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% -$9.61M ﹤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 $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group's ARCC Position: Q2 2026 in Review

UBS Group reduced its Ares Capital (ARCC) stake by 3.8% in Q2 2026, selling an estimated $10M and leaving 13,778,805 shares worth $255M. The position accounts for 0.03% of the portfolio, ranked #542.

UBS Group first reported a position in ARCC in Q4 2014 and has held it in 47 quarters since. The position peaked at $258M in Q1 2026. 787 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • UBS Group held 13,778,805 shares of Ares Capital worth $255M as of Q2 2026.
  • UBS Group sold 537,740 Ares Capital shares in Q2 2026, an estimated $10M.
  • Ares Capital made up 0.03% of UBS Group's portfolio in Q2 2026, its #542 holding.
  • UBS Group first reported a position in Ares Capital in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Ares Capital position peaked at $258M in Q1 2026.
  • 787 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.