Ameriprise Financial Separate account assets decreased by 4.5% to $76.47B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 1.2%, from $75.57B to $76.47B. Over 5 years (FY 2020 to FY 2025), Separate account assets shows a downward trend with a -2.9% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Growth in these assets indicates expansion in the insurance-linked asset management business, while a decline reflects market depreciation or client outflows.
These are assets held in segregated accounts, typically for variable life insurance or annuity products, where the inves...
Specific to insurance and asset management firms; peers with similar product suites report these as pass-through items.
ins_separate_account_assets| 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 | $97.49B | $89.67B | $77.76B | $71.72B | $73.96B | $75.94B | $76.87B | $72.35B | $77.46B | $79.75B | $79.10B | $81.41B | $78.11B | $75.57B | $78.85B | $80.68B | $80.04B | $76.47B |
| QoQ Change | — | -8.0% | -13.3% | -7.8% | +3.1% | +2.7% | +1.2% | -5.9% | +7.1% | +3.0% | -0.8% | +2.9% | -4.0% | -3.3% | +4.3% | +2.3% | -0.8% | -4.5% |
| YoY Change | — | — | — | — | -24.1% | -15.3% | -1.1% | +0.9% | +4.7% | +5.0% | +2.9% | +12.5% | +0.8% | -5.2% | -0.3% | -0.9% | +2.5% | +1.2% |