UBS Group
ARI

UBS Group’s Apollo Commercial Real Estate ARI Stock Holding History

UBS Group’s Portfolio ARI Stock Details ARI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.98M Buy
755,540
+200,408
+36% +$2.09M ﹤0.01% 3594
2025
Q4 		$5.37M Buy
555,132
+66,424
+14% +$664K ﹤0.01% 3959
2025
Q3 		$4.95M Buy
488,708
+243,122
+99% +$2.48M ﹤0.01% 4046
2025
Q2 		$2.38M Sell
245,586
-164,957
-40% -$1.55M ﹤0.01% 4639
2025
Q1 		$3.93M Sell
410,543
-166,202
-29% -$1.58M ﹤0.01% 4030
2024
Q4 		$4.99M Buy
576,745
+192,020
+50% +$1.73M ﹤0.01% 3849
2024
Q3 		$3.54M Buy
384,725
+40,839
+12% +$416K ﹤0.01% 3425
2024
Q2 		$3.37M Sell
343,886
-35,795
-9% -$369K ﹤0.01% 3232
2024
Q1 		$4.23M Sell
379,681
-4,456
-1% -$50K ﹤0.01% 3151
2023
Q4 		$4.51M Buy
384,137
+64,812
+20% +$694K ﹤0.01% 2891
2023
Q3 		$3.23M Sell
319,325
-86,707
-21% -$944K ﹤0.01% 2991
2023
Q2 		$4.6M Buy
406,032
+44,108
+12% +$445K ﹤0.01% 2674
2023
Q1 		$3.37M Buy
361,924
+183,586
+103% +$2.03M ﹤0.01% 2890
2022
Q4 		$1.92M Sell
178,338
-104,994
-37% -$1.15M ﹤0.01% 3426
2022
Q3 		$2.35M Buy
283,332
+119,685
+73% +$1.37M ﹤0.01% 3027
2022
Q2 		$1.71M Sell
163,647
-100,870
-38% -$1.24M ﹤0.01% 3281
2022
Q1 		$3.69M Buy
264,517
+27,853
+12% +$375K ﹤0.01% 2842
2021
Q4 		$3.11M Buy
236,664
+69,791
+42% +$1.01M ﹤0.01% 3321
2021
Q3 		$2.48M Buy
166,873
+2,238
+1% +$34.2K ﹤0.01% 3397
2021
Q2 		$2.63M Sell
164,635
-70,066
-30% -$1.08M ﹤0.01% 3314
2021
Q1 		$3.28M Sell
234,701
-21,787
-8% -$280K ﹤0.01% 3035
2020
Q4 		$2.87M Buy
256,488
+35,671
+16% +$366K ﹤0.01% 3030
2020
Q3 		$1.99M Sell
220,817
-35,370
-14% -$326K ﹤0.01% 3045
2020
Q2 		$2.51M Buy
256,187
+141,283
+123% +$1.2M ﹤0.01% 2663
2020
Q1 		$853K Sell
114,904
-3,024,057
-96% -$47.2M ﹤0.01% 3487
2019
Q4 		$57.4M Buy
3,138,961
+163,846
+6% +$3.02M 0.02% 702
2019
Q3 		$57M Buy
2,975,115
+706,247
+31% +$13.3M 0.02% 621
2019
Q2 		$41.7M Buy
2,268,868
+336,663
+17% +$6.27M 0.02% 763
2019
Q1 		$35.2M Buy
1,932,205
+649,036
+51% +$11.7M 0.01% 825
2018
Q4 		$21.4M Buy
1,283,169
+393,501
+44% +$7.26M 0.01% 1037
2018
Q3 		$16.8M Sell
889,668
-77,045
-8% -$1.47M 0.01% 1335
2018
Q2 		$17.7M Sell
966,713
-307,437
-24% -$5.63M 0.01% 1266
2018
Q1 		$22.9M Sell
1,274,150
-153,461
-11% -$2.81M 0.01% 1058
2017
Q4 		$26.3M Buy
1,427,611
+99,250
+7% +$1.83M 0.01% 1018
2017
Q3 		$24.1M Sell
1,328,361
-592,461
-31% -$10.7M 0.01% 998
2017
Q2 		$35.6M Buy
1,920,822
+142,060
+8% +$2.66M 0.02% 733
2017
Q1 		$33.5M Buy
1,778,762
+63,000
+4% +$1.12M 0.02% 728
2016
Q4 		$28.5M Buy
1,715,762
+942,164
+122% +$15.8M 0.02% 812
2016
Q3 		$12.7M Buy
773,598
+275,860
+55% +$4.53M 0.01% 1259
2016
Q2 		$8M Buy
497,738
+31,412
+7% +$504K 0.01% 1558
2016
Q1 		$7.6M Sell
466,326
-433,912
-48% -$6.97M 0.01% 1516
2015
Q4 		$15.5M Sell
900,238
-300,566
-25% -$5.12M 0.01% 1107
2015
Q3 		$18.9M Sell
1,200,804
-43,034
-3% -$716K 0.01% 927
2015
Q2 		$20.4M Buy
1,243,838
+428,193
+52% +$7.35M 0.01% 972
2015
Q1 		$14M Sell
815,645
-34,766
-4% -$585K 0.01% 1201
2014
Q4 		$13.9M Buy
+850,411
New +$14M 0.01% 1244

Other funds holding ARI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group's ARI Position: Q1 2026 in Review

UBS Group increased its Apollo Commercial Real Estate (ARI) stake by 36% in Q1 2026, buying an estimated $2.09M and bringing the position to 755,540 shares worth $7.98M. The position accounts for ﹤0.01% of the portfolio, ranked #3594.

UBS Group first reported a position in ARI in Q4 2014 and has held it in 46 quarters since. The position peaked at $57.4M in Q4 2019. 271 funds tracked by Wall St. Rank hold ARI as of Q1 2026.

  • UBS Group held 755,540 shares of Apollo Commercial Real Estate worth $7.98M as of Q1 2026.
  • UBS Group bought 200,408 Apollo Commercial Real Estate shares in Q1 2026, an estimated $2.09M.
  • Apollo Commercial Real Estate made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3594 holding.
  • UBS Group first reported a position in Apollo Commercial Real Estate in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Apollo Commercial Real Estate position peaked at $57.4M in Q4 2019.
  • 271 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.