UBS Group’s Ares Capital ARCC Stock Holding History

UBS Group’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	$421K	Buy	+23,346	New	+$452K	﹤0.01%	6203
2023 Q4	–	Sell	-5,000	Closed	-$97.3K	–	9275
2023 Q3	$97.3K	Buy	+5,000	New	+$96.9K	﹤0.01%	5849
2023 Q1	–	Sell	-200,000	Closed	-$3.69M	–	9573
2022 Q4	$3.69M	Sell	200,000 -41,700	-17%	-$783K	﹤0.01%	2788
2022 Q3	$4.08M	Buy	241,700 +169,400	+234%	+$3.28M	﹤0.01%	2543
2022 Q2	$1.3M	Buy	+72,300	New	+$1.43M	﹤0.01%	3506
2017 Q3	–	Sell	-10,000	Closed	-$164K	–	7702
2017 Q2	$164K	Hold	10,000	–	–	﹤0.01%	4860
2017 Q1	$174K	Buy	+10,000	New	+$173K	﹤0.01%	4725
2015 Q3	–	Sell	-400	Closed	-$7K	–	8385
2015 Q2	$7K	Hold	400	–	–	﹤0.01%	7674
2015 Q1	$7K	Sell	400 -1,200	-75%	-$20K	﹤0.01%	7886
2014 Q4	$25K	Buy	+1,600	New	+$25.5K	﹤0.01%	7303

Other funds holding ARCC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group's ARCC Position: Q1 2026 in Review

UBS Group increased its Ares Capital (ARCC) stake by 28% in Q1 2026, buying an estimated $60.3M and bringing the position to 14,316,545 shares worth $258M. The position accounts for 0.04% of the portfolio, ranked #493.

UBS Group first reported a position in ARCC in Q4 2014 and has held it in 46 quarters since. 807 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

UBS Group held 14,316,545 shares of Ares Capital worth $258M as of Q1 2026.
UBS Group bought 3,114,640 Ares Capital shares in Q1 2026, an estimated $60.3M.
Ares Capital made up 0.04% of UBS Group's portfolio in Q1 2026, its #493 holding.
UBS Group first reported a position in Ares Capital in Q4 2014 and has held it in 46 quarters since.
807 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.