Sumitomo Mitsui Trust Group
ARES icon

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

Sumitomo Mitsui Trust 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 		$50.3M Sell
461,312
-14,999
-3% -$1.99M 0.03% 439
2025
Q4 		$77M Sell
476,311
-2,623
-0.5% -$409K 0.05% 351
2025
Q3 		$76.6M Buy
478,934
+26,538
+6% +$4.79M 0.04% 358
2025
Q2 		$78.4M Buy
452,396
+36,139
+9% +$5.71M 0.05% 349
2025
Q1 		$61M Buy
416,257
+2,904
+0.7% +$502K 0.04% 387
2024
Q4 		$73.2M Buy
413,353
+6,990
+2% +$1.19M 0.05% 354
2024
Q3 		$63.3M Buy
406,363
+10,942
+3% +$1.59M 0.04% 396
2024
Q2 		$52.7M Sell
395,421
-1,864
-0.5% -$255K 0.04% 407
2024
Q1 		$52.8M Buy
397,285
+59,668
+18% +$7.62M 0.04% 470
2023
Q4 		$40.1M Buy
337,617
+10,899
+3% +$1.18M 0.03% 540
2023
Q3 		$33.6M Buy
326,718
+1,135
+0.3% +$115K 0.03% 574
2023
Q2 		$31.4M Sell
325,583
-61,616
-16% -$5.33M 0.02% 599
2023
Q1 		$32.3M Buy
387,199
+4,366
+1% +$347K 0.02% 615
2022
Q4 		$26.2M Buy
+382,833
New +$27.6M 0.02% 661
2022
Q2 		– Sell
-2,846
Closed -$231K – 1218
2022
Q1 		$231K Sell
2,846
-1,841
-39% -$141K ﹤0.01% 1157
2021
Q4 		$381K Buy
4,687
+1,791
+62% +$146K ﹤0.01% 1116
2021
Q3 		$214K Buy
+2,896
New +$209K ﹤0.01% 1169

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Sumitomo Mitsui Financial Group Tokyo, Japan $4.92B AUM 1.39% 1-Year Est. Return
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VPM
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return