Principal Financial Group
ARES icon

Principal Financial Group’s Ares Management ARES Stock Holding History

Principal 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
Q3 		$471M Buy
4,054,649
+14,167
+0.4% +$1.85M 0.24% 84
2026
Q2 		$450M Buy
4,040,482
+31,191
+0.8% +$3.74M 0.22% 97
2026
Q1 		$437M Buy
4,009,291
+169,598
+4% +$22.5M 0.23% 85
2025
Q4 		$621M Buy
3,839,693
+304,920
+9% +$47.5M 0.32% 67
2025
Q3 		$565M Buy
3,534,773
+94,825
+3% +$17.1M 0.29% 73
2025
Q2 		$596M Buy
3,439,948
+85,916
+3% +$13.6M 0.31% 65
2025
Q1 		$492M Buy
3,354,032
+152,169
+5% +$26.3M 0.28% 81
2024
Q4 		$567M Buy
3,201,863
+352,126
+12% +$60.1M 0.31% 68
2024
Q3 		$444M Buy
2,849,737
+678,549
+31% +$98.5M 0.24% 89
2024
Q2 		$289M Buy
2,171,188
+603,676
+39% +$82.4M 0.17% 123
2024
Q1 		$208M Sell
1,567,512
-440
-0% -$56.2K 0.12% 153
2023
Q4 		$186M Sell
1,567,952
-16,398
-1% -$1.78M 0.12% 158
2023
Q3 		$163M Sell
1,584,350
-5,879
-0.4% -$595K 0.12% 167
2023
Q2 		$153M Sell
1,590,229
-48,126
-3% -$4.16M 0.1% 185
2023
Q1 		$137M Sell
1,638,355
-146,742
-8% -$11.7M 0.1% 198
2022
Q4 		$122M Sell
1,785,097
-46,314
-3% -$3.34M 0.09% 206
2022
Q3 		$113M Sell
1,831,411
-79,899
-4% -$5.59M 0.09% 209
2022
Q2 		$109M Sell
1,911,310
-195,664
-9% -$13.5M 0.08% 215
2022
Q1 		$171M Buy
2,106,974
+67,426
+3% +$5.18M 0.11% 196
2021
Q4 		$165M Sell
2,039,548
-18,136
-0.9% -$1.48M 0.1% 201
2021
Q3 		$152M Buy
2,057,684
+530,172
+35% +$38.2M 0.1% 202
2021
Q2 		$97.1M Buy
1,527,512
+1,516,441
+13,697% +$84.8M 0.06% 263
2021
Q1 		$620K Sell
11,071
-911
-8% -$45.8K ﹤0.01% 2100
2020
Q4 		$564K Sell
11,982
-451
-4% -$20.4K ﹤0.01% 2083
2020
Q3 		$503K Sell
12,433
-2,159
-15% -$86.2K ﹤0.01% 2025
2020
Q2 		$579K Buy
14,592
+7,613
+109% +$269K ﹤0.01% 1937
2020
Q1 		$216K Buy
6,979
+281
+4% +$9.8K ﹤0.01% 2047
2019
Q4 		$239K Sell
6,698
-748
-10% -$23.2K ﹤0.01% 2096
2019
Q3 		$200K Buy
+7,446
New +$213K ﹤0.01% 2144

Other funds holding ARES

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group Tokyo, Japan $5.57B AUM 5.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Principal Financial Group's ARES Position: Q3 2026 in Review

Principal Financial Group increased its Ares Management (ARES) stake by 0.35% in Q3 2026, buying an estimated $1.85M and bringing the position to 4,054,649 shares worth $471M. The position accounts for 0.24% of the portfolio, ranked #84.

Principal Financial Group first reported a position in ARES in Q3 2019 and has held it in 29 quarters since. The position peaked at $621M in Q4 2025. 679 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

  • Principal Financial Group held 4,054,649 shares of Ares Management worth $471M as of Q3 2026.
  • Principal Financial Group bought 14,167 Ares Management shares in Q3 2026, an estimated $1.85M.
  • Ares Management made up 0.24% of Principal Financial Group's portfolio in Q3 2026, its #84 holding.
  • Principal Financial Group first reported a position in Ares Management in Q3 2019 and has held it in 29 quarters since.
  • Principal Financial Group's Ares Management position peaked at $621M in Q4 2025.
  • 679 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on Principal Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.