Products & Services · Investment return
Variable Annuity — Investment return
Ameriprise Financial Variable Annuity — Investment return decreased by 193.1% to -$1.25B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 195.8%, from -$424.00M to -$1.25B. Over 2 years (FY 2022 to FY 2025), Variable Annuity — Investment return shows an upward trend with a -23.9% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
StatementSegment
CategoryGrowth
SignalHigher is better
VolatilityVolatile
First reportedQ1 2022
Last reportedQ1 2026
How to read this metric
Positive returns increase the asset base and associated fee revenue, while negative returns reduce the asset base and potential fee income.
Detailed definition
The net investment performance generated by the assets underlying the variable annuity segment. This reflects the market...
Peer comparison
Standard performance metric for any firm managing investment assets.
Metric ID:
amp_segment_variable_annuity_investment_returnHistorical Data
16 periods
| Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | -$3.61B | -$3.61B | -$3.61B | -$3.61B | $2.96B | $2.16B | -$2.49B | $5.84B | $3.63B | $1.01B | $3.64B | -$424.00M | $4.15B | $3.30B | $1.35B | -$1.25B |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | +182.0% | -27.1% | -215.1% | +334.9% | -37.9% | -72.1% | +259.8% | -111.6% | >999% | -20.6% | -59.1% | -193.1% |
| YoY Change | — | — | — | — | +182.0% | +159.8% | +31.2% | +261.7% | +22.4% | -53.1% | +246.4% | -111.7% | +310.4% | -9.4% | — | -195.8% |
Range-$3.61B – $5.84B
CAGR-24.6%
Avg YoY Growth+76.7%
Median YoY Growth+31.2%
Current Streak3 quarters decline
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Frequently Asked Questions
- What is Ameriprise Financial's variable annuity — investment return?
- Ameriprise Financial (AMP) reported variable annuity — investment return of -$1.25B in Q1 2026.
- How has Ameriprise Financial's variable annuity — investment return changed year-over-year?
- Ameriprise Financial's variable annuity — investment return decreased by 195.8% year-over-year, from -$424.00M to -$1.25B.
- What is the long-term trend for Ameriprise Financial's variable annuity — investment return?
- Over 2 years (2022 to 2025), Ameriprise Financial's variable annuity — investment return has grown at a -23.9% compound annual growth rate (CAGR), from -$14.45B to $8.37B.
- What does variable annuity — investment return mean?
- The investment performance of the assets held within annuity accounts.