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Union Bancaire Privee’s Apollo Global Management APO Stock Holding History

Union Bancaire Privee’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
2025
Q4 		– Sell
-65
Closed -$7.13K – 502
2025
Q3 		$7.13K Sell
65
-830
-93% -$118K ﹤0.01% 463
2025
Q2 		$102K Sell
895
-815
-48% -$108K ﹤0.01% 401
2025
Q1 		$206K Buy
1,710
+280
+20% +$43.1K ﹤0.01% 370
2024
Q4 		$216K Buy
+1,430
New +$227K ﹤0.01% 403

Other funds holding APO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Union Bancaire Privee's APO Position: Q4 2025 in Review

Union Bancaire Privee sold out of Apollo Global Management (APO) in Q4 2025, closing a stake of 65 shares — an estimated $7.13K sold.

Union Bancaire Privee first reported a position in APO in Q4 2024 and held it in 4 quarters. The position peaked at $216K in Q4 2024. 1,205 funds tracked by Wall St. Rank hold APO as of Q4 2025.

  • Union Bancaire Privee reported no remaining Apollo Global Management position as of Q4 2025 after selling out during the quarter.
  • Union Bancaire Privee sold 65 Apollo Global Management shares in Q4 2025, an estimated $7.13K.
  • Union Bancaire Privee first reported a position in Apollo Global Management in Q4 2024 and held it in 4 quarters.
  • Union Bancaire Privee's Apollo Global Management position peaked at $216K in Q4 2024.
  • 1,205 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2025.

Based on Union Bancaire Privee's 13F filing for Q4 2025, filed 5 Jan 2026.