Ameriprise Financial Indexed Universal Life Insurance — Policyholder account balances increased by 1.4% to $3.09B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 5.6%, from $2.93B to $3.09B. Over 2 years (FY 2023 to FY 2025), Indexed Universal Life Insurance — Policyholder account balances shows an upward trend with a 5.0% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Growth in this balance indicates successful asset retention and accumulation within the insurance segment.
This represents the total liability owed to policyholders for their indexed universal life insurance accounts. It includ...
Standard liability metric for universal life and annuity products across the insurance industry.
amp_segment_indexed_universal_life_insurance_policyholder_account_balances| Q4 '21 | 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 | $2.53B | $2.65B | $2.66B | $2.69B | $2.72B | $2.76B | $2.79B | $2.82B | $2.85B | $2.89B | $2.93B | $2.96B | $3.00B | $3.05B | $3.09B |
| QoQ Change | — | +4.7% | +0.3% | +0.9% | +1.2% | +1.4% | +1.2% | +1.0% | +1.2% | +1.5% | +1.1% | +1.1% | +1.4% | +1.7% | +1.4% |
| YoY Change | — | +4.7% | — | — | — | +3.8% | +4.8% | +4.9% | +4.9% | +5.0% | +4.9% | +5.0% | +5.2% | +5.3% | +5.6% |