Products & Services · Net transfer from (to) separate account liabilities

Variable Annuity — Net transfer from (to) separate account liabilities

Ameriprise Financial Variable Annuity — Net transfer from (to) separate account liabilities decreased by 25.0% to -$5.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 50.0%, from -$10.00M to -$5.00M. Over 3 years (FY 2022 to FY 2025), Variable Annuity — Net transfer from (to) separate account liabilities shows an upward trend with a -19.8% CAGR.

Analysis

StatementSegment
CategoryLiquidity
SignalContext dependent
VolatilityVolatile
First reportedQ1 2022
Last reportedQ1 2026

How to read this metric

Significant transfers may indicate changes in risk hedging strategies or the need to bolster reserves for specific annuity products.

Detailed definition

This reflects the net movement of assets between the company's general account and the separate accounts that support va...

Peer comparison

Comparable to separate account transfer activity in the insurance and annuity sector.

Metric ID: amp_segment_variable_annuity_net_transfer_from_to_separate_account_liabilities

Historical Data

17 periods
 Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value-$15.00M-$15.00M-$15.00M-$15.00M-$5.00M-$4.00M-$9.00M-$7.00M-$7.00M-$9.00M-$3.00M-$13.00M-$10.00M-$6.00M-$11.00M-$4.00M-$5.00M
QoQ Change+0.0%+0.0%+0.0%+66.7%+20.0%-125.0%+22.2%+0.0%-28.6%+66.7%-333.3%+23.1%+40.0%-83.3%+63.6%-25.0%
YoY Change+66.7%+73.3%+40.0%+53.3%-40.0%-125.0%+66.7%-85.7%-42.9%+33.3%-266.7%+69.2%+50.0%
Range-$15.00M-$3.00M
CAGR-24.0%
Avg YoY Growth-8.3%
Median YoY Growth+40.0%

Frequently Asked Questions

What is Ameriprise Financial's variable annuity — net transfer from (to) separate account liabilities?
Ameriprise Financial (AMP) reported variable annuity — net transfer from (to) separate account liabilities of -$5.00M in Q1 2026.
How has Ameriprise Financial's variable annuity — net transfer from (to) separate account liabilities changed year-over-year?
Ameriprise Financial's variable annuity — net transfer from (to) separate account liabilities increased by 50.0% year-over-year, from -$10.00M to -$5.00M.
What is the long-term trend for Ameriprise Financial's variable annuity — net transfer from (to) separate account liabilities?
Over 3 years (2022 to 2025), Ameriprise Financial's variable annuity — net transfer from (to) separate account liabilities has grown at a -19.8% compound annual growth rate (CAGR), from -$60.00M to -$31.00M.
What does variable annuity — net transfer from (to) separate account liabilities mean?
The net movement of funds between the company's general account and separate annuity accounts.