Discontinued — last reported Q3 '17
Prudential Financial Individual Retirement Strategies — Separate account liabilities increased by 133.2% to $189.04B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 0.4%, from $188.19B to $189.04B. Over 5 years (FY 2020 to FY 2025), Individual Retirement Strategies — Separate account liabilities shows a downward trend with a -9.7% CAGR.
Growth indicates expansion in variable annuity products, which are fee-driven rather than spread-driven.
These are liabilities where the investment risk is primarily borne by the policyholder rather than the insurance company...
Standard metric for insurers with large variable annuity or unit-linked product portfolios.
pru_segment_individual_retirement_strategies_separate_account_liabilities| Q2 '21 | Q3 '21 | Q4 '21 | Q4 '21 | Q1 '22 | Q1 '22 | Q2 '22 | Q2 '22 | Q3 '22 | Q3 '22 | Q4 '22 | Q4 '22 | Q1 '23 | Q1 '23 | Q2 '23 | Q2 '23 | Q3 '23 | Q3 '23 | Q4 '23 | Q4 '23 | Q1 '24 | Q1 '24 | Q2 '24 | Q2 '24 | Q3 '24 | Q3 '24 | Q4 '24 | Q4 '24 | Q1 '25 | Q1 '25 | Q2 '25 | Q2 '25 | Q3 '25 | Q3 '25 | Q4 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $340.69B | $241.85B | $246.15B | $158.55B | $229.62B | $144.58B | $205.61B | $98.85B | $194.53B | $91.18B | $197.68B | $93.40B | $202.29B | $95.21B | $200.87B | $95.11B | $190.64B | $89.04B | $198.89B | $94.13B | $200.06B | $94.66B | $196.86B | $91.65B | $200.55B | $92.61B | $193.37B | $86.97B | $188.19B | $82.67B | $194.76B | $83.77B | $198.54B | $83.64B | $196.25B | $81.06B | $189.04B |
| QoQ Change | — | -29.0% | +1.8% | -35.6% | +44.8% | -37.0% | +42.2% | -51.9% | +96.8% | -53.1% | +116.8% | -52.8% | +116.6% | -52.9% | +111.0% | -52.6% | +100.4% | -53.3% | +123.4% | -52.7% | +112.5% | -52.7% | +108.0% | -53.4% | +118.8% | -53.8% | +108.8% | -55.0% | +116.4% | -56.1% | +135.6% | -57.0% | +137.0% | -57.9% | +134.6% | -58.7% | +133.2% |
| YoY Change | — | — | — | — | — | — | -39.6% | -71.0% | -19.6% | -62.3% | -19.7% | -62.1% | -11.9% | -58.5% | -2.3% | -53.7% | -2.0% | -54.2% | +0.6% | -52.4% | -1.1% | -53.2% | -2.0% | -54.4% | +5.2% | -51.4% | -2.8% | -56.3% | -5.9% | -58.7% | -1.1% | -57.4% | -1.0% | -58.3% | +1.5% | -58.1% | +0.4% |