AMP 最新10-Q变化

相对上期新增的文字 · 来源:10-Q · 2026-05-07

• Management and financial advice fees increased $342 million, or 13%, for the three months ended March 31, 2026 compared to the prior year period reflecting market appreciation, continued wrap account net inflows and a higher average advisory fee rate, partially offset by the cumulative impact of Ass…

• Distribution fees increased $41 million, or 8%, for the three months ended March 31, 2026 compared to the prior year period primarily due to higher transactional activity and market appreciation.

• Premiums, policy and contract charges decreased $19 million, or 5%, for the three months ended March 31, 2026 compared to the prior year period primarily due to lower sales of life contingent payout annuities and lower contract charges from lower guaranteed living benefit volumes.

• Other revenues increased $37 million, or 29%, for the three months ended March 31, 2026 compared to the prior year period primarily reflecting a $28 million benefit from the termination of the Comerica Bank relationship.

• Banking and deposit interest expense decreased $53 million, or 42%, for the three months ended March 31, 2026 compared to the prior year period primarily reflecting lower balances and lower average crediting rates on certificates and lower average crediting rates on Ameriprise Bank, FSB (“Ameriprise…

相对上期删除的文字 · 来源:10-Q · 2025-10-31

• In the third quarter, we conducted our annual review of life insurance, annuity and long term care (“LTC”) valuation assumptions relative to current experience and management expectations including modeling changes. These annual assumption updates, including model changes, are collectively referred …

• discontinued operations; and the impact of consolidating CIEs, best reflect the underlying performance of our core operations and facilitate a more meaningful trend analysis.

• •The favorable impact of unlocking was $22 million for the three months ended September 30, 2025 compared to an unfavorable impact of $77 million for the prior year period.

• The following table presents the total pretax impacts on our revenues and expenses attributable to unlocking for the three months ended September 30:

• Remeasurement (gains) losses of future policy benefit reserves:

相对上期新增的文字 · 来源:10-Q · 2026-05-07

• options, swaptions, swaps and futures to manage risk exposures. The exposures are measured and monitored daily, and adjustments to the hedge portfolio are made as necessary.