Business Segments · Equity securities
Retirement Services — Equity securities
Apollo Global Management Retirement Services — Equity securities decreased by 7.2% to $763M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 27.7%, from $1.06B to $763M. 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 reportedQ1 2026May 7, 2026
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
17 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 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $754M | $1.11B | $1.21B | $1.09B | $968M | $896M | $916M | $935M | $1.29B | $1.11B | $1.29B | $1.29B | $1.06B | $1.15B | $1.04B | $822M | $763M |
| 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% | -7.2% |
| 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% | -27.7% |
Range$754M – $1.29B
CAGR+0.3%
Avg YoY Growth+0.7%
Median YoY Growth-14.0%
Current Streak3 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 $763M in Q1 2026.
- How has Apollo Global Management's retirement services — equity securities changed year-over-year?
- Apollo Global Management's retirement services — equity securities decreased by 27.7% year-over-year, from $1.06B to $763M.
- 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.