MetLife Contractholder-directed equity securities and fair value option securities, at estimated fair value (includes $1,665 and $1,751, respectively, relating to variable interest entities) decreased by 3.8% to $13.44B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 25.3%, from $10.73B to $13.44B. Over 5 years (FY 2020 to FY 2025), Contractholder-directed equity securities and fair value option securities, at estimated fair value (includes $1,665 and $1,751, respectively, relating to variable interest entities) shows relatively stable performance with a 0.9% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Growth indicates higher sales or market appreciation in variable insurance products, while a decline suggests outflows or market downturns.
These assets represent investments where the policyholder directs the allocation, typically associated with variable ann...
Standard for insurers with large variable annuity or wealth management businesses.
non_current_assets_contractholder_directed_equity_securi_51ad84| Q3 '21 | 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 | $12.06B | $12.14B | $11.42B | $9.88B | $8.95B | $9.67B | $10.06B | $10.20B | $9.68B | $10.33B | $10.31B | $10.11B | $9.29B | $10.67B | $10.73B | $11.69B | $12.27B | $13.96B | $13.44B |
| QoQ Change | — | +0.7% | -6.0% | -13.5% | -9.3% | +8.0% | +4.1% | +1.4% | -5.1% | +6.7% | -0.2% | -2.0% | -8.1% | +14.9% | +0.5% | +9.0% | +4.9% | +13.8% | -3.8% |
| YoY Change | — | — | — | — | -25.7% | -20.4% | -11.9% | +3.3% | +8.1% | +6.9% | +2.5% | -1.0% | -4.0% | +3.3% | +4.0% | +15.7% | +32.1% | +30.8% | +25.3% |