Policyholder account balances

Ameriprise Financial·Products & Services·17 segments·Rolls up to Policyholder account balances

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	$21.5B	$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	$3B	$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	$1.41B	$1.36B	$1.35B	$1.33B	$1.32B	$1.31B
Fixed Indexed Annuity	$307M	$306M	$305M	$301M	$299M	$295M	$289M	$279M
Other Life Insurance	$313M	$303M	$465M	$291M	$283M	$279M	$273M	$268M
Total	—	—	—	—	—	—	—	—

Variable AnnuityView metric

Structured Variable AnnuitiesView metric

Fixed AnnuityView metric

Fixed Indexed AnnuityView metric

Non-Life Contingent Payout AnnuityView metric

Universal Life InsuranceView metric

Variable Universal Life InsuranceView metric

Indexed Universal Life InsuranceView metric

Other Life InsuranceView metric

Fixed accounts of variable annuitiesView metric

Fixed accounts of structured variable annuitiesView metric

Fixed annuitiesView metric

Non-indexed accounts of fixed indexed annuitiesView metric

Fixed accounts of variable universal life insuranceView metric

Non-indexed accounts of indexed universal life insuranceView metric

Other Life Insurance, NettingView metric