Discontinued — last reported Q4 '25
Prudential Financial Institutional Retirement Strategies — Separate Account, Liability, Surrender and Withdrawal increased by 487.9% to 19400000000.0% in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 118.0%, from 8900000000.0% to 19400000000.0%. Over 4 years (FY 2021 to FY 2025), Institutional Retirement Strategies — Separate Account, Liability, Surrender and Withdrawal shows an upward trend with a 34.1% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.
High levels of withdrawal indicate potential client dissatisfaction or shifting institutional asset allocation strategies.
Tracks the total outflows from separate account liabilities due to policyholder surrenders, partial withdrawals, or cont...
Comparable to surrender and withdrawal metrics for variable annuity or pension products.
pru_segment_institutional_retirement_strategies_separate_account_liability_surrender_and_withdrawal| 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 | 4,675,000,000% | 4,675,000,000% | 4,675,000,000% | 270,800,000,000% | 34,800,000,000% | 2,800,000,000% | 9,300,000,000% | 4,500,000,000% | 18,100,000,000% | 11,200,000,000% | 32,200,000,000% | 71,600,000,000% | 16,200,000,000% | 8,300,000,000% | 8,900,000,000% | 25,800,000,000% | 11,900,000,000% | 3,300,000,000% | 19,400,000,000% |
| QoQ Change | — | +0.0% | +0.0% | >999% | -87.1% | -92.0% | +232.1% | -51.6% | +302.2% | -38.1% | +187.5% | +122.4% | -77.4% | -48.8% | +7.2% | +189.9% | -53.9% | -72.3% | +487.9% |
| YoY Change | — | — | — | — | +644.4% | -40.1% | +98.9% | -98.3% | -48.0% | +300.0% | +246.2% | >999% | -10.5% | -25.9% | -72.4% | -64.0% | -26.5% | -60.2% | +118.0% |