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Indexed Annuities — Weighted average crediting rate

Apollo Global Management Indexed Annuities — Weighted average crediting rate increased by 3.7% to 2.8% in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 7.7%, from 2.6% to 2.8%. Over 3 years (FY 2022 to FY 2025), Indexed Annuities — Weighted average crediting rate shows an upward trend with a 8.8% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.

Analysis

StatementSegment
CategoryProfitability
SignalLower is better
VolatilityModerate
First reportedQ1 2022
Last reportedQ1 2026May 7, 2026

How to read this metric

An increase suggests higher competitive pressure or rising market interest rates, which may compress net interest margins.

Detailed definition

The average interest rate applied to the account balances of indexed annuity policyholders, weighted by the size of each...

Peer comparison

Widely used by annuity providers to benchmark the cost of liabilities against investment portfolio yields.

Metric ID: apo_segment_indexed_annuities_weighted_average_crediting_rate

Historical Data

17 periods
 Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value2%2%2.1%2.2%2.3%2.3%2.3%2.4%2.4%2.5%2.6%2.7%2.6%2.7%2.7%2.7%2.8%
QoQ Change+0.0%+5.0%+4.8%+4.5%+0.0%+0.0%+4.3%+0.0%+4.2%+4.0%+3.8%-3.7%+3.8%+0.0%+0.0%+3.7%
YoY Change+15.0%+15.0%+9.5%+9.1%+4.3%+8.7%+13.0%+12.5%+8.3%+8.0%+3.8%+0.0%+7.7%
Range2%2.8%
CAGR+8.8%
Avg YoY Growth+8.9%
Median YoY Growth+8.7%
Current Streak4 quarters growth

Frequently Asked Questions

What is Apollo Global Management's indexed annuities — weighted average crediting rate?
Apollo Global Management (APO) reported indexed annuities — weighted average crediting rate of 2.8% in Q1 2026.
How has Apollo Global Management's indexed annuities — weighted average crediting rate changed year-over-year?
Apollo Global Management's indexed annuities — weighted average crediting rate increased by 7.7% year-over-year, from 2.6% to 2.8%.
What is the long-term trend for Apollo Global Management's indexed annuities — weighted average crediting rate?
Over 3 years (2022 to 2025), Apollo Global Management's indexed annuities — weighted average crediting rate has grown at a 8.8% compound annual growth rate (CAGR), from 8.3% to 10.7%.
What does indexed annuities — weighted average crediting rate mean?
The average interest rate paid to annuity holders on their account balances.