Account values with adjustable credit rates subject to guaranteed minimum
KKR & Co. Account values with adjustable credit rates subject to guaranteed minimum decreased by 0.7% to $89.36B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 2.0%, from $87.63B to $89.36B. 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 is a positive signal — lower values indicate better performance for this metric.
Analysis
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.
other_policyholder_account_balance_excluding_index_credi_6db1c3Historical Data
| 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 | $63.24B | $65.04B | $64.41B | $65.66B | $77.5B | $79.79B | $83.1B | $85.28B | $86.49B | $87.63B | $88.23B | $89.77B | $89.99B | $89.36B |
| 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% | -0.7% |
| YoY Change | — | — | — | — | +22.6% | +22.7% | +29.0% | +29.9% | +11.6% | +9.8% | +6.2% | +5.3% | +4.0% | +2.0% |
Account values with adjustable credit rates subject to guaranteed minimum at Other Companies
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 $89.36B in Q1 2026.
- 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 2.0% year-over-year, from $87.63B to $89.36B.
- 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.