Variable Annuity — Separate Account, Liability, Policy Charge
Ameriprise Financial Variable Annuity — Separate Account, Liability, Policy Charge decreased by 8.2% to $314.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 1.6%, from $319.00M to $314.00M. Over 3 years (FY 2022 to FY 2025), Variable Annuity — Separate Account, Liability, Policy Charge shows relatively stable performance with a -1.9% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
How to read this metric
Higher charges relative to assets indicate strong fee-based revenue generation, though they must be balanced against product competitiveness.
Detailed definition
Fees and charges deducted from the separate account liabilities of variable annuity contracts to cover administrative co...
Peer comparison
Common fee-based revenue metric for wealth management and insurance firms.
amp_segment_variable_annuity_separate_account_liability_policy_chargeHistorical Data
| 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 | $349.00M | $349.00M | $349.00M | $349.00M | $331.00M | $334.00M | $337.00M | $341.00M | $326.00M | $337.00M | $354.00M | $348.00M | $319.00M | $322.00M | $335.00M | $342.00M | $314.00M |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | -5.2% | +0.9% | +0.9% | +1.2% | -4.4% | +3.4% | +5.0% | -1.7% | -8.3% | +0.9% | +4.0% | +2.1% | -8.2% |
| YoY Change | — | — | — | — | -5.2% | -4.3% | -3.4% | -2.3% | -1.5% | +0.9% | +5.0% | +2.1% | -2.1% | -4.5% | -5.4% | -1.7% | -1.6% |
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Frequently Asked Questions
- What is Ameriprise Financial's variable annuity — separate account, liability, policy charge?
- Ameriprise Financial (AMP) reported variable annuity — separate account, liability, policy charge of $314.00M in Q1 2026.
- How has Ameriprise Financial's variable annuity — separate account, liability, policy charge changed year-over-year?
- Ameriprise Financial's variable annuity — separate account, liability, policy charge decreased by 1.6% year-over-year, from $319.00M to $314.00M.
- What is the long-term trend for Ameriprise Financial's variable annuity — separate account, liability, policy charge?
- Over 3 years (2022 to 2025), Ameriprise Financial's variable annuity — separate account, liability, policy charge has grown at a -1.9% compound annual growth rate (CAGR), from $1.40B to $1.32B.
- What does variable annuity — separate account, liability, policy charge mean?
- Fees collected from annuity accounts to cover management and insurance costs.