Products & Services · Policyholder account balances

Other Life Insurance — Policyholder account balances

Ameriprise Financial Other Life Insurance — Policyholder account balances decreased by 1.8% to $268.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 7.9%, from $291.00M to $268.00M. Over 2 years (FY 2023 to FY 2025), Other Life Insurance — Policyholder account balances shows a downward trend with a -8.2% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.

Analysis

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

How to read this metric

Growth in balances indicates successful retention and asset accumulation, while declines may signal high surrenders or reduced inflows.

Detailed definition

Represents the total liability owed to policyholders for their account values in universal life or annuity-type products...

Peer comparison

Standard liability metric for insurance companies with significant universal life or annuity operations.

Metric ID: amp_segment_other_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$563.00M$524.00M$341.00M$337.00M$332.00M$325.00M$318.00M$313.00M$303.00M$296.00M$291.00M$283.00M$279.00M$273.00M$268.00M
QoQ Change-6.9%-34.9%-1.2%-1.5%-2.1%-2.2%-1.6%-3.2%-2.3%-1.7%-2.7%-1.4%-2.2%-1.8%
YoY Change-6.9%-38.0%-6.7%-7.1%-8.7%-8.9%-8.5%-9.6%-7.9%-7.8%-7.9%
Range$268.00M$563.00M
CAGR-19.1%
Avg YoY Growth-10.7%
Median YoY Growth-7.9%
Current Streak14+ quarters decline

Frequently Asked Questions

What is Ameriprise Financial's other life insurance — policyholder account balances?
Ameriprise Financial (AMP) reported other life insurance — policyholder account balances of $268.00M in Q1 2026.
How has Ameriprise Financial's other life insurance — policyholder account balances changed year-over-year?
Ameriprise Financial's other life insurance — policyholder account balances decreased by 7.9% year-over-year, from $291.00M to $268.00M.
What is the long-term trend for Ameriprise Financial's other life insurance — policyholder account balances?
Over 2 years (2023 to 2025), Ameriprise Financial's other life insurance — policyholder account balances has grown at a -8.2% compound annual growth rate (CAGR), from $1.34B to $1.13B.
What does other life insurance — policyholder account balances mean?
The total value of funds held on behalf of policyholders.