Products & Services · Cash surrender value
Variable Annuity — Cash surrender value
Ameriprise Financial Variable Annuity — Cash surrender value decreased by 4.9% to $62.15B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 0.0%, from $62.18B to $62.15B. Over 2 years (FY 2023 to FY 2025), Variable Annuity — Cash surrender value shows relatively stable performance with a 1.4% CAGR. This is a positive signal — lower values indicate better performance for this metric.
Analysis
StatementSegment
CategoryLiquidity
SignalLower is better
VolatilityModerate
First reportedQ4 2022
Last reportedQ1 2026
Rolls up toCash surrender value
How to read this metric
A significant increase in surrender values relative to total assets may signal higher potential for policyholder outflows or lapse risk.
Detailed definition
The total amount that policyholders would receive if they were to terminate their variable annuity contracts at the curr...
Peer comparison
Standard liquidity metric for insurance and annuity providers.
Metric ID:
amp_segment_variable_annuity_cash_surrender_valueHistorical Data
14 periods
| 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 | $61.46B | $63.09B | $63.85B | $60.00B | $64.28B | $66.17B | $65.43B | $67.28B | $64.41B | $62.18B | $64.55B | $65.99B | $65.34B | $62.15B |
| QoQ Change | — | +2.6% | +1.2% | -6.0% | +7.1% | +2.9% | -1.1% | +2.8% | -4.3% | -3.5% | +3.8% | +2.2% | -1.0% | -4.9% |
| YoY Change | — | — | — | — | +4.6% | +4.9% | +2.5% | +12.1% | +0.2% | -6.0% | -1.3% | -1.9% | +1.4% | -0.0% |
Range$60.00B – $67.28B
CAGR+0.3%
Avg YoY Growth+1.6%
Median YoY Growth+0.8%
Current Streak2 quarters decline
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Frequently Asked Questions
- What is Ameriprise Financial's variable annuity — cash surrender value?
- Ameriprise Financial (AMP) reported variable annuity — cash surrender value of $62.15B in Q1 2026.
- How has Ameriprise Financial's variable annuity — cash surrender value changed year-over-year?
- Ameriprise Financial's variable annuity — cash surrender value decreased by 0.0% year-over-year, from $62.18B to $62.15B.
- What is the long-term trend for Ameriprise Financial's variable annuity — cash surrender value?
- Over 2 years (2023 to 2025), Ameriprise Financial's variable annuity — cash surrender value has grown at a 1.4% compound annual growth rate (CAGR), from $251.22B to $258.06B.
- What does variable annuity — cash surrender value mean?
- The total cash value available to policyholders if they cancel their contracts today.