Position in APO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,656,337
-$601,365 QoQ
Shares Held
14,000
-30.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#476
of 1,169 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Vontobel Holding Ltd. holds $96,659,141 across 17 Asset Management names. APO ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
71,356 | $68,613,072 | |
| 2 | IVZ |
Invesco Ltd.
|
223,269 | $5,892,068 | |
| 3 | KKR |
KKR & Co. Inc.
|
37,060 | $3,401,365 | |
| 4 | AMP |
Ameriprise Financial Inc
|
7,031 | $3,225,540 | |
| 5 | STT |
State Street Corp
|
16,101 | $2,730,728 | |
| 6 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
68,789 | $2,686,210 | |
| 7 | CG |
Carlyle Group Inc.
|
49,844 | $2,098,930 | |
| 8 | APO |
Apollo Global Management, Inc.
This page
|
14,000 | $1,656,337 |
All Filings in APO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,656,337 | 14,000 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $2,257,702 | 20,263 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $1,788,797 | 12,357 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $4,175,480 | 31,331 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $4,810,525 | 33,908 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $2,366,458 | 17,281 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $1,588,342 | 9,617 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $864,126 | 6,918 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $2,308,385 | 19,551 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,231,906 | 19,848 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,753,369 | 18,815 | Shares | Defined | 2024-06-04 | |
| 2023-09-30 | $1,585,969 | 17,669 | Shares | Defined | 2024-06-04 | |
| 2023-06-30 | $435,435 | 5,669 | Shares | Defined | 2024-06-04 | |
| 2023-03-31 | $392,033 | 6,207 | Shares | Defined | 2024-06-04 | |
| 2022-12-31 | $395,944 | 6,207 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||