AMP vs. AON

Last updated Apr 2, 2026

Compare and contrast key facts about Ameriprise Financial, Inc. (AMP) and Aon plc (AON).

Performance

AMP vs. AON - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ameriprise Financial, Inc. (AMP) and Aon plc (AON). The values are adjusted to include any dividend payments, if applicable.

AMP vs. AON - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
AMP Ameriprise Financial, Inc.	-10.68%	-6.73%	42.10%	23.99%	4.98%	57.92%	19.82%	63.96%	-36.83%	56.40%
AON Aon plc	-8.74%	-0.94%	24.45%	-2.31%	0.61%	43.39%	2.37%	44.68%	9.94%	21.49%

Fundamentals

Market Cap AMP : $42.05B AON : $69.57B
EPS AMP : $36.49 AON : $17.04
PE Ratio AMP : 11.97 AON : 18.86
PEG Ratio AMP : 0.30 AON : 0.48
PS Ratio AMP : 2.26 AON : 4.06
PB Ratio AMP : 6.42 AON : 7.44
Total Revenue (TTM) AMP : $18.89B AON : $17.18B
Gross Profit (TTM) AMP : $12.52B AON : $8.20B
EBITDA (TTM) AMP : $2.47B AON : $5.12B

Returns By Period

In the year-to-date period, AMP achieves a -10.68% return, which is significantly lower than AON's -8.74% return. Over the past 10 years, AMP has outperformed AON with an annualized return of 18.95%, while AON has yielded a comparatively lower 12.91% annualized return.

AMP

• 1D: -1.74%
• 1M: -8.13%
• YTD: -10.68%
• 6M: -9.68%
• 1Y: -9.48%
• 3Y*: 14.11%
• 5Y*: 14.86%
• 10Y*: 18.95%

AON

• 1D: -0.45%
• 1M: -4.87%
• YTD: -8.74%
• 6M: -10.38%
• 1Y: -18.74%
• 3Y*: 1.46%
• 5Y*: 7.60%
• 10Y*: 12.91%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

AMP vs. AON — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AMP

AMP Risk / Return Rank: 25
AMP Sharpe Ratio Rank: 26
AMP Sortino Ratio Rank: 23
AMP Omega Ratio Rank: 23
AMP Calmar Ratio Rank: 27
AMP Martin Ratio Rank: 26

AON

AON Risk / Return Rank: 10
AON Sharpe Ratio Rank: 10
AON Sortino Ratio Rank: 12
AON Omega Ratio Rank: 12
AON Calmar Ratio Rank: 8
AON Martin Ratio Rank: 8

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AMP vs. AON - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ameriprise Financial, Inc. (AMP) and Aon plc (AON). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	AMP	AON	Difference
Sharpe ratio Return per unit of total volatility	-0.32	-0.74	+0.42
Sortino ratio Return per unit of downside risk	-0.26	-0.88	+0.62
Omega ratio Gain probability vs. loss probability	0.96	0.88	+0.08
Calmar ratio Return relative to maximum drawdown	-0.42	-0.87	+0.45
Martin ratio Return relative to average drawdown	-0.87	-1.55	+0.68
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AMP vs. AON - Sharpe Ratio Comparison

The current AMP Sharpe Ratio is -0.32, which is higher than the AON Sharpe Ratio of -0.74. The chart below compares the historical Sharpe Ratios of AMP and AON, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	AMP	AON	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.32	-0.74	+0.42
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.54	0.33	+0.21
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.56	0.56	0.00
Sharpe Ratio (All Time) Calculated using the full available price history	0.39	0.42	-0.04

Correlation

The correlation between AMP and AON is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

AMP vs. AON - Dividend Comparison

AMP's dividend yield for the trailing twelve months is around 1.47%, more than AON's 0.93% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AMP Ameriprise Financial, Inc.	1.47%	1.28%	1.09%	1.40%	1.57%	1.47%	2.10%	2.29%	3.38%	1.91%	2.63%	2.43%
AON Aon plc	0.93%	0.82%	0.74%	0.83%	0.73%	0.66%	0.84%	0.83%	1.35%	1.05%	1.16%	1.25%

Drawdowns

AMP vs. AON - Drawdown Comparison

The maximum AMP drawdown since its inception was -81.14%, which is greater than AON's maximum drawdown of -69.05%. Use the drawdown chart below to compare losses from any high point for AMP and AON.

Drawdown Indicators

	AMP	AON	Difference
Max Drawdown Largest peak-to-trough decline	-81.14%	-69.05%	-12.09%
Max Drawdown (1Y) Largest decline over 1 year	-20.47%	-21.06%	+0.59%
Max Drawdown (5Y) Largest decline over 5 years	-31.54%	-25.38%	-6.16%
Max Drawdown (10Y) Largest decline over 10 years	-53.88%	-38.73%	-15.15%
Current Drawdown Current decline from peak	-22.87%	-20.82%	-2.05%
Average Drawdown Average peak-to-trough decline	-15.10%	-13.64%	-1.46%
Ulcer Index Depth and duration of drawdowns from previous peaks	9.90%	12.12%	-2.22%

Volatility

AMP vs. AON - Volatility Comparison

The current volatility for Ameriprise Financial, Inc. (AMP) is 5.59%, while Aon plc (AON) has a volatility of 8.05%. This indicates that AMP experiences smaller price fluctuations and is considered to be less risky than AON based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AMP	AON	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.59%	8.05%	-2.46%
Volatility (6M) Calculated over the trailing 6-month period	19.46%	18.23%	+1.23%
Volatility (1Y) Calculated over the trailing 1-year period	29.40%	25.36%	+4.04%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	27.73%	22.89%	+4.84%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	33.96%	23.27%	+10.69%

Financials

AMP vs. AON - Profitability Comparison

The chart below illustrates the profitability comparison between Ameriprise Financial, Inc. and Aon plc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

AMP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Ameriprise Financial, Inc. reported a gross profit of 4.96B and revenue of 5.05B. Therefore, the gross margin over that period was 98.3%.

AON - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Aon plc reported a gross profit of 2.18B and revenue of 4.30B. Therefore, the gross margin over that period was 50.8%.

AMP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Ameriprise Financial, Inc. reported an operating income of 1.29B and revenue of 5.05B, resulting in an operating margin of 25.6%.

AON - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Aon plc reported an operating income of 1.21B and revenue of 4.30B, resulting in an operating margin of 28.1%.

AMP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Ameriprise Financial, Inc. reported a net income of 1.01B and revenue of 5.05B, resulting in a net margin of 20.0%.

AON - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Aon plc reported a net income of 1.69B and revenue of 4.30B, resulting in a net margin of 39.4%.