Products & Services · Policyholder Account Balance

Fixed rate annuities — Policyholder Account Balance

KKR & Co. Fixed rate annuities — Policyholder Account Balance increased by 0.6% to $68.83B in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 5.7%, from $65.09B to $68.83B. Over 3 years (FY 2022 to FY 2025), Fixed rate annuities — Policyholder Account Balance shows an upward trend with a 13.1% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.

Analysis

StatementSegment
CategoryGrowth
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 suggests net outflows or maturity of the book.

Detailed definition

This represents the total liability owed to policyholders for their fixed rate annuity accounts, including accumulated i...

Peer comparison

Equivalent to 'Total Policy Liabilities' or 'Account Value' at other annuity providers.

Metric ID: kkr_segment_fixed_rate_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$42.41B$44.62B$46.41B$47.28B$48.51B$49.88B$49.24B$50.02B$56.76B$59.06B$61.37B$63.78B$65.09B$66.36B$66.80B$68.40B$68.83B
QoQ Change+5.2%+4.0%+1.9%+2.6%+2.8%-1.3%+1.6%+13.5%+4.1%+3.9%+3.9%+2.1%+2.0%+0.7%+2.4%+0.6%
YoY Change+14.4%+11.8%+6.1%+5.8%+17.0%+18.4%+24.6%+27.5%+14.7%+12.4%+8.8%+7.3%+5.7%
Range$42.41B$68.83B
CAGR+12.9%
Avg YoY Growth+13.4%
Median YoY Growth+12.4%
Current Streak10 quarters growth

Frequently Asked Questions

What is KKR & Co.'s fixed rate annuities — policyholder account balance?
KKR & Co. (KKR) reported fixed rate annuities — policyholder account balance of $68.83B in Q4 2025.
How has KKR & Co.'s fixed rate annuities — policyholder account balance changed year-over-year?
KKR & Co.'s fixed rate annuities — policyholder account balance increased by 5.7% year-over-year, from $65.09B to $68.83B.
What is the long-term trend for KKR & Co.'s fixed rate annuities — policyholder account balance?
Over 3 years (2022 to 2025), KKR & Co.'s fixed rate annuities — policyholder account balance has grown at a 13.1% compound annual growth rate (CAGR), from $186.82B to $270.38B.
What does fixed rate annuities — policyholder account balance mean?
The total amount of money held in policyholder accounts.