Apollo Global Management, Inc.

Company facts

Industry

Investment Advice

Headquarters

New York, New York

Most recent report

8-K, filed Aug 24, 2026

Incorporated

Delaware

Filings on record

741 filings

On EDGAR

CIK 1858681

Fiscal year ends

December

Filer status

Large accelerated filer

What to read: Jun 2026 10-Q

SECSift found 3 of 14 sections worth reading, with 4 positive, 7 notable, and 4 negative flags.

• Financial Statements (Item 1)

  Full financials with key tax charge, litigation resolution, and new buyback.
  Positive

  • New $4B share repurchase authorization effective February 2026, up from $3B.
  Notable

  • Bridge acquisition goodwill of $1.6B recognized in Asset Management segment.
  • $35B capital solution agreement with Broadcom to fund Anthropic compute infrastructure.
  Negative

  • Recorded a $1.7B valuation allowance against Bermuda deferred tax assets in Q1 2026.

• Management's Discussion (Item 2)

  Extensive financial results, AUM growth, segment data, Bermuda CIT, and liquidity details.
  Positive

  • Total AUM hit $1.05 trillion at June 30, 2026, up 11.6% from Dec 31, 2025.
  • FRE grew 25% to $785 million in Q2 2026 from $627 million in Q2 2025.
  • Fee-generating AUM reached $858 billion at June 30, 2026, up 21% from year-end.
  Notable

  • Athene recognized a $673 million gain from AP Grange's early debt call in Q2 2026.
  • All Mandatory Convertible Preferred Stock converted to common on July 31, 2026.
  • Athene replaced its credit facility with new $1.75 billion facility maturing June 2031 on June 26, 2026.
  • Full valuation allowance of $1.7 billion against Bermuda deferred tax assets recorded in Q1 2026.
  Negative

  • Fund IX generated $91 million in performance allocation losses in Q2 2026.
  • SRE fell 2% in H1 2026 to $1.6 billion from $1.6 billion in H1 2025.
  • PII dropped 66% to $16 million in Q2 2026 from $47 million in Q2 2025.

• Market Risk (Item 3)

  Interest rate sensitivity at Athene increased to $4.9B from $4.2B; floating rate exposure narrowed.
  Notable

  • Interest rate sensitivity at Athene grew to $4.9B (June 30, 2026) from $4.2B (Dec 31, 2025) on longer-dated assets.

What changed: Jun 2026 vs. Mar 2026

About 10% of APO's Jun 2026 10-Q is new information. 112 paragraphs were added, 338 changed, and 68 removed. Below are the most important lines SECSift identified.

• Item 2 197
• Item 1 107
• Item 6 10
• Item 3 3
• Item 5 1