Ameriprise Financial Variable Annuity — Capitalization of acquisition costs remained flat by 0.0% to $6.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric was flat by 0.0%, from $6.00M to $6.00M. Over 4 years (FY 2021 to FY 2025), Variable Annuity — Capitalization of acquisition costs shows a downward trend with a -32.5% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Higher values indicate aggressive growth and high sales volume, while lower values suggest a slowdown in new business acquisition.
This reflects the total amount of direct acquisition costs, such as commissions and underwriting expenses, deferred duri...
Comparable to new business strain or capitalized acquisition costs at other insurance and wealth management firms.
amp_segment_variable_annuity_capitalization_of_acquisition_costs| Q2 '21 | Q3 '21 | Q4 '21 | 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 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $27.75M | $27.75M | $27.75M | $9.50M | $9.50M | $9.50M | $9.50M | $6.00M | $5.00M | $6.00M | $6.00M | $6.00M | $4.00M | $7.00M | $7.00M | $6.00M | $5.00M | $6.00M | $6.00M | $6.00M |
| QoQ Change | — | +0.0% | +0.0% | -65.8% | +0.0% | +0.0% | +0.0% | -36.8% | -16.7% | +20.0% | +0.0% | +0.0% | -33.3% | +75.0% | +0.0% | -14.3% | -16.7% | +20.0% | +0.0% | +0.0% |
| YoY Change | — | — | — | — | -65.8% | -65.8% | -65.8% | -36.8% | -47.4% | -36.8% | -36.8% | +0.0% | -20.0% | +16.7% | +16.7% | +0.0% | +25.0% | -14.3% | -14.3% | +0.0% |