Other

Account values with adjustable credit rates subject to guaranteed minimum

KKR & Co. Account values with adjustable credit rates subject to guaranteed minimum increased by 0.2% to $89.99B in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 4.0%, from $86.49B to $89.99B. Over 3 years (FY 2022 to FY 2025), Account values with adjustable credit rates subject to guaranteed minimum shows an upward trend with a 12.5% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.

Analysis

StatementBalance Sheet Statement
SectionOther
CategoryRisk
SignalLower is better
VolatilityStable
First reportedQ4 2022
Last reportedQ4 2025

How to read this metric

A larger balance indicates higher interest rate risk for the insurer if market rates fall below the guaranteed minimums.

Detailed definition

This metric isolates account values that are subject to adjustable credit rates but are protected by a guaranteed minimu...

Peer comparison

Used by insurers with significant fixed-annuity portfolios to disclose interest rate floor exposure.

Metric ID: other_policyholder_account_balance_excluding_index_credi_6db1c3

Historical Data

13 periods
 Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25
Value$63.24B$65.04B$64.41B$65.66B$77.50B$79.79B$83.10B$85.28B$86.49B$87.63B$88.23B$89.77B$89.99B
QoQ Change+2.8%-1.0%+2.0%+18.0%+3.0%+4.1%+2.6%+1.4%+1.3%+0.7%+1.7%+0.2%
YoY Change+22.6%+22.7%+29.0%+29.9%+11.6%+9.8%+6.2%+5.3%+4.0%
Range$63.24B$89.99B
CAGR+12.5%
Avg YoY Growth+15.7%
Median YoY Growth+11.6%
Current Streak10 quarters growth

Frequently Asked Questions

What is KKR & Co.'s account values with adjustable credit rates subject to guaranteed minimum?
KKR & Co. (KKR) reported account values with adjustable credit rates subject to guaranteed minimum of $89.99B in Q4 2025.
How has KKR & Co.'s account values with adjustable credit rates subject to guaranteed minimum changed year-over-year?
KKR & Co.'s account values with adjustable credit rates subject to guaranteed minimum increased by 4.0% year-over-year, from $86.49B to $89.99B.
What is the long-term trend for KKR & Co.'s account values with adjustable credit rates subject to guaranteed minimum?
Over 3 years (2022 to 2025), KKR & Co.'s account values with adjustable credit rates subject to guaranteed minimum has grown at a 12.5% compound annual growth rate (CAGR), from $63.24B to $89.99B.
What does account values with adjustable credit rates subject to guaranteed minimum mean?
The portion of policyholder funds that have a guaranteed minimum interest rate floor.