What does retirement — policyholder account balance mean?

This metric represents the total value of funds held on behalf of policyholders within the retirement segment, typically including accumulated premiums and investment returns. It serves as a primary measure of the scale and growth of the retirement business's assets under management. A growing balance indicates successful customer retention and new business acquisition within the retirement product suite.

Prudential Financial (PRU) Retirement — Policyholder Account Balance

Screener

Other product segments

Guaranteed Universal Life

$12.75B—

Variable Universal Life

$10.72B-1.9%

Annuities

$3.52B—

Similar metrics at other companies

BHFULSG — Policyholder Account Balance

$4.32B-6.5%

KKROther — Policyholder Account Balance

$11.8B+24.8%

VOYAOther — Policyholder Account Balance

$1.1B-9.0%

KKRInsurance — Policyholder Account Balance

$150.29B+5.9%

RGAInsurance, Other — Policyholder Account Balance

$35.4B+64.9%

METFixed Annuity — Policyholder Account Balance

$51.14B+6.4%

Other financials

Income statement

See full

Revenue$15.7B+14.1%

Net income$985.0M+84.8%

EPS (diluted)$2.80+89.2%

Balance sheet

See full

Cash & equivalents$15.2B-8.9%

Total debt$19.7B+5.4%

Total equity$31.6B+3.3%

Total assets$783.55B+3.2%

Cash flow

See full

Operating cash flow$2.3B+102%

Valuation

See full

Market cap$41.48B+13.2%

Enterprise value$45.98B+19.0%

P/E10.6×-11.1×

P/S0.6×0.0×

Profitability

See full

Net margin6%+3.2pp

Returns & leverage

See full

Return on equity12.6%+6.8pp

Debt / equity0.6×0.0×

Where this comes from

Reported directly by Prudential Financial in its filing.

Tagged under the XBRL concept us-gaap:PolicyholderFunds.

The source filing: Prudential Financial’s 10-Q, filed August 5, 2026.

Filed: Aug 5, 2026, 4:24 PM EDT
Fiscal quarter: Q2 FY2026
Calendar quarter: Q2 2026
Accession: 0001137774-26-000176


2.00% - 2.99%	184		2,178		636		10		3,008
3.00% - 4.00%	6,182		5		11		2		6,200
Greater than 4.00%	7,359		0		0		0		7,359
Total	$	$15,825	$	$2,237	$	$827	$	$1,939	$	$20,828
Group Insurance - Life / Disability
Less than 1.00%	$	$0	$	$0	$	$0	$	$877	$	$877
1.00% - 1.99%	3		0		0		2		5
2.00% - 2.99%	38		0		0		0		38

ITEM 1. Financial Statements

FAQ

What is Prudential Financial's retirement — policyholder account balance?: Prudential Financial (PRU) reported retirement — policyholder account balance of $20.83B in Q2 2026.
What does retirement — policyholder account balance mean?: This metric represents the total value of funds held on behalf of policyholders within the retirement segment, typically including accumulated premiums and investment returns. It serves as a primary measure of the scale and growth of the retirement business's assets under management. A growing balance indicates successful customer retention and new business acquisition within the retirement product suite.