UBS AM
APP icon

UBS AM’s Applovin APP Stock Holding History

UBS AM’s Portfolio APP Stock Details APP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$894M Buy
1,735,471
+121,605
+8% +$58.7M 0.16% 103
2026
Q1 		$642M Buy
1,613,866
+25,430
+2% +$12.3M 0.13% 137
2025
Q4 		$1.07B Buy
1,588,436
+172,177
+12% +$108M 0.23% 80
2025
Q3 		$1.02B Sell
1,416,259
-188,288
-12% -$86.8M 0.22% 86
2025
Q2 		$562M Buy
1,604,547
+361,163
+29% +$117M 0.11% 174
2025
Q1 		$329M Buy
1,243,384
+222,905
+22% +$76.8M 0.08% 247
2024
Q4 		$330M Buy
1,020,479
+38,441
+4% +$9.72M 0.08% 238
2024
Q3 		$128M Buy
982,038
+237,146
+32% +$21.6M 0.03% 460
2024
Q2 		$62M Buy
744,892
+235,290
+46% +$18.3M 0.02% 562
2024
Q1 		$35.3M Buy
509,602
+265,780
+109% +$14.1M 0.01% 663
2023
Q4 		$9.72M Sell
243,822
-530
-0.2% -$20.8K ﹤0.01% 995
2023
Q3 		$9.76M Buy
244,352
+23,029
+10% +$817K ﹤0.01% 961
2023
Q2 		$3.49M Hold
221,323
– – ﹤0.01% 1388
2023
Q1 		$3.49M Sell
221,323
-70,106
-24% -$919K ﹤0.01% 1388
2022
Q4 		$3.07M Sell
291,429
-127,731
-30% -$1.87M ﹤0.01% 1349
2022
Q3 		$8.17M Sell
419,160
-12,358
-3% -$369K ﹤0.01% 1032
2022
Q2 		$14.9M Buy
431,518
+412,347
+2,151% +$16.6M 0.01% 814
2022
Q1 		$1.06M Buy
+19,171
New +$1.22M ﹤0.01% 2108

Other funds holding APP

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS AM's APP Position: Q2 2026 in Review

UBS AM increased its Applovin (APP) stake by 7.5% in Q2 2026, buying an estimated $58.7M and bringing the position to 1,735,471 shares worth $894M. The position accounts for 0.16% of the portfolio, ranked #103.

UBS AM first reported a position in APP in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.07B in Q4 2025. 1,459 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • UBS AM held 1,735,471 shares of Applovin worth $894M as of Q2 2026.
  • UBS AM bought 121,605 Applovin shares in Q2 2026, an estimated $58.7M.
  • Applovin made up 0.16% of UBS AM's portfolio in Q2 2026, its #103 holding.
  • UBS AM first reported a position in Applovin in Q1 2022 and has held it in 18 quarters since.
  • UBS AM's Applovin position peaked at $1.07B in Q4 2025.
  • 1,459 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

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