Fixed Indexed Annuity — Policyholder account balances
Ameriprise Financial Fixed Indexed Annuity — Policyholder account balances decreased by 3.5% to $279.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 7.3%, from $301.00M to $279.00M. Over 2 years (FY 2023 to FY 2025), Fixed Indexed Annuity — Policyholder account balances shows relatively stable performance with a -2.0% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
How to read this metric
Growth in this balance indicates successful asset accumulation and retention of annuity business.
Detailed definition
The total liability representing the accumulated value of fixed indexed annuity contracts held by policyholders. This ba...
Peer comparison
Equivalent to 'Policy Liabilities' or 'Account Values' at peer insurance firms.
amp_segment_fixed_indexed_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 | $323.00M | $312.00M | $310.00M | $308.00M | $308.00M | $307.00M | $307.00M | $307.00M | $306.00M | $305.00M | $301.00M | $299.00M | $295.00M | $289.00M | $279.00M |
| QoQ Change | — | -3.4% | -0.6% | -0.6% | +0.0% | -0.3% | +0.0% | +0.0% | -0.3% | -0.3% | -1.3% | -0.7% | -1.3% | -2.0% | -3.5% |
| YoY Change | — | -3.4% | — | — | — | -1.6% | -1.0% | -0.3% | -0.6% | -0.7% | -2.0% | -2.6% | -3.6% | -5.2% | -7.3% |
Similar Metrics at Other Companies
Frequently Asked Questions
- What is Ameriprise Financial's fixed indexed annuity — policyholder account balances?
- Ameriprise Financial (AMP) reported fixed indexed annuity — policyholder account balances of $279.00M in Q1 2026.
- How has Ameriprise Financial's fixed indexed annuity — policyholder account balances changed year-over-year?
- Ameriprise Financial's fixed indexed annuity — policyholder account balances decreased by 7.3% year-over-year, from $301.00M to $279.00M.
- What is the long-term trend for Ameriprise Financial's fixed indexed annuity — policyholder account balances?
- Over 2 years (2023 to 2025), Ameriprise Financial's fixed indexed annuity — policyholder account balances has grown at a -2.0% compound annual growth rate (CAGR), from $1.23B to $1.18B.
- What does fixed indexed annuity — policyholder account balances mean?
- The total amount of money the company owes to fixed indexed annuity holders.