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Balance Sheets Overview

Debt to Asset Ratio
95.47%
Unit: Million (M) dollars
Assets Breakdown
    • Corporate Debt Securities
    • Asset Backed Securities
    • Mortgage loans, net of allowance...
    • Others
Liabilities Breakdown
    • Contractholder funds
    • Funds withheld for reinsurance l...
    • Additional paid-in-capital
    • Others
Balance Sheets
2026-06-30
2026-03-31
2025-12-31
2025-09-30
Fixed maturity securities, available-for-sale securities, amortized cost
18,133
18,863
18,847
18,340
Fixed maturity securities, available-for-sale securities, allowance for credit losses
-14
-20
-25
-21
Gross unrealized gains
104
119
166
198
Gross unrealized losses
-352
-362
-256
-258
Asset Backed Securities
17,871
18,600
18,732
18,259
Fixed maturity securities, available-for-sale securities, amortized cost
4,804
5,135
5,298
5,480
Fixed maturity securities, available-for-sale securities, allowance for credit losses
-56
-63
-61
-55
Gross unrealized gains
28
35
57
66
Gross unrealized losses
-154
-154
-139
-149
Commercial Mortgage Backed Securities
4,622
4,953
5,155
5,342
Fixed maturity securities, available-for-sale securities, amortized cost
25,781
26,035
25,333
24,357
Fixed maturity securities, available-for-sale securities, allowance for credit losses
-
-
-17
-19
Gross unrealized gains
165
149
290
326
Gross unrealized losses
-2,408
-2,676
-2,356
-2,244
Corporate Debt Securities
23,538
23,508
23,250
22,420
Fixed maturity securities, available-for-sale securities, amortized cost
616
643
625
596
Gross unrealized gains
4
3
6
5
Gross unrealized losses
-23
-27
-22
-19
Hybrids
597
619
609
582
Fixed maturity securities, available-for-sale securities, amortized cost
1,537
1,546
1,562
1,575
Gross unrealized gains
3
3
4
6
Gross unrealized losses
-213
-219
-211
-207
Municipals
1,327
1,330
1,355
1,374
Fixed maturity securities, available-for-sale securities, amortized cost
3,764
2,666
2,840
2,968
Fixed maturity securities, available-for-sale securities, allowance for credit losses
-1
-1
-1
-1
Gross unrealized gains
54
59
76
68
Gross unrealized losses
-75
-72
-70
-71
Residential Mortgage Backed Securities
3,742
2,652
2,845
2,964
Fixed maturity securities, available-for-sale securities, amortized cost
230
437
495
421
Gross unrealized gains
-
-
-
2
Gross unrealized losses
-2
-3
-2
-1
USGovernment Agencies Debt Securities
228
434
493
422
Fixed maturity securities, available-for-sale securities, amortized cost
341
306
292
268
Gross unrealized gains
3
1
4
4
Gross unrealized losses
-41
-42
-35
-34
Foreign Government Debt Securities
303
265
261
238
Fixed maturity securities available for sale, at fair value, net of allowance for credit losses of 71 in 2026 and 104 in 2025 (amortized cost 55,206 in 2026 and 55,292 in 2025)
52,228
52,361
52,700
51,601
Fixed maturity securities, at fair value under fair value option (related to investments held by consolidated variable interest entities (vies))
94
93
-
-
Equity securities, at fair value
293
336
341
248
Preferred and equity securities, at fair value-Equity Securities
-
-
-
104
Derivative investments
1,305
889
1,148
1,222
Mortgage loans, net of allowance for credit losses of 108 in 2026 and 86 in 2025
9,265
8,459
7,891
7,391
Investments in unconsolidated affiliates (2026 and 2025 include 277 and 262 related to investments held by consolidated vies and 2026 and 2025 include certain investments at fair value of 267 and 270)
5,065
5,013
4,878
4,731
Other long-term investments (2026 and 2025 include 264 and 248 related to investments held by consolidated vies)
1,315
1,288
1,294
1,022
Policy loans
171
157
147
136
Short-term investments (2026 and 2025 include 34 and 116 related to investments held by consolidated vies)
545
992
1,043
910
Total investments
70,281
69,588
69,442
67,365
Cash and cash equivalents (2026 and 2025 include 0 and 2 related to investments held by consolidated vies)
2,103
1,324
1,486
2,189
Reinsurance recoverable, net of allowance for credit losses of 19 in 2026 and 18 in 2025
20,876
19,975
17,545
16,843
Goodwill
2,124
2,124
2,180
2,180
Prepaid expenses and other assets (certain assets held at fair value of 0 in 2026 and 24 in 2025)
1,142
1,131
1,052
1,042
Value of business acquired (voba)
1,127
1,161
1,196
1,232
Deferred acquisition costs (dac)
3,853
3,752
3,637
3,495
Deferred sales inducements (dsi)
1,014
944
891
821
Definite lived-Value Of Distribution Asset
57
60
62
65
Definite lived-Computer Software Intangible Asset
-
78
80
79
Definite lived-Software And Software Development Costs
77
-
-
-
Definite lived-Trademarks Tradenames And Other
192
185
173
156
Definite lived-Customer Relationships
208
218
228
241
Indefinite lived tradenames and other-Trademarks And Trade Names
8
8
8
8
Other intangible assets, net
6,536
6,406
6,275
6,097
Market risk benefits asset
364
308
285
242
Income taxes receivable
81
78
83
67
Deferred tax asset, net
85
97
82
112
Total assets
103,592
101,031
98,430
96,137
Contractholder funds
64,398
63,474
62,726
61,798
Future policy benefits
10,856
10,748
10,755
10,055
Market risk benefits liability
1,102
968
903
830
Accounts payable and accrued liabilities
2,846
2,367
2,701
2,696
Income taxes payable
-
-
0
0
Notes payable
2,239
2,238
2,237
2,236
Funds withheld for reinsurance liabilities
17,457
16,487
14,191
13,582
Total liabilities
98,898
96,282
93,513
91,197
Additional paid-in-capital
3,765
3,773
3,764
3,755
Retained earnings
2,665
2,778
2,568
2,478
Accumulated other comprehensive income (loss) ('aoci')
-1,658
-1,843
-1,488
-1,376
Treasury stock, at cost (6,064,199 shares and 1,445,814 shares as of june30, 2026 and december31, 2025, respectively)
163
69
40
33
Total f&g annuities & life, inc. shareholders' equity
4,609
4,639
4,804
4,824
Non-controlling interests
85
110
113
116
Total equity
4,694
4,749
4,917
4,940
Total liabilities and equity
103,592
101,031
98,430
96,137
Unit: Million (M) dollars (except for numbers of shares and EPS). Numbers labeled with * are estimated quarterly values.

Time Plot

Show the time plot by selecting a row from the table.

Balance Sheets

Fixed maturitysecurities,...$25,781M Fixed maturitysecurities,...$18,133M Fixed maturitysecurities,...$4,804M Fixed maturitysecurities,...$3,764M Fixed maturitysecurities,...$1,537M Fixed maturitysecurities,...$616M Fixed maturitysecurities,...$341M Fixed maturitysecurities,...$230M Gross unrealizedgains$165M Gross unrealizedgains$104M Gross unrealizedgains$28M Gross unrealizedgains$54M Gross unrealizedgains$3M Gross unrealizedgains$4M Gross unrealizedgains$3M Corporate Debt Securities$23,538M Asset BackedSecurities$17,871M Commercial Mortgage BackedSecurities$4,622M Residential Mortgage BackedSecurities$3,742M Municipals$1,327M Hybrids$597M Foreign Government DebtSecurities$303M USGovernment Agencies DebtSecurities$228M Gross unrealizedlosses-$2,408M Gross unrealizedlosses-$352M Gross unrealizedlosses-$154M Fixed maturitysecurities,...-$56M Gross unrealizedlosses-$75M Gross unrealizedlosses-$213M Gross unrealizedlosses-$23M Gross unrealizedlosses-$41M Gross unrealizedlosses-$2M Fixed maturitysecurities,...-$14M Fixed maturitysecurities,...-$1M Fixed maturitysecurities available for...$52,228M Mortgage loans, net ofallowance for credit...$9,265M Investments inunconsolidated affiliates...$5,065M Other long-terminvestments (2026 and 2025...$1,315M Derivative investments$1,305M Short-term investments(2026 and 2025 include...$545M Equity securities, atfair value$293M Policy loans$171M Fixed maturitysecurities, at fair value...$94M Deferred acquisitioncosts (dac)$3,853M Value of businessacquired (voba)$1,127M Deferred salesinducements (dsi)$1,014M Definite lived-CustomerRelationships$208M Definitelived-Trademarks Tradenames And...$192M Definite lived-SoftwareAnd Software...$77M Definite lived-Value OfDistribution Asset$57M Indefinite livedtradenames and...$8M Total investments$70,281M Reinsurance recoverable,net of allowance for...$20,876M Other intangibleassets, net$6,536M Goodwill$2,124M Cash and cashequivalents (2026 and 2025...$2,103M Prepaid expenses andother assets (certain...$1,142M Market risk benefitsasset$364M Deferred tax asset, net$85M Income taxesreceivable$81M Total assets$103,592M Total liabilities andequity$103,592M Total liabilities$98,898M Total equity$4,694M Contractholder funds$64,398M Funds withheld forreinsurance liabilities$17,457M Future policy benefits$10,856M Accounts payable andaccrued liabilities$2,846M Notes payable$2,239M Market risk benefitsliability$1,102M Total f&g annuities &life, inc....$4,609M Non-controlling interests$85M Accumulated othercomprehensive income (loss)...-$1,658M Treasury stock, at cost(6,064,199 shares and...$163M Additionalpaid-in-capital$3,765M Retained earnings$2,665M

F&G Annuities & Life, Inc. (FGSN)

F&G Annuities & Life, Inc. (FGSN)