Discontinued — last reported Q4 '25
Institutional — Policyholder Account Balance, Surrender and Withdrawal
Prudential Financial Institutional — Policyholder Account Balance, Surrender and Withdrawal decreased by 14.3% to $1.29B in Q4 2025 compared to the prior quarter. Year-over-year, this metric declined by 27.5%, from $1.77B to $1.29B. Over 4 years (FY 2021 to FY 2025), Institutional — Policyholder Account Balance, Surrender and Withdrawal shows relatively stable performance with a -2.5% CAGR. This is a positive signal — lower values indicate better performance for this metric.
Analysis
How to read this metric
Higher values may signal increased client attrition or liquidity stress, while lower values suggest higher client retention and stability.
Detailed definition
Measures the total value of funds withdrawn or surrendered by institutional clients from their policyholder accounts dur...
Peer comparison
Comparable to 'Surrender Rates' or 'Redemption Rates' in annuity and institutional retirement product disclosures.
pru_segment_institutional_policyholder_account_balance_surrender_and_withdrawalHistorical Data
| Q2 '21 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $1.56B | $1.56B | $1.56B | $1.16B | $1.08B | $1.63B | $1.21B | $1.37B | $924.00M | $2.04B | $958.00M | $1.23B | $1.28B | $1.61B | $1.77B | $1.36B | $1.49B | $1.50B | $1.29B |
| QoQ Change | — | +0.0% | +0.0% | -25.6% | -7.1% | +50.7% | -25.6% | +13.4% | -32.6% | +120.5% | -53.0% | +28.5% | +4.2% | +25.4% | +10.1% | -23.1% | +9.5% | +0.5% | -14.3% |
| YoY Change | — | — | — | — | -30.8% | +4.3% | -22.5% | +18.1% | -14.4% | +25.3% | -20.8% | -10.2% | +38.9% | -21.0% | +85.0% | +10.7% | +16.3% | -6.8% | -27.5% |
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Frequently Asked Questions
- What is Prudential Financial's institutional — policyholder account balance, surrender and withdrawal?
- Prudential Financial (PRU) reported institutional — policyholder account balance, surrender and withdrawal of $1.29B in Q4 2025.
- How has Prudential Financial's institutional — policyholder account balance, surrender and withdrawal changed year-over-year?
- Prudential Financial's institutional — policyholder account balance, surrender and withdrawal decreased by 27.5% year-over-year, from $1.77B to $1.29B.
- What is the long-term trend for Prudential Financial's institutional — policyholder account balance, surrender and withdrawal?
- Over 4 years (2021 to 2025), Prudential Financial's institutional — policyholder account balance, surrender and withdrawal has grown at a -2.5% compound annual growth rate (CAGR), from $6.24B to $5.64B.
- What does institutional — policyholder account balance, surrender and withdrawal mean?
- The total amount of money withdrawn by institutional clients from their accounts.