Products & Services · Policyholder Account Balance, Surrender and Withdrawal
Funding Agreements — Policyholder Account Balance, Surrender and Withdrawal
Over 2 years (FY 2022 to FY 2025), Funding Agreements — Policyholder Account Balance, Surrender and Withdrawal shows a downward trend with a -100.0% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.
Analysis
StatementSegment
CategoryRisk
SignalLower is better
VolatilityModerate
First reportedQ1 2022
Last reportedQ1 2026May 7, 2026
How to read this metric
High surrender rates may signal dissatisfaction, liquidity needs of investors, or a competitive market environment.
Detailed definition
This tracks the outflows resulting from investors or policyholders withdrawing funds or surrendering their agreements be...
Peer comparison
Comparable to surrender rates or lapse rates in the life insurance and annuity industry.
Metric ID:
apo_segment_funding_agreements_policyholder_account_balance_surrender_and_withdrawalHistorical Data
15 periods
| Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $0 | $50M | $455M | $375M | $70M | $40M | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $47M |
| QoQ Change | — | — | +810.0% | -17.6% | -81.3% | -42.9% | -100.0% | — | — | — | — | — | — | — | — |
| YoY Change | — | — | — | — | — | -20.0% | -100.0% | -100.0% | — | — | — | — | — | — | — |
Range$0 – $455M
Avg YoY Growth-73.3%
Median YoY Growth-100.0%
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Frequently Asked Questions
- What is Apollo Global Management's funding agreements — policyholder account balance, surrender and withdrawal?
- Apollo Global Management (APO) reported funding agreements — policyholder account balance, surrender and withdrawal of $47M in Q1 2026.
- What is the long-term trend for Apollo Global Management's funding agreements — policyholder account balance, surrender and withdrawal?
- Over 2 years (2022 to 2025), Apollo Global Management's funding agreements — policyholder account balance, surrender and withdrawal has grown at a -100.0% compound annual growth rate (CAGR), from $880M to $0.
- What does funding agreements — policyholder account balance, surrender and withdrawal mean?
- The total value of funds withdrawn or surrendered by policyholders.