Indexed Universal Life Insurance — Policyholder Account Balance, Policy Charge
Ameriprise Financial Indexed Universal Life Insurance — Policyholder Account Balance, Policy Charge remained flat by 0.0% to $30.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 3.2%, from $31.00M to $30.00M. Over 3 years (FY 2022 to FY 2025), Indexed Universal Life Insurance — Policyholder Account Balance, Policy Charge shows relatively stable performance with a 2.0% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
How to read this metric
Higher charges relative to account balances may indicate higher profitability or adjustments to cost-of-insurance pricing.
Detailed definition
This represents the fees and charges deducted from policyholder account balances to cover administrative costs, cost of...
Peer comparison
Standard fee income metric for universal life insurance products.
amp_segment_indexed_universal_life_insurance_policyholder_account_balance_policy_chargeHistorical Data
| 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 | $29.00M | $29.00M | $29.00M | $29.00M | $30.00M | $30.00M | $30.00M | $31.00M | $32.00M | $31.00M | $30.00M | $31.00M | $31.00M | $31.00M | $31.00M | $30.00M | $30.00M |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | +3.4% | +0.0% | +0.0% | +3.3% | +3.2% | -3.1% | -3.2% | +3.3% | +0.0% | +0.0% | +0.0% | -3.2% | +0.0% |
| YoY Change | — | — | — | — | +3.4% | +3.4% | +3.4% | +6.9% | +6.7% | +3.3% | +0.0% | +0.0% | -3.1% | +0.0% | +3.3% | -3.2% | -3.2% |
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Frequently Asked Questions
- What is Ameriprise Financial's indexed universal life insurance — policyholder account balance, policy charge?
- Ameriprise Financial (AMP) reported indexed universal life insurance — policyholder account balance, policy charge of $30.00M in Q1 2026.
- How has Ameriprise Financial's indexed universal life insurance — policyholder account balance, policy charge changed year-over-year?
- Ameriprise Financial's indexed universal life insurance — policyholder account balance, policy charge decreased by 3.2% year-over-year, from $31.00M to $30.00M.
- What is the long-term trend for Ameriprise Financial's indexed universal life insurance — policyholder account balance, policy charge?
- Over 3 years (2022 to 2025), Ameriprise Financial's indexed universal life insurance — policyholder account balance, policy charge has grown at a 2.0% compound annual growth rate (CAGR), from $116.00M to $123.00M.
- What does indexed universal life insurance — policyholder account balance, policy charge mean?
- The fees collected by the company from policyholder accounts to cover insurance and administrative costs.