Bank Julius Baer & Co. Ltd, Zurich
BankPosition in APO — Apollo Global Management, Inc.
CIK 1544599
ZURICH, V8
Position in APO
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$436,766
New position
Shares Held
3,920
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Jun 30, 2026Bank Julius Baer & Co. Ltd, Zurich holds $21,232,670 across 6 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
17,758 | $17,075,382 | |
| 2 | RJF |
Raymond James Financial Inc
|
19,164 | $2,913,502 | |
| 3 | TROW |
Price T Rowe Group Inc
|
4,400 | $500,236 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
14,850 | $448,024 | |
| 5 | BN |
BROOKFIELD Corp /ON/
|
5,000 | $212,950 | |
| 6 | AMP |
Ameriprise Financial Inc
|
180 | $82,576 |
All Filings in APO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $436,766 | 3,920 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||