Apollo Global Management, Inc.
Close on Nov 2, 2026Market cap $70.55BP/E 43.3Yield 1.67%
Apollo Global Management Athene Deferred Annuity Aggregate Surrender Charge by Year
Athene Deferred Annuity Aggregate Surrender Charge Protection (%) (%)
Apollo Global Management Athene Deferred Annuity Aggregate Surrender Charge: 6.7% in FY2025, down 0.9 pts from a year earlier.
Where the FY2025 figure comes from
Source: Athene Holding Ltd. 4Q'25 Financial Supplement (ATH_Q4_2025_Financial_Supplement__Excel_.xlsx) ↗
Reported in Athene Holding Ltd. (CIK 0001527469) Standalone Financial Supplements (.xlsx).
Annual history
Hover a value to see the sentence it was read from; calculated values show their formula
| Period | Ended | Athene Deferred Annuity Aggregate Surrender Charge Protection (%) (%) | Year on year | Source |
|---|---|---|---|---|
| FY2025 | Dec 31, 2025 | 6.7% | -0.9 pts | Athene Holding Ltd. 4Q'25 Financial Supplement (ATH_Q4_2025_Financial_Supplement__Excel_.xlsx) ↗ |
| FY2024 | Dec 31, 2024 | 7.6% | +0.5 pts | Athene Holding Ltd. 4Q'24 Financial Supplement (ATH_Q4_2024_Financial_Supplement__Excel_.xlsx) ↗ |
| FY2023 | Dec 31, 2023 | 7.1% | -0.7 pts | Athene Holding Ltd. 4Q'23 Financial Supplement (ath-q4-2023-financial-supplement-excel.xlsx) ↗ |
| FY2022 | Dec 31, 2022 | 7.8% | +2.6 pts | Athene Holding Ltd. 4Q'22 Financial Supplement (ath-2022-financial-supplement-excel-recast.xlsx) ↗ |
| FY2021 | Dec 31, 2021 | 5.2% | – | Athene Holding Ltd. 4Q'21 Financial Supplement (ATH-Q4-2021-Financial-Supplement-_Excel_-Final.xlsx) ↗ |
Breakdown
What makes up athene Deferred Annuity Aggregate Surrender Charge
- Aggregate Base Surrender Charge Protection (%)5.9% · FY2025
- Aggregate Market Value Adjustment (MVA) Protection (%)0.8% · FY2025
- Deferred Annuities with >= 6.0% Surrender Charge ($M)101,150 · FY2025
- Deferred Annuities with 4.0% to < 6.0% Surrender Charge ($M)17,582 · FY2025
- Deferred Annuities with 2.0% to < 4.0% Surrender Charge ($M)6,517 · FY2025
- Deferred Annuities with > 0.0% to < 2.0% Surrender Charge ($M)7,475 · FY2025
- Deferred Annuities with No Surrender Charge ($M)24,030 · FY2025
Cite this data
StockData. (2026). Apollo Global Management Athene Deferred Annuity Aggregate Surrender Charge (%), annual FY2021–FY2025 [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.