LGT Fund Management’s Ares Management ARES Stock Holding History

LGT Fund 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	–	Sell	-7,500	Closed	-$1.3M	–	235
2025 Q2	$1.3M	Hold	7,500	–	–	0.11%	148
2025 Q1	$1.1M	Buy	7,500 +2,600	+53%	+$449K	0.1%	144
2024 Q4	$867K	Hold	4,900	–	–	0.08%	166
2024 Q3	$774K	Hold	4,900	–	–	0.08%	138
2024 Q2	$653K	Buy	+4,900	New	+$669K	0.08%	133
2022 Q4	–	Sell	-20,000	Closed	-$1.24M	–	132
2022 Q3	$1.24M	Sell	20,000 -20,000	-50%	-$1.4M	0.58%	56
2022 Q2	$2.27M	Buy	+40,000	New	+$2.77M	0.33%	83

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

LGT Fund Management's ARES Position: Q3 2025 in Review

LGT Fund Management sold out of Ares Management (ARES) in Q3 2025, closing a stake of 7,500 shares — an estimated $1.3M sold.

LGT Fund Management first reported a position in ARES in Q2 2022 and held it in 7 quarters. The position peaked at $2.27M in Q2 2022. 774 funds tracked by Wall St. Rank hold ARES as of Q3 2025.

LGT Fund Management reported no remaining Ares Management position as of Q3 2025 after selling out during the quarter.
LGT Fund Management sold 7,500 Ares Management shares in Q3 2025, an estimated $1.3M.
LGT Fund Management first reported a position in Ares Management in Q2 2022 and held it in 7 quarters.
LGT Fund Management's Ares Management position peaked at $2.27M in Q2 2022.
774 funds tracked by Wall St. Rank held Ares Management as of Q3 2025.

Based on LGT Fund Management's 13F filing for Q3 2025, filed 13 Nov 2025.