When did APO join the S&P 500?

Apollo Global Management joined the S&P 500 index on 2024-12-23.

What sector is APO in?

APO is in the Financials sector, Asset Management & Custody Banks industry.

APO — Apollo Global Management

Name: APO Institutional Holdings (13F) — 2026Q1
Creator: SEC EDGAR
License: https://www.sec.gov/data

Asset Management & Custody Banks · Financials

Apollo is one of the largest alternative asset managers globally. As of end-September 2025, its assets under management (AUM) totaled $908.4 billion, with fee-generating AUM of $685.0 billion. The company has two core business segments: Asset Management and Retirement Services. Apollo has scale advantages across each major product line—private equity (total AUM of $125.6 billion, fee-generating AUM of $71.7 billion), real estate/real assets ($59.6 billion/$27.1 billion), and private credit ($723.2 billion/$586.2 billion). Apollo's distribution model may not differ materially from industry

Key Facts

Status	Active
Sector	Financials
Industry	Asset Management & Custody Banks
Joined	2024-12-23
Tenure	1 yrs

S&P 500 Timeline

2024-12-23Joined S&P 500

Industry Peers

AMP ARES BEN BLK BNY BX IVZ KKR NTRS STT

Sector Peers

ACGL AFL AIG AIZ AJG ALL AMP AON ARES AXP

Institutional Holdings (13F)

9 institutions hold APO, totaling 2.4M shares ($217M) · As of 2026Q1

Rank	Institution	Shares	Value
1	BAHL & GAYNOR INC	1.5M	$166M
2	MHR FUND MANAGEMENT LLC	400K	$45M
3	Ancora Advisors LLC	24K	$3M
4	BBR PARTNERS, LLC	23K	$3M
5	PARTNERS CAPITAL INVESTMENT GROUP, LLP	7K	$823505
6	Poehling Capital Management, INC.	3K	$342839
7	VAUGHAN DAVID INVESTMENTS LLC/IL	464K	$51682
8	CHICKASAW CAPITAL MANAGEMENT LLC	3K	$283
9	HUNTINGTON NATIONAL BANK	1	$72

View all holders →

Data source: Wikipedia · CC BY-SA 4.0 · SEC EDGAR 13F · Updated 2026-07-10