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F&G Annuities & Life FG Universal life — Policyholder Account Balance, Policy Charge

Other product segments

Indexed annuities
$57M-91.4%
FABN
$0
FHLB
$0
Fixed rate annuities
$0

Similar metrics at other companies

Brighthouse Financial logo
BHFUniversal Life Insurance — Policyholder Account Balance, Policy Charge
$49M+4.3%
Chubb logo
CBUniversal Life — Policyholder Account Balance, Policy Charge
$23M-20.7%
Cincinnati Financial logo
CINFUniversal life — Policyholder Account Balance, Policy Charge
$10M0.0%
Fidelity National Financial logo
FNFUniversal Life — Policyholder Account Balance, Policy Charge
$103M+14.4%
The Hartford Financial Services Group logo
HIGUniversal Life — Policyholder Account Balance, Policy Charge
$5M0.0%
Ameriprise Financial logo
AMPUniversal Life Insurance — Policyholder Account Balance, Policy Charge
$41M-4.7%

Other financials

Income statement

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Revenue$1.2B+30.7%
Net income$248.0M+1,281%
EPS (diluted)$1.78+990%

Balance sheet

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Cash & equivalents$1.3B-59.8%
Total debt$2.2B+0.3%
Total equity$4.6B+6.3%
Total assets$101.03B+14.8%

Cash flow

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Operating cash flow$743.0M-22.3%

Valuation

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Market cap$3.69B-29.3%

Profitability

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Net margin8.9%-1.0pp

Returns & leverage

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Return on equity11.9%-0.9pp
Debt / equity0.5×0.0×

Where this comes from

Reported directly by F&G Annuities & Life in its filing.

Tagged under the XBRL concept us-gaap:PolicyholderAccountBalancePolicyCharge.

The official record: F&G Annuities & Life’s 10-Q, filed May 7, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is F&G Annuities & Life's universal life — policyholder account balance, policy charge?
F&G Annuities & Life (FG) reported universal life — policyholder account balance, policy charge of $103M in Q1 2026.
How has F&G Annuities & Life's universal life — policyholder account balance, policy charge changed year-over-year?
F&G Annuities & Life's universal life — policyholder account balance, policy charge increased by 14.4% year-over-year, from $90M to $103M.
What is the long-term trend for F&G Annuities & Life's universal life — policyholder account balance, policy charge?
Over 4 years (2021 to 2025), F&G Annuities & Life's universal life — policyholder account balance, policy charge has grown at a 22.7% compound annual growth rate (CAGR), from $167M to $378M.
What does universal life — policyholder account balance, policy charge mean?
This metric represents the fees and charges deducted from policyholder account balances within the universal life segment, such as cost of insurance charges or administrative fees. These charges are a key source of revenue for the insurer and contribute to the profitability of the universal life block. It reflects the company's ability to monetize its existing policyholder base through ongoing service and management fees.