What does retirement services — product charges mean?

Fees and charges assessed against policyholder account values for administrative services, mortality and expense risk, or other policy features. Unlike premiums, these are recurring revenue streams derived from the management of the underlying policy assets.

Apollo Global Management APO Retirement Services — Product charges

Similar metrics at other companies

LNCRetirement Plan Services — Policyholder Account Balance, Policy Charge

$5M+25.0%

PRURetirement — Policyholder Account Balance, Policy Charge

$44M+51.7%

PRURetirement — Separate Account, Liability, Policy Charge

$5M-16.7%

CRBGGroup Retirement — Policyholder Account Balance, Policy Charge

$125M+0.8%

EQHRetirement — Policy charges and premium revenue

$304.25M+3.1%

CRBGIndividual Retirement — Policyholder Account Balance, Policy Charge

$59M+20.4%

Other financials

Income statement

See full

Revenue$5.1B-8.8%

Net income-$1.9B-531%

EPS (diluted)-$3.27-581%

Balance sheet

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Cash & equivalents$23.7B+53.1%

Total debt$14.2B+34.4%

Total equity$20.0B+11.0%

Total assets$467.53B+18.3%

Cash flow

See full

Operating cash flow$1.6B+60.1%

Valuation

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Market cap$69.33B-16.5%

Enterprise value$59.8B-25.5%

P/E60.6×+35.9×

P/S2.2×-1.1×

Profitability

See full

Net margin3.6%-11.0pp

Returns & leverage

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Return on equity6%-15.9pp

Debt / equity0.7×+0.1×

Where this comes from

Reported directly by Apollo Global Management in its filing.

Tagged under the XBRL concept us-gaap:InsuranceCommissionsAndFees.

The official record: Apollo Global Management’s 10-Q, filed May 7, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Apollo Global Management's retirement services — product charges?: Apollo Global Management (APO) reported retirement services — product charges of $281M in Q1 2026.
How has Apollo Global Management's retirement services — product charges changed year-over-year?: Apollo Global Management's retirement services — product charges increased by 6.0% year-over-year, from $265M to $281M.
What does retirement services — product charges mean?: Fees and charges assessed against policyholder account values for administrative services, mortality and expense risk, or other policy features. Unlike premiums, these are recurring revenue streams derived from the management of the underlying policy assets.