Apollo Global Management Retirement Services — Other investments decreased by 0.3% to $1.82B in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 13.2%, from $1.61B to $1.82B. Over 3 years (FY 2022 to FY 2025), Retirement Services — Other investments shows an upward trend with a 11.8% CAGR.
Significant changes may indicate a shift in strategy toward niche asset classes or the inclusion of complex derivative hedges.
Miscellaneous investment assets that do not fit into traditional categories like bonds, equities, or mortgage loans. Thi...
Commonly reported as 'Other Invested Assets' in insurance statutory and GAAP filings.
apo_segment_retirement_services_other_investments| 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 | $2.57B | $713.00M | $666.00M | $1.08B | $501.00M | $547.00M | $763.00M | $943.00M | $1.11B | $1.46B | $1.51B | $1.61B | $1.68B | $1.70B | $1.82B | $1.82B |
| QoQ Change | — | — | -72.2% | -6.6% | +61.6% | -53.4% | +9.2% | +39.5% | +23.6% | +18.0% | +30.9% | +3.4% | +6.6% | +4.5% | +1.0% | +7.6% | -0.3% |
| YoY Change | — | — | — | — | — | -80.5% | -23.3% | +14.6% | -12.4% | +122.2% | +166.4% | +97.5% | +70.3% | +50.9% | +16.3% | +21.0% | +13.2% |