Business Segments · Basis difference in investments

Asset Management — Basis difference in investments

Apollo Global Management Asset Management — Basis difference in investments increased by 25.8% to $317.00M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 25.8%, from $252.00M to $317.00M.

Analysis

StatementSegment
CategoryRisk
SignalContext dependent
VolatilityModerate
First reportedQ4 2021
Last reportedQ4 2025

How to read this metric

Large differences may indicate significant unrealized gains or losses that will impact future tax liabilities upon realization.

Detailed definition

This refers to the difference between the carrying value of investments for financial reporting purposes and their tax b...

Peer comparison

Common in investment management firms with complex tax and accounting structures.

Metric ID: apo_segment_asset_management_basis_difference_in_investments

Historical Data

5 periods
 Q4 '21Q4 '22Q4 '23Q4 '24Q4 '25
Value$193.00M$70.00M$163.00M$252.00M$317.00M
QoQ Change-63.7%+132.9%+54.6%+25.8%
YoY Change-63.7%+132.9%+54.6%+25.8%
Range$70.00M$317.00M
CAGR+64.2%
Avg YoY Growth+37.4%
Median YoY Growth+40.2%
Current Streak3 quarters growth

Frequently Asked Questions

What is Apollo Global Management's asset management — basis difference in investments?
Apollo Global Management (APO) reported asset management — basis difference in investments of $317.00M in Q4 2025.
How has Apollo Global Management's asset management — basis difference in investments changed year-over-year?
Apollo Global Management's asset management — basis difference in investments increased by 25.8% year-over-year, from $252.00M to $317.00M.
What does asset management — basis difference in investments mean?
The difference between the accounting value and the tax value of investment assets.