Apollo Global Management, Inc.
Close on Nov 2, 2026Market cap $70.55BP/E 43.3Yield 1.67%
Apollo Global Management Athene Deferred Annuity Aggregate Surrender Charge by Quarter
Athene Deferred Annuity Aggregate Surrender Charge Protection (%) (%)
Apollo Global Management Athene Deferred Annuity Aggregate Surrender Charge: 7.2% in Q2 2026, up 0.1 pts from a year earlier.
Where the Q2 2026 figure comes from
Source: Athene Holding Ltd. 2Q'26 Financial Supplement (ATH_Q2_2026_Financial_Supplement__Excel_.xlsx) ↗
Reported in Athene Holding Ltd. (CIK 0001527469) Standalone Financial Supplements (.xlsx).
Quarterly history
Hover a value to see the sentence it was read from; calculated values show their formula
Breakdown
What makes up athene Deferred Annuity Aggregate Surrender Charge
- Aggregate Base Surrender Charge Protection (%)6.0% · Q2 2026
- Aggregate Market Value Adjustment (MVA) Protection (%)1.2% · Q2 2026
- Deferred Annuities with >= 6.0% Surrender Charge ($M)112,000 · Q2 2026
- Deferred Annuities with 4.0% to < 6.0% Surrender Charge ($M)21,378 · Q2 2026
- Deferred Annuities with 2.0% to < 4.0% Surrender Charge ($M)6,162 · Q2 2026
- Deferred Annuities with > 0.0% to < 2.0% Surrender Charge ($M)8,072 · Q2 2026
- Deferred Annuities with No Surrender Charge ($M)23,225 · Q2 2026
Cite this data
StockData. (2026). Apollo Global Management Athene Deferred Annuity Aggregate Surrender Charge (%), quarterly Q1 2021–Q2 2026 [Data set]. Compiled from Apollo Global Management SEC filings and investor materials. https://stockdatahq.com/stocks/apo/kpis/ath-sc-agg-net-pct
See every metric in the Apollo Global Management KPI table. Data updated Nov 2, 2026.