Total — Policyholder Account Balance, Surrender and Withdrawal
Prudential Financial Total — Policyholder Account Balance, Surrender and Withdrawal increased by 19.6% to $3.92B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 25.3%, from $3.13B to $3.92B. Over 4 years (FY 2021 to FY 2025), Total — Policyholder Account Balance, Surrender and Withdrawal shows a downward trend with a -8.7% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.
Analysis
How to read this metric
Lower levels are generally preferred as they indicate higher customer retention and stability of the liability base.
Detailed definition
This measures the total outflows from policyholder account balances due to customer surrenders, partial withdrawals, or...
Peer comparison
Standard metric for life and annuity insurers, often referred to as 'Surrender Rates' or 'Withdrawal Activity'.
pru_segment_total_policyholder_account_balance_surrender_and_withdrawalHistorical Data
| 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 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $4.72B | $4.72B | $4.72B | $4.39B | $1.22B | $3.23B | $2.91B | $2.83B | $2.36B | $3.59B | $2.71B | $2.98B | $3.02B | $3.18B | $3.83B | $3.13B | $3.19B | $3.56B | $3.28B | $3.92B |
| QoQ Change | — | +0.0% | +0.0% | -7.2% | -72.1% | +163.6% | -9.7% | -3.1% | -16.4% | +52.0% | -24.4% | +10.0% | +1.3% | +5.4% | +20.4% | -18.4% | +1.9% | +11.9% | -8.0% | +19.6% |
| YoY Change | — | — | — | — | -74.1% | -31.7% | -38.3% | -35.6% | +92.9% | +11.2% | -7.0% | +5.5% | +27.9% | -11.3% | +41.3% | +4.9% | +5.5% | +12.0% | -14.4% | +25.3% |
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Frequently Asked Questions
- What is Prudential Financial's total — policyholder account balance, surrender and withdrawal?
- Prudential Financial (PRU) reported total — policyholder account balance, surrender and withdrawal of $3.92B in Q1 2026.
- How has Prudential Financial's total — policyholder account balance, surrender and withdrawal changed year-over-year?
- Prudential Financial's total — policyholder account balance, surrender and withdrawal increased by 25.3% year-over-year, from $3.13B to $3.92B.
- What is the long-term trend for Prudential Financial's total — policyholder account balance, surrender and withdrawal?
- Over 4 years (2021 to 2025), Prudential Financial's total — policyholder account balance, surrender and withdrawal has grown at a -8.7% compound annual growth rate (CAGR), from $18.89B to $13.16B.
- What does total — policyholder account balance, surrender and withdrawal mean?
- The total amount of money withdrawn or surrendered by customers from their insurance or annuity accounts.