Products & Services · Cash surrender value

Traditional Deferred Annuities — Cash surrender value

Apollo Global Management Traditional Deferred Annuities — Cash surrender value increased by 2.9% to $103.16B in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 27.0%, from $81.24B to $103.16B. Over 3 years (FY 2022 to FY 2025), Traditional Deferred Annuities — Cash surrender value shows an upward trend with a 38.1% CAGR.

Analysis

StatementSegment
CategoryLiquidity
SignalContext dependent
VolatilityModerate
First reportedQ1 2022
Last reportedQ4 2025

How to read this metric

Higher values indicate greater potential liquidity outflows, while lower values suggest higher retention or longer-term commitment.

Detailed definition

The total amount of cash that policyholders are entitled to receive upon the voluntary termination of their annuity cont...

Peer comparison

Standard liquidity metric for insurance companies with significant annuity liabilities.

Metric ID: apo_segment_traditional_deferred_annuities_cash_surrender_value

Historical Data

16 periods
 Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25
Value$34.21B$34.40B$37.78B$41.27B$45.99B$48.14B$50.35B$61.35B$66.60B$71.38B$78.05B$81.24B$90.84B$94.87B$100.28B$103.16B
QoQ Change+0.6%+9.8%+9.3%+11.4%+4.7%+4.6%+21.8%+8.6%+7.2%+9.3%+4.1%+11.8%+4.4%+5.7%+2.9%
YoY Change+34.4%+39.9%+33.3%+48.6%+44.8%+48.3%+55.0%+32.4%+36.4%+32.9%+28.5%+27.0%
Range$34.21B$103.16B
CAGR+34.2%
Avg YoY Growth+38.5%
Median YoY Growth+35.4%
Current Streak15+ quarters growth

Frequently Asked Questions

What is Apollo Global Management's traditional deferred annuities — cash surrender value?
Apollo Global Management (APO) reported traditional deferred annuities — cash surrender value of $103.16B in Q4 2025.
How has Apollo Global Management's traditional deferred annuities — cash surrender value changed year-over-year?
Apollo Global Management's traditional deferred annuities — cash surrender value increased by 27.0% year-over-year, from $81.24B to $103.16B.
What is the long-term trend for Apollo Global Management's traditional deferred annuities — cash surrender value?
Over 3 years (2022 to 2025), Apollo Global Management's traditional deferred annuities — cash surrender value has grown at a 38.1% compound annual growth rate (CAGR), from $147.66B to $389.15B.
What does traditional deferred annuities — cash surrender value mean?
The total cash value available to policyholders if they cancel their contracts today.