KKR & Co. Fixed indexed annuities — Policyholder Account Balance increased by 1.6% to $37.02B in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 9.8%, from $33.72B to $37.02B. Over 3 years (FY 2022 to FY 2025), Fixed indexed annuities — Policyholder Account Balance shows an upward trend with a 8.6% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Growth in this balance indicates successful asset gathering and retention, while a decline may signal high surrender rates or reduced new business.
This represents the total liability owed to policyholders for their account values within the fixed indexed annuity segm...
Standard metric for all annuity providers; represents the core 'AUM' of the insurance segment.
kkr_segment_fixed_indexed_annuities_policyholder_account_balance| Q4 '21 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $25.20B | $26.61B | $27.49B | $28.61B | $29.12B | $29.90B | $30.05B | $30.01B | $30.17B | $30.61B | $31.53B | $32.84B | $33.72B | $34.36B | $35.46B | $36.43B | $37.02B |
| QoQ Change | — | +5.6% | +3.3% | +4.1% | +1.8% | +2.7% | +0.5% | -0.2% | +0.5% | +1.5% | +3.0% | +4.1% | +2.7% | +1.9% | +3.2% | +2.7% | +1.6% |
| YoY Change | — | — | — | — | +15.5% | +12.3% | +9.3% | +4.9% | +3.6% | +2.4% | +4.9% | +9.4% | +11.8% | +12.2% | +12.5% | +10.9% | +9.8% |