UBS Group
ARCC icon

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
2025
Q1 		– Sell
-945,800
Closed -$20.7M – 10204
2024
Q4 		$20.7M Buy
945,800
+910,700
+2,595% +$19.6M ﹤0.01% 2286
2024
Q3 		$735K Buy
35,100
+30,000
+588% +$623K ﹤0.01% 4916
2024
Q2 		$106K Sell
5,100
-40,700
-89% -$850K ﹤0.01% 6128
2024
Q1 		$954K Sell
45,800
-474,200
-91% -$9.6M ﹤0.01% 4638
2023
Q4 		$10.4M Hold
520,000
– – ﹤0.01% 2056
2023
Q3 		$10.1M Buy
+520,000
New +$10.1M ﹤0.01% 1974
2023
Q2 		– Sell
-423,700
Closed -$7.74M – 8876
2023
Q1 		$7.74M Buy
423,700
+97,400
+30% +$1.84M ﹤0.01% 2106
2022
Q4 		$6.03M Sell
326,300
-17,200
-5% -$323K ﹤0.01% 2320
2022
Q3 		$5.8M Buy
343,500
+191,200
+126% +$3.7M ﹤0.01% 2227
2022
Q2 		$2.73M Buy
+152,300
New +$3M ﹤0.01% 2877
2016
Q4 		– Sell
-300
Closed -$5K – 7753
2016
Q3 		$5K Buy
+300
New +$4.6K ﹤0.01% 7113
2015
Q1 		– Sell
-700
Closed -$11K – 8770
2014
Q4 		$11K Buy
+700
New +$11.2K ﹤0.01% 8290

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
Advisors Capital Management
Advisors Capital Management Ridgewood, New Jersey $9.8B AUM 19.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

UBS Group's ARCC Position: Q3 2026 in Review

UBS Group reduced its Ares Capital (ARCC) stake by 0.19% in Q3 2026, selling an estimated $511K and leaving 13,752,440 shares worth $263M. The position accounts for 0.03% of the portfolio, ranked #519.

UBS Group first reported a position in ARCC in Q4 2014 and has held it in 48 quarters since. 681 funds tracked by Wall St. Rank hold ARCC as of Q3 2026.

  • UBS Group held 13,752,440 shares of Ares Capital worth $263M as of Q3 2026.
  • UBS Group sold 26,365 Ares Capital shares in Q3 2026, an estimated $511K.
  • Ares Capital made up 0.03% of UBS Group's portfolio in Q3 2026, its #519 holding.
  • UBS Group first reported a position in Ares Capital in Q4 2014 and has held it in 48 quarters since.
  • 681 funds tracked by Wall St. Rank held Ares Capital as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.