAFL

-$21M-262%

U-Haul HoldingUHAL

$5.4M-33.9%

AflacAFL

-$1.12B-63.5%

Segments

By product

See full

Life Contingent Payout Annuities$65M-8.5%

Disability Income Insurance-$11M+26.7%

Other financials

Income statement

See full

Revenue$4.8B+10.5%

Net income$915.0M+56.9%

EPS (diluted)$9.68+66.0%

Balance sheet

See full

Cash & equivalents$9.4B+4.8%

Total debt$276.0M-14.3%

Total equity$6.2B+14.5%

Total assets$184.45B+3.0%

Cash flow

See full

Operating cash flow$459.0M-72.8%

CapEx$29.0M-19.4%

Free cash flow$430.0M-73.9%

Valuation

See full

Market cap$40.75B-16.1%

P/E10.5×-5.8×

P/S2.2×-0.6×

Profitability

See full

Net margin20.6%+3.4pp

FCF margin36.7%-1.6pp

Returns & leverage

See full

Return on equity66.9%+8.8pp

Debt / equity0×0.0×

Where this comes from

Reported directly by Ameriprise Financial in its filing.

Tagged under the XBRL concept us-gaap:AociLiabilityForFuturePolicyBenefitExpectedFuturePolicyBenefitBeforeTax.

The official record: Ameriprise Financial’s 10-Q, filed May 7, 2026, on SEC EDGAR. View the filing →

Ask your AI about Ameriprise Financial's effect of changes in discount rate assumptions.

Connect your AI assistant and compare it to peers, right in your chat.

Connect your AI

Claude

Questions, answered.

What is Ameriprise Financial's effect of changes in discount rate assumptions?: Ameriprise Financial (AMP) reported effect of changes in discount rate assumptions of $262M in Q1 2026.
How has Ameriprise Financial's effect of changes in discount rate assumptions changed year-over-year?: Ameriprise Financial's effect of changes in discount rate assumptions increased by 18.0% year-over-year, from $222M to $262M.
What is the long-term trend for Ameriprise Financial's effect of changes in discount rate assumptions?: Over 4 years (2021 to 2025), Ameriprise Financial's effect of changes in discount rate assumptions has grown at a -58.8% compound annual growth rate (CAGR), from -$2.46B to $71M.