Fixed Indexed Annuity — Cash surrender value
Ameriprise Financial Fixed Indexed Annuity — Cash surrender value decreased by 3.3% to $263.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 5.7%, from $279.00M to $263.00M. Over 2 years (FY 2023 to FY 2025), Fixed Indexed Annuity — Cash surrender value shows relatively stable performance with a 0.0% CAGR. This is a positive signal — lower values indicate better performance for this metric.
Analysis
How to read this metric
An increase in cash surrender value relative to total assets may indicate higher potential liquidity risk or increased policyholder propensity to exit. A stable or declining ratio relative to total reserves suggests a more persistent and stable long-term liability base.
Detailed definition
This metric measures the total amount of cash that would be payable to policyholders if they were to terminate their fix...
Peer comparison
Comparable to 'surrender value' or 'cash value' reported by other life insurance and annuity providers to gauge policyholder retention and liquidity exposure.
amp_segment_fixed_indexed_annuity_cash_surrender_valueHistorical 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 | $277.00M | $278.00M | $276.00M | $274.00M | $278.00M | $278.00M | $279.00M | $284.00M | $279.00M | $279.00M | $278.00M | $277.00M | $272.00M | $263.00M |
| QoQ Change | — | +0.4% | -0.7% | -0.7% | +1.5% | +0.0% | +0.4% | +1.8% | -1.8% | +0.0% | -0.4% | -0.4% | -1.8% | -3.3% |
| YoY Change | — | — | — | — | +0.4% | +0.0% | +1.1% | +3.6% | +0.4% | +0.4% | -0.4% | -2.5% | -2.5% | -5.7% |
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Frequently Asked Questions
- What is Ameriprise Financial's fixed indexed annuity — cash surrender value?
- Ameriprise Financial (AMP) reported fixed indexed annuity — cash surrender value of $263.00M in Q1 2026.
- How has Ameriprise Financial's fixed indexed annuity — cash surrender value changed year-over-year?
- Ameriprise Financial's fixed indexed annuity — cash surrender value decreased by 5.7% year-over-year, from $279.00M to $263.00M.
- What is the long-term trend for Ameriprise Financial's fixed indexed annuity — cash surrender value?
- Over 2 years (2023 to 2025), Ameriprise Financial's fixed indexed annuity — cash surrender value has grown at a 0.0% compound annual growth rate (CAGR), from $1.11B to $1.11B.
- What does fixed indexed annuity — cash surrender value mean?
- The total cash amount policyholders could withdraw if they cancelled their annuity contracts today.