Fixed Indexed Annuities — Policyholder Account Balance
KKR & Co. Fixed Indexed Annuities — Policyholder Account Balance increased by 0.2% to $37.1B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 8.0%, from $34.36B to $37.1B. Over 3 years (FY 2022 to FY 2025), Fixed Indexed Annuities — Policyholder Account Balance shows an upward trend with a 8.6% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
How to read this metric
Growth in this balance indicates successful asset gathering and retention, while a decline may signal high surrender rates or reduced new business.
Detailed definition
This represents the total liability owed to policyholders for their account values within the fixed indexed annuity segm...
Peer comparison
Standard metric for all annuity providers; represents the core 'AUM' of the insurance segment.
kkr_segment_fixed_indexed_annuities_policyholder_account_balanceHistorical Data
| 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 | $25.2B | $26.61B | $27.49B | $28.61B | $29.12B | $29.9B | $30.05B | $30.01B | $30.17B | $30.61B | $31.53B | $32.84B | $33.72B | $34.36B | $35.46B | $36.43B | $37.02B | $37.1B |
| QoQ Change | — | +5.6% | +3.3% | +4.1% | +1.8% | +2.7% | +0.5% | -0.2% | +0.5% | +1.5% | +3.0% | +4.1% | +2.7% | +1.9% | +3.2% | +2.7% | +1.6% | +0.2% |
| YoY Change | — | — | — | — | +15.5% | +12.3% | +9.3% | +4.9% | +3.6% | +2.4% | +4.9% | +9.4% | +11.8% | +12.2% | +12.5% | +10.9% | +9.8% | +8.0% |
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Frequently Asked Questions
- What is KKR & Co.'s fixed indexed annuities — policyholder account balance?
- KKR & Co. (KKR) reported fixed indexed annuities — policyholder account balance of $37.1B in Q1 2026.
- How has KKR & Co.'s fixed indexed annuities — policyholder account balance changed year-over-year?
- KKR & Co.'s fixed indexed annuities — policyholder account balance increased by 8.0% year-over-year, from $34.36B to $37.1B.
- What is the long-term trend for KKR & Co.'s fixed indexed annuities — policyholder account balance?
- Over 3 years (2022 to 2025), KKR & Co.'s fixed indexed annuities — policyholder account balance has grown at a 8.6% compound annual growth rate (CAGR), from $111.84B to $143.27B.
- What does fixed indexed annuities — policyholder account balance mean?
- The total amount of money the company owes to annuity policyholders.