CIBC Private Wealth Group
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CIBC Private Wealth Group’s Ares Management ARES Stock Holding History

CIBC Private Wealth Group’s Portfolio ARES Stock Details ARES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$88.1M Sell
545,278
-462,574
-46% -$72.1M 0.15% 138
2025
Q3 		$161M Buy
1,007,852
+76,073
+8% +$13.7M 0.28% 95
2025
Q2 		$161M Sell
931,779
-77,250
-8% -$12.2M 0.29% 92
2025
Q1 		$124M Sell
1,009,029
-837,214
-45% -$145M 0.26% 95
2024
Q4 		$337M Sell
1,846,243
-18,362
-1% -$3.13M 0.61% 41
2024
Q3 		$291M Sell
1,864,605
-20,121
-1% -$2.92M 0.52% 52
2024
Q2 		$256M Sell
1,884,726
-709
-0% -$96.8K 0.48% 58
2024
Q1 		$250M Sell
1,885,435
-12,957
-0.7% -$1.66M 0.49% 56
2023
Q4 		$226M Sell
1,898,392
-4,424
-0.2% -$480K 0.48% 64
2023
Q3 		$196M Buy
1,902,816
+18,129
+1% +$1.83M 0.46% 60
2023
Q2 		$182M Buy
1,884,687
+12,001
+0.6% +$1.04M 0.4% 69
2023
Q1 		$156M Buy
1,872,686
+1,579,332
+538% +$126M 0.35% 73
2022
Q4 		$19.8M Buy
293,354
+233,490
+390% +$16.8M 0.07% 187
2022
Q3 		$3.71M Buy
59,864
+3,704
+7% +$259K 0.01% 404
2022
Q2 		$3.19M Sell
56,160
-2,628
-4% -$182K 0.01% 424
2022
Q1 		$4.78M Buy
58,788
+8,593
+17% +$660K 0.01% 404
2021
Q4 		$4.08M Buy
50,195
+7,209
+17% +$587K 0.01% 430
2021
Q3 		$3.17M Buy
42,986
+3,749
+10% +$270K 0.01% 439
2021
Q2 		$2.5M Buy
+39,237
New +$2.19M 0.01% 498

Other funds holding ARES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

CIBC Private Wealth Group's ARES Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Ares Management (ARES) stake by 46% in Q4 2025, selling an estimated $72.1M and leaving 545,278 shares worth $88.1M. The position accounts for 0.15% of the portfolio, ranked #138.

CIBC Private Wealth Group first reported a position in ARES in Q2 2021 and has held it in 19 quarters since. The position peaked at $337M in Q4 2024. 827 funds tracked by Wall St. Rank hold ARES as of Q4 2025.

  • CIBC Private Wealth Group held 545,278 shares of Ares Management worth $88.1M as of Q4 2025.
  • CIBC Private Wealth Group sold 462,574 Ares Management shares in Q4 2025, an estimated $72.1M.
  • Ares Management made up 0.15% of CIBC Private Wealth Group's portfolio in Q4 2025, its #138 holding.
  • CIBC Private Wealth Group first reported a position in Ares Management in Q2 2021 and has held it in 19 quarters since.
  • CIBC Private Wealth Group's Ares Management position peaked at $337M in Q4 2024.
  • 827 funds tracked by Wall St. Rank held Ares Management as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.