UBS Group
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UBS Group’s Ares Management ARES Stock Holding History

UBS Group’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
2026
Q3 		$871K Buy
+7,500
New +$980K ﹤0.01% 5764
2025
Q3 		– Sell
-200
Closed -$34.6K – 10317
2025
Q2 		$34.6K Buy
+200
New +$31.6K ﹤0.01% 8064
2023
Q2 		– Sell
-1,174,100
Closed -$98M – 8878
2023
Q1 		$98M Buy
+1,174,100
New +$93.3M 0.04% 465

Other funds holding ARES

Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group Tokyo, Japan $5.57B AUM 5.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

UBS Group's ARES Position: Q3 2026 in Review

UBS Group reduced its Ares Management (ARES) stake by 40% in Q3 2026, selling an estimated $138M and leaving 1,583,132 shares worth $184M. The position accounts for 0.02% of the portfolio, ranked #694.

UBS Group first reported a position in ARES in Q4 2014 and has held it in 48 quarters since. The position peaked at $293M in Q2 2026. 584 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

  • UBS Group held 1,583,132 shares of Ares Management worth $184M as of Q3 2026.
  • UBS Group sold 1,052,961 Ares Management shares in Q3 2026, an estimated $138M.
  • Ares Management made up 0.02% of UBS Group's portfolio in Q3 2026, its #694 holding.
  • UBS Group first reported a position in Ares Management in Q4 2014 and has held it in 48 quarters since.
  • UBS Group's Ares Management position peaked at $293M in Q2 2026.
  • 584 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

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