Products & Services · Cash surrender value
Fixed Annuity — Cash surrender value
Ameriprise Financial Fixed Annuity — Cash surrender value decreased by 1.9% to $4.82B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 7.9%, from $5.24B to $4.82B. Over 2 years (FY 2023 to FY 2025), Fixed Annuity — Cash surrender value shows a downward trend with a -10.0% CAGR.
Analysis
StatementSegment
CategoryLiquidity
SignalContext dependent
VolatilityStable
First reportedQ4 2022
Last reportedQ1 2026
Rolls up toCash surrender value
How to read this metric
An increase suggests growth in the annuity book, while a rapid increase relative to total assets may signal higher potential liquidity risk.
Detailed definition
This metric represents the total amount that policyholders would be entitled to receive if they were to terminate their...
Peer comparison
Standard metric for insurance companies representing the cash surrender liability of annuity and life insurance products.
Metric ID:
amp_segment_fixed_annuity_cash_surrender_valueHistorical Data
14 periods
| 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 | $6.79B | $6.54B | $6.35B | $6.18B | $5.97B | $5.79B | $5.63B | $5.48B | $5.37B | $5.24B | $5.12B | $5.02B | $4.92B | $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% | -1.9% |
| YoY Change | — | — | — | — | -12.0% | -11.4% | -11.4% | -11.2% | -10.2% | -9.6% | -9.0% | -8.5% | -8.4% | -7.9% |
Range$4.82B – $6.79B
CAGR-10.0%
Avg YoY Growth-10.0%
Median YoY Growth-9.9%
Current Streak13+ quarters decline
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Frequently Asked Questions
- What is Ameriprise Financial's fixed annuity — cash surrender value?
- Ameriprise Financial (AMP) reported fixed annuity — cash surrender value of $4.82B in Q1 2026.
- How has Ameriprise Financial's fixed annuity — cash surrender value changed year-over-year?
- Ameriprise Financial's fixed annuity — cash surrender value decreased by 7.9% year-over-year, from $5.24B to $4.82B.
- What is the long-term trend for Ameriprise Financial's fixed annuity — cash surrender value?
- Over 2 years (2023 to 2025), Ameriprise Financial's fixed annuity — cash surrender value has grown at a -10.0% compound annual growth rate (CAGR), from $25.04B to $20.29B.
- What does fixed annuity — cash surrender value mean?
- The total cash value available to policyholders if they choose to cancel their annuity contracts today.