Products & Services · Cash surrender value
Unitized Pooled Pension Funds — Cash surrender value
Ameriprise Financial Unitized Pooled Pension Funds — Cash surrender value decreased by 3.0% to $2.33B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 6.0%, from $2.47B to $2.33B.
Analysis
StatementSegment
CategoryRisk
SignalContext dependent
VolatilityModerate
First reportedQ4 2022
Last reportedQ1 2026
How to read this metric
High cash surrender values relative to total assets may indicate higher potential liquidity risk if many clients exit simultaneously.
Detailed definition
Represents the total amount payable to policyholders if they were to terminate their pension contracts or withdraw their...
Peer comparison
Standard metric for insurance and annuity products reflecting potential liability exposure.
Metric ID:
amp_segment_unitized_pooled_pension_funds_cash_surrender_valueHistorical Data
11 periods
| Q4 '22 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $3.09B | $2.82B | $2.71B | $2.76B | $2.78B | $2.54B | $2.47B | $2.62B | $2.54B | $2.40B | $2.33B |
| QoQ Change | — | -8.5% | -3.9% | +1.7% | +0.7% | -8.6% | -2.5% | +6.0% | -3.3% | -5.4% | -3.0% |
| YoY Change | — | -8.5% | — | — | — | -10.1% | -8.8% | -5.0% | -8.7% | -5.5% | -6.0% |
Range$2.33B – $3.09B
CAGR-10.7%
Avg YoY Growth-7.5%
Median YoY Growth-8.5%
Current Streak3 quarters decline
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Frequently Asked Questions
- What is Ameriprise Financial's unitized pooled pension funds — cash surrender value?
- Ameriprise Financial (AMP) reported unitized pooled pension funds — cash surrender value of $2.33B in Q1 2026.
- How has Ameriprise Financial's unitized pooled pension funds — cash surrender value changed year-over-year?
- Ameriprise Financial's unitized pooled pension funds — cash surrender value decreased by 6.0% year-over-year, from $2.47B to $2.33B.
- What does unitized pooled pension funds — cash surrender value mean?
- The total value that clients could withdraw from their pension funds if they closed their accounts today.