Principal Financial Group
APO icon

Principal Financial Group’s Apollo Global Management APO Stock Holding History

Principal Financial Group’s Portfolio APO Stock Details APO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$60.4M Sell
510,233
-14,376
-3% -$1.81M 0.03% 462
2026
Q1 		$58.5M Buy
524,609
+11,016
+2% +$1.37M 0.03% 443
2025
Q4 		$74.3M Buy
513,593
+18,350
+4% +$2.44M 0.04% 349
2025
Q3 		$66M Buy
495,243
+1,277
+0.3% +$181K 0.03% 377
2025
Q2 		$70.1M Sell
493,966
-56,255
-10% -$7.46M 0.04% 363
2025
Q1 		$75.3M Buy
550,221
+7,441
+1% +$1.14M 0.04% 340
2024
Q4 		$89.6M Buy
542,780
+483,369
+814% +$76.6M 0.05% 314
2024
Q3 		$7.42M Sell
59,411
-193,874
-77% -$22.4M ﹤0.01% 1419
2024
Q2 		$29.9M Sell
253,285
-30,319
-11% -$3.44M 0.02% 647
2024
Q1 		$31.9M Sell
283,604
-24,182
-8% -$2.55M 0.02% 649
2023
Q4 		$28.7M Buy
307,786
+228,367
+288% +$20.2M 0.02% 660
2023
Q3 		$7.13M Buy
79,419
+3,761
+5% +$316K 0.01% 1389
2023
Q2 		$5.81M Buy
75,658
+11,544
+18% +$772K ﹤0.01% 1475
2023
Q1 		$4.05M Sell
64,114
-7,202
-10% -$482K ﹤0.01% 1606
2022
Q4 		$4.55M Buy
71,316
+16,512
+30% +$981K ﹤0.01% 1564
2022
Q3 		$2.55M Sell
54,804
-18,550
-25% -$1.02M ﹤0.01% 1678
2022
Q2 		$3.56M Buy
73,354
+23,937
+48% +$1.3M ﹤0.01% 1662
2022
Q1 		$3.06M Buy
49,417
+18,055
+58% +$1.19M ﹤0.01% 1799
2021
Q4 		$2.27M Buy
31,362
+7,655
+32% +$552K ﹤0.01% 1838
2021
Q3 		$1.46M Sell
23,707
-108,088
-82% -$6.5M ﹤0.01% 1923
2021
Q2 		$8.2M Buy
131,795
+35,150
+36% +$1.95M 0.01% 1517
2021
Q1 		$4.54M Buy
96,645
+28,670
+42% +$1.39M ﹤0.01% 1693
2020
Q4 		$3.33M Sell
67,975
-3,471
-5% -$155K ﹤0.01% 1682
2020
Q3 		$3.2M Buy
71,446
+51,694
+262% +$2.49M ﹤0.01% 1623
2020
Q2 		$986K Buy
+19,752
New +$867K ﹤0.01% 1834

Other funds holding APO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Principal Financial Group's APO Position: Q2 2026 in Review

Principal Financial Group reduced its Apollo Global Management (APO) stake by 2.7% in Q2 2026, selling an estimated $1.81M and leaving 510,233 shares worth $60.4M. The position accounts for 0.03% of the portfolio, ranked #462.

Principal Financial Group first reported a position in APO in Q2 2020 and has held it in 25 quarters since. The position peaked at $89.6M in Q4 2024. 1,176 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Principal Financial Group held 510,233 shares of Apollo Global Management worth $60.4M as of Q2 2026.
  • Principal Financial Group sold 14,376 Apollo Global Management shares in Q2 2026, an estimated $1.81M.
  • Apollo Global Management made up 0.03% of Principal Financial Group's portfolio in Q2 2026, its #462 holding.
  • Principal Financial Group first reported a position in Apollo Global Management in Q2 2020 and has held it in 25 quarters since.
  • Principal Financial Group's Apollo Global Management position peaked at $89.6M in Q4 2024.
  • 1,176 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.