The Hartford Financial Services Group Hartford Funds — Net Investment Income decreased by 28.6% to $5.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 25.0%, from $4.00M to $5.00M. Over 4 years (FY 2021 to FY 2025), Hartford Funds — Net Investment Income shows an upward trend with a 43.2% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Higher income reflects better portfolio yields or larger asset bases, while lower income may signal a lower interest rate environment or reduced capital allocation.
The income generated from the investment portfolio held by the segment, primarily consisting of interest and dividends f...
Standard across financial services; comparable to net investment income in any insurance or asset management segment.
hig_segment_hartford_funds_net_investment_income| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $1.25M | $1.25M | $1.25M | $2.25M | $2.25M | $2.25M | $2.25M | $4.25M | $4.25M | $4.25M | $4.25M | $4.00M | $5.00M | $5.00M | $6.00M | $4.00M | $6.00M | $4.00M | $7.00M | $5.00M |
| QoQ Change | — | +0.0% | +0.0% | +80.0% | +0.0% | +0.0% | +0.0% | +88.9% | +0.0% | +0.0% | +0.0% | -5.9% | +25.0% | +0.0% | +20.0% | -33.3% | +50.0% | -33.3% | +75.0% | -28.6% |
| YoY Change | — | — | — | — | +80.0% | +80.0% | +80.0% | +88.9% | +88.9% | +88.9% | +88.9% | -5.9% | +17.6% | +17.6% | +41.2% | +0.0% | +20.0% | -20.0% | +16.7% | +25.0% |