Products & Services · Policyholder Account Balance, Surrender and Withdrawal

Life/Disability — Policyholder Account Balance, Surrender and Withdrawal

Prudential Financial Life/Disability — Policyholder Account Balance, Surrender and Withdrawal increased by 8.0% to $256.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 43.4%, from $452.00M to $256.00M. Over 4 years (FY 2021 to FY 2025), Life/Disability — Policyholder Account Balance, Surrender and Withdrawal shows a downward trend with a -10.2% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.

Analysis

StatementSegment
CategoryRisk
SignalLower is better
VolatilityModerate
First reportedQ1 2021
Last reportedQ1 2026

How to read this metric

Lower surrender rates are generally positive, indicating high customer loyalty and product satisfaction.

Detailed definition

This measures the outflow of funds from policyholder accounts due to voluntary surrenders, partial withdrawals, or contr...

Peer comparison

Standard industry metric known as 'Surrender Rate' or 'Policyholder Withdrawals'.

Metric ID: pru_segment_life_disability_policyholder_account_balance_surrender_and_withdrawal

Historical Data

20 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$514.50M$514.50M$514.50M$378.00M$322.00M$398.00M$359.00M$453.00M$373.00M$391.00M$335.00M$434.00M$415.00M$274.00M$329.00M$452.00M$390.00M$258.00M$237.00M$256.00M
QoQ Change+0.0%+0.0%-26.5%-14.8%+23.6%-9.8%+26.2%-17.7%+4.8%-14.3%+29.6%-4.4%-34.0%+20.1%+37.4%-13.7%-33.8%-8.1%+8.0%
YoY Change-37.4%-22.6%-30.2%+19.8%+15.8%-1.8%-6.7%-4.2%+11.3%-29.9%-1.8%+4.1%-6.0%-5.8%-28.0%-43.4%
Range$237.00M$514.50M
CAGR-13.7%
Avg YoY Growth-10.4%
Median YoY Growth-5.9%

Frequently Asked Questions

What is Prudential Financial's life/disability — policyholder account balance, surrender and withdrawal?
Prudential Financial (PRU) reported life/disability — policyholder account balance, surrender and withdrawal of $256.00M in Q1 2026.
How has Prudential Financial's life/disability — policyholder account balance, surrender and withdrawal changed year-over-year?
Prudential Financial's life/disability — policyholder account balance, surrender and withdrawal decreased by 43.4% year-over-year, from $452.00M to $256.00M.
What is the long-term trend for Prudential Financial's life/disability — policyholder account balance, surrender and withdrawal?
Over 4 years (2021 to 2025), Prudential Financial's life/disability — policyholder account balance, surrender and withdrawal has grown at a -10.2% compound annual growth rate (CAGR), from $2.06B to $1.34B.
What does life/disability — policyholder account balance, surrender and withdrawal mean?
The amount of money withdrawn or removed from accounts by policyholders, often due to policy cancellations.