UBS AM
ARCC icon

UBS AM’s Ares Capital ARCC Stock Holding History

UBS AM’s Portfolio ARCC Stock Details ARCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$136K Buy
7,547
+7,155
+1,825% +$139K ﹤0.01% 2798
2025
Q4 		$7.93K Buy
+392
New +$7.91K ﹤0.01% 2898
2025
Q3 		– Sell
-758,943
Closed -$16.7M – 2293
2025
Q2 		$16.7M Buy
758,943
+92,613
+14% +$1.97M ﹤0.01% 1118
2025
Q1 		$14.8M Buy
+666,330
New +$15.1M ﹤0.01% 1077
2024
Q4 		– Sell
-680,230
Closed -$14.2M – 2659
2024
Q3 		$14.2M Sell
680,230
-17,336
-2% -$360K ﹤0.01% 1078
2024
Q2 		$14.5M Buy
+697,566
New +$14.6M ﹤0.01% 986
2014
Q2 		– Sell
-162,718
Closed -$2.87M – 2557
2014
Q1 		$2.87M Buy
162,718
+40,400
+33% +$721K ﹤0.01% 1188
2013
Q4 		$2.17M Sell
122,318
-4,800
-4% -$84.6K ﹤0.01% 1243
2013
Q3 		$2.2M Buy
127,118
+9,800
+8% +$172K ﹤0.01% 1218
2013
Q2 		$2.02M Buy
+117,318
New +$2.05M ﹤0.01% 1208

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS AM's ARCC Position: Q1 2026 in Review

UBS AM increased its Ares Capital (ARCC) stake by 1,825% in Q1 2026, buying an estimated $139K and bringing the position to 7,547 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #2798.

UBS AM first reported a position in ARCC in Q2 2013 and has held it in 10 quarters since. The position peaked at $16.7M in Q2 2025. 806 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

  • UBS AM held 7,547 shares of Ares Capital worth $136K as of Q1 2026.
  • UBS AM bought 7,155 Ares Capital shares in Q1 2026, an estimated $139K.
  • Ares Capital made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #2798 holding.
  • UBS AM first reported a position in Ares Capital in Q2 2013 and has held it in 10 quarters since.
  • UBS AM's Ares Capital position peaked at $16.7M in Q2 2025.
  • 806 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.