Discontinued — last reported Q1 '25
Business Segments · Effect of changes in interest rates
Individual Retirement Strategies — Effect of changes in interest rates
Prudential Financial Individual Retirement Strategies — Effect of changes in interest rates increased by 128.0% to $433M in Q1 2025 compared to the prior quarter. Year-over-year, this metric grew by 149.9%, from -$868M to $433M. Over 2 years (FY 2021 to FY 2024), Individual Retirement Strategies — Effect of changes in interest rates shows an upward trend with a -42.0% CAGR.
Analysis
StatementSegment
CategoryRisk
SignalContext dependent
VolatilityVolatile
First reportedQ1 2021
Last reportedQ1 2025May 1, 2025
Rolls up toEffect of changes in interest rates
How to read this metric
High sensitivity indicates significant exposure to interest rate risk, requiring active hedging strategies.
Detailed definition
This metric quantifies the impact of interest rate fluctuations on the valuation of retirement product liabilities. It d...
Peer comparison
Standard sensitivity analysis for interest-rate-sensitive insurance products.
Metric ID:
pru_segment_individual_retirement_strategies_effect_of_changes_in_interest_ratesHistorical Data
15 periods
| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | -$1.11B | -$1.11B | -$1.11B | -$3.26B | -$2.82B | -$1.88B | -$418M | $463M | -$1.16B | -$2.29B | -$868M | -$41M | $963M | -$1.55B | $433M |
| QoQ Change | — | +0.0% | +0.0% | -193.6% | +13.4% | +33.4% | +77.7% | +210.8% | -350.3% | -97.6% | +62.1% | +95.3% | >999% | -260.6% | +128.0% |
| YoY Change | — | — | — | — | -154.1% | -69.2% | +62.3% | +114.2% | +58.9% | -21.9% | -287.5% | +96.5% | +142.1% | — | +149.9% |
Range-$3.26B – $963M
CAGR-23.6%
Avg YoY Growth+9.1%
Median YoY Growth+60.6%
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Frequently Asked Questions
- What is Prudential Financial's individual retirement strategies — effect of changes in interest rates?
- Prudential Financial (PRU) reported individual retirement strategies — effect of changes in interest rates of $433M in Q1 2025.
- How has Prudential Financial's individual retirement strategies — effect of changes in interest rates changed year-over-year?
- Prudential Financial's individual retirement strategies — effect of changes in interest rates increased by 149.9% year-over-year, from -$868M to $433M.
- What is the long-term trend for Prudential Financial's individual retirement strategies — effect of changes in interest rates?
- Over 2 years (2021 to 2024), Prudential Financial's individual retirement strategies — effect of changes in interest rates has grown at a -42.0% compound annual growth rate (CAGR), from -$4.44B to -$1.49B.
- What does individual retirement strategies — effect of changes in interest rates mean?
- The change in liability value caused by shifts in market interest rates.