Principal Securities’s Ares Management ARES Stock Holding History

Principal Securities’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	$599K	Buy	5,384 +1,710	+47%	+$205K	0.01%	1000
2026 Q1	$401K	Sell	3,674 -1,589	-30%	-$211K	0.01%	1074
2025 Q4	$851K	Sell	5,263 -47	-0.9%	-$7.32K	0.01%	749
2025 Q3	$849K	Buy	5,310 +786	+17%	+$142K	0.01%	719
2025 Q2	$784K	Buy	4,524 +908	+25%	+$144K	0.01%	685
2025 Q1	$640K	Hold	3,616	–	–	0.01%	690
2024 Q4	$640K	Sell	3,616 -1,607	-31%	-$274K	0.01%	685
2024 Q3	$814K	Buy	5,223 +179	+4%	+$26K	0.02%	601
2024 Q2	$672K	Buy	5,044 +130	+3%	+$17.8K	0.02%	605
2024 Q1	$653K	Sell	4,914 -428	-8%	-$54.7K	0.02%	570
2023 Q4	$635K	Buy	+5,342	New	+$580K	0.02%	529

Other funds holding ARES

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SMFG

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Principal Securities's ARES Position: Q2 2026 in Review

Principal Securities increased its Ares Management (ARES) stake by 47% in Q2 2026, buying an estimated $205K and bringing the position to 5,384 shares worth $599K. The position accounts for 0.01% of the portfolio, ranked #1000.

Principal Securities first reported a position in ARES in Q4 2023 and has held it in 11 quarters since. The position peaked at $851K in Q4 2025. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Principal Securities held 5,384 shares of Ares Management worth $599K as of Q2 2026.
Principal Securities bought 1,710 Ares Management shares in Q2 2026, an estimated $205K.
Ares Management made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1000 holding.
Principal Securities first reported a position in Ares Management in Q4 2023 and has held it in 11 quarters since.
Principal Securities's Ares Management position peaked at $851K in Q4 2025.
807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.