Fixed Rate Annuities — Policyholder Account Balance
KKR & Co. Fixed Rate Annuities — Policyholder Account Balance decreased by 0.6% to $68.42B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 3.1%, from $66.36B to $68.42B. Over 3 years (FY 2022 to FY 2025), Fixed Rate Annuities — Policyholder Account Balance shows an upward trend with a 13.1% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
How to read this metric
Growth in this balance indicates successful asset gathering and retention, while a decline suggests net outflows or maturity of the book.
Detailed definition
This represents the total liability owed to policyholders for their fixed rate annuity accounts, including accumulated i...
Peer comparison
Equivalent to 'Total Policy Liabilities' or 'Account Value' at other annuity providers.
kkr_segment_fixed_rate_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 | $42.41B | $44.62B | $46.41B | $47.28B | $48.51B | $49.88B | $49.24B | $50.02B | $56.76B | $59.06B | $61.37B | $63.78B | $65.09B | $66.36B | $66.8B | $68.4B | $68.83B | $68.42B |
| QoQ Change | — | +5.2% | +4.0% | +1.9% | +2.6% | +2.8% | -1.3% | +1.6% | +13.5% | +4.1% | +3.9% | +3.9% | +2.1% | +2.0% | +0.7% | +2.4% | +0.6% | -0.6% |
| YoY Change | — | — | — | — | +14.4% | +11.8% | +6.1% | +5.8% | +17.0% | +18.4% | +24.6% | +27.5% | +14.7% | +12.4% | +8.8% | +7.3% | +5.7% | +3.1% |
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Frequently Asked Questions
- What is KKR & Co.'s fixed rate annuities — policyholder account balance?
- KKR & Co. (KKR) reported fixed rate annuities — policyholder account balance of $68.42B in Q1 2026.
- How has KKR & Co.'s fixed rate annuities — policyholder account balance changed year-over-year?
- KKR & Co.'s fixed rate annuities — policyholder account balance increased by 3.1% year-over-year, from $66.36B to $68.42B.
- What is the long-term trend for KKR & Co.'s fixed rate annuities — policyholder account balance?
- Over 3 years (2022 to 2025), KKR & Co.'s fixed rate annuities — policyholder account balance has grown at a 13.1% compound annual growth rate (CAGR), from $186.82B to $270.38B.
- What does fixed rate annuities — policyholder account balance mean?
- The total amount of money held in policyholder accounts.