Variable Annuity — Policyholder account balances
Ameriprise Financial Variable Annuity — Policyholder account balances decreased by 2.4% to $3.24B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 9.7%, from $3.59B to $3.24B. Over 2 years (FY 2023 to FY 2025), Variable Annuity — Policyholder account balances shows a downward trend with a -11.4% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
How to read this metric
Growth in this balance signifies successful asset gathering and retention, which typically leads to higher fee-based revenue.
Detailed definition
This represents the total value of assets held in accounts on behalf of variable annuity policyholders. It is a primary...
Peer comparison
Comparable to total account value or assets under management (AUM) for annuity segments at peer firms.
amp_segment_variable_annuity_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 | $4.97B | $4.75B | $4.61B | $4.49B | $4.36B | $4.17B | $4.02B | $3.89B | $3.79B | $3.68B | $3.59B | $3.51B | $3.43B | $3.32B | $3.24B |
| QoQ Change | — | -4.4% | -2.9% | -2.7% | -2.9% | -4.3% | -3.6% | -3.3% | -2.6% | -2.9% | -2.5% | -2.0% | -2.5% | -3.1% | -2.4% |
| YoY Change | — | -4.4% | — | — | — | -12.2% | -12.8% | -13.4% | -13.1% | -11.8% | -10.9% | -9.7% | -9.6% | -9.8% | -9.7% |
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Frequently Asked Questions
- What is Ameriprise Financial's variable annuity — policyholder account balances?
- Ameriprise Financial (AMP) reported variable annuity — policyholder account balances of $3.24B in Q1 2026.
- How has Ameriprise Financial's variable annuity — policyholder account balances changed year-over-year?
- Ameriprise Financial's variable annuity — policyholder account balances decreased by 9.7% year-over-year, from $3.59B to $3.24B.
- What is the long-term trend for Ameriprise Financial's variable annuity — policyholder account balances?
- Over 2 years (2023 to 2025), Ameriprise Financial's variable annuity — policyholder account balances has grown at a -11.4% compound annual growth rate (CAGR), from $17.64B to $13.85B.
- What does variable annuity — policyholder account balances mean?
- The total amount of money managed on behalf of variable annuity customers.