Discontinued — last reported Q3 '23

Other

Effect of changes in discount rate assumptions

Ameriprise Financial Effect of changes in discount rate assumptions decreased by 200.0% to -$48.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 20.0%, from -$40.00M to -$48.00M. Over 4 years (FY 2021 to FY 2025), Effect of changes in discount rate assumptions shows a downward trend with a -55.3% CAGR.

Analysis

StatementBalance Sheet Statement
SectionOther
First reportedQ1 2022
Last reportedQ3 2023
Metric ID: other_aoci_liability_for_future_policy_benefit_expected__643773

Historical Data

15 periods
 Q4 '21Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$401.00M-$38.00M$1.00M-$32.00M-$111.00M$3.00M-$27.00M-$52.00M$23.00M-$58.00M-$40.00M-$30.00M-$7.00M-$16.00M-$48.00M
QoQ Change-109.5%+102.6%<-999%-246.9%+102.7%<-999%-92.6%+144.2%-352.2%+31.0%+25.0%+76.7%-128.6%-200.0%
YoY Change-109.5%+107.9%<-999%-62.5%+120.7%<-999%-48.1%+42.3%-130.4%+72.4%-20.0%
Range-$111.00M$401.00M
CAGR-45.5%
Avg YoY Growth-441.9%
Median YoY Growth-48.1%
Current Streak2 quarters decline

Product Breakdown

View all
SegmentQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Disability Income Insurance-$5.00M-$3.00M-$6.00M-$5.00M-$5.00M-$4.00M-$4.00M-$5.00M
Life Contingent Payout Annuities$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
Total-$52.00M$23.00M-$58.00M-$40.00M-$30.00M-$7.00M-$16.00M-$48.00M

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 -$48.00M 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 decreased by 20.0% year-over-year, from -$40.00M to -$48.00M.
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 -55.3% compound annual growth rate (CAGR), from $401.00M to -$16.00M.