EFG Asset Management’s Ares Management ARES Stock Holding History

EFG Asset Management’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	$6.81M	Buy	42,581 +4,181	+11%	+$754K	0.88%	22
2025 Q2	$6.64M	Buy	38,400 +5,784	+18%	+$915K	0.94%	16
2025 Q1	$4.78M	Sell	32,616 -6,724	-17%	-$1.16M	0.79%	31
2024 Q4	$6.96M	Buy	39,340 +14,293	+57%	+$2.44M	0.95%	17
2024 Q3	$3.9M	Sell	25,047 -844	-3%	-$122K	0.65%	34
2024 Q2	$3.45M	Sell	25,891 -5,715	-18%	-$780K	0.6%	49
2024 Q1	$4.2M	Sell	31,606 -13,601	-30%	-$1.74M	0.73%	36
2023 Q4	$5.38M	Sell	45,207 -20,158	-31%	-$2.19M	1.02%	16
2023 Q3	$6.73M	Sell	65,365 -5,303	-8%	-$536K	1.6%	4
2023 Q2	$6.81M	Buy	70,668 +6,032	+9%	+$521K	1.46%	6
2023 Q1	$5.39M	Buy	64,636 +17,744	+38%	+$1.41M	1.19%	18
2022 Q4	$3.22M	Buy	46,892 +4,672	+11%	+$337K	0.72%	47
2022 Q3	$2.61M	Buy	+42,220	New	+$2.95M	0.6%	54

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's ARES Position: Q3 2025 in Review

EFG Asset Management increased its Ares Management (ARES) stake by 11% in Q3 2025, buying an estimated $754K and bringing the position to 42,581 shares worth $6.81M. The position accounts for 0.88% of the portfolio, ranked #22.

EFG Asset Management first reported a position in ARES in Q3 2022 and has held it in 13 quarters since. The position peaked at $6.96M in Q4 2024. 774 funds tracked by Wall St. Rank hold ARES as of Q3 2025.

EFG Asset Management held 42,581 shares of Ares Management worth $6.81M as of Q3 2025.
EFG Asset Management bought 4,181 Ares Management shares in Q3 2025, an estimated $754K.
Ares Management made up 0.88% of EFG Asset Management's portfolio in Q3 2025, its #22 holding.
EFG Asset Management first reported a position in Ares Management in Q3 2022 and has held it in 13 quarters since.
EFG Asset Management's Ares Management position peaked at $6.96M in Q4 2024.
774 funds tracked by Wall St. Rank held Ares Management as of Q3 2025.

Based on EFG Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.