Business Segments · Policy loans
Retirement Services — Policy loans
Apollo Global Management Retirement Services — Policy loans decreased by 1.7% to $296M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 5.4%, from $313M to $296M. Over 3 years (FY 2022 to FY 2025), Retirement Services — Policy loans shows relatively stable performance with a -3.2% CAGR.
Analysis
StatementSegment
CategoryLiquidity
SignalContext dependent
VolatilityStable
First reportedQ4 2021
Last reportedQ1 2026May 7, 2026
Rolls up toPolicy loans
How to read this metric
An increase may reflect higher policyholder demand for liquidity, while a decrease suggests lower utilization of policy-based borrowing features.
Detailed definition
Loans extended to policyholders that are collateralized by the cash surrender value of their insurance policies. These r...
Peer comparison
Standard asset category for life insurance companies labeled 'Policy Loans'.
Metric ID:
apo_segment_retirement_services_policy_loansHistorical Data
18 periods
| 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 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $0 | $296M | $358M | $353M | $347M | $339M | $336M | $336M | $334M | $330M | $325M | $320M | $318M | $313M | $310M | $304M | $301M | $296M |
| QoQ Change | — | — | +20.9% | -1.4% | -1.7% | -2.3% | -0.9% | +0.0% | -0.6% | -1.2% | -1.5% | -1.5% | -0.6% | -1.6% | -1.0% | -1.9% | -1.0% | -1.7% |
| YoY Change | — | — | — | — | — | +14.5% | -6.1% | -4.8% | -3.7% | -2.7% | -3.3% | -4.8% | -4.8% | -5.2% | -4.6% | -5.0% | -5.3% | -5.4% |
Range$0 – $358M
Avg YoY Growth-3.2%
Median YoY Growth-4.8%
Current Streak10 quarters decline
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Frequently Asked Questions
- What is Apollo Global Management's retirement services — policy loans?
- Apollo Global Management (APO) reported retirement services — policy loans of $296M in Q1 2026.
- How has Apollo Global Management's retirement services — policy loans changed year-over-year?
- Apollo Global Management's retirement services — policy loans decreased by 5.4% year-over-year, from $313M to $296M.
- What is the long-term trend for Apollo Global Management's retirement services — policy loans?
- Over 3 years (2022 to 2025), Apollo Global Management's retirement services — policy loans has grown at a -3.2% compound annual growth rate (CAGR), from $1.35B to $1.23B.
- What does retirement services — policy loans mean?
- The total amount of loans provided to policyholders against their insurance policies.