Universal Life Insurance — Policyholder account balances
Ameriprise Financial Universal Life Insurance — Policyholder account balances decreased by 1.3% to $1.31B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 4.0%, from $1.36B to $1.31B. Over 2 years (FY 2023 to FY 2025), Universal Life Insurance — Policyholder account balances shows relatively stable performance with a -4.5% 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 retention and net inflows, while a decline suggests net outflows or high surrender rates.
Detailed definition
The total liability representing the accumulated value of funds held on behalf of universal life insurance policyholders...
Peer comparison
Standard liability metric for universal life and annuity products across the insurance industry.
amp_segment_universal_life_insurance_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 | $1.60B | $1.54B | $1.50B | $1.48B | $1.46B | $1.45B | $1.43B | $1.41B | $1.39B | $1.38B | $1.36B | $1.35B | $1.33B | $1.32B | $1.31B |
| QoQ Change | — | -3.6% | -3.1% | -1.2% | -1.2% | -1.1% | -1.2% | -1.2% | -1.3% | -1.1% | -1.2% | -1.1% | -1.0% | -0.7% | -1.3% |
| YoY Change | — | -3.6% | — | — | — | -6.4% | -4.5% | -4.5% | -4.7% | -4.7% | -4.8% | -4.7% | -4.4% | -4.0% | -4.0% |
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Frequently Asked Questions
- What is Ameriprise Financial's universal life insurance — policyholder account balances?
- Ameriprise Financial (AMP) reported universal life insurance — policyholder account balances of $1.31B in Q1 2026.
- How has Ameriprise Financial's universal life insurance — policyholder account balances changed year-over-year?
- Ameriprise Financial's universal life insurance — policyholder account balances decreased by 4.0% year-over-year, from $1.36B to $1.31B.
- What is the long-term trend for Ameriprise Financial's universal life insurance — policyholder account balances?
- Over 2 years (2023 to 2025), Ameriprise Financial's universal life insurance — policyholder account balances has grown at a -4.5% compound annual growth rate (CAGR), from $5.88B to $5.36B.
- What does universal life insurance — policyholder account balances mean?
- The total amount of money the company owes to universal life insurance policyholders.