AON vs. AMP

Last updated Apr 2, 2026

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

Performance

AON vs. AMP - Performance Comparison

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

AON vs. AMP - Yearly Performance Comparison

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

Fundamentals

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

Returns By Period

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

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%

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%

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

Return for Risk

AON vs. AMP — Risk / Return Rank

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

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

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

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.

AON vs. AMP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Aon plc (AON) and Ameriprise Financial, Inc. (AMP). 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.

	AON	AMP	Difference
Sharpe ratio Return per unit of total volatility	-0.74	-0.32	-0.42
Sortino ratio Return per unit of downside risk	-0.88	-0.26	-0.62
Omega ratio Gain probability vs. loss probability	0.88	0.96	-0.08
Calmar ratio Return relative to maximum drawdown	-0.87	-0.42	-0.45
Martin ratio Return relative to average drawdown	-1.55	-0.87	-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.

AON vs. AMP - Sharpe Ratio Comparison

The current AON Sharpe Ratio is -0.74, which is lower than the AMP Sharpe Ratio of -0.32. The chart below compares the historical Sharpe Ratios of AON and AMP, 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

	AON	AMP	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.74	-0.32	-0.42
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.33	0.54	-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	0.42	0.39	+0.04

Correlation

The correlation between AON and AMP 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

AON vs. AMP - Dividend Comparison

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

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
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%

Drawdowns

AON vs. AMP - Drawdown Comparison

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

Drawdown Indicators

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

Volatility

AON vs. AMP - Volatility Comparison

Aon plc (AON) has a higher volatility of 8.05% compared to Ameriprise Financial, Inc. (AMP) at 5.59%. This indicates that AON's price experiences larger fluctuations and is considered to be riskier than AMP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

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

Financials

AON vs. AMP - Profitability Comparison

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

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 - 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 - 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 - 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 - 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%.

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%.