Position in APO
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$2,257,702
+$468,905 QoQ
Shares Held
20,263
+64.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 99.9111681389725.ToString("F0")%
Shared 0.ToString("F0")%
None 0.08883186102748852.ToString("F0")%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Vontobel Holding Ltd. holds $102,577,030 across 18 Asset Management names. APO ranks #7 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
77,554 | $74,584,454 | |
| 2 | IVZ |
Invesco Ltd.
|
260,742 | $6,333,423 | |
| 3 | AMP |
Ameriprise Financial Inc
|
8,060 | $3,581,863 | |
| 4 | KKR |
KKR & Co. Inc.
|
33,371 | $3,086,817 | |
| 5 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
70,277 | $2,582,679 | |
| 6 | BX |
Blackstone Inc.
|
21,487 | $2,470,788 | |
| 7 | APO |
Apollo Global Management, Inc.
This page
|
20,263 | $2,257,702 | |
| 8 | STT |
State Street Corp
|
16,624 | $2,103,932 |
All Filings in APO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||