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.
Significant transfers may indicate changes in risk hedging strategies or the need to bolster reserves for specific annuity products.
This reflects the net movement of assets between the company's general account and the separate accounts that support va...
Comparable to separate account transfer activity in the insurance and annuity sector.
amp_segment_variable_annuity_net_transfer_from_to_separate_account_liabilities| 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 | -$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% |