Ameriprise Financial Unitized Pooled Pension Funds — Premiums and deposits decreased by 69.7% to $20.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 56.5%, from $46.00M to $20.00M. Over 2 years (FY 2022 to FY 2024), Unitized Pooled Pension Funds — Premiums and deposits shows a downward trend with a -22.1% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Higher inflows signal strong sales performance and client trust in the pension product offerings.
Measures the total inflows of capital from pension plan sponsors or participants into unitized pooled pension products....
Commonly reported as gross inflows or new deposits in the asset management industry.
amp_segment_unitized_pooled_pension_funds_premiums_and_deposits| Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $63.00M | $63.00M | $63.00M | $63.00M | $48.50M | $48.50M | $48.50M | $48.50M | $24.00M | $82.00M | $33.00M | $14.00M | $46.00M | $10.00M | $66.00M | $20.00M |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | -23.0% | +0.0% | +0.0% | +0.0% | -50.5% | +241.7% | -59.8% | -57.6% | +228.6% | -78.3% | +560.0% | -69.7% |
| YoY Change | — | — | — | — | -23.0% | -23.0% | -23.0% | -23.0% | -50.5% | +69.1% | -32.0% | -71.1% | +91.7% | -87.8% | +100.0% | -56.5% |