Products & Services · Cash surrender value

Indexed Universal Life Insurance — Cash surrender value

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.

Analysis

StatementSegment
CategoryLiquidity
SignalHigher is better
VolatilityStable
First reportedQ4 2022
Last reportedQ1 2026

How to read this metric

An increase reflects growth in the policyholder base and accumulated savings, while a decrease may signal higher policy lapses or surrenders.

Detailed definition

This metric represents the total amount of cash that policyholders would receive if they were to terminate their indexed...

Peer comparison

Commonly reported as 'cash surrender value' or 'policyholder account value' in insurance segment disclosures.

Metric ID: amp_segment_indexed_universal_life_insurance_cash_surrender_value

Historical Data

14 periods
 Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '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%
Range$2.15B$2.70B
CAGR+7.2%
Avg YoY Growth+7.4%
Median YoY Growth+7.5%
Current Streak13+ quarters growth

Frequently Asked Questions

What is Ameriprise Financial's indexed universal life insurance — cash surrender value?
Ameriprise Financial (AMP) reported indexed universal life insurance — cash surrender value of $2.70B in Q1 2026.
How has Ameriprise Financial's indexed universal life insurance — cash surrender value changed year-over-year?
Ameriprise Financial's indexed universal life insurance — cash surrender value increased by 8.3% year-over-year, from $2.49B to $2.70B.
What is the long-term trend for Ameriprise Financial's indexed universal life insurance — cash surrender value?
Over 2 years (2023 to 2025), Ameriprise Financial's indexed universal life insurance — cash surrender value has grown at a 7.5% compound annual growth rate (CAGR), from $8.85B to $10.24B.
What does indexed universal life insurance — cash surrender value mean?
The total cash value available to policyholders if they cancel their insurance policies today.