Business Segments · Held-for-trading amortization
Retirement Services — Held-for-trading amortization
Apollo Global Management Retirement Services — Held-for-trading amortization increased by 1.8% to $57M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 96.6%, from $29M to $57M. Over 3 years (FY 2022 to FY 2025), Retirement Services — Held-for-trading amortization shows a downward trend with a -5.7% CAGR.
Analysis
StatementSegment
CategoryProfitability
SignalContext dependent
VolatilityStable
First reportedQ1 2022
Last reportedQ1 2026May 7, 2026
How to read this metric
Stable amortization reflects consistent portfolio management, whereas significant fluctuations may indicate changes in trading strategy or asset turnover.
Detailed definition
Refers to the systematic allocation of premiums or discounts on financial instruments classified as held-for-trading wit...
Peer comparison
Comparable to 'amortization of trading securities' or 'accretion/amortization of investment premiums' at other financial institutions.
Metric ID:
apo_segment_retirement_services_held_for_trading_amortizationHistorical 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 | $57M | $57M | $57M | $57M | $47.75M | $47.75M | $47.75M | $47.75M | $35M | $8M | $30M | $35M | $29M | $40M | $66M | $56M | $57M |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | -16.2% | +0.0% | +0.0% | +0.0% | -26.7% | -77.1% | +275.0% | +16.7% | -17.1% | +37.9% | +65.0% | -15.2% | +1.8% |
| YoY Change | — | — | — | — | -16.2% | -16.2% | -16.2% | -16.2% | -26.7% | -83.2% | -37.2% | -26.7% | -17.1% | +400.0% | +120.0% | +60.0% | +96.6% |
Range$8M – $66M
CAGR+0.0%
Avg YoY Growth+32.4%
Median YoY Growth-16.2%
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Frequently Asked Questions
- What is Apollo Global Management's retirement services — held-for-trading amortization?
- Apollo Global Management (APO) reported retirement services — held-for-trading amortization of $57M in Q1 2026.
- How has Apollo Global Management's retirement services — held-for-trading amortization changed year-over-year?
- Apollo Global Management's retirement services — held-for-trading amortization increased by 96.6% year-over-year, from $29M to $57M.
- What is the long-term trend for Apollo Global Management's retirement services — held-for-trading amortization?
- Over 3 years (2022 to 2025), Apollo Global Management's retirement services — held-for-trading amortization has grown at a -5.7% compound annual growth rate (CAGR), from $228M to $191M.
- What does retirement services — held-for-trading amortization mean?
- The periodic accounting adjustment for the value of investment assets held for active trading.