Discontinued — last reported Q3 '23

Other

Effect of changes in discount rate assumptions

Ameriprise Financial Effect of changes in discount rate assumptions increased by 269.0% to $262.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 18.0%, from $222.00M to $262.00M. Over 4 years (FY 2021 to FY 2025), Effect of changes in discount rate assumptions shows an upward trend with a -58.8% CAGR.

Analysis

StatementBalance Sheet Statement
SectionOther
First reportedQ1 2022
Last reportedQ3 2023
Metric ID: other_aoci_liability_for_future_policy_benefit_expected__0c9583

Historical Data

15 periods
 Q4 '21Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value-$2.46B$187.00M-$44.00M$128.00M$642.00M-$70.00M$126.00M$296.00M-$176.00M$327.00M$222.00M$175.00M$30.00M$71.00M$262.00M
QoQ Change+107.6%-123.5%+390.9%+401.6%-110.9%+280.0%+134.9%-159.5%+285.8%-32.1%-21.2%-82.9%+136.7%+269.0%
YoY Change+107.6%-137.4%+386.4%+131.3%-127.4%+567.1%+76.2%-40.9%+117.0%-78.3%+18.0%
Range-$2.46B$642.00M
CAGR-47.3%
Avg YoY Growth+92.7%
Median YoY Growth+76.2%
Current Streak2 quarters growth

Product Breakdown

View all
SegmentQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Life Contingent Payout Annuities$91.00M$34.00M$85.00M$71.00M$61.00M$43.00M$45.00M$65.00M
Disability Income Insurance-$14.00M-$40.00M-$10.00M-$15.00M-$16.00M-$25.00M-$21.00M-$11.00M
Total$296.00M-$176.00M$327.00M$222.00M$175.00M$30.00M$71.00M$262.00M

Frequently Asked Questions

What is Ameriprise Financial's effect of changes in discount rate assumptions?
Ameriprise Financial (AMP) reported effect of changes in discount rate assumptions of $262.00M in Q1 2026.
How has Ameriprise Financial's effect of changes in discount rate assumptions changed year-over-year?
Ameriprise Financial's effect of changes in discount rate assumptions increased by 18.0% year-over-year, from $222.00M to $262.00M.
What is the long-term trend for Ameriprise Financial's effect of changes in discount rate assumptions?
Over 4 years (2021 to 2025), Ameriprise Financial's effect of changes in discount rate assumptions has grown at a -58.8% compound annual growth rate (CAGR), from -$2.46B to $71.00M.