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Jefferies Financial Group’s Ares Management ARES Stock Holding History

Jefferies Financial 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
2026
Q1 		$218K Buy
+2,000
New +$265K ﹤0.01% 1494

Other funds holding ARES

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jefferies Financial Group's ARES Position: Q1 2026 in Review

Jefferies Financial Group increased its Ares Management (ARES) stake by 17% in Q1 2026, buying an estimated $4.51M and bringing the position to 238,965 shares worth $26.1M. The position accounts for 0.18% of the portfolio, ranked #90.

Jefferies Financial Group first reported a position in ARES in Q1 2023 and has held it in 9 quarters since. The position peaked at $33.1M in Q4 2025. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Jefferies Financial Group held 238,965 shares of Ares Management worth $26.1M as of Q1 2026.
  • Jefferies Financial Group bought 34,010 Ares Management shares in Q1 2026, an estimated $4.51M.
  • Ares Management made up 0.18% of Jefferies Financial Group's portfolio in Q1 2026, its #90 holding.
  • Jefferies Financial Group first reported a position in Ares Management in Q1 2023 and has held it in 9 quarters since.
  • Jefferies Financial Group's Ares Management position peaked at $33.1M in Q4 2025.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.