Discontinued — last reported Q4 '25

Products & Services · Policyholder Account Balance, Policy Charge

Institutional — Policyholder Account Balance, Policy Charge

Prudential Financial Institutional — Policyholder Account Balance, Policy Charge increased by 50.0% to $3.00M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 50.0%, from $2.00M to $3.00M. Over 4 years (FY 2021 to FY 2025), Institutional — Policyholder Account Balance, Policy Charge shows a downward trend with a -18.8% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.

Analysis

StatementSegment
CategoryProfitability
SignalHigher is better
VolatilityStable
First reportedQ1 2021
Last reportedQ4 2025Feb 12, 2026

How to read this metric

An increase suggests higher fee-based revenue generation, while a decrease may indicate lower assets under management or reduced fee structures.

Detailed definition

Represents the fees and charges deducted from institutional policyholder account balances for administrative services, m...

Peer comparison

Commonly reported as 'Fee Income' or 'Administrative Charges' in insurance and asset management peer filings.

Metric ID: pru_segment_institutional_policyholder_account_balance_policy_charge

Historical Data

19 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25
Value$5.75M$5.75M$5.75M$6.00M$5.00M$6.00M$5.00M$6.00M$5.00M$5.00M$7.00M$3.00M$3.00M$3.00M$2.00M$3.00M$2.00M$2.00M$3.00M
QoQ Change+0.0%+0.0%+4.3%-16.7%+20.0%-16.7%+20.0%-16.7%+0.0%+40.0%-57.1%+0.0%+0.0%-33.3%+50.0%-33.3%+0.0%+50.0%
YoY Change-13.0%+4.3%-13.0%+0.0%+0.0%-16.7%+40.0%-50.0%-40.0%-40.0%-71.4%+0.0%-33.3%-33.3%+50.0%
Range$2.00M$7.00M
CAGR-13.5%
Avg YoY Growth-14.4%
Median YoY Growth-13.0%
Current Streak2 quarters growth

Frequently Asked Questions

What is Prudential Financial's institutional — policyholder account balance, policy charge?
Prudential Financial (PRU) reported institutional — policyholder account balance, policy charge of $3.00M in Q4 2025.
How has Prudential Financial's institutional — policyholder account balance, policy charge changed year-over-year?
Prudential Financial's institutional — policyholder account balance, policy charge increased by 50.0% year-over-year, from $2.00M to $3.00M.
What is the long-term trend for Prudential Financial's institutional — policyholder account balance, policy charge?
Over 4 years (2021 to 2025), Prudential Financial's institutional — policyholder account balance, policy charge has grown at a -18.8% compound annual growth rate (CAGR), from $23.00M to $10.00M.
What does institutional — policyholder account balance, policy charge mean?
Fees collected from institutional clients for managing their insurance or retirement accounts.