ClearBridge Investments
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ClearBridge Investments’s Ares Management ARES Stock Holding History

ClearBridge Investments’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
2026
Q2 		$167M Buy
1,496,513
+203,611
+16% +$24.4M 0.14% 157
2026
Q1 		$141M Sell
1,292,902
-465,414
-26% -$61.7M 0.12% 167
2025
Q4 		$284M Buy
1,758,316
+271,715
+18% +$42.3M 0.23% 102
2025
Q3 		$238M Sell
1,486,601
-21,827
-1% -$3.94M 0.18% 127
2025
Q2 		$261M Buy
1,508,428
+221,886
+17% +$35.1M 0.21% 109
2025
Q1 		$189M Sell
1,286,542
-4,199
-0.3% -$726K 0.16% 137
2024
Q4 		$228M Buy
1,290,741
+306,181
+31% +$52.2M 0.19% 121
2024
Q3 		$153M Buy
+984,560
New +$143M 0.12% 165
2021
Q3 		– Sell
-10,396
Closed -$661K – 792
2021
Q2 		$661K Sell
10,396
-2,917
-22% -$163K ﹤0.01% 748
2021
Q1 		$746K Buy
13,313
+308
+2% +$15.5K ﹤0.01% 715
2020
Q4 		$612K Buy
13,005
+4,552
+54% +$206K ﹤0.01% 703
2020
Q3 		$342K Buy
+8,453
New +$338K ﹤0.01% 734
2016
Q1 		– Sell
-765,425
Closed -$9.9M – 1059
2015
Q4 		$9.9M Sell
765,425
-123,000
-14% -$1.85M 0.01% 490
2015
Q3 		$15.5M Buy
888,425
+950
+0.1% +$17.4K 0.02% 444
2015
Q2 		$16.4M Sell
887,475
-29,425
-3% -$556K 0.02% 455
2015
Q1 		$17M Buy
916,900
+312,640
+52% +$5.86M 0.02% 453
2014
Q4 		$10.4M Hold
604,260
– – 0.01% 514
2014
Q3 		$10.6M Buy
604,260
+217,541
+56% +$4M 0.01% 513
2014
Q2 		$7.42M Buy
+386,719
New +$7.09M 0.01% 553

Other funds holding ARES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ClearBridge Investments's ARES Position: Q2 2026 in Review

ClearBridge Investments increased its Ares Management (ARES) stake by 16% in Q2 2026, buying an estimated $24.4M and bringing the position to 1,496,513 shares worth $167M. The position accounts for 0.14% of the portfolio, ranked #157.

ClearBridge Investments first reported a position in ARES in Q2 2014 and has held it in 19 quarters since. The position peaked at $284M in Q4 2025. 629 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • ClearBridge Investments held 1,496,513 shares of Ares Management worth $167M as of Q2 2026.
  • ClearBridge Investments bought 203,611 Ares Management shares in Q2 2026, an estimated $24.4M.
  • Ares Management made up 0.14% of ClearBridge Investments's portfolio in Q2 2026, its #157 holding.
  • ClearBridge Investments first reported a position in Ares Management in Q2 2014 and has held it in 19 quarters since.
  • ClearBridge Investments's Ares Management position peaked at $284M in Q4 2025.
  • 629 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.