Discontinued — last reported Q4 '25
Institutional Retirement Strategies — Cash surrender value
Prudential Financial Institutional Retirement Strategies — Cash surrender value decreased by 2.3% to 897700000000.0% in Q4 2025 compared to the prior quarter. Year-over-year, this metric declined by 3.6%, from 930800000000.0% to 897700000000.0%. Over 3 years (FY 2022 to FY 2025), Institutional Retirement Strategies — Cash surrender value shows a downward trend with a -8.6% CAGR. This is a positive signal — lower values indicate better performance for this metric.
Analysis
How to read this metric
High cash surrender values relative to total assets indicate higher potential liquidity risk if a large number of clients exit simultaneously.
Detailed definition
The amount a policyholder is entitled to receive upon the voluntary termination of their retirement contract before the...
Peer comparison
Comparable to cash surrender value or withdrawal liability metrics in life insurance and retirement planning.
pru_segment_institutional_retirement_strategies_cash_surrender_valueHistorical Data
| 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 | 1,406,400,000,000% | 1,349,000,000,000% | 1,181,100,000,000% | 1,134,500,000,000% | 1,142,800,000,000% | 1,186,200,000,000% | 1,139,900,000,000% | 1,086,400,000,000% | 1,101,100,000,000% | 1,007,400,000,000% | 990,800,000,000% | 1,021,200,000,000% | 930,800,000,000% | 926,000,000,000% | 924,200,000,000% | 918,400,000,000% | 897,700,000,000% |
| QoQ Change | — | -4.1% | -12.4% | -3.9% | +0.7% | +3.8% | -3.9% | -4.7% | +1.4% | -8.5% | -1.6% | +3.1% | -8.9% | -0.5% | -0.2% | -0.6% | -2.3% |
| YoY Change | — | — | — | — | -18.7% | -12.1% | -3.5% | -4.2% | -3.6% | -15.1% | -13.1% | -6.0% | -15.5% | -8.1% | -6.7% | -10.1% | -3.6% |
Similar Metrics at Other Companies
Frequently Asked Questions
- What is Prudential Financial's institutional retirement strategies — cash surrender value?
- Prudential Financial (PRU) reported institutional retirement strategies — cash surrender value of 897700000000.0% in Q4 2025.
- How has Prudential Financial's institutional retirement strategies — cash surrender value changed year-over-year?
- Prudential Financial's institutional retirement strategies — cash surrender value decreased by 3.6% year-over-year, from 930800000000.0% to 897700000000.0%.
- What is the long-term trend for Prudential Financial's institutional retirement strategies — cash surrender value?
- Over 3 years (2022 to 2025), Prudential Financial's institutional retirement strategies — cash surrender value has grown at a -8.6% compound annual growth rate (CAGR), from 4807400000000.0% to 3666300000000.0%.
- What does institutional retirement strategies — cash surrender value mean?
- The total cash value available to clients if they choose to terminate their retirement contracts early.