Ameriprise Financial Indexed Universal Life Insurance — Cash surrender value increased by 2.1% to $2.70B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 8.3%, from $2.49B to $2.70B. Over 2 years (FY 2023 to FY 2025), Indexed Universal Life Insurance — Cash surrender value shows an upward trend with a 7.5% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
An increase reflects growth in the policyholder base and accumulated savings, while a decrease may signal higher policy lapses or surrenders.
This metric represents the total amount of cash that policyholders would receive if they were to terminate their indexed...
Commonly reported as 'cash surrender value' or 'policyholder account value' in insurance segment disclosures.
amp_segment_indexed_universal_life_insurance_cash_surrender_value| 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 | $2.15B | $2.16B | $2.19B | $2.23B | $2.27B | $2.32B | $2.35B | $2.40B | $2.45B | $2.49B | $2.53B | $2.58B | $2.64B | $2.70B |
| QoQ Change | — | +0.7% | +1.3% | +1.8% | +1.9% | +1.9% | +1.6% | +1.8% | +2.2% | +1.8% | +1.5% | +2.0% | +2.4% | +2.1% |
| YoY Change | — | — | — | — | +5.7% | +7.1% | +7.4% | +7.4% | +7.7% | +7.6% | +7.5% | +7.6% | +7.9% | +8.3% |