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
Q2 		$49.5M Sell
444,650
-16,662
-4% -$2M 0.03% 454
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

Other funds holding ARES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Sumitomo Mitsui Trust Group's ARES Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group reduced its Ares Management (ARES) stake by 3.6% in Q2 2026, selling an estimated $2M and leaving 444,650 shares worth $49.5M. The position accounts for 0.03% of the portfolio, ranked #454.

Sumitomo Mitsui Trust Group first reported a position in ARES in Q3 2021 and has held it in 18 quarters since. The position peaked at $78.4M in Q2 2025. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 444,650 shares of Ares Management worth $49.5M as of Q2 2026.
  • Sumitomo Mitsui Trust Group sold 16,662 Ares Management shares in Q2 2026, an estimated $2M.
  • Ares Management made up 0.03% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #454 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Ares Management in Q3 2021 and has held it in 18 quarters since.
  • Sumitomo Mitsui Trust Group's Ares Management position peaked at $78.4M in Q2 2025.
  • 807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.