Fixed Annuity — Policyholder account balances
Ameriprise Financial Fixed Annuity — Policyholder account balances decreased by 1.9% to $4.83B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 7.9%, from $5.24B to $4.83B. Over 2 years (FY 2023 to FY 2025), Fixed Annuity — Policyholder account balances shows a downward trend with a -10.0% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
How to read this metric
Growth in account balances indicates successful asset gathering and strong retention of existing annuity assets.
Detailed definition
The total liability representing the accumulated value of funds held on behalf of fixed annuity policyholders. This bala...
Peer comparison
Reported as Policyholder Liabilities or Account Values by all major annuity and life insurance companies.
amp_segment_fixed_annuity_policyholder_account_balancesHistorical Data
| Q4 '21 | 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 | $8.12B | $7.60B | $6.55B | $6.36B | $6.18B | $5.98B | $5.80B | $5.63B | $5.49B | $5.37B | $5.24B | $5.12B | $5.02B | $4.92B | $4.83B |
| QoQ Change | — | -6.4% | -13.8% | -2.8% | -2.8% | -3.3% | -3.0% | -2.9% | -2.6% | -2.2% | -2.4% | -2.3% | -2.0% | -2.0% | -1.9% |
| YoY Change | — | -6.4% | — | — | — | -21.2% | -11.4% | -11.5% | -11.2% | -10.2% | -9.7% | -9.1% | -8.6% | -8.4% | -7.9% |
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Frequently Asked Questions
- What is Ameriprise Financial's fixed annuity — policyholder account balances?
- Ameriprise Financial (AMP) reported fixed annuity — policyholder account balances of $4.83B in Q1 2026.
- How has Ameriprise Financial's fixed annuity — policyholder account balances changed year-over-year?
- Ameriprise Financial's fixed annuity — policyholder account balances decreased by 7.9% year-over-year, from $5.24B to $4.83B.
- What is the long-term trend for Ameriprise Financial's fixed annuity — policyholder account balances?
- Over 2 years (2023 to 2025), Ameriprise Financial's fixed annuity — policyholder account balances has grown at a -10.0% compound annual growth rate (CAGR), from $25.08B to $20.30B.
- What does fixed annuity — policyholder account balances mean?
- The total amount of money the company owes to fixed annuity policyholders.