AMERIPRISE FINANCIAL INC
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AMP FY 2025 request
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| Metric | FY 2025 | FY 2024 | YoY |
|---|---|---|---|
| Revenue (FY) | — | — | — |
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| Advisory fees · Advice & Wealth Management | 6,481 | 5,634 | +15.0% |
| Advisory fees · Operating Segments | 6,481 | 5,634 | +15.0% |
| Asset Management: Institutional · Asset Management | 671 | 618 | +8.6% |
| Asset Management: Institutional · Operating Segments | 671 | 618 | +8.6% |
| Asset Management: Model delivery · Asset Management | 95 | 82 | +15.9% |
| Asset Management: Model delivery · Operating Segments | 95 | 82 | +15.9% |
| Asset Management: Retail · Asset Management | 2,170 | 2,132 | +1.8% |
| Asset Management: Retail · Operating Segments | 2,170 | 2,132 | +1.8% |
| Distribution Service | 2,117 | 2,060 | +2.8% |
| Distribution Service · Advice & Wealth Management | 2,520 | 2,453 | +2.7% |
| Distribution Service · Asset Management | 384 | 388 | -1.0% |
| Distribution Service · Operating Segments | 3,241 | 3,182 | +1.9% |
| Distribution Service · Retirement & Protection Solutions | 337 | 341 | -1.2% |
| Distribution Service, Mutual Funds [Member] · Advice & Wealth Management | 890 | 821 | +8.4% |
| Distribution Service, Mutual Funds [Member] · Asset Management | 227 | 228 | -0.4% |
| Distribution Service, Mutual Funds [Member] · Operating Segments | 1,117 | 1,049 | +6.5% |
| Financial planning fees · Advice & Wealth Management | 496 | 470 | +5.5% |
| Financial planning fees · Operating Segments | 496 | 470 | +5.5% |
| Insurance and annuity · Advice & Wealth Management | 1,044 | 1,037 | +0.7% |
| Insurance and annuity · Asset Management | 157 | 160 | -1.9% |
| Insurance and annuity · Operating Segments | 1,538 | 1,538 | 0.0% |
| Insurance and annuity · Retirement & Protection Solutions | 337 | 341 | -1.2% |
| Investment Advice | 11,109 | 10,143 | +9.5% |
| Investment Advice · Advice & Wealth Management | 7,371 | 6,492 | +13.5% |
| Investment Advice · Asset Management | 3,142 | 3,039 | +3.4% |
| Investment Advice · Operating Segments | 10,573 | 9,591 | +10.2% |
| Investment Advice · Retirement & Protection Solutions | 60 | 60 | 0.0% |
| Off-balance sheet brokerage cash · Advice & Wealth Management | 102 | 154 | -33.8% |
| Off-balance sheet brokerage cash · Operating Segments | 102 | 154 | -33.8% |
| Other products · Advice & Wealth Management | 484 | 441 | +9.8% |
| Other products · Operating Segments | 484 | 441 | +9.8% |
| Product And Service Other · Advice & Wealth Management | 279 | 255 | +9.4% |
| Product And Service Other · Asset Management | 15 | 13 | +15.4% |
| Product And Service Other · Corporate And Other | 3 | — | — |
| Product And Service Other · Operating Segments | 297 | 268 | +10.8% |
| Transaction and other fees · Advice & Wealth Management | 394 | 388 | +1.5% |
| Transaction and other fees · Asset Management | 206 | 207 | -0.5% |
| Transaction and other fees · Operating Segments | 660 | 655 | +0.8% |
| Transaction and other fees · Retirement & Protection Solutions | 60 | 60 | 0.0% |
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| Advice & Wealth Management · Operating Segments | 10,170 | 9,200 | +10.5% |
| Asset Management · Operating Segments | 3,541 | 3,440 | +2.9% |
| Corporate And Other · Operating Segments | 3 | — | — |
| Retirement & Protection Solutions · Operating Segments | 397 | 401 | -1.0% |
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| Operating Segments | 14,111 | 13,041 | +8.2% |
| Net Investment Income And Gain Loss On Investments | 3,570 | 3,648 | -2.1% |
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| Parent Company | 78 | 94 | -17.0% |
| Variable Interest Entity Primary Beneficiary | 179 | 207 | -13.5% |
| Insurance Services Revenue | 1,587 | 1,559 | +1.8% |
| Other Income | 528 | 516 | +2.3% |
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| Parent Company | 8 | 11 | -27.3% |
| Revenue | 18,911 | 17,926 | +5.5% |
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| Advice & Wealth Management · Operating Segments | 12,172 | 11,442 | +6.4% |
| Asset Management · Operating Segments | 3,621 | 3,515 | +3.0% |
| Corporate And Other · Operating Segments | 460 | 484 | -5.0% |
| Retirement & Protection Solutions · Operating Segments | 3,955 | 3,773 | +4.8% |
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| Parent Company | 86 | 105 | -18.1% |
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| Corporate Non Segment | 202 | 196 | +3.1% |
| Operating Segments | 20,208 | 19,214 | +5.2% |
| Operating segments and non-operating | 20,410 | 19,410 | +5.2% |
| Interest Expense Deposits | 431 | 662 | -34.9% |
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| Advice & Wealth Management · Operating Segments | 431 | 662 | -34.9% |
| Corporate And Other · Operating Segments | 33 | 30 | +10.0% |
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| Parent Company | 34 | 35 | -2.9% |
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| Operating Segments | 464 | 692 | -32.9% |
| Revenues Net Of Interest Expense | 18,480 | 17,264 | +7.0% |
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| Advice & Wealth Management · Intersegment Elimination | -936 | -935 | -0.1% |
| Advice & Wealth Management · Operating Segments | 11,741 | 10,780 | +8.9% |
| Advice & Wealth Management · Operating segments excluding intersegment elimination | 10,805 | 9,845 | +9.8% |
| Asset Management · Intersegment Elimination | -103 | -96 | -7.3% |
| Asset Management · Operating Segments | 3,621 | 3,515 | +3.0% |
| Asset Management · Operating segments excluding intersegment elimination | 3,518 | 3,419 | +2.9% |
| Corporate And Other · Intersegment Elimination | 31 | 29 | +6.9% |
| Corporate And Other · Operating Segments | 427 | 454 | -5.9% |
| Corporate And Other · Operating segments excluding intersegment elimination | 458 | 483 | -5.2% |
| Retirement & Protection Solutions · Intersegment Elimination | -443 | -441 | -0.5% |
| Retirement & Protection Solutions · Operating Segments | 3,955 | 3,773 | +4.8% |
| Retirement & Protection Solutions · Operating segments excluding intersegment elimination | 3,512 | 3,332 | +5.4% |
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| Market impact on non-traditional long-duration products · Material Reconciling Items | 12 | 3 | +300.0% |
| Net realized investment gains (losses) · Material Reconciling Items | -8 | -21 | +61.9% |
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| Consolidated Entity Excluding Variable Interest Entities VIE · Operating Segments | 18,293 | 17,079 | +7.1% |
| Parent Company | 52 | 70 | -25.7% |
| Variable Interest Entity Primary Beneficiary · Material Reconciling Items | 183 | 203 | -9.9% |
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| Corporate and reconciling items | 187 | 185 | +1.1% |
| Corporate Non Segment | 202 | 196 | +3.1% |
| Eliminations And Reconciling Items | -1,466 | -1,454 | -0.8% |
| Intersegment Elimination | -1,451 | -1,443 | -0.6% |
| Material Reconciling Items | -15 | -11 | -36.4% |
| Operating Segments | 19,744 | 18,522 | +6.6% |
| Operating segments and non-operating | 19,946 | 18,718 | +6.6% |
| Operating segments excluding intersegment elimination | 18,293 | 17,079 | +7.1% |
| Distribution Expenses | 6,741 | 6,024 | +11.9% |
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| Parent Company | 59 | 61 | -3.3% |
| Interest Credited To Policyholders Account Balances | 475 | 616 | -22.9% |
| Policyholder Benefits And Claims Incurred Net | 1,303 | 1,299 | +0.3% |
| Liability For Future Policy Benefit Remeasurement Gain Loss | 10 | -44 | +122.7% |
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| Corporate And Other | 34 | -8 | +525.0% |
| Retirement & Protection Solutions | -24 | -36 | +33.3% |
| Market Risk Benefit Change In Fair Value Gain Loss | 1,004 | 628 | +59.9% |
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| Retirement & Protection Solutions | 726 | 684 | +6.1% |
| Amortization Of Deferred Charges | 242 | 242 | 0.0% |
| Interest Expense Borrowings | 326 | 329 | -0.9% |
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| Advice & Wealth Management | 55 | 38 | +44.7% |
| Asset Management | 12 | 7 | +71.4% |
| Corporate And Other | 105 | 108 | -2.8% |
| Retirement & Protection Solutions | 40 | 45 | -11.1% |
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| Parent Company | 150 | 144 | +4.2% |
| General & Administrative | 3,875 | 3,903 | -0.7% |
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| Parent Company | 253 | 328 | -22.9% |
| Total Costs & Expenses | 13,976 | 12,997 | +7.5% |
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| Parent Company | 462 | 533 | -13.3% |
| Income Before Taxes | 4,504 | 4,267 | +5.6% |
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| Advice & Wealth Management · Operating Segments | 3,411 | 3,233 | +5.5% |
| Asset Management · Operating Segments | 1,016 | 920 | +10.4% |
| Corporate And Other · Operating Segments | -396 | -443 | +10.6% |
| Retirement & Protection Solutions · Operating Segments | 846 | 726 | +16.5% |
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| Market impact on non-traditional long-duration products · Material Reconciling Items | -366 | -153 | -139.2% |
| Mean reversion related impacts · Material Reconciling Items | 1 | 1 | 0.0% |
| Net realized investment gains (losses) · Material Reconciling Items | -8 | -21 | +61.9% |
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| Consolidated Entity Excluding Variable Interest Entities VIE · Operating Segments | 4,877 | 4,436 | +9.9% |
| Income Tax Expense (Benefit) | 941 | 866 | +8.7% |
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| Parent Company | 205 | 182 | +12.6% |
| Net Income | 3,563 | 3,401 | +4.8% |
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| Retained Earnings | 3,563 | 3,401 | +4.8% |
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| Parent Company | 3,563 | 3,401 | +4.8% |
| EPS (Basic) | 36.85 | 33.67 | +9.4% |
| EPS (Diluted) | 36.28 | 33.05 | +9.8% |
| Other Revenue (FY) | — | — | — |
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| Advice & Wealth Management · Operating Segments | 2,002 | 2,242 | -10.7% |
| Asset Management · Operating Segments | 80 | 75 | +6.7% |
| Corporate And Other · Operating Segments | 457 | 484 | -5.6% |
| Retirement & Protection Solutions · Operating Segments | 3,558 | 3,372 | +5.5% |
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| Corporate Non Segment | 202 | 196 | +3.1% |
| Operating Segments | 6,097 | 6,173 | -1.2% |
| Operating segments and non-operating | 6,299 | 6,369 | -1.1% |
| Comprehensive Income | 4,579 | 3,259 | +40.5% |
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| Parent Company | 4,579 | 3,259 | +40.5% |
| Other Comprehensive Income | 1,016 | -142 | +815.5% |
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| Accumulated Defined Benefit Plans Adjustment | 14 | 15 | -6.7% |
| Accumulated Defined Benefit Plans Adjustment Net Unamortized Gain Loss | 14 | 16 | -12.5% |
| Accumulated Gain Loss Net Cash Flow Hedge Parent | -9 | — | — |
| Accumulated Net Unrealized From Other Investment Gain Loss [Member] | 1 | — | — |
| Accumulated Net Unrealized Investment Gain Loss | 944 | -211 | +547.4% |
| Accumulated Other Comprehensive Income | 1,016 | -142 | +815.5% |
| Accumulated Translation Adjustment | 118 | -37 | +418.9% |
| Aoci Liability For Future Policy Benefit Parent | -72 | 153 | -147.1% |
| Aoci Market Risk Benefit Instrument Specific Credit Risk Parent | 20 | -62 | +132.3% |
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| Parent Company | 1,016 | -142 | +815.5% |
| Wtd Avg Shares (Basic) | 96.7 | 101 | -4.3% |
| Wtd Avg Shares (Diluted) | 98.2 | 102.9 | -4.6% |
| Net Income Loss Available To Common Stockholders Basic | 3,563 | 3,401 | +4.8% |
| Premiums Earned Net (FY) | — | — | — |
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| Traditional long-duration contracts | 392 | 472 | -16.9% |
| Interest Income Operating (FY) | — | — | — |
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| Parent Company · Net investment income | 14 | 9 | +55.6% |
| Parent Company · Net investment income | 18 | 18 | 0.0% |
Balance Sheet
| Metric | FY 2025 | FY 2024 | YoY |
|---|---|---|---|
| Current Assets | |||
| Cash & Cash Equivalents (Q) | — | — | — |
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| Consolidated Entity Excluding Variable Interest Entities VIE | 9,953 | 8,149 | +22.1% |
| Parent Company | 961 | 844 | +13.9% |
| Variable Interest Entity Primary Beneficiary | 150 | 373 | -59.8% |
| Non-Current Assets | |||
| Total Assets | 190,904 | 181,403 | +5.2% |
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| Advice & Wealth Management | 40,038 | 41,514 | -3.6% |
| Asset Management | 6,723 | 7,350 | -8.5% |
| Corporate And Other | 16,365 | 15,930 | +2.7% |
| Retirement & Protection Solutions | 127,778 | 116,609 | +9.6% |
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| Parent Company | 12,723 | 11,225 | +13.3% |
| Property, Plant & Equipment | 744 | 733 | +1.5% |
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| Parent Company | 301 | 303 | -0.7% |
| Operating Lease Right-of-Use Assets | 223 | 246 | -9.3% |
| Goodwill | 1,440 | 1,401 | +2.8% |
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| Advice & Wealth Management | 279 | 279 | 0.0% |
| Asset Management | 1,070 | 1,031 | +3.8% |
| Retirement & Protection Solutions | 91 | 91 | 0.0% |
| Intangible Assets | 356 | 262 | +35.9% |
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| Customer Contracts | 8 | 8 | 0.0% |
| Customer Relationships | 251 | 166 | +51.2% |
| Other Intangible Assets | 97 | 88 | +10.2% |
| Other Assets | |||
| Investments (Q) | — | — | — |
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| Consolidated Entity Excluding Variable Interest Entities VIE | 58,406 | 56,423 | +3.5% |
| Parent Company | 963 | 921 | +4.6% |
| Variable Interest Entity Primary Beneficiary | 2,618 | 2,387 | +9.7% |
| Market Risk Benefit Asset Amount | 2,274 | 2,182 | +4.2% |
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| Fair Value Inputs Level3 · Consolidated Entity Excluding Variable Interest Entities VIE | 2,274 | 2,182 | +4.2% |
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| Consolidated Entity Excluding Variable Interest Entities VIE · Fair Value Measurements Recurring | 2,274 | 2,182 | +4.2% |
| Separate Account Assets | 80,044 | 78,114 | +2.5% |
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| Consolidated Entity Excluding Variable Interest Entities VIE · Fair Value Measurements Recurring | 80,044 | 78,114 | +2.5% |
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| Mutual funds | 77,645 | 75,576 | +2.7% |
| Other | 18 | 47 | -61.7% |
| Separate Account Cash And Cash Equivalents | 56 | 120 | -53.3% |
| Separate Account Debt Security | 116 | 175 | -33.7% |
| Separate Account Equity Security | 454 | 514 | -11.7% |
| Separate Account Real Estate | 1,755 | 1,682 | +4.3% |
| Receivables (Q) | — | — | — |
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| Consolidated Entity Excluding Variable Interest Entities VIE | 14,920 | 14,472 | +3.1% |
| Parent Company | 20 | 26 | -23.1% |
| Variable Interest Entity Primary Beneficiary | 30 | 31 | -3.2% |
| Deferred Policy Acquisition Costs | 2,625 | 2,677 | -1.9% |
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| Disability Insurance Policy | 65 | 70 | -7.1% |
| Fixed Annuity | 23 | 28 | -17.9% |
| Fixed Indexed Annuity [Member] | 3 | 4 | -25.0% |
| Indexed Universal Life Insurance | 197 | 210 | -6.2% |
| Life Contingent Payout Annuities | 13 | 10 | +30.0% |
| Other broker dealer acquisition costs | 2 | 2 | 0.0% |
| Other Life Insurance | 1 | 2 | -50.0% |
| Structured Variable Annuities | 325 | 276 | +17.8% |
| Term and Whole Life Insurance | 17 | 17 | 0.0% |
| Total, All Products | 2,623 | 2,675 | -1.9% |
| Universal Life | 96 | 103 | -6.8% |
| Variable Annuity | 1,313 | 1,402 | -6.3% |
| Variable Universal Life | 570 | 553 | +3.1% |
| Cash And Securities Segregated Under Federal And Other Regulations | 1,055 | 1,444 | -26.9% |
| Other Assets (Q) | — | — | — |
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| Consolidated Entity Excluding Variable Interest Entities VIE | 18,829 | 15,149 | +24.3% |
| Parent Company · Nonrelated Party | 1,766 | 1,605 | +10.0% |
| Parent Company · Subsidiaries | 340 | 273 | +24.5% |
| Non-Current Liabilities | |||
| Long-Term Debt (Q) | — | — | — |
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| Consolidated Entity Excluding Variable Interest Entities VIE | 3,077 | 2,842 | +8.3% |
| Parent Company | 3,077 | 2,842 | +8.3% |
| Variable Interest Entity Primary Beneficiary | 2,585 | 2,429 | +6.4% |
| Accounts Payable And Accrued Liabilities Current And Noncurrent | 2,982 | 2,704 | +10.3% |
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| Parent Company | 1,618 | 1,422 | +13.8% |
| Total Liabilities | 184,355 | 176,175 | +4.6% |
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| Parent Company | 6,174 | 5,997 | +3.0% |
| Other Liabilities | |||
| Policyholder Account Balances Future Policy Benefits And Claims And Embedded Derivative Fair Value Of Embedded Derivative Net | 46,498 | 41,873 | +11.0% |
| Market Risk Benefit Liability Amount | 1,182 | 1,263 | -6.4% |
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| Fair Value Inputs Level3 · Consolidated Entity Excluding Variable Interest Entities VIE | 1,182 | 1,263 | -6.4% |
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| Consolidated Entity Excluding Variable Interest Entities VIE · Fair Value Measurements Recurring | 1,182 | 1,263 | -6.4% |
| Separate Accounts Liability | 80,044 | 78,114 | +2.5% |
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| Unitized Pooled Pension Funds | 2,399 | 2,538 | -5.5% |
| Variable Annuity | 66,471 | 65,737 | +1.1% |
| Variable Universal Life | 11,174 | 9,839 | +13.6% |
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| Fair Value Inputs Level2 · Consolidated Entity Excluding Variable Interest Entities VIE | 2,765 | 2,902 | -4.7% |
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| Consolidated Entity Excluding Variable Interest Entities VIE · Estimate Of Fair Value Fair Value Disclosure | 2,765 | 2,902 | -4.7% |
| Consolidated Entity Excluding Variable Interest Entities VIE · Investment Contracts | 2,765 | 2,902 | -4.7% |
| Deposits | 33,750 | 35,826 | -5.8% |
| Advances From Federal Home Loan Banks | 200 | 201 | -0.5% |
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| Consolidated Entity Excluding Variable Interest Entities VIE | 200 | 201 | -0.5% |
| Subsidiaries | 200 | 201 | -0.5% |
| Other Liabilities (Q) | — | — | — |
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| Consolidated Entity Excluding Variable Interest Entities VIE | 13,878 | 10,609 | +30.8% |
| Parent Company · Nonrelated Party | 619 | 630 | -1.7% |
| Parent Company · Subsidiaries | 354 | 347 | +2.0% |
| Variable Interest Entity Primary Beneficiary | 159 | 314 | -49.4% |
| Stockholders' Equity | |||
| Common Stock | 3 | 3 | 0.0% |
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| Parent Company | 3 | 3 | 0.0% |
| Additional Paid In Capital Common Stock | 10,377 | 10,141 | +2.3% |
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| Parent Company | 10,377 | 10,141 | +2.3% |
| Retained Earnings | 27,662 | 24,713 | +11.9% |
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| Parent Company | 27,662 | 24,713 | +11.9% |
| Treasury Stock Common Value | -30,601 | -27,721 | -10.4% |
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| Parent Company | -30,601 | -27,721 | -10.4% |
| Accumulated Other Comprehensive Income | -892 | -1,908 | +53.2% |
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| Parent Company | -892 | -1,908 | +53.2% |
| Total Stockholders' Equity | 6,549 | 5,228 | +25.3% |
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| Accumulated Defined Benefit Plans Adjustment | -31 | -45 | +31.1% |
| Accumulated Gain Loss Net Cash Flow Hedge Parent | -4 | 5 | -180.0% |
| Accumulated Net Unrealized Investment Gain Loss | -508 | -1,452 | +65.0% |
| Accumulated Other Comprehensive Income | -892 | -1,908 | +53.2% |
| Accumulated Translation Adjustment | -177 | -295 | +40.0% |
| Additional Paid In Capital | 10,377 | 10,141 | +2.3% |
| Aoci Liability For Future Policy Benefit Parent | -45 | 27 | -266.7% |
| Aoci Market Risk Benefit Instrument Specific Credit Risk Parent | -127 | -147 | +13.6% |
| Common Stock | 3 | 3 | 0.0% |
| Retained Earnings | 27,662 | 24,713 | +11.9% |
| Treasury Stock Common | -30,601 | -27,721 | -10.4% |
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| Parent Company | 6,549 | 5,228 | +25.3% |
| Total Liabilities & Equity | 190,904 | 181,403 | +5.2% |
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| Parent Company | 12,723 | 11,225 | +13.3% |
Cash Flow Statement
| Metric | FY 2025 | FY 2024 | YoY |
|---|---|---|---|
| Operating Activities | |||
| Depreciation Amortization And Accretion Net | -93 | -159 | +41.5% |
| Deferred Income Taxes | 157 | 125 | +25.6% |
| Stock-Based Compensation | 206 | 193 | +6.7% |
| Gain Loss On Sale Of Investments | -3 | 15 | -120.0% |
| Increase Decrease In Equity Securities Fv Ni | -6 | -7 | +14.3% |
| Income Loss From Equity Method Investments | 8 | 19 | -57.9% |
| Other Than Temporary Impairments And Provision For Loan Losses | 19 | 9 | +111.1% |
| Consolidated Investment Entities Unrealized Realized Gain Loss On Assets And Liabilities | 12 | -13 | +192.3% |
| Increase Decrease Of Restricted Investments | 477 | 102 | +367.6% |
| Increase Decrease In Deferred Policy Acquisition Costs | 52 | 36 | +44.4% |
| Increase Decrease In Insurance Liabilities | 4,610 | 3,831 | +20.3% |
| Derivatives Net Of Collateral | -394 | -1,696 | +76.8% |
| Increase Decrease In Receivables | -159 | 215 | -174.0% |
| Increase Decrease In Broker Deposits | -385 | -55 | -600.0% |
| Increase Decrease In Accounts Payable And Accrued Liabilities | 261 | 105 | +148.6% |
| Increase Decrease In Income Taxes | -108 | 200 | -154.0% |
| Change In Other Operating Assets And Liabilities Of Consolidated Investment Entities | 6 | 1 | +500.0% |
| Increase Decrease In Other Operating Capital Net | 100 | 273 | -63.4% |
| Net Cash from Operations | 8,323 | 6,595 | +26.2% |
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| Parent Company | 3,871 | 3,508 | +10.3% |
| Depreciation & Amortization | 151 | 142 | +6.3% |
| Investing Activities | |||
| Proceeds From Sale Of Available For Sale Securities Debt | 2,154 | 2,340 | -7.9% |
| Proceeds From Maturities Prepayments And Calls Of Available For Sale Securities | 16,919 | 15,684 | +7.9% |
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| Parent Company | 66 | 55 | +20.0% |
| Purchases of Investments | -19,504 | -18,536 | -5.2% |
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| Parent Company | -73 | -128 | +43.0% |
| Proceeds From Sale And Collection Of Mortgage Notes Receivable | 240 | 175 | +37.1% |
| Payments To Acquire Mortgage Notes Receivable | -713 | -413 | -72.6% |
| Proceeds From Sale And Maturity Of Other Investments | 70 | 123 | -43.1% |
| Payments To Acquire Other Investments | -51 | -158 | +67.7% |
| Payment To Acquire Investments By Consolidated Investment Entities | -1,431 | -1,125 | -27.2% |
| Proceeds From Sales And Maturities Of Investments By Consolidated Investment Entities | 988 | 1,117 | -11.5% |
| Payments To Acquire Productive Assets | -162 | -176 | +8.0% |
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| Parent Company | -47 | -59 | +20.3% |
| Payments For Derivative Instrument Investing Activities | -50 | -57 | +12.3% |
| Proceeds From Derivative Instrument Investing Activities | 20 | 22 | -9.1% |
| Payments For Other Deposits | -29 | -33 | +12.1% |
| Proceeds From Other Deposits | 427 | 592 | -27.9% |
| Other Investing Activities | -406 | -106 | -283.0% |
| Net Cash from Investing | -1,528 | -551 | -177.3% |
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| Parent Company | -241 | 219 | -210.0% |
| Financing Activities | |||
| Investment Certificates And Banking Time Deposits Proceeds From Additions | 3,064 | 4,942 | -38.0% |
| Investment Certificates And Banking Time Deposits Maturities Withdrawals And Cash Surrenders | -6,123 | -7,212 | +15.1% |
| Additions To Contract Holders Funds | 1,293 | 1,470 | -12.0% |
| Policyholder And Contractholder Account Values Net Transfer From To Separate Accounts | -163 | -176 | +7.4% |
| Withdrawal From Contract Holders Funds | -1,487 | -1,765 | +15.8% |
| Increase Decrease In Deposits | 1,356 | 809 | +67.6% |
| Payments For Derivative Instrument Financing Activities | -121 | -148 | +18.2% |
| Proceeds From Derivative Instrument Financing Activities | 96 | 229 | -58.1% |
| Proceeds From Issuance Of Long Term Debt And Capital Securities Net | 741 | — | — |
| Repayments Of Long Term Debt | -510 | -561 | +9.1% |
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| Parent Company | -510 | -561 | +9.1% |
| Payments Of Dividends | -596 | -574 | -3.8% |
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| Parent Company | -596 | -574 | -3.8% |
| Share Repurchases | -2,907 | -2,448 | -18.8% |
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| Parent Company | -2,907 | -2,448 | -18.8% |
| Borrowings Of Consolidated Investment Entities | 1,120 | 1,273 | -12.0% |
| Repayments Of Debt Of Consolidated Investment Entities | -922 | -1,004 | +8.2% |
| Proceeds From Payments For Other Financing Activities | 2 | — | — |
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| Parent Company | 38 | 41 | -7.3% |
| Net Cash from Financing | -5,157 | -5,165 | +0.2% |
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| Parent Company | -3,513 | -3,402 | -3.3% |
| Supplemental | |||
| Interest Paid (FY) | — | — | — |
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| Consolidated Entity Excluding Variable Interest Entities VIE | 592 | 834 | -29.0% |
| Parent Company | 142 | 148 | -4.1% |
| Interest Paid (FY) | — | — | — |
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| Variable Interest Entity Primary Beneficiary | 160 | 176 | -9.1% |
| Right Of Use Asset Obtained In Exchange For Operating Lease Liability | 50 | 39 | +28.2% |
| Income Taxes Paid | 885 | 496 | +78.4% |
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| Parent Company | 343 | 179 | +91.6% |
| Other Cash Flow | |||
| Effect Of Exchange Rate On Cash Cash Equivalents Restricted Cash And Restricted Cash Equivalents | 31 | -10 | +410.0% |
| Net Change in Cash | 1,669 | 869 | +92.1% |
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| Parent Company | 117 | 325 | -64.0% |
| Cash Cash Equivalents Restricted Cash And Restricted Cash Equivalents | 11,158 | 9,489 | +17.6% |
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| Parent Company | 961 | 844 | +13.9% |
Values in millions USD. Source: SEC EDGAR 10-K filing.