Total — Policyholder account balances
Ameriprise Financial Total — Policyholder account balances decreased by 1.5% to $10.60B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 7.0%, from $11.39B to $10.60B. Over 2 years (FY 2023 to FY 2025), Total — Policyholder account balances shows a downward trend with a -9.1% CAGR.
Analysis
How to read this metric
An increase in balances reflects growth in the fixed-insurance business and potential for future fee or spread income, but also increases the company's total interest-bearing liability exposure.
Detailed definition
This metric measures the total value of funds held in fixed insurance products that are subject to guaranteed crediting...
Peer comparison
Comparable to 'General Account Liabilities' or 'Fixed Annuity Reserves' reported by other diversified financial services and insurance firms.
amp_segment_total_policyholder_account_balancesHistorical Data
| 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 | $14.34B | $13.93B | $13.60B | $13.27B | $12.85B | $12.49B | $12.17B | $11.89B | $11.64B | $11.39B | $11.19B | $10.97B | $10.76B | $10.60B |
| QoQ Change | — | -2.9% | -2.4% | -2.4% | -3.2% | -2.8% | -2.6% | -2.3% | -2.1% | -2.1% | -1.8% | -1.9% | -2.0% | -1.5% |
| YoY Change | — | — | — | — | -10.4% | -10.3% | -10.5% | -10.4% | -9.4% | -8.8% | -8.1% | -7.7% | -7.6% | -7.0% |
Similar Metrics at Other Companies
Frequently Asked Questions
- What is Ameriprise Financial's total — policyholder account balances?
- Ameriprise Financial (AMP) reported total — policyholder account balances of $10.60B in Q1 2026.
- How has Ameriprise Financial's total — policyholder account balances changed year-over-year?
- Ameriprise Financial's total — policyholder account balances decreased by 7.0% year-over-year, from $11.39B to $10.60B.
- What is the long-term trend for Ameriprise Financial's total — policyholder account balances?
- Over 2 years (2023 to 2025), Ameriprise Financial's total — policyholder account balances has grown at a -9.1% compound annual growth rate (CAGR), from $53.65B to $44.31B.
- What does total — policyholder account balances mean?
- The total amount of money held in fixed-rate insurance policies that the company is responsible for managing.