Apollo Global Management, Inc.
CH ˙ SWX ˙ US03769M1062
SecurityCH:APO / Apollo Global Management, Inc.
InstitutionPrincipal Financial Group Inc
Latest Disclosed Ownership524,609 shares
Latest Disclosed Value $ 58,451,934
Principal Financial Group Inc reports 2.14% increase in ownership of APO / Apollo Global Management, Inc.

On May 4, 2026 - Principal Financial Group Inc filed a 13F-HR form disclosing ownership of 524,609 shares of Apollo Global Management, Inc. (CH:APO) valued at $58,451,934 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 513,593 shares of Apollo Global Management, Inc.. This represents a change in shares of 2.14% during the quarter.

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.

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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)
2026-05-04 2026-03-31 13F APOLLO GLOBAL MGMT COM 03769M106 524,609 11,016 2.14 58,452 -21.38 0.0159
2026-02-02 2025-12-31 13F APOLLO GLOBAL MGMT COM 03769M106 513,593 18,350 3.71 74,348 12.65 0.0380
2025-11-04 2025-09-30 13F APOLLO GLOBAL MGMT COM 03769M106 495,243 1,277 0.26 66,001 -5.82 0.0333
2025-08-08 2025-06-30 13F APOLLO GLOBAL MGMT COM 03769M106 493,966 -56,255 -10.22 70,079 -6.99 0.0370
2025-04-28 2025-03-31 13F APOLLO GLOBAL MGMT COM 03769M106 550,221 7,441 1.37 75,347 -15.95 0.0423
2025-01-31 2024-12-31 13F APOLLO GLOBAL MGMT COM 03769M106 542,780 483,369 813.60 89,646 1,107.99 0.0489
2024-10-31 2024-09-30 13F APOLLO GLOBAL MGMT COM 03769M106 59,411 -193,874 -76.54 7,421 -75.18 0.0041
2024-07-29 2024-06-30 13F APOLLO GLOBAL MGMT COM 03769M106 253,285 -30,319 -10.69 29,905 -6.23 0.0178
2024-04-29 2024-03-31 13F APOLLO GLOBAL MGMT COM 03769M106 283,604 -24,182 -7.86 31,891 11.19 0.0187
2024-02-07 2023-12-31 13F APOLLO GLOBAL MGMT COM 03769M106 307,786 228,367 287.55 28,683 302.38 0.0183
2023-11-02 2023-09-30 13F APOLLO GLOBAL MGMT COM 03769M106 79,419 3,761 4.97 7,129 22.66 0.0051
2023-08-07 2023-06-30 13F APOLLO GLOBAL MGMT COM 03769M106 75,658 11,544 18.01 5,811 43.52 0.0040
2023-05-09 2023-03-31 13F APOLLO GLOBAL MGMT COM 03769M106 64,114 -7,202 -10.10 4,049 -10.99 0.0029
2023-02-09 2022-12-31 13F APOLLO GLOBAL MGMT COM 03769M106 71,316 16,512 30.13 4,549 78.53 0.0034
2022-11-09 2022-09-30 13F APOLLO GLOBAL MGMT COM 03769M106 54,804 -18,550 -25.29 2,548 -28.35 0.0020
2022-08-10 2022-06-30 13F APOLLO GLOBAL MGMT COM 03769M106 73,354 784 1.08 3,556 -20.94 0.0026
2022-05-09 2022-03-31 13F APOLLO GLOBAL MGMT COM 03769M106 72,570 72,570 4,498 0.0018
2022-05-09 2022-03-31 13F APOLLO GLOBAL MGMT COM 03769M106 49,417 3,063
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.