Apollo Global Management (APO) Investor presentation summary
Event summary combining transcript, slides, and related documents.
Investor presentation summary
14 Aug, 2026Integrated asset management and retirement services
$1 trillion in assets under management, with solutions across private markets and retirement services.
Market capitalization of $79 billion and a global workforce of approximately 6,300 employees.
Top-ranked in alternative and investment grade credit, with a 36-year track record in private equity and top quartile performance.
Athene operates as a separate credit group with $37 billion in regulatory capital and leading annuity sales.
Average annual earnings growth of 17% (2022-2025) and strong financial strength ratings.
Record financial performance and growth
Achieved record $1.0 trillion AUM, $317 billion origination, and $298 billion total inflows in LTM 2Q'26.
Record fee related earnings of $2.9 billion and spread related earnings of $3.3 billion in LTM 2Q'26.
Maintained a low average annualized default rate of 0.1% from 2009 to 2Q'26.
Strategic growth pillars and targets
Focused on origination, global wealth, and capital solutions as key growth drivers.
Targeting $275 billion+ annual origination by 2029 and $150 billion+ cumulative organic capital raise (2025-2029).
Aiming for ~$1 billion annual fee related revenue from capital solutions by 2029.
Latest events from Apollo Global Management
- Record Q2 2026 earnings and $1.05T AUM, with strong inflows and a $0.5625 dividend declared.APO
Q2 2026 - Strong origination, resilient strategy, and innovation drive confidence in long-term growth.APO
Barclays Americas Select Franchise Conference 2025 - AI-driven change and private credit resilience are redefining capital allocation and risk.APO
Morgan Stanley US Financials Conference 2026 - Record AUM and earnings growth drive ambitious 2029 targets, leveraging private market leadership.APO
Investor presentation - Record origination, inflows, and AUM drove strong earnings and capital returns in 2025.APO
Q4 2025 - Q3 2024 saw record AUM, strong earnings, and continued capital returns amid robust growth.APO
Q3 2024 - Strong U.S. fundamentals and origination focus drive growth in alternatives and retirement markets.APO
Bank of America Securities Financial Services Conference - Record inflows and $785B AUM highlight strong Q1 2025 growth and strategic expansion.APO
Q1 2025 - Record AUM, earnings, and inflows highlight robust growth and a positive outlook for 2025.APO
Q4 2024