Business Segments · Other investments

Retirement Services — Other investments

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.

Analysis

StatementSegment
CategoryCapital Allocation
SignalContext dependent
VolatilityModerate
First reportedQ4 2021
Last reportedQ4 2025

How to read this metric

Significant changes may indicate a shift in strategy toward niche asset classes or the inclusion of complex derivative hedges.

Detailed definition

Miscellaneous investment assets that do not fit into traditional categories like bonds, equities, or mortgage loans. Thi...

Peer comparison

Commonly reported as 'Other Invested Assets' in insurance statutory and GAAP filings.

Metric ID: apo_segment_retirement_services_other_investments

Historical Data

17 periods
 Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '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%
Range$0.00$2.57B
Avg YoY Growth+38.0%
Median YoY Growth+18.7%

Frequently Asked Questions

What is Apollo Global Management's retirement services — other investments?
Apollo Global Management (APO) reported retirement services — other investments of $1.82B in Q4 2025.
How has Apollo Global Management's retirement services — other investments changed year-over-year?
Apollo Global Management's retirement services — other investments increased by 13.2% year-over-year, from $1.61B to $1.82B.
What is the long-term trend for Apollo Global Management's retirement services — other investments?
Over 3 years (2022 to 2025), Apollo Global Management's retirement services — other investments has grown at a 11.8% compound annual growth rate (CAGR), from $5.02B to $7.02B.
What does retirement services — other investments mean?
The value of miscellaneous assets that fall outside of standard investment categories.