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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

UBS Group's ARES Position: Q2 2026 in Review

UBS Group increased its Ares Management (ARES) stake by 86% in Q2 2026, buying an estimated $146M and bringing the position to 2,636,093 shares worth $293M. The position accounts for 0.04% of the portfolio, ranked #480.

UBS Group first reported a position in ARES in Q4 2014 and has held it in 47 quarters since. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • UBS Group held 2,636,093 shares of Ares Management worth $293M as of Q2 2026.
  • UBS Group bought 1,219,017 Ares Management shares in Q2 2026, an estimated $146M.
  • Ares Management made up 0.04% of UBS Group's portfolio in Q2 2026, its #480 holding.
  • UBS Group first reported a position in Ares Management in Q4 2014 and has held it in 47 quarters since.
  • 807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

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