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季報 季度報告 10-Q 2026-08-10

Apollo集團提交2026財年第二季10-Q 披露退休服務及收購Bridge投資平台詳情

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Apollo 集團(Apollo Global Management)已向美國證交會提交 2026 財政年度第二季度(截至 2026 年 6 月 30 日止六個月)的 10-Q 季度報告。綜合本次申報文件的數據分類標籤所見,集團業務主要分為資產管理(Asset Management)及退休服務(Retirement Services)兩大板塊,其中退休服務板塊涉及 Athene Holding Limited 等保險及年金業務,並包含 AmerUs Life Insurance Company 及 Indianapolis Life Insurance Company 的封閉式業務區塊。 值得留意的項目包括:集團持有龐大的固定收益及信貸投資組合,涵蓋美國國債、企業債務證券、貸款抵押債券(CLO)、資產抵押證券(ABS)、商業及住宅按揭抵押證券(CMBS/RMBS)等;另涉足商業及住宅按揭貸款,地域分佈以美國為主,亦有英國及其他國際市場。申報文件亦披露集團對可變利益實體(VIE)的合併處理,以及大量衍生工具持倉,包括利率掉期、外匯遠期、貨幣掉期、信用違約掉期及股票期權等,用於對沖利率、外匯及投資風險。 此外,文件顯示集團於 2025 年 9 月完成收購 Bridge Investment Group Holdings Inc.,反映其持續擴充資產管理平台的策略。權益變動資料亦顯示期內有普通股及優先股的變動,並存在非控股權益項目。 由於本次輸入的數據僅包含分類標籤及會計科目定義,未附具體財務金額,故未能提供實際收入、盈利或資產負債表數字。投資者應直接查閱 EDGAR 上的完整 10-Q 文件,以獲取各項目的具體金額及管理層討論與分析(MD&A)內容。🔍
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