Prudential Financial PGIM — Separate Account, Liability, Surrender and Withdrawal decreased by 36.1% to $1.15B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 32.4%, from $1.70B to $1.15B. Over 4 years (FY 2021 to FY 2025), PGIM — Separate Account, Liability, Surrender and Withdrawal shows a downward trend with a -3.5% CAGR. This is a positive signal — lower values indicate better performance for this metric.
High surrender rates signal potential client dissatisfaction or competitive displacement, while low rates suggest high client retention.
Captures the total value of assets withdrawn or surrendered by policyholders from their separate account contracts. High...
Similar to 'Surrender Rates' or 'Redemption Rates' in the insurance and mutual fund industries.
pru_segment_pgim_separate_account_liability_surrender_and_withdrawal| Q2 '21 | Q3 '21 | 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 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $1.98B | $1.98B | $1.98B | $2.39B | $1.47B | $1.23B | $1.47B | $1.01B | $1.82B | $1.24B | $4.05B | $8.27B | $1.62B | $2.69B | $2.20B | $1.70B | $1.80B | $1.58B | $1.79B | $1.15B |
| QoQ Change | — | +0.0% | +0.0% | +20.7% | -38.4% | -16.7% | +19.6% | -31.1% | +79.4% | -31.9% | +227.3% | +104.4% | -80.5% | +66.2% | -18.2% | -22.8% | +6.4% | -12.4% | +13.4% | -36.1% |
| YoY Change | — | — | — | — | -25.7% | -38.1% | -26.0% | -57.7% | +23.3% | +0.7% | +175.5% | +717.2% | -11.0% | +117.2% | -45.7% | -79.5% | +11.6% | -41.2% | -18.4% | -32.4% |