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Products & Services · Policyholder Account Balance, Surrender and Withdrawal

Traditional Deferred Annuities — Policyholder Account Balance, Surrender and Withdrawal

Apollo Global Management Traditional Deferred Annuities — Policyholder Account Balance, Surrender and Withdrawal decreased by 14.9% to $2.41B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 84.4%, from $1.31B to $2.41B. Over 3 years (FY 2022 to FY 2025), Traditional Deferred Annuities — Policyholder Account Balance, Surrender and Withdrawal shows an upward trend with a 20.0% CAGR. This is a positive signal — lower values indicate better performance for this metric.

Analysis

StatementSegment
CategoryRisk
SignalLower is better
VolatilityVolatile
First reportedQ1 2022
Last reportedQ1 2026May 7, 2026

How to read this metric

Lower surrender rates are generally positive, indicating high customer retention and product satisfaction.

Detailed definition

This represents the outflows of capital resulting from policyholders withdrawing funds or surrendering their annuity con...

Peer comparison

Commonly tracked as 'Surrender Rate' or 'Lapse Rate' across the insurance industry.

Metric ID: apo_segment_traditional_deferred_annuities_policyholder_account_balance_surrender_and_withdrawal

Historical Data

17 periods
 Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$845M$1.27B$1.32B$1.98B$1.82B$3.17B$3.22B$1.72B$1.33B$1.18B$1.18B$1.7B$1.31B$1.61B$3.62B$2.83B$2.41B
QoQ Change+50.3%+3.9%+50.3%-8.4%+74.3%+1.7%-46.5%-22.9%-10.9%-0.3%+43.9%-23.1%+23.2%+125.4%-22.0%-14.9%
YoY Change+115.1%+149.4%+144.0%-13.2%-27.0%-62.7%-63.4%-1.4%-1.7%+35.9%+207.1%+66.5%+84.4%
Range$845M$3.62B
CAGR+29.9%
Avg YoY Growth+48.7%
Median YoY Growth+35.9%
Current Streak2 quarters decline

Frequently Asked Questions

What is Apollo Global Management's traditional deferred annuities — policyholder account balance, surrender and withdrawal?
Apollo Global Management (APO) reported traditional deferred annuities — policyholder account balance, surrender and withdrawal of $2.41B in Q1 2026.
How has Apollo Global Management's traditional deferred annuities — policyholder account balance, surrender and withdrawal changed year-over-year?
Apollo Global Management's traditional deferred annuities — policyholder account balance, surrender and withdrawal increased by 84.4% year-over-year, from $1.31B to $2.41B.
What is the long-term trend for Apollo Global Management's traditional deferred annuities — policyholder account balance, surrender and withdrawal?
Over 3 years (2022 to 2025), Apollo Global Management's traditional deferred annuities — policyholder account balance, surrender and withdrawal has grown at a 20.0% compound annual growth rate (CAGR), from $5.42B to $9.36B.
What does traditional deferred annuities — policyholder account balance, surrender and withdrawal mean?
The total amount of money withdrawn or surrendered by annuity policyholders.