Fixed accounts of variable annuities — Policyholder account balances
Ameriprise Financial Fixed accounts of variable annuities — Policyholder account balances decreased by 2.5% to $3.19B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 9.6%, from $3.54B to $3.19B. Over 2 years (FY 2023 to FY 2025), Fixed accounts of variable annuities — Policyholder account balances shows a downward trend with a -11.4% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
How to read this metric
An increase indicates growth in the annuity business and higher assets under management, while a decrease may signal product maturity or competitive outflows.
Detailed definition
This metric measures the total value of funds held in fixed-income accounts within variable annuity products, representi...
Peer comparison
Comparable to general account liability or fixed annuity reserve metrics reported by diversified financial services and insurance companies.
amp_segment_fixed_accounts_of_variable_annuities_policyholder_account_balancesHistorical Data
| Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $4.69B | $4.56B | $4.43B | $4.30B | $4.11B | $3.97B | $3.84B | $3.73B | $3.63B | $3.54B | $3.46B | $3.38B | $3.28B | $3.19B |
| QoQ Change | — | -2.9% | -2.7% | -2.9% | -4.4% | -3.5% | -3.3% | -2.8% | -2.8% | -2.5% | -2.1% | -2.4% | -3.0% | -2.5% |
| YoY Change | — | — | — | — | -12.3% | -12.9% | -13.4% | -13.2% | -11.8% | -10.9% | -9.9% | -9.5% | -9.7% | -9.6% |
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Frequently Asked Questions
- What is Ameriprise Financial's fixed accounts of variable annuities — policyholder account balances?
- Ameriprise Financial (AMP) reported fixed accounts of variable annuities — policyholder account balances of $3.19B in Q1 2026.
- How has Ameriprise Financial's fixed accounts of variable annuities — policyholder account balances changed year-over-year?
- Ameriprise Financial's fixed accounts of variable annuities — policyholder account balances decreased by 9.6% year-over-year, from $3.54B to $3.19B.
- What is the long-term trend for Ameriprise Financial's fixed accounts of variable annuities — policyholder account balances?
- Over 2 years (2023 to 2025), Ameriprise Financial's fixed accounts of variable annuities — policyholder account balances has grown at a -11.4% compound annual growth rate (CAGR), from $17.40B to $13.65B.
- What does fixed accounts of variable annuities — policyholder account balances mean?
- The total amount of customer funds held in fixed-rate annuity accounts.