Retirement Services — Investment Income, Investment Expense
Apollo Global Management Retirement Services — Investment Income, Investment Expense decreased by 33.3% to $38M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 5.6%, from $36M to $38M. Over 3 years (FY 2022 to FY 2025), Retirement Services — Investment Income, Investment Expense shows an upward trend with a 73.1% CAGR. This is a positive signal — lower values indicate better performance for this metric.
Analysis
How to read this metric
An increase may indicate higher management costs or complexity in the investment strategy, while a decrease suggests improved operational efficiency in asset management.
Detailed definition
Represents the net cost incurred to generate investment income within the retirement services portfolio. This reflects t...
Peer comparison
Similar to investment management fees or direct investment expenses reported by life insurance and annuity providers.
apo_segment_retirement_services_investment_income_investment_expenseHistorical Data
| 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 | $10M | $9M | $9M | $10M | $12M | $12M | $40M | $27M | $16M | $28M | $25M | $30M | $36M | $56M | $48M | $57M | $38M |
| QoQ Change | — | -10.0% | +0.0% | +11.1% | +20.0% | +0.0% | +233.3% | -32.5% | -40.7% | +75.0% | -10.7% | +20.0% | +20.0% | +55.6% | -14.3% | +18.8% | -33.3% |
| YoY Change | — | — | — | — | +20.0% | +33.3% | +344.4% | +170.0% | +33.3% | +133.3% | -37.5% | +11.1% | +125.0% | +100.0% | +92.0% | +90.0% | +5.6% |
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Frequently Asked Questions
- What is Apollo Global Management's retirement services — investment income, investment expense?
- Apollo Global Management (APO) reported retirement services — investment income, investment expense of $38M in Q1 2026.
- How has Apollo Global Management's retirement services — investment income, investment expense changed year-over-year?
- Apollo Global Management's retirement services — investment income, investment expense increased by 5.6% year-over-year, from $36M to $38M.
- What is the long-term trend for Apollo Global Management's retirement services — investment income, investment expense?
- Over 3 years (2022 to 2025), Apollo Global Management's retirement services — investment income, investment expense has grown at a 73.1% compound annual growth rate (CAGR), from $38M to $197M.
- What does retirement services — investment income, investment expense mean?
- The net cost of managing the investment portfolio for retirement products.