LGT Group Foundation
ARCC icon

LGT Group Foundation’s Ares Capital ARCC Stock Holding History

LGT Group Foundation’s Portfolio ARCC Stock Details ARCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.4M Buy
668,973
+59,276
+10% +$1.11M 0.14% 104
2026
Q1 		$11M Buy
609,697
+91,348
+18% +$1.77M 0.13% 96
2025
Q4 		$10.5M Buy
518,349
+9,438
+2% +$190K 0.11% 101
2025
Q3 		$10.2M Buy
508,911
+9,823
+2% +$218K 0.12% 100
2025
Q2 		$11M Sell
499,088
-65
-0% -$1.38K 0.14% 97
2025
Q1 		$11.1M Buy
499,153
+115,543
+30% +$2.62M 0.15% 92
2024
Q4 		$8.4M Buy
+383,610
New +$8.28M 0.13% 99

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LGT Group Foundation's ARCC Position: Q2 2026 in Review

LGT Group Foundation increased its Ares Capital (ARCC) stake by 9.7% in Q2 2026, buying an estimated $1.11M and bringing the position to 668,973 shares worth $12.4M. The position accounts for 0.14% of the portfolio, ranked #104.

LGT Group Foundation first reported a position in ARCC in Q4 2024 and has held it in 7 quarters since. 787 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • LGT Group Foundation held 668,973 shares of Ares Capital worth $12.4M as of Q2 2026.
  • LGT Group Foundation bought 59,276 Ares Capital shares in Q2 2026, an estimated $1.11M.
  • Ares Capital made up 0.14% of LGT Group Foundation's portfolio in Q2 2026, its #104 holding.
  • LGT Group Foundation first reported a position in Ares Capital in Q4 2024 and has held it in 7 quarters since.
  • 787 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on LGT Group Foundation's 13F filing for Q2 2026, filed 10 Aug 2026.