New York Life Investment Management’s Ares Management ARES Stock Holding History

New York Life Investment 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
2026 Q2	$3.27M	Buy	29,391 +749	+3%	+$89.9K	0.02%	455
2026 Q1	$3.12M	Buy	28,642 +370	+1%	+$49.1K	0.03%	437
2025 Q4	$4.57M	Buy	28,272 +25,777	+1,033%	+$4.02M	0.04%	335
2025 Q3	$399K	Sell	2,495 -588	-19%	-$106K	﹤0.01%	787
2025 Q2	$534K	Buy	3,083 +59	+2%	+$9.33K	0.01%	754
2025 Q1	$443K	Buy	+3,024	New	+$523K	﹤0.01%	790
2024 Q2	–	Sell	-3,111	Closed	-$414K	–	885
2024 Q1	$414K	Buy	3,111 +303	+11%	+$38.7K	﹤0.01%	801
2023 Q4	$334K	Buy	+2,808	New	+$305K	﹤0.01%	1152

Other funds holding ARES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

New York Life Investment Management's ARES Position: Q2 2026 in Review

New York Life Investment Management increased its Ares Management (ARES) stake by 2.6% in Q2 2026, buying an estimated $89.9K and bringing the position to 29,391 shares worth $3.27M. The position accounts for 0.02% of the portfolio, ranked #455.

New York Life Investment Management first reported a position in ARES in Q4 2023 and has held it in 8 quarters since. The position peaked at $4.57M in Q4 2025. 545 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

New York Life Investment Management held 29,391 shares of Ares Management worth $3.27M as of Q2 2026.
New York Life Investment Management bought 749 Ares Management shares in Q2 2026, an estimated $89.9K.
Ares Management made up 0.02% of New York Life Investment Management's portfolio in Q2 2026, its #455 holding.
New York Life Investment Management first reported a position in Ares Management in Q4 2023 and has held it in 8 quarters since.
New York Life Investment Management's Ares Management position peaked at $4.57M in Q4 2025.
545 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.