Variable Annuity — Policyholder Account Balance, Policy Charge
Ameriprise Financial Variable Annuity — Policyholder Account Balance, Policy Charge remained flat by 0.0% to $3.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric was flat by 0.0%, from $3.00M to $3.00M. Over 3 years (FY 2022 to FY 2025), Variable Annuity — Policyholder Account Balance, Policy Charge shows an upward trend with a 17.6% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
How to read this metric
Growth in policy charges relative to account balances indicates effective pricing power and stable revenue generation.
Detailed definition
This represents the revenue generated from fees and charges assessed against the policyholder account balances, such as...
Peer comparison
Comparable to fee income or asset-based revenue in the annuity and asset management industry.
amp_segment_variable_annuity_policyholder_account_balance_policy_chargeHistorical Data
| 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 | $2.00M | $2.00M | $2.00M | $2.00M | $2.00M | $2.00M | $3.00M | $3.00M | $3.00M | $4.00M | $4.00M | $3.00M | $3.00M | $4.00M | $3.00M | $3.00M | $3.00M |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +50.0% | +0.0% | +0.0% | +33.3% | +0.0% | -25.0% | +0.0% | +33.3% | -25.0% | +0.0% | +0.0% |
| YoY Change | — | — | — | — | +0.0% | +0.0% | +50.0% | +50.0% | +50.0% | +100.0% | +33.3% | +0.0% | +0.0% | +0.0% | -25.0% | +0.0% | +0.0% |
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Frequently Asked Questions
- What is Ameriprise Financial's variable annuity — policyholder account balance, policy charge?
- Ameriprise Financial (AMP) reported variable annuity — policyholder account balance, policy charge of $3.00M in Q1 2026.
- How has Ameriprise Financial's variable annuity — policyholder account balance, policy charge changed year-over-year?
- Ameriprise Financial's variable annuity — policyholder account balance, policy charge decreased by 0.0% year-over-year, from $3.00M to $3.00M.
- What is the long-term trend for Ameriprise Financial's variable annuity — policyholder account balance, policy charge?
- Over 3 years (2022 to 2025), Ameriprise Financial's variable annuity — policyholder account balance, policy charge has grown at a 17.6% compound annual growth rate (CAGR), from $8.00M to $13.00M.
- What does variable annuity — policyholder account balance, policy charge mean?
- The recurring fees earned from managing variable annuity customer accounts.