KKR & Co. Account values with adjustable credit rates subject to guaranteed minimum increased by 0.2% to $89.99B in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 4.0%, from $86.49B to $89.99B. Over 3 years (FY 2022 to FY 2025), Account values with adjustable credit rates subject to guaranteed minimum shows an upward trend with a 12.5% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.
A larger balance indicates higher interest rate risk for the insurer if market rates fall below the guaranteed minimums.
This metric isolates account values that are subject to adjustable credit rates but are protected by a guaranteed minimu...
Used by insurers with significant fixed-annuity portfolios to disclose interest rate floor exposure.
other_policyholder_account_balance_excluding_index_credi_6db1c3| 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 | $63.24B | $65.04B | $64.41B | $65.66B | $77.50B | $79.79B | $83.10B | $85.28B | $86.49B | $87.63B | $88.23B | $89.77B | $89.99B |
| QoQ Change | — | +2.8% | -1.0% | +2.0% | +18.0% | +3.0% | +4.1% | +2.6% | +1.4% | +1.3% | +0.7% | +1.7% | +0.2% |
| YoY Change | — | — | — | — | +22.6% | +22.7% | +29.0% | +29.9% | +11.6% | +9.8% | +6.2% | +5.3% | +4.0% |