Indexed annuities — Policyholder Account Balance, Surrender and Withdrawal
Apollo Global Management Indexed annuities — Policyholder Account Balance, Surrender and Withdrawal increased by 9.9% to $3.19B in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 5.8%, from $3.02B to $3.19B. Over 3 years (FY 2022 to FY 2025), Indexed annuities — Policyholder Account Balance, Surrender and Withdrawal shows an upward trend with a 13.2% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.
Analysis
How to read this metric
High levels of surrender may indicate competitive pressure, poor product performance, or changing interest rate environments affecting customer behavior.
Detailed definition
This tracks the total outflows from policyholder accounts due to contract surrenders or partial withdrawals. It is a cri...
Peer comparison
Standard metric for assessing churn and liquidity risk in the annuity and insurance industry.
apo_segment_indexed_annuities_policyholder_account_balance_surrender_and_withdrawalHistorical 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 | $1.80B | $1.81B | $2.07B | $2.38B | $2.71B | $2.85B | $2.73B | $2.96B | $3.15B | $3.20B | $3.37B | $3.02B | $2.82B | $2.78B | $2.91B | $3.19B |
| QoQ Change | — | +0.8% | +14.2% | +14.9% | +14.0% | +5.1% | -4.3% | +8.5% | +6.4% | +1.6% | +5.4% | -10.5% | -6.5% | -1.7% | +4.6% | +9.9% |
| YoY Change | — | — | — | — | +50.8% | +57.3% | +31.9% | +24.5% | +16.2% | +12.2% | +23.6% | +2.0% | -10.3% | -13.2% | -13.9% | +5.8% |
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Frequently Asked Questions
- What is Apollo Global Management's indexed annuities — policyholder account balance, surrender and withdrawal?
- Apollo Global Management (APO) reported indexed annuities — policyholder account balance, surrender and withdrawal of $3.19B in Q4 2025.
- How has Apollo Global Management's indexed annuities — policyholder account balance, surrender and withdrawal changed year-over-year?
- Apollo Global Management's indexed annuities — policyholder account balance, surrender and withdrawal increased by 5.8% year-over-year, from $3.02B to $3.19B.
- What is the long-term trend for Apollo Global Management's indexed annuities — policyholder account balance, surrender and withdrawal?
- Over 3 years (2022 to 2025), Apollo Global Management's indexed annuities — policyholder account balance, surrender and withdrawal has grown at a 13.2% compound annual growth rate (CAGR), from $8.06B to $11.70B.
- What does indexed annuities — policyholder account balance, surrender and withdrawal mean?
- The total amount of money withdrawn or surrendered by annuity policyholders.