Universal-Beteiligungs- und Servicegesellschaft’s Ares Management ARES Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 Q2	$11.2M	Buy	100,279 +6,154	+7%	+$738K	0.02%	610
2026 Q1	$10.3M	Buy	94,125 +17,401	+23%	+$2.31M	0.02%	593
2025 Q4	$12.4M	Buy	76,724 +17,560	+30%	+$2.74M	0.02%	535
2025 Q3	$9.46M	Buy	59,164 +823	+1%	+$148K	0.02%	620
2025 Q2	$10.1M	Buy	58,341 +5,068	+10%	+$801K	0.02%	576
2025 Q1	$7.81M	Sell	53,273 -17,354	-25%	-$3M	0.02%	641
2024 Q4	$12.5M	Buy	+70,627	New	+$12.1M	0.02%	486

Other funds holding ARES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's ARES Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Ares Management (ARES) stake by 6.5% in Q2 2026, buying an estimated $738K and bringing the position to 100,279 shares worth $11.2M. The position accounts for 0.02% of the portfolio, ranked #610.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in ARES in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.5M in Q4 2024. 809 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 100,279 shares of Ares Management worth $11.2M as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft bought 6,154 Ares Management shares in Q2 2026, an estimated $738K.
Ares Management made up 0.02% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #610 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in Ares Management in Q4 2024 and has held it in 7 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's Ares Management position peaked at $12.5M in Q4 2024.
809 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.