Products & Services · Policyholder account balances

Indexed Universal Life Insurance — Policyholder account balances

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.

Analysis

StatementSegment
CategoryMarket Position
SignalHigher is better
VolatilityModerate
First reportedQ4 2020
Last reportedQ1 2026

How to read this metric

Growth in this balance indicates successful asset retention and accumulation within the insurance segment.

Detailed definition

This represents the total liability owed to policyholders for their indexed universal life insurance accounts. It includ...

Peer comparison

Standard liability metric for universal life and annuity products across the insurance industry.

Metric ID: amp_segment_indexed_universal_life_insurance_policyholder_account_balances

Historical Data

15 periods
 Q4 '21Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '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%
Range$2.53B$3.09B
CAGR+5.9%
Avg YoY Growth+4.9%
Median YoY Growth+4.9%
Current Streak14+ quarters growth

Frequently Asked Questions

What is Ameriprise Financial's indexed universal life insurance — policyholder account balances?
Ameriprise Financial (AMP) reported indexed universal life insurance — policyholder account balances of $3.09B in Q1 2026.
How has Ameriprise Financial's indexed universal life insurance — policyholder account balances changed year-over-year?
Ameriprise Financial's indexed universal life insurance — policyholder account balances increased by 5.6% year-over-year, from $2.93B to $3.09B.
What is the long-term trend for Ameriprise Financial's indexed universal life insurance — policyholder account balances?
Over 2 years (2023 to 2025), Ameriprise Financial's indexed universal life insurance — policyholder account balances has grown at a 5.0% compound annual growth rate (CAGR), from $10.82B to $11.93B.
What does indexed universal life insurance — policyholder account balances mean?
The total value of funds held on behalf of policyholders within their indexed life insurance accounts.