UBS AM
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UBS AM’s Apollo Global Management APO Stock Holding History

UBS AM’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 		$669M Buy
5,657,781
+234,517
+4% +$29.5M 0.12% 133
2026
Q1 		$604M Buy
5,423,264
+263,486
+5% +$32.7M 0.13% 145
2025
Q4 		$747M Sell
5,159,778
-148,975
-3% -$19.8M 0.16% 113
2025
Q3 		$707M Sell
5,308,753
-733,285
-12% -$104M 0.15% 116
2025
Q2 		$857M Buy
6,042,038
+1,132,010
+23% +$150M 0.17% 116
2025
Q1 		$672M Sell
4,910,028
-7,601
-0.2% -$1.17M 0.17% 122
2024
Q4 		$812M Sell
4,917,629
-751,506
-13% -$119M 0.19% 94
2024
Q3 		$708M Buy
5,669,135
+1,366,363
+32% +$158M 0.18% 100
2024
Q2 		$508M Buy
4,302,772
+1,116,457
+35% +$127M 0.15% 124
2024
Q1 		$358M Buy
3,186,315
+1,574,658
+98% +$166M 0.13% 157
2023
Q4 		$150M Buy
1,611,657
+48,113
+3% +$4.25M 0.06% 331
2023
Q3 		$140M Buy
1,563,544
+37,798
+2% +$3.18M 0.06% 320
2023
Q2 		$96.4M Hold
1,525,746
– – 0.05% 395
2023
Q1 		$96.4M Buy
1,525,746
+27,107
+2% +$1.82M 0.05% 395
2022
Q4 		$95.6M Buy
1,498,639
+201,100
+15% +$11.9M 0.05% 391
2022
Q3 		$60.3M Buy
1,297,539
+89,232
+7% +$4.9M 0.03% 489
2022
Q2 		$58.6M Buy
1,208,307
+232,867
+24% +$12.7M 0.03% 513
2022
Q1 		$60.5M Buy
975,440
+443,260
+83% +$29.2M 0.03% 574
2021
Q4 		$38.5M Sell
532,180
-142,371
-21% -$10.3M 0.01% 719
2021
Q3 		$41.5M Buy
674,551
+157,715
+31% +$9.48M 0.02% 679
2021
Q2 		$32.1M Sell
516,836
-28,645
-5% -$1.59M 0.01% 754
2021
Q1 		$25.6M Sell
545,481
-506,472
-48% -$24.6M 0.01% 799
2020
Q4 		$51.5M Buy
1,051,953
+498,120
+90% +$22.2M 0.02% 605
2020
Q3 		$24.8M Buy
553,833
+136,421
+33% +$6.56M 0.01% 710
2020
Q2 		$20.8M Buy
417,412
+399,233
+2,196% +$17.5M 0.01% 725
2020
Q1 		$609K Buy
18,179
+2,405
+15% +$103K ﹤0.01% 1898
2019
Q4 		$753K Buy
+15,774
New +$673K ﹤0.01% 2060

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

UBS AM's APO Position: Q2 2026 in Review

UBS AM increased its Apollo Global Management (APO) stake by 4.3% in Q2 2026, buying an estimated $29.5M and bringing the position to 5,657,781 shares worth $669M. The position accounts for 0.12% of the portfolio, ranked #133.

UBS AM first reported a position in APO in Q4 2019 and has held it in 27 quarters since. The position peaked at $857M in Q2 2025. 1,176 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • UBS AM held 5,657,781 shares of Apollo Global Management worth $669M as of Q2 2026.
  • UBS AM bought 234,517 Apollo Global Management shares in Q2 2026, an estimated $29.5M.
  • Apollo Global Management made up 0.12% of UBS AM's portfolio in Q2 2026, its #133 holding.
  • UBS AM first reported a position in Apollo Global Management in Q4 2019 and has held it in 27 quarters since.
  • UBS AM's Apollo Global Management position peaked at $857M in Q2 2025.
  • 1,176 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.