Ameriprise Financial Fixed Indexed Annuity — Interest credited increased by 50.0% to $3.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric was flat by 0.0%, from $3.00M to $3.00M. Over 3 years (FY 2022 to FY 2025), Fixed Indexed Annuity — Interest credited shows an upward trend with a 18.6% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.
Higher interest credited increases the cost of funds, which must be balanced against the yield earned on the company's investment portfolio.
The interest expense accrued and added to the policyholder's account balance based on the fixed or indexed rates guarant...
Comparable to 'Interest Credited to Policyholders' across the life insurance industry.
amp_segment_fixed_indexed_annuity_interest_credited| 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 | $1.50M | $1.50M | $1.50M | $1.50M | $0.00 | $1.00M | $3.00M | $1.00M | $4.00M | $4.00M | $2.00M | $4.00M | $3.00M | $3.00M | $2.00M | $2.00M | $3.00M |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | -100.0% | — | +200.0% | -66.7% | +300.0% | +0.0% | -50.0% | +100.0% | -25.0% | +0.0% | -33.3% | +0.0% | +50.0% |
| YoY Change | — | — | — | — | -100.0% | -33.3% | +100.0% | -33.3% | — | +300.0% | -33.3% | +300.0% | -25.0% | -25.0% | +0.0% | -50.0% | +0.0% |