Retirement Services — Equity securities, at fair value
Apollo Global Management Retirement Services — Equity securities, at fair value decreased by 16.8% to $1.09B in Q4 2025 compared to the prior quarter. Year-over-year, this metric declined by 28.6%, from $1.52B to $1.09B. Over 3 years (FY 2022 to FY 2025), Retirement Services — Equity securities, at fair value shows a downward trend with a -8.7% CAGR.
Analysis
How to read this metric
An increase suggests a higher risk appetite or a bullish market outlook, while a decrease may indicate a shift toward more conservative, fixed-income-heavy asset allocation.
Detailed definition
Represents the fair market value of equity-based financial instruments held within the retirement services investment po...
Peer comparison
Commonly reported by insurance companies and asset managers as 'Equity Securities' or 'Available-for-Sale Equities'.
apo_segment_retirement_services_equity_securities_at_fair_valueHistorical Data
| Q4 '21 | 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 | $0.00 | $1.32B | $1.67B | $1.95B | $1.77B | $1.62B | $1.61B | $1.62B | $1.61B | $1.97B | $1.78B | $1.55B | $1.52B | $1.30B | $1.42B | $1.31B | $1.09B |
| QoQ Change | — | — | +26.6% | +16.5% | -9.3% | -8.3% | -0.6% | +0.7% | -0.6% | +22.0% | -9.3% | -13.1% | -1.6% | -14.8% | +9.0% | -7.7% | -16.8% |
| YoY Change | — | — | — | — | — | +22.7% | -3.7% | -16.8% | -8.8% | +21.4% | +10.8% | -4.4% | -5.4% | -33.9% | -20.6% | -15.6% | -28.6% |
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Frequently Asked Questions
- What is Apollo Global Management's retirement services — equity securities, at fair value?
- Apollo Global Management (APO) reported retirement services — equity securities, at fair value of $1.09B in Q4 2025.
- How has Apollo Global Management's retirement services — equity securities, at fair value changed year-over-year?
- Apollo Global Management's retirement services — equity securities, at fair value decreased by 28.6% year-over-year, from $1.52B to $1.09B.
- What is the long-term trend for Apollo Global Management's retirement services — equity securities, at fair value?
- Over 3 years (2022 to 2025), Apollo Global Management's retirement services — equity securities, at fair value has grown at a -8.7% compound annual growth rate (CAGR), from $6.70B to $5.11B.
- What does retirement services — equity securities, at fair value mean?
- The total market value of all equity stocks and shares held by the retirement services segment.