Products & Services · Policyholder Account Balance

Fixed indexed annuities — Policyholder Account Balance

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.

Analysis

StatementSegment
CategoryMarket Position
SignalHigher is better
VolatilityStable
First reportedQ4 2021
Last reportedQ4 2025

How to read this metric

Growth in this balance indicates successful asset gathering and retention, while a decline may signal high surrender rates or reduced new business.

Detailed definition

This represents the total liability owed to policyholders for their account values within the fixed indexed annuity segm...

Peer comparison

Standard metric for all annuity providers; represents the core 'AUM' of the insurance segment.

Metric ID: kkr_segment_fixed_indexed_annuities_policyholder_account_balance

Historical Data

17 periods
 Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '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%
Range$25.20B$37.02B
CAGR+10.1%
Avg YoY Growth+9.2%
Median YoY Growth+9.8%
Current Streak9 quarters growth

Frequently Asked Questions

What is KKR & Co.'s fixed indexed annuities — policyholder account balance?
KKR & Co. (KKR) reported fixed indexed annuities — policyholder account balance of $37.02B in Q4 2025.
How has KKR & Co.'s fixed indexed annuities — policyholder account balance changed year-over-year?
KKR & Co.'s fixed indexed annuities — policyholder account balance increased by 9.8% year-over-year, from $33.72B to $37.02B.
What is the long-term trend for KKR & Co.'s fixed indexed annuities — policyholder account balance?
Over 3 years (2022 to 2025), KKR & Co.'s fixed indexed annuities — policyholder account balance has grown at a 8.6% compound annual growth rate (CAGR), from $111.84B to $143.27B.
What does fixed indexed annuities — policyholder account balance mean?
The total amount of money the company owes to annuity policyholders.