Sumitomo Mitsui Financial Group’s Ares Management ARES Stock Holding History

Sumitomo Mitsui 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 Q1	$1.46B	Hold	13,364,740	–	–	29.54%	1
2025 Q4	$2.16B	Hold	13,364,740	–	–	38.24%	1
2025 Q3	$2.14B	Hold	13,364,740	–	–	37.46%	1
2025 Q2	$2.31B	Hold	13,364,740	–	–	37.7%	1
2025 Q1	$1.96B	Hold	13,364,740	–	–	35.89%	1
2024 Q4	$2.37B	Hold	13,364,740	–	–	31.51%	1
2024 Q3	$2.08B	Hold	13,364,740	–	–	46.78%	1
2024 Q2	$1.78B	Hold	13,364,740	–	–	55.4%	1
2024 Q1	$1.78B	Hold	13,364,740	–	–	55.04%	1
2023 Q4	$1.59B	Hold	13,364,740	–	–	50.39%	1
2023 Q3	$1.37B	Hold	13,364,740	–	–	44.27%	1
2023 Q2	$1.29B	Hold	13,364,740	–	–	40.95%	1
2023 Q1	$1.12B	Hold	13,364,740	–	–	34.94%	1
2022 Q4	$915M	Hold	13,364,740	–	–	34.6%	1
2022 Q3	$828M	Hold	13,364,740	–	–	34.83%	1
2022 Q2	$760M	Hold	13,364,740	–	–	21.33%	1
2022 Q1	$1.09B	Hold	13,364,740	–	–	31.84%	1
2021 Q4	$1.09B	Hold	13,364,740	–	–	31.21%	1
2021 Q3	$987M	Hold	13,364,740	–	–	22.53%	1
2021 Q2	$850M	Buy	13,364,740 +1,234,200	+10%	+$69M	18.71%	1
2021 Q1	$680M	Hold	12,130,540	–	–	16.03%	1
2020 Q4	$571M	Hold	12,130,540	–	–	14.05%	1
2020 Q3	$490M	Hold	12,130,540	–	–	16.75%	2
2020 Q2	$482M	Hold	12,130,540	–	–	16.52%	2
2020 Q1	$367M	Buy	+12,130,540	New	+$424M	18.07%	2

Other funds holding ARES

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sumitomo Mitsui Financial Group's ARES Position: Q1 2026 in Review

Sumitomo Mitsui Financial Group held its Ares Management (ARES) position steady in Q1 2026 at 13,364,740 shares worth $1.46B. The position accounts for 29.54% of the portfolio, ranked #1.

Sumitomo Mitsui Financial Group first reported a position in ARES in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.37B in Q4 2024. 795 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

Sumitomo Mitsui Financial Group held 13,364,740 shares of Ares Management worth $1.46B as of Q1 2026.
Sumitomo Mitsui Financial Group left its Ares Management share count unchanged in Q1 2026.
Ares Management made up 29.54% of Sumitomo Mitsui Financial Group's portfolio in Q1 2026, its #1 holding.
Sumitomo Mitsui Financial Group first reported a position in Ares Management in Q1 2020 and has held it in 25 quarters since.
Sumitomo Mitsui Financial Group's Ares Management position peaked at $2.37B in Q4 2024.
795 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q1 2026, filed 14 May 2026.