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UBP Investment Advisors’s Ares Management ARES Stock Holding History

UBP Investment Advisors’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
2022
Q3 		$740K Hold
12,007
– – 0.38% 48
2022
Q2 		$680K Hold
12,007
– – 0.27% 59
2022
Q1 		$980K Hold
12,007
– – 0.36% 54
2021
Q4 		$980K Buy
+12,007
New +$977K 0.36% 54

Other funds holding ARES

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

UBP Investment Advisors's ARES Position: Q3 2022 in Review

UBP Investment Advisors held its Ares Management (ARES) position steady in Q3 2022 at 12,007 shares worth $740K. The position accounts for 0.38% of the portfolio, ranked #48.

UBP Investment Advisors first reported a position in ARES in Q4 2021 and has held it in 4 quarters since. The position peaked at $980K in Q1 2022. 371 funds tracked by Wall St. Rank hold ARES as of Q3 2022.

  • UBP Investment Advisors held 12,007 shares of Ares Management worth $740K as of Q3 2022.
  • UBP Investment Advisors left its Ares Management share count unchanged in Q3 2022.
  • Ares Management made up 0.38% of UBP Investment Advisors's portfolio in Q3 2022, its #48 holding.
  • UBP Investment Advisors first reported a position in Ares Management in Q4 2021 and has held it in 4 quarters since.
  • UBP Investment Advisors's Ares Management position peaked at $980K in Q1 2022.
  • 371 funds tracked by Wall St. Rank held Ares Management as of Q3 2022.

Based on UBP Investment Advisors's 13F filing for Q3 2022, filed 4 Oct 2022.