EFG Asset Management (Americas)’s Ares Management ARES Stock Holding History

EFG Asset Management (Americas)’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 Q3	$2.61M	Sell	16,304 -253	-2%	-$45.6K	0.45%	73
2025 Q2	$2.87M	Buy	16,557 +791	+5%	+$125K	0.53%	60
2025 Q1	$2.31M	Sell	15,766 -5,390	-25%	-$931K	0.47%	66
2024 Q4	$3.75M	Sell	21,156 -447	-2%	-$76.3K	0.73%	46
2024 Q3	$3.37M	Sell	21,603 -2,251	-9%	-$327K	0.66%	51
2024 Q2	$3.18M	Buy	23,854 +6,620	+38%	+$904K	0.62%	53
2024 Q1	$2.29M	Sell	17,234 -14,522	-46%	-$1.85M	0.7%	43
2023 Q4	$3.78M	Sell	31,756 -4,367	-12%	-$474K	0.82%	37
2023 Q3	$3.72M	Sell	36,123 -3,269	-8%	-$331K	0.89%	35
2023 Q2	$3.8M	Buy	39,392 +4,200	+12%	+$363K	0.88%	38
2023 Q1	$2.94M	Buy	35,192 +9,876	+39%	+$785K	0.7%	51
2022 Q4	$1.73M	Buy	25,316 +3,018	+14%	+$218K	0.43%	72
2022 Q3	$1.38M	Buy	+22,298	New	+$1.56M	0.35%	79

Other funds holding ARES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EFG Asset Management (Americas)'s ARES Position: Q3 2025 in Review

EFG Asset Management (Americas) reduced its Ares Management (ARES) stake by 1.5% in Q3 2025, selling an estimated $45.6K and leaving 16,304 shares worth $2.61M. The position accounts for 0.45% of the portfolio, ranked #73.

EFG Asset Management (Americas) first reported a position in ARES in Q3 2022 and has held it in 13 quarters since. The position peaked at $3.8M in Q2 2023. 774 funds tracked by Wall St. Rank hold ARES as of Q3 2025.

EFG Asset Management (Americas) held 16,304 shares of Ares Management worth $2.61M as of Q3 2025.
EFG Asset Management (Americas) sold 253 Ares Management shares in Q3 2025, an estimated $45.6K.
Ares Management made up 0.45% of EFG Asset Management (Americas)'s portfolio in Q3 2025, its #73 holding.
EFG Asset Management (Americas) first reported a position in Ares Management in Q3 2022 and has held it in 13 quarters since.
EFG Asset Management (Americas)'s Ares Management position peaked at $3.8M in Q2 2023.
774 funds tracked by Wall St. Rank held Ares Management as of Q3 2025.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2025, filed 14 Nov 2025.