Fixed accounts of structured variable annuities — Policyholder account balances
Ameriprise Financial Fixed accounts of structured variable annuities — Policyholder account balances increased by 45.7% to $102.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 104.0%, from $50.00M to $102.00M. Over 2 years (FY 2023 to FY 2025), Fixed accounts of structured variable annuities — Policyholder account balances shows an upward trend with a 42.0% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
How to read this metric
An increase in account balances suggests strong sales or retention of annuity products, contributing to higher fee-based revenue and assets under management. A decrease may signal product outflows, competitive pressure, or a shift in investor preference toward market-linked options.
Detailed definition
This metric measures the total value of assets held in the fixed account options of structured variable annuity contract...
Peer comparison
This is a standard metric for insurance and wealth management firms, comparable to 'fixed annuity reserves' or 'fixed account liabilities' reported by major annuity providers.
amp_segment_fixed_accounts_of_structured_variable_annuities_policyholder_account_balancesHistorical Data
| 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 | $23.00M | $26.00M | $30.00M | $32.00M | $39.00M | $40.00M | $42.00M | $43.00M | $45.00M | $50.00M | $71.00M | $65.00M | $70.00M | $102.00M |
| QoQ Change | — | +13.0% | +15.4% | +6.7% | +21.9% | +2.6% | +5.0% | +2.4% | +4.7% | +11.1% | +42.0% | -8.5% | +7.7% | +45.7% |
| YoY Change | — | — | — | — | +69.6% | +53.8% | +40.0% | +34.4% | +15.4% | +25.0% | +69.0% | +51.2% | +55.6% | +104.0% |
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Frequently Asked Questions
- What is Ameriprise Financial's fixed accounts of structured variable annuities — policyholder account balances?
- Ameriprise Financial (AMP) reported fixed accounts of structured variable annuities — policyholder account balances of $102.00M in Q1 2026.
- How has Ameriprise Financial's fixed accounts of structured variable annuities — policyholder account balances changed year-over-year?
- Ameriprise Financial's fixed accounts of structured variable annuities — policyholder account balances increased by 104.0% year-over-year, from $50.00M to $102.00M.
- What is the long-term trend for Ameriprise Financial's fixed accounts of structured variable annuities — policyholder account balances?
- Over 2 years (2023 to 2025), Ameriprise Financial's fixed accounts of structured variable annuities — policyholder account balances has grown at a 42.0% compound annual growth rate (CAGR), from $127.00M to $256.00M.
- What does fixed accounts of structured variable annuities — policyholder account balances mean?
- The total amount of money held by policyholders in the fixed-interest portion of their variable annuity accounts.