Fixed annuities — Policyholder account balances
Ameriprise Financial Fixed annuities — Policyholder account balances decreased by 1.8% to $4.82B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 7.9%, from $5.23B to $4.82B. Over 2 years (FY 2023 to FY 2025), Fixed annuities — Policyholder account balances shows a downward trend with a -10.0% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
How to read this metric
An increase suggests successful sales growth or high customer retention, while a decrease may signal product maturity, competitive outflows, or strategic de-risking.
Detailed definition
This metric measures the total value of funds held in non-indexed fixed annuity accounts on behalf of policyholders. It...
Peer comparison
Comparable to 'Fixed Annuity Reserves' or 'Fixed Annuity Assets Under Management' reported by major life insurance and wealth management competitors.
amp_segment_fixed_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 | $6.78B | $6.53B | $6.35B | $6.17B | $5.97B | $5.79B | $5.62B | $5.47B | $5.36B | $5.23B | $5.11B | $5.01B | $4.91B | $4.82B |
| QoQ Change | — | -3.7% | -2.8% | -2.8% | -3.3% | -3.0% | -2.9% | -2.5% | -2.2% | -2.4% | -2.3% | -2.0% | -2.0% | -1.8% |
| YoY Change | — | — | — | — | -12.0% | -11.4% | -11.5% | -11.3% | -10.2% | -9.6% | -9.0% | -8.5% | -8.4% | -7.9% |
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Frequently Asked Questions
- What is Ameriprise Financial's fixed annuities — policyholder account balances?
- Ameriprise Financial (AMP) reported fixed annuities — policyholder account balances of $4.82B in Q1 2026.
- How has Ameriprise Financial's fixed annuities — policyholder account balances changed year-over-year?
- Ameriprise Financial's fixed annuities — policyholder account balances decreased by 7.9% year-over-year, from $5.23B to $4.82B.
- What is the long-term trend for Ameriprise Financial's fixed annuities — policyholder account balances?
- Over 2 years (2023 to 2025), Ameriprise Financial's fixed annuities — policyholder account balances has grown at a -10.0% compound annual growth rate (CAGR), from $25.01B to $20.25B.
- What does fixed annuities — policyholder account balances mean?
- The total amount of money held in non-indexed fixed annuity accounts for customers.