Skip to content

Brighthouse Financial BHF Funding agreements classified as investment contracts — Policyholder Account Balance

Other product segments

Index-linked Annuities
$47.9B
Fixed Rate Annuities
$14.52B
ULSG
$4.71B
Variable Annuities
$3.73B
Company-Owned Life Insurance
$673M

Similar metrics at other companies

KKR & Co. logo
KKRFunding Agreements — Policyholder Account Balance
$12.28B+52.4%
Voya Financial logo
VOYANon-puttable funding agreement — Policyholder Account Balance
$2.26B+73.7%
Unum logo
UNMFunding Agreements — Policyholders' Account Balances
$106.5M
Apollo Global Management logo
APOFunding Agreements — Policyholder Account Balance, Benefit Payment
$3.89B+40.6%
KKR & Co. logo
KKRFunding Agreements — Policyholder Account Balance, Reinsurance Recoverable
$1.5B
KKR & Co. logo
KKRFunding Agreements — Policyholder Account Balance, Interest Expense, Including Interest Accreted In Other Components Of Policyholder Account Balance
$118.5M+44.5%

Other financials

Income statement

See full
Revenue$1.5B-36.1%
Net income-$766.0M-186%
EPS (diluted)-$13.82-174%

Balance sheet

See full
Cash & equivalents$4.9B+5.1%
Total debt$3.2B0.0%
Total equity$5.6B+6.2%
Total assets$236.80B+0.9%

Cash flow

See full
Operating cash flow-$221.0M-251%

Valuation

See full
Market cap$3.65B+1.7%

Profitability

See full
Net margin-1.1%-9.8pp

Returns & leverage

See full
Return on equity-1.2%-14.2pp
Debt / equity0.6×0.0×

Where this comes from

Reported directly by Brighthouse Financial in its filing.

Tagged under the XBRL concept us-gaap:PolicyholderFunds.

The official record: Brighthouse Financial’s 10-Q, filed May 7, 2026, on SEC EDGAR. View the filing →

Ask your AI about Brighthouse Financial's funding agreements classified as investment contracts — policyholder account balance.

Connect your AI assistant and compare segments, right in your chat.

Connect your AI
Harbor at dusk
Claude

Questions, answered.

What is Brighthouse Financial's funding agreements classified as investment contracts — policyholder account balance?
Brighthouse Financial (BHF) reported funding agreements classified as investment contracts — policyholder account balance of $9.35B in Q1 2026.
How has Brighthouse Financial's funding agreements classified as investment contracts — policyholder account balance changed year-over-year?
Brighthouse Financial's funding agreements classified as investment contracts — policyholder account balance decreased by 7.5% year-over-year, from $10.12B to $9.35B.
What is the long-term trend for Brighthouse Financial's funding agreements classified as investment contracts — policyholder account balance?
Over 3 years (2022 to 2025), Brighthouse Financial's funding agreements classified as investment contracts — policyholder account balance has grown at a 1.9% compound annual growth rate (CAGR), from $37.46B to $39.67B.
What does funding agreements classified as investment contracts — policyholder account balance mean?
This metric represents the total policyholder account balance associated with institutional funding agreements that are accounted for as investment contracts rather than insurance contracts. These agreements typically involve the issuance of debt-like instruments to institutional investors, providing the company with a source of capital to be invested in spread-based assets. It serves as a key indicator of the scale of the company's institutional spread business and its ability to generate net investment income through asset-liability management.