Business Segments · Equity securities
Retirement Services — Equity securities
Apollo Global Management Retirement Services — Equity securities decreased by 21.1% to $822.00M in Q4 2025 compared to the prior quarter. Year-over-year, this metric declined by 36.3%, from $1.29B to $822.00M. Over 3 years (FY 2022 to FY 2025), Retirement Services — Equity securities shows relatively stable performance with a -0.7% CAGR.
Analysis
StatementSegment
CategoryCapital Allocation
SignalContext dependent
VolatilityVolatile
First reportedQ1 2022
Last reportedQ4 2025
Rolls up toEquity securities
How to read this metric
An increase reflects a higher allocation to equities, which may increase potential returns but also raises exposure to market volatility.
Detailed definition
The total fair value of investments in common and preferred stocks held within the retirement services segment. These as...
Peer comparison
Standard asset class reporting for insurance and retirement service providers.
Metric ID:
apo_segment_retirement_services_equity_securitiesHistorical Data
16 periods
| 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 | $754.00M | $1.11B | $1.21B | $1.09B | $968.00M | $896.00M | $916.00M | $935.00M | $1.29B | $1.11B | $1.29B | $1.29B | $1.06B | $1.15B | $1.04B | $822.00M |
| QoQ Change | — | +46.9% | +8.9% | -9.9% | -10.9% | -7.4% | +2.2% | +2.1% | +38.3% | -14.1% | +16.3% | -0.2% | -18.2% | +9.0% | -9.4% | -21.1% |
| YoY Change | — | — | — | — | +28.4% | -19.1% | -24.1% | -14.0% | +33.6% | +24.0% | +41.0% | +38.0% | -18.4% | +3.5% | -19.3% | -36.3% |
Range$754.00M – $1.29B
CAGR+2.3%
Avg YoY Growth+3.1%
Median YoY Growth-5.2%
Current Streak2 quarters decline
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Frequently Asked Questions
- What is Apollo Global Management's retirement services — equity securities?
- Apollo Global Management (APO) reported retirement services — equity securities of $822.00M in Q4 2025.
- How has Apollo Global Management's retirement services — equity securities changed year-over-year?
- Apollo Global Management's retirement services — equity securities decreased by 36.3% year-over-year, from $1.29B to $822.00M.
- What is the long-term trend for Apollo Global Management's retirement services — equity securities?
- Over 3 years (2022 to 2025), Apollo Global Management's retirement services — equity securities has grown at a -0.7% compound annual growth rate (CAGR), from $4.16B to $4.07B.
- What does retirement services — equity securities mean?
- The value of stock investments held in the retirement portfolio.