Apollo Global Management, Inc.
CH ˙ SWX ˙ US03769M1062
SecurityCH:APO / Apollo Global Management, Inc.
InstitutionIntegrated Wealth Concepts LLC
Latest Disclosed Ownership4,964 shares
Latest Disclosed Value $ 553,103
Integrated Wealth Concepts LLC ownership in APO / Apollo Global Management, Inc.

On May 15, 2026 - Integrated Wealth Concepts LLC filed a 13F-HR form disclosing ownership of 4,964 shares of Apollo Global Management, Inc. (CH:APO) valued at $553,103 USD as of March 31, 2026. The entity filed a previous 13F-HR on November 14, 2025 disclosing 0 shares of Apollo Global Management, Inc..

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F APOLLO GLOBAL Common Stock 03769M106 4,964 4,964 553 0.0044
2025-11-14 2025-09-30 13F APOLLO GLOBAL Common Stock 03769M106 0 -1,482 -100.00 0 -100.00
2025-08-14 2025-06-30 13F APOLLO GLOBAL Common Stock 03769M106 1,482 -1,446 -49.39 210 -47.50 0.0021
2025-05-15 2025-03-31 13F APOLLO GLOBAL Common Stock 03769M106 2,928 -441 -13.09 401 -28.06 0.0047
2025-02-14 2024-12-31 13F APOLLO GLOBAL Common Stock 03769M106 3,369 837 33.06 556 75.95 0.0065
2024-11-14 2024-09-30 13F APOLLO GLOBAL Common Stock 03769M106 2,532 -269 -9.60 316 -4.24 0.0039
2024-08-14 2024-06-30 13F APOLLO GLOBAL Common Stock 03769M106 2,801 -440 -13.58 331 -9.34 0.0045
2024-05-15 2024-03-31 13F APOLLO GLOBAL Common Stock 03769M106 3,241 506 18.50 364 43.31 0.0053
2024-02-13 2023-12-31 13F APOLLO GLOBAL Common Stock 03769M106 2,735 145 5.60 255 9.48 0.0042
2023-11-15 2023-09-30 13F APOLLO GLOBAL Common Stock 03769M106 2,590 2,590 232 0.0041
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.