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 22.0% to $2.83B in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 66.5%, from $1.70B to $2.83B. 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 reportedQ4 2025

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

16 periods
 Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25
Value$845.00M$1.27B$1.32B$1.98B$1.82B$3.17B$3.22B$1.72B$1.33B$1.18B$1.18B$1.70B$1.31B$1.61B$3.62B$2.83B
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%
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%
Range$845.00M$3.62B
CAGR+38.0%
Avg YoY Growth+45.7%
Median YoY Growth+17.3%

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 $2.83B in Q4 2025.
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 66.5% year-over-year, from $1.70B to $2.83B.
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.