Discontinued — last reported Q4 '25

Business Segments · Net Investment Income

Retirement Strategies — Net Investment Income

Prudential Financial Retirement Strategies — Net Investment Income increased by 209.2% to $4.12B in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 25.1%, from $3.29B to $4.12B. Over 4 years (FY 2021 to FY 2025), Retirement Strategies — Net Investment Income shows an upward trend with a 13.2% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.

Analysis

StatementSegment
CategoryProfitability
SignalHigher is better
VolatilityModerate
First reportedQ1 2020
Last reportedQ4 2025

How to read this metric

Higher income reflects effective asset-liability management and favorable market returns on the investment portfolio.

Detailed definition

The net income earned on the investment portfolio backing the retirement segment's liabilities, including interest, divi...

Peer comparison

Standard metric across the insurance industry, often compared based on yield on invested assets.

Metric ID: pru_segment_retirement_strategies_net_investment_income

Historical Data

19 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25
Value$1.21B$1.21B$1.21B$1.23B$1.07B$1.03B$1.24B$1.32B$1.42B$1.49B$1.39B$1.09B$1.14B$1.20B$3.29B$1.24B$1.25B$1.33B$4.12B
QoQ Change+0.0%+0.0%+1.5%-13.0%-3.9%+20.5%+6.7%+7.1%+5.3%-7.1%-21.2%+4.6%+5.0%+174.7%-62.3%+0.4%+6.8%+209.2%
YoY Change-11.7%-15.1%+2.3%+7.5%+32.3%+45.0%+11.8%-17.4%-19.4%-19.6%+137.8%+13.8%+9.3%+11.2%+25.1%
Range$1.03B$4.12B
CAGR+31.3%
Avg YoY Growth+14.2%
Median YoY Growth+9.3%
Current Streak3 quarters growth

Frequently Asked Questions

What is Prudential Financial's retirement strategies — net investment income?
Prudential Financial (PRU) reported retirement strategies — net investment income of $4.12B in Q4 2025.
How has Prudential Financial's retirement strategies — net investment income changed year-over-year?
Prudential Financial's retirement strategies — net investment income increased by 25.1% year-over-year, from $3.29B to $4.12B.
What is the long-term trend for Prudential Financial's retirement strategies — net investment income?
Over 4 years (2021 to 2025), Prudential Financial's retirement strategies — net investment income has grown at a 13.2% compound annual growth rate (CAGR), from $4.85B to $7.95B.
What does retirement strategies — net investment income mean?
The profit earned from investing the money collected from policyholders before paying out claims.