Business Segments · Policyholder Account Balance, Surrender and Withdrawal
Retirement — Policyholder Account Balance, Surrender and Withdrawal
Prudential Financial Retirement — Policyholder Account Balance, Surrender and Withdrawal increased by 43.7% to $2.38B in Q1 2026 compared to the prior quarter. This increase may warrant attention — for this metric, lower values are generally preferred.
Analysis
StatementSegment
CategoryRisk
SignalLower is better
VolatilityModerate
First reportedQ1 2025
Last reportedQ1 2026
How to read this metric
An increase may signal higher customer churn or liquidity needs, while a decrease suggests higher retention and stability.
Detailed definition
This metric represents the total value of assets withdrawn or surrendered by policyholders from their retirement account...
Peer comparison
Commonly reported by life insurers as 'surrender rates' or 'surrender outflows' in annuity and retirement segments.
Metric ID:
pru_segment_retirement_policyholder_account_balance_surrender_and_withdrawalHistorical Data
2 periods
| Q1 '25 | Q1 '26 | |
|---|---|---|
| Value | $1.66B | $2.38B |
| QoQ Change | — | +43.7% |
| YoY Change | — | +43.7% |
Range$1.66B – $2.38B
Avg YoY Growth+43.7%
Median YoY Growth+43.7%
Similar Metrics at Other Companies
Frequently Asked Questions
- What is Prudential Financial's retirement — policyholder account balance, surrender and withdrawal?
- Prudential Financial (PRU) reported retirement — policyholder account balance, surrender and withdrawal of $2.38B in Q1 2026.
- What does retirement — policyholder account balance, surrender and withdrawal mean?
- The total amount of money policyholders have withdrawn or surrendered from their retirement accounts.