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 Q3	$1.55B	Hold	13,364,740	–	–	27.88%	1
2026 Q2	$1.49B	Hold	13,364,740	–	–	27.9%	1
2026 Q1	$1.46B	Hold	13,364,740	–	–	29.27%	1
2025 Q4	$2.16B	Hold	13,364,740	–	–	37.63%	1
2025 Q3	$2.14B	Hold	13,364,740	–	–	36.85%	1
2025 Q2	$2.31B	Hold	13,364,740	–	–	36.91%	1
2025 Q1	$1.96B	Hold	13,364,740	–	–	35.53%	1
2024 Q4	$2.37B	Hold	13,364,740	–	–	31.15%	1
2024 Q3	$2.08B	Hold	13,364,740	–	–	45.95%	1
2024 Q2	$1.78B	Hold	13,364,740	–	–	53.67%	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	–	–	21.2%	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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vulcan Value Partners Birmingham, Alabama $3.13B AUM 1.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Sumitomo Mitsui Financial Group's ARES Position: Q3 2026 in Review

Sumitomo Mitsui Financial Group held its Ares Management (ARES) position steady in Q3 2026 at 13,364,740 shares worth $1.55B. The position accounts for 27.88% of the portfolio, ranked #1.

Sumitomo Mitsui Financial Group first reported a position in ARES in Q1 2020 and has held it in 27 quarters since. The position peaked at $2.37B in Q4 2024. 541 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

Sumitomo Mitsui Financial Group held 13,364,740 shares of Ares Management worth $1.55B as of Q3 2026.
Sumitomo Mitsui Financial Group left its Ares Management share count unchanged in Q3 2026.
Ares Management made up 27.88% of Sumitomo Mitsui Financial Group's portfolio in Q3 2026, its #1 holding.
Sumitomo Mitsui Financial Group first reported a position in Ares Management in Q1 2020 and has held it in 27 quarters since.
Sumitomo Mitsui Financial Group's Ares Management position peaked at $2.37B in Q4 2024.
541 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.