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Perpetual Ltd’s Ares Management ARES Stock Holding History

Perpetual Ltd’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
Q2 		– Sell
-417,720
Closed -$61.2M – 419
2025
Q1 		$61.2M Sell
417,720
-22,478
-5% -$3.88M 0.74% 45
2024
Q4 		$77.9M Sell
440,198
-60,702
-12% -$10.4M 0.91% 37
2024
Q3 		$78.1M Sell
500,900
-25,945
-5% -$3.76M 0.85% 41
2024
Q2 		$70.2M Sell
526,845
-108,034
-17% -$14.8M 0.76% 45
2024
Q1 		$84.4M Sell
634,879
-44,200
-7% -$5.65M 0.83% 44
2023
Q4 		$80.8M Buy
679,079
+7,561
+1% +$821K 0.83% 44
2023
Q3 		$69.1M Buy
+671,518
New +$67.9M 0.71% 48

Other funds holding ARES

Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Perpetual Ltd's ARES Position: Q2 2025 in Review

Perpetual Ltd sold out of Ares Management (ARES) in Q2 2025, closing a stake of 417,720 shares — an estimated $61.2M sold.

Perpetual Ltd first reported a position in ARES in Q3 2023 and held it in 7 quarters. The position peaked at $84.4M in Q1 2024. 767 funds tracked by Wall St. Rank hold ARES as of Q2 2025.

  • Perpetual Ltd reported no remaining Ares Management position as of Q2 2025 after selling out during the quarter.
  • Perpetual Ltd sold 417,720 Ares Management shares in Q2 2025, an estimated $61.2M.
  • Perpetual Ltd first reported a position in Ares Management in Q3 2023 and held it in 7 quarters.
  • Perpetual Ltd's Ares Management position peaked at $84.4M in Q1 2024.
  • 767 funds tracked by Wall St. Rank held Ares Management as of Q2 2025.

Based on Perpetual Ltd's 13F filing for Q2 2025, filed 11 Jul 2025.