Products & Services · Cash surrender value

Structured Variable Annuities — Cash surrender value

Ameriprise Financial Structured Variable Annuities — Cash surrender value remained flat by 0.0% to $20.58B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 31.8%, from $15.62B to $20.58B. Over 2 years (FY 2023 to FY 2025), Structured Variable Annuities — Cash surrender value shows an upward trend with a 47.6% CAGR.

Analysis

StatementSegment
CategoryLiquidity
SignalContext dependent
VolatilityStable
First reportedQ4 2022
Last reportedQ1 2026

How to read this metric

An increase in total surrender value typically reflects growth in the underlying asset base, while sudden spikes in surrender activity may signal customer dissatisfaction or competitive market pressures.

Detailed definition

This metric measures the total amount of cash that policyholders would receive if they were to terminate their structure...

Peer comparison

Comparable to total surrender liabilities or cash value of annuity reserves reported by life insurance and retirement services peers.

Metric ID: amp_segment_structured_variable_annuities_cash_surrender_value

Historical Data

14 periods
 Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$5.99B$6.91B$8.01B$8.59B$10.13B$11.66B$13.01B$14.44B$15.47B$15.62B$17.65B$19.46B$20.58B$20.58B
QoQ Change+15.5%+16.0%+7.1%+18.0%+15.1%+11.6%+11.0%+7.1%+1.0%+13.0%+10.3%+5.8%+0.0%
YoY Change+69.2%+68.7%+62.3%+68.2%+52.7%+34.0%+35.6%+34.8%+33.1%+31.8%
Range$5.99B$20.58B
CAGR+46.2%
Avg YoY Growth+49.0%
Median YoY Growth+44.2%
Current Streak13+ quarters growth

Frequently Asked Questions

What is Ameriprise Financial's structured variable annuities — cash surrender value?
Ameriprise Financial (AMP) reported structured variable annuities — cash surrender value of $20.58B in Q1 2026.
How has Ameriprise Financial's structured variable annuities — cash surrender value changed year-over-year?
Ameriprise Financial's structured variable annuities — cash surrender value increased by 31.8% year-over-year, from $15.62B to $20.58B.
What is the long-term trend for Ameriprise Financial's structured variable annuities — cash surrender value?
Over 2 years (2023 to 2025), Ameriprise Financial's structured variable annuities — cash surrender value has grown at a 47.6% compound annual growth rate (CAGR), from $33.64B to $73.30B.
What does structured variable annuities — cash surrender value mean?
The total cash amount payable to policyholders if they cancel their annuity contracts today.