Indexed annuities — Policyholder Account Balance, Policy Charge
Apollo Global Management Indexed annuities — Policyholder Account Balance, Policy Charge increased by 5.5% to $212.00M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 13.4%, from $187.00M to $212.00M. Over 3 years (FY 2022 to FY 2025), Indexed annuities — Policyholder Account Balance, Policy Charge shows an upward trend with a 9.8% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
How to read this metric
An increase in charges relative to the account balance can indicate higher fee-based revenue generation.
Detailed definition
This represents the fees and charges deducted from policyholder account balances, such as administrative fees, mortality...
Peer comparison
Commonly reported as fee income or policy charges in insurance segment disclosures.
apo_segment_indexed_annuities_policyholder_account_balance_policy_chargeHistorical Data
| Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $141.00M | $146.00M | $154.00M | $159.00M | $158.00M | $160.00M | $163.00M | $170.00M | $168.00M | $174.00M | $180.00M | $187.00M | $186.00M | $196.00M | $201.00M | $212.00M |
| QoQ Change | — | +3.5% | +5.5% | +3.2% | -0.6% | +1.3% | +1.9% | +4.3% | -1.2% | +3.6% | +3.4% | +3.9% | -0.5% | +5.4% | +2.6% | +5.5% |
| YoY Change | — | — | — | — | +12.1% | +9.6% | +5.8% | +6.9% | +6.3% | +8.8% | +10.4% | +10.0% | +10.7% | +12.6% | +11.7% | +13.4% |
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Frequently Asked Questions
- What is Apollo Global Management's indexed annuities — policyholder account balance, policy charge?
- Apollo Global Management (APO) reported indexed annuities — policyholder account balance, policy charge of $212.00M in Q4 2025.
- How has Apollo Global Management's indexed annuities — policyholder account balance, policy charge changed year-over-year?
- Apollo Global Management's indexed annuities — policyholder account balance, policy charge increased by 13.4% year-over-year, from $187.00M to $212.00M.
- What is the long-term trend for Apollo Global Management's indexed annuities — policyholder account balance, policy charge?
- Over 3 years (2022 to 2025), Apollo Global Management's indexed annuities — policyholder account balance, policy charge has grown at a 9.8% compound annual growth rate (CAGR), from $600.00M to $795.00M.
- What does indexed annuities — policyholder account balance, policy charge mean?
- Fees collected from policyholders that reduce their account balances.