Policyholders' account balances
Ameriprise Financial Policyholders' account balances decreased by 0.0% to $36.99B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 13.9%, from $32.47B to $36.99B. Over 4 years (FY 2021 to FY 2025), Policyholders' account balances shows an upward trend with a 11.7% CAGR.
Analysis
How to read this metric
An increase typically indicates growth in the company's interest-sensitive insurance business and a larger base of assets under management, while a decrease may signal product maturity, higher surrender rates, or a shift in product strategy.
Detailed definition
Policyholders' account balances represent the total liability for funds held on behalf of policyholders in connection wi...
Peer comparison
This is a standard line item for life and multi-line insurers, often compared against total assets under management or total insurance reserves to assess leverage and product mix.
non_current_liabilities_policyholder_fundsHistorical Data
| 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 | $23.75B | $24.07B | $23.95B | $24.22B | $24.99B | $25.55B | $26.39B | $26.71B | $27.95B | $29.23B | $30.37B | $31.58B | $32.54B | $32.47B | $34.35B | $36.01B | $37.01B | $36.99B |
| QoQ Change | — | +1.4% | -0.5% | +1.2% | +3.1% | +2.2% | +3.3% | +1.2% | +4.6% | +4.6% | +3.9% | +4.0% | +3.0% | -0.2% | +5.8% | +4.8% | +2.8% | -0.0% |
| YoY Change | — | — | — | — | +5.2% | +6.1% | +10.2% | +10.3% | +11.9% | +14.4% | +15.1% | +18.2% | +16.4% | +11.1% | +13.1% | +14.0% | +13.7% | +13.9% |
Product Breakdown
| Segment | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Structured Variable Annuities | $13.75B | $15.18B | $16.33B | $16.47B | $18.54B | $20.35B | $21.50B | $21.64B |
| Fixed Annuity | $5.63B | $5.49B | $5.37B | $5.24B | $5.12B | $5.02B | $4.92B | $4.83B |
| Variable Annuity | $3.89B | $3.79B | $3.68B | $3.59B | $3.51B | $3.43B | $3.32B | $3.24B |
| Indexed Universal Life Insurance | $2.82B | $2.85B | $2.89B | $2.93B | $2.96B | $3.00B | $3.05B | $3.09B |
| Variable Universal Life Insurance | $1.61B | $1.63B | $1.65B | $1.65B | $1.67B | $1.69B | $1.71B | $1.72B |
| Universal Life Insurance | $1.41B | $1.39B | $1.38B | $1.36B | $1.35B | $1.33B | $1.32B | $1.31B |
| Fixed Indexed Annuity | $307.00M | $306.00M | $305.00M | $301.00M | $299.00M | $295.00M | $289.00M | $279.00M |
| Other Life Insurance | $313.00M | $303.00M | $296.00M | $291.00M | $283.00M | $279.00M | $273.00M | $268.00M |
| Total | $30.37B | $31.58B | $32.54B | $32.47B | $34.35B | $36.01B | $37.01B | $36.99B |
Policyholders' account balances at Other Companies
Frequently Asked Questions
- What is Ameriprise Financial's policyholders' account balances?
- Ameriprise Financial (AMP) reported policyholders' account balances of $36.99B in Q1 2026.
- How has Ameriprise Financial's policyholders' account balances changed year-over-year?
- Ameriprise Financial's policyholders' account balances increased by 13.9% year-over-year, from $32.47B to $36.99B.
- What is the long-term trend for Ameriprise Financial's policyholders' account balances?
- Over 4 years (2021 to 2025), Ameriprise Financial's policyholders' account balances has grown at a 11.7% compound annual growth rate (CAGR), from $23.75B to $37.01B.
- What does policyholders' account balances mean?
- The total amount of money the insurance company owes to policyholders for interest-sensitive insurance products.