Products & Services · Separate account liabilities

Unitized Pooled Pension Funds — Separate account liabilities

Ameriprise Financial Unitized Pooled Pension Funds — Separate account liabilities decreased by 3.0% to $2.33B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 6.0%, from $2.47B to $2.33B.

Analysis

StatementSegment
CategoryLiquidity
SignalContext dependent
VolatilityModerate
First reportedQ4 2021
Last reportedQ1 2026

How to read this metric

An increase indicates growth in pension assets under management, while a decrease may signal client outflows or market value depreciation.

Detailed definition

Represents the total financial obligations owed to policyholders within unitized pooled pension funds held in separate a...

Peer comparison

Standard across asset management and insurance firms reporting separate account pension liabilities.

Metric ID: amp_segment_unitized_pooled_pension_funds_separate_account_liabilities

Historical Data

12 periods
 Q4 '21Q4 '22Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$5.25B$3.09B$2.82B$2.71B$2.76B$2.78B$2.54B$2.47B$2.62B$2.54B$2.40B$2.33B
QoQ Change-41.3%-8.5%-3.9%+1.7%+0.7%-8.6%-2.5%+6.0%-3.3%-5.4%-3.0%
YoY Change-41.3%-8.5%-10.1%-8.8%-5.0%-8.7%-5.5%-6.0%
Range$2.33B$5.25B
CAGR-25.6%
Avg YoY Growth-11.7%
Median YoY Growth-8.6%
Current Streak3 quarters decline

Frequently Asked Questions

What is Ameriprise Financial's unitized pooled pension funds — separate account liabilities?
Ameriprise Financial (AMP) reported unitized pooled pension funds — separate account liabilities of $2.33B in Q1 2026.
How has Ameriprise Financial's unitized pooled pension funds — separate account liabilities changed year-over-year?
Ameriprise Financial's unitized pooled pension funds — separate account liabilities decreased by 6.0% year-over-year, from $2.47B to $2.33B.
What does unitized pooled pension funds — separate account liabilities mean?
The total value of pension fund assets held in separate accounts that the company owes to its clients.