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Apollo Global Management APO Indexed Annuities — Total

Other product segments

Traditional Deferred Annuities
$114.76B
Funding Agreements
$90.74B+42.2%
Other investment-type and other
$9.43B

Similar metrics at other companies

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KKRFixed Indexed Annuities — Policyholder Account Balance
$37.1B+8.0%
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KKRFixed Rate Annuities — Policyholder Account Balance
$68.42B+3.1%
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KKRFunding Agreements — Policyholder Account Balance
$12.28B+52.4%
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KKROther — Policyholder Account Balance
$11.87B+23.7%
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KKRInterest Sensitive Life — Policyholder Account Balance
$21.31B-3.0%
Chubb logo
CBInsurance, Other — Policyholders' account balances
$2.69B+12.6%

Other financials

Income statement

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Revenue$5.1B-8.8%
Net income-$1.9B-531%
EPS (diluted)-$3.27-581%

Balance sheet

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Cash & equivalents$23.7B+53.1%
Total debt$14.2B+34.4%
Total equity$20.0B+11.0%
Total assets$467.53B+18.3%

Cash flow

See full
Operating cash flow$1.6B+60.1%

Valuation

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Market cap$69.33B-16.5%
Enterprise value$59.8B-25.5%
P/E60.6×+35.9×
P/S2.2×-1.1×

Profitability

See full
Net margin3.6%-11.0pp

Returns & leverage

See full
Return on equity6%-15.9pp
Debt / equity0.7×+0.1×

Where this comes from

Reported directly by Apollo Global Management in its filing.

Tagged under the XBRL concept us-gaap:PolicyholderFunds.

The source filing: Apollo Global Management’s 10-Q, filed May 7, 2026.

Filed
May 7, 2026, 5:25 PM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0001858681-26-000026
(In millions, except percentages)Three months ended March 31, 2026 / Traditional Deferred AnnuitiesThree months ended March 31, 2026 / Indexed AnnuitiesThree months ended March 31, 2026 / Funding AgreementsThree months ended March 31, 2026 / Other Investment-typeTotal
Benefit payments(362)(415)(3,892)(64)(4,733)
Interest credited1,2641,031899603,254
Foreign exchange(55)1(187)(56)(297)
Other(122)(38)(160)
Balance at March 31, 2026$114,763$106,336$90,737$9,425$321,261
Weighted average crediting rate4.7%2.8%4.5%3.0%
Net amount at risk$423$17,214$17
Cash surrender value107,87097,4746,627

ITEM 1. FINANCIAL STATEMENTS

FAQ

What is Apollo Global Management's indexed annuities — total?
Apollo Global Management (APO) reported indexed annuities — total of $106.34B in Q1 2026.
How has Apollo Global Management's indexed annuities — total changed year-over-year?
Apollo Global Management's indexed annuities — total increased by 6.9% year-over-year, from $99.43B to $106.34B.
What is the long-term trend for Apollo Global Management's indexed annuities — total?
Over 3 years (2022 to 2025), Apollo Global Management's indexed annuities — total has grown at a 3.8% compound annual growth rate (CAGR), from $366.78B to $409.72B.
What does indexed annuities — total mean?
This represents the aggregate value of the indexed annuity segment, typically reflecting the total assets under management or the total liability balance associated with these products. It serves as a primary indicator of the scale and market presence of the segment.

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