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Jackson Financial JXN Total — Policyholder Account Balance, Surrender and Withdrawal

Other product segments

Variable annuity
$516M-2.1%
Fixed Index Annuities
$341M-29.7%
RILA
$164M+152%
Payout Annuities
$66M+4.8%
Closed Block Annuity
$32M-11.1%

Similar metrics at other companies

Prudential Financial logo
PRUTotal — Policyholder Account Balance, Surrender and Withdrawal
$3.92B+25.3%
Globe Life logo
GLOther — Policyholder Account Balance, Surrender and Withdrawal
$143.32M+53.9%
Prudential Financial logo
PRUTotal — Separate Account, Liability, Surrender and Withdrawal
$5.25B-11.2%
Apollo Global Management logo
APOOther investment-type and other — Policyholder Account Balance, Surrender and Withdrawal
$26M+36.8%
Prudential Financial logo
PRURetirement — Policyholder Account Balance, Surrender and Withdrawal
$2.38B+43.7%
Unum logo
UNMVoluntary Benefits — Policyholder Account Balance, Surrender and Withdrawal
$11.6M+30.3%

Other financials

Income statement

See full
Revenue$2.9B-22.6%
Operating income$760.8M—
Net income-$424.0M-1,667%
EPS (diluted)-$6.24-1,200%

Balance sheet

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Cash & equivalents$5.5B+42.5%
Total debt$2.7B+31.8%
Total equity$9.5B-7.8%
Total assets$339.54B+3.8%

Cash flow

See full
Operating cash flow$1.0B-34.4%

Valuation

See full
Market cap$7.45B+22.3%
Enterprise value$4.59B+8.2%
P/S1.3×+0.4×

Profitability

See full
Net margin11.7%—

Returns & leverage

See full
Return on equity5.5%—
Debt / equity0.3×+0.1×

Where this comes from

Reported directly by Jackson Financial in its filing.

Tagged under the XBRL concept us-gaap:PolicyholderAccountBalanceSurrenderAndWithdrawal.

The official record: Jackson Financial’s 10-Q, filed May 5, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Jackson Financial's total — policyholder account balance, surrender and withdrawal?
Jackson Financial (JXN) reported total — policyholder account balance, surrender and withdrawal of $1.67B in Q1 2026.
How has Jackson Financial's total — policyholder account balance, surrender and withdrawal changed year-over-year?
Jackson Financial's total — policyholder account balance, surrender and withdrawal decreased by 4.8% year-over-year, from $1.75B to $1.67B.
What is the long-term trend for Jackson Financial's total — policyholder account balance, surrender and withdrawal?
Over 3 years (2022 to 2025), Jackson Financial's total — policyholder account balance, surrender and withdrawal has grown at a 3.1% compound annual growth rate (CAGR), from $6.05B to $6.62B.
What does total — policyholder account balance, surrender and withdrawal mean?
Tracks the total value of policyholder account balances that have been liquidated due to surrenders or withdrawals. This metric serves as a key indicator of customer retention and policy persistency. Elevated levels of surrenders may signal competitive pressure, poor product performance, or changing customer liquidity needs.