Business Segments · Held-for-trading amortization

Retirement Services — Held-for-trading amortization

Apollo Global Management Retirement Services — Held-for-trading amortization decreased by 15.2% to $56.00M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 60.0%, from $35.00M to $56.00M. Over 3 years (FY 2022 to FY 2025), Retirement Services — Held-for-trading amortization shows a downward trend with a -5.7% CAGR.

Analysis

StatementSegment
CategoryProfitability
SignalContext dependent
VolatilityStable
First reportedQ1 2022
Last reportedQ4 2025

How to read this metric

Stable amortization reflects consistent portfolio management, whereas significant fluctuations may indicate changes in trading strategy or asset turnover.

Detailed definition

Refers to the systematic allocation of premiums or discounts on financial instruments classified as held-for-trading wit...

Peer comparison

Comparable to 'amortization of trading securities' or 'accretion/amortization of investment premiums' at other financial institutions.

Metric ID: apo_segment_retirement_services_held_for_trading_amortization

Historical Data

16 periods
 Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25
Value$57.00M$57.00M$57.00M$57.00M$47.75M$47.75M$47.75M$47.75M$35.00M$8.00M$30.00M$35.00M$29.00M$40.00M$66.00M$56.00M
QoQ Change+0.0%+0.0%+0.0%-16.2%+0.0%+0.0%+0.0%-26.7%-77.1%+275.0%+16.7%-17.1%+37.9%+65.0%-15.2%
YoY Change-16.2%-16.2%-16.2%-16.2%-26.7%-83.2%-37.2%-26.7%-17.1%+400.0%+120.0%+60.0%
Range$8.00M$66.00M
CAGR-0.5%
Avg YoY Growth+27.0%
Median YoY Growth-16.2%

Frequently Asked Questions

What is Apollo Global Management's retirement services — held-for-trading amortization?
Apollo Global Management (APO) reported retirement services — held-for-trading amortization of $56.00M in Q4 2025.
How has Apollo Global Management's retirement services — held-for-trading amortization changed year-over-year?
Apollo Global Management's retirement services — held-for-trading amortization increased by 60.0% year-over-year, from $35.00M to $56.00M.
What is the long-term trend for Apollo Global Management's retirement services — held-for-trading amortization?
Over 3 years (2022 to 2025), Apollo Global Management's retirement services — held-for-trading amortization has grown at a -5.7% compound annual growth rate (CAGR), from $228.00M to $191.00M.
What does retirement services — held-for-trading amortization mean?
The periodic accounting adjustment for the value of investment assets held for active trading.