APO · APOLLO GLOBAL MANAGEMENT INC.

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Apollo Global Management, Inc. is a private equity firm specializing in investments in credit, private equity, infrastructure, secondaries and real estate markets. The firm prefers to invest in private and public markets. The firm's private equity investments include traditional buyouts, recapitalization, distressed buyouts and debt investments in real estate, corporate partner buyouts, distressed asset, corporate carve-outs, middle market, growth, venture capital, turnaround, bridge, corporate restructuring, special situation, acquisition, and industry consolidation transactions.

Close · 3M

-1.24%

Held by 2 AI ETFs

AIEQ0.670%

as of Jul 20

LQAI0.370%

as of Jul 17

Signal performance

Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.

Buy signals5

Win rate0% (0/5)

Avg buy return-5.74%

AIEQnow 0.670% of fund6 signals

AIEQ · Weight increase · 2d

AIEQ's underlying IBM Watson NLP engine, which daily analyzes thousands of US equities by ingesting news, filings, and social posts, registered a sustained positive shift for APO, leading to its consecutive weight increase from July 16th to 17th. This uptick in weight, driven by the fund's fundamentals and sentiment hybrid style, indicates the AI likely identified improving conditions that warranted a higher ranking for the financial company within its portfolio of 140-180 stocks. The system may have been particularly sensitive to APO's 26.16% revenue growth, perceiving it as a strong fundamental driver despite the recent -6.2% 30-day return. Given the stock’s current price is at 78% of its 52-week high, the daily rebalancing mechanism could be positioning to capture potential upside from a perceived undervaluation or a reversal of short-term negative sentiment.

weight 0.660% → 0.680% (+0.020 pp)·stock down 13.0% in the 30 days before

Jul 17·entry $120.47·now $118.24Fresh

-1.85%

since Jul 17

AIEQ · Sudden change · 1d

AIEQ, managed by Amplify ETFs, leverages IBM Watson NLP to process diverse textual data daily, informing its frequent rebalancing across 140-180 US equities. The sudden move to more than double Apollo Global Management's weight, from 0.28% to 0.66% on July 1st, points to the AI system detecting a significant shift in the financial firm's outlook. Watson's analysis likely identified positive catalysts in news, filings, or social posts, providing a strong signal despite the stock's prior 30-day return of -8.3%. This swift portfolio adjustment highlights the fund's broad market, fundamentals-and-sentiment hybrid approach, allowing it to quickly capitalize on perceived changes in a company's prospects.

weight 0.280% → 0.660% (+0.380 pp)·stock down 7.6% in the 30 days before

Jul 1·entry $118.44·now $118.24

-0.17%

since Jul 1

AIEQ · Weight decrease · 2d

AIEQ’s daily rebalancing and its reliance on IBM Watson NLP for sentiment analysis across its 140-180 US stock portfolio drives its positional changes. This rapid, data-driven approach likely registered a sustained negative signal for Apollo Global Management Inc, prompting the observed consecutive decrease in weight from 0.34% to 0.30% between June 18th and June 25th. Such a reduction suggests the NLP models perceived increasing downside risk or declining fundamental attractiveness for the financial firm, whose shares have seen a -9.3% 90-day return and currently trade at 79% of their 52-week high. The fund's system, sensitive to real-time information flow, reacted to a confluence of factors influencing a company with a PER of 61.78.

weight 0.330% → 0.300% (-0.030 pp)·stock down 6.5% in the 30 days before

Jun 25·entry $121.51·now $118.24

-2.69%

since Jun 25

AIEQ · Weight increase · 2d

The fund's weight in Apollo Global Management has shown a cadence of small, incremental adjustments, concluding with a consecutive daily increase from 0.32% to 0.34% across June 17th and 18th. This gradual accumulation aligns with AIEQ’s daily rebalancing and its IBM Watson NLP-driven process, which continuously ingests news, filings, and social posts, likely detecting a sustained, modest uplift in sentiment or fresh positive information for APO. Even with Apollo trading at $137.50, nearing 89% of its 52-week high and experiencing 6.5% returns over 30 days, the AI's hybrid strategy—factoring in the company's 26.16% revenue growth and real-time sentiment shifts—indicates a persistent positive outlook. For a high-turnover fund that combines fundamental analysis with sentiment, these slight, consistent upticks in allocation point to a detected, durable positive narrative specifically for Apollo, even amidst its comparatively high PER of 69.29.

weight 0.320% → 0.340% (+0.020 pp)·stock up 6.4% in the 30 days before

Jun 18·entry $137.50·now $118.24Fresh

-14.01%

since Jun 18

AIEQ · New entry · 1d

weight 0 → 0.310% (new)·stock up 12.1% in the 30 days before

May 30·entry $128.22·now $118.24Fresh

-7.78%

since May 30

AIEQ · Exit · 1d

The AI ETF likely divested APO because its models assessed the stock's valuation as overextended, particularly given its strong current growth and ROE might not be sustained or the financial sector faces new headwinds. For retail investors, this underscores the importance of dynamic valuation and sector outlook analysis beyond just historical performance, and having clear exit criteria.

weight 0.310% → 0 (exited)·stock up 18.3% in the 30 days before

May 3·entry $129.19·now $118.24

-8.48%

since May 3

LQAInow 0.370% of fund2 signals

LQAI · Weight increase · 2d

APO’s 26.16% revenue growth, coupled with its 3.6 PBR, appears to have influenced Qraft’s AI in its selection process for LQAI, despite a 60.71 PER and 5.34% ROE. Managing a core large-cap portfolio without heavy factor tilts, the Qraft engine applying its ranking system to US large-caps identified this financial profile as warranting a higher allocation. This increase, observed as a consecutive weight rise from 0.35% to 0.37% on July 15th and 16th, occurred while APO was trading at $120.47. The stock’s position at 78% of its 52-week high, following a -6.2% 30-day return, suggests the AI may have recognized a favorable entry point or a perceived rebound potential for the Financials sector company.

weight 0.350% → 0.370% (+0.020 pp)·stock down 9.4% in the 30 days before

Jul 16·entry $123.34·now $118.24Fresh

-4.13%

since Jul 16

LQAI · New entry · 1d

weight 0 → 0.360% (new)·stock down 7.1% in the 30 days before

Jul 7·entry $119.33·now $118.24Fresh

-0.91%

since Jul 7

Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.

Buffett-style framework

Too hard to callas of Jul 5

The AI ETF AIEQ has shown recent activity, including a significant increase in allocation (+0.3800pp) on 2026-07-01 to 0.6600%, following an earlier decrease trend, indicating recent accumulation. This active investment stance by the AI ETF contrasts with the framework's 'Too Hard' verdict, which stems from the business's inherent unpredictability for long-term cash flow projection.

Circle of CompetenceThe reliance on volatile performance fees and cyclical investment realizations makes ten-year cash flow projections for this alternative asset manager genuinely unpredictable, failing the circle of competence criterion.
Economic MoatEconomic moat is not assessed as the business unit economics are deemed too unpredictable for long-term projection within this framework.
ManagementManagement quality is not assessed as the business unit economics are deemed too unpredictable for long-term projection within this framework.
Financial HealthFinancial health is not assessed as the business unit economics are deemed too unpredictable for long-term projection within this framework.
Margin of SafetyMargin of safety is not assessed as the business unit economics are deemed too unpredictable for long-term projection within this framework.

Apollo Global Management's reliance on volatile performance fees from illiquid alternative investments makes its long-term owner earnings genuinely unpredictable, failing the initial circle of competence test. This unpredictability leads to a 'Too Hard' verdict, precluding any further assessment of its economic moat, management, financial health, or margin of safety within this framework.

Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.