Ameriprise Financial Unitized Pooled Pension Funds — Separate Account, Liability, Policy Charge remained flat by 0.0% to $1.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric was flat by 0.0%, from $1.00M to $1.00M. Over 3 years (FY 2022 to FY 2025), Unitized Pooled Pension Funds — Separate Account, Liability, Policy Charge shows a downward trend with a -23.1% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
An increase suggests higher fee-based revenue generation from the pension segment.
Reflects the fees and charges levied against the separate account liabilities of unitized pooled pension funds. These ch...
Comparable to fee income or management fee revenue in wealth management segments.
amp_segment_unitized_pooled_pension_funds_separate_account_liability_policy_charge| Q1 '22 | Q2 '22 | Q3 '22 | 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 | $2.75M | $2.75M | $2.75M | $2.75M | $1.75M | $1.75M | $1.75M | $1.75M | $1.00M | $2.00M | $1.00M | $1.00M | $1.00M | $2.00M | $1.00M | $1.00M | $1.00M |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | -36.4% | +0.0% | +0.0% | +0.0% | -42.9% | +100.0% | -50.0% | +0.0% | +0.0% | +100.0% | -50.0% | +0.0% | +0.0% |
| YoY Change | — | — | — | — | -36.4% | -36.4% | -36.4% | -36.4% | -42.9% | +14.3% | -42.9% | -42.9% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% |