Discontinued — last reported Q3 '24

Other

Cash surrender value

Apollo Global Management Cash surrender value increased by 2.2% to $139.74B in Q3 2023 compared to the prior quarter. Year-over-year, this metric grew by 13.5%, from $123.17B to $139.74B. This increase may warrant attention — for this metric, lower values are generally preferred.

Analysis

StatementBalance Sheet Statement
SectionOther
CategoryLiquidity
SignalLower is better
VolatilityStable
First reportedQ1 2022
Last reportedQ3 2024

How to read this metric

High surrender values relative to account balances may indicate potential liquidity pressure or high policyholder churn.

Detailed definition

The total amount that policyholders are entitled to receive if they voluntarily terminate their insurance contracts befo...

Peer comparison

Reported by life and annuity insurers to quantify potential short-term cash outflows related to policy terminations.

Metric ID: other_cash_surrender_value_due_policyholders_amount

Historical Data

6 periods
 Q1 '22Q2 '22Q3 '22Q1 '23Q2 '23Q3 '23
Value$119.19B$119.45B$123.17B$132.75B$136.78B$139.74B
QoQ Change+0.2%+3.1%+7.8%+3.0%+2.2%
YoY Change+11.4%+14.5%+13.5%
Range$119.19B$139.74B
CAGR+13.6%
Avg YoY Growth+13.1%
Median YoY Growth+13.5%
Current Streak5+ quarters growth

Product Breakdown

View all
SegmentQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25
Traditional Deferred Annuities$100.28B$103.16B
Indexed annuities$86.75B$87.45B$89.38B$89.51B$90.82B$93.19B$96.27B$97.76B
Other Investment-type and other$7.19B$7.09B$6.72B
Funding agreements$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
Total

Cash surrender value at Other Companies

Frequently Asked Questions

What is Apollo Global Management's cash surrender value?
Apollo Global Management (APO) reported cash surrender value of $139.74B in Q3 2023.
How has Apollo Global Management's cash surrender value changed year-over-year?
Apollo Global Management's cash surrender value increased by 13.5% year-over-year, from $123.17B to $139.74B.
What does cash surrender value mean?
The total cash value policyholders can withdraw if they cancel their insurance policies today.