Products & Services · Separate Account, Liability, Policy Charge

Unitized Pooled Pension Funds — Separate Account, Liability, Policy Charge

Ameriprise Financial Unitized Pooled Pension Funds — Separate Account, Liability, Policy Charge remained flat by 0.0% to $1.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric was flat by 0.0%, from $1.00M to $1.00M. Over 3 years (FY 2022 to FY 2025), Unitized Pooled Pension Funds — Separate Account, Liability, Policy Charge shows a downward trend with a -23.1% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.

Analysis

StatementSegment
CategoryProfitability
SignalHigher is better
VolatilityStable
First reportedQ1 2022
Last reportedQ1 2026

How to read this metric

An increase suggests higher fee-based revenue generation from the pension segment.

Detailed definition

Reflects the fees and charges levied against the separate account liabilities of unitized pooled pension funds. These ch...

Peer comparison

Comparable to fee income or management fee revenue in wealth management segments.

Metric ID: amp_segment_unitized_pooled_pension_funds_separate_account_liability_policy_charge

Historical Data

17 periods
 Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$2.75M$2.75M$2.75M$2.75M$1.75M$1.75M$1.75M$1.75M$1.00M$2.00M$1.00M$1.00M$1.00M$2.00M$1.00M$1.00M$1.00M
QoQ Change+0.0%+0.0%+0.0%-36.4%+0.0%+0.0%+0.0%-42.9%+100.0%-50.0%+0.0%+0.0%+100.0%-50.0%+0.0%+0.0%
YoY Change-36.4%-36.4%-36.4%-36.4%-42.9%+14.3%-42.9%-42.9%+0.0%+0.0%+0.0%+0.0%+0.0%
Range$1.00M$2.75M
CAGR-22.3%
Avg YoY Growth-20.0%
Median YoY Growth-36.4%
Current Streak2 quarters growth

Frequently Asked Questions

What is Ameriprise Financial's unitized pooled pension funds — separate account, liability, policy charge?
Ameriprise Financial (AMP) reported unitized pooled pension funds — separate account, liability, policy charge of $1.00M in Q1 2026.
How has Ameriprise Financial's unitized pooled pension funds — separate account, liability, policy charge changed year-over-year?
Ameriprise Financial's unitized pooled pension funds — separate account, liability, policy charge decreased by 0.0% year-over-year, from $1.00M to $1.00M.
What is the long-term trend for Ameriprise Financial's unitized pooled pension funds — separate account, liability, policy charge?
Over 3 years (2022 to 2025), Ameriprise Financial's unitized pooled pension funds — separate account, liability, policy charge has grown at a -23.1% compound annual growth rate (CAGR), from $11.00M to $5.00M.
What does unitized pooled pension funds — separate account, liability, policy charge mean?
The fees earned by the company from managing pooled pension fund accounts.