Vontobel Holding
ARES icon

Vontobel Holding’s Ares Management ARES Stock Holding History

Vontobel Holding’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 		$552K Buy
4,751
+166
+4% +$21.7K ﹤0.01% 1032
2026
Q2 		$510K Buy
4,585
+123
+3% +$14.8K ﹤0.01% 1042
2026
Q1 		$487K Sell
4,462
-1,275
-22% -$169K ﹤0.01% 863
2025
Q4 		$927K Buy
5,737
+1,206
+27% +$188K ﹤0.01% 777
2025
Q3 		$724K Sell
4,531
-1,554
-26% -$280K ﹤0.01% 823
2025
Q2 		$1.05M Buy
6,085
+1,358
+29% +$215K ﹤0.01% 672
2025
Q1 		$693K Buy
4,727
+2,275
+93% +$393K ﹤0.01% 693
2024
Q4 		$434K Buy
2,452
+147
+6% +$25.1K ﹤0.01% 830
2024
Q3 		$359K Buy
2,305
+339
+17% +$49.2K ﹤0.01% 873
2024
Q2 		$262K Sell
1,966
-378
-16% -$51.6K ﹤0.01% 927
2024
Q1 		$312K Hold
2,344
– – ﹤0.01% 896
2023
Q4 		$279K Sell
2,344
-2,805
-54% -$305K ﹤0.01% 949
2023
Q3 		$530K Sell
5,149
-610
-11% -$61.7K ﹤0.01% 751
2023
Q2 		$555K Buy
5,759
+314
+6% +$27.1K ﹤0.01% 767
2023
Q1 		$454K Buy
5,445
+2,244
+70% +$178K ﹤0.01% 799
2022
Q4 		$219K Buy
+3,201
New +$231K ﹤0.01% 975
2022
Q3 		– Sell
-3,796
Closed -$216K – 1034
2022
Q2 		$216K Sell
3,796
-6,688
-64% -$463K ﹤0.01% 922
2022
Q1 		$852K Buy
10,484
+167
+2% +$12.8K 0.01% 662
2021
Q4 		$838K Buy
+10,317
New +$840K 0.01% 679

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

Vontobel Holding's ARES Position: Q3 2026 in Review

Vontobel Holding increased its Ares Management (ARES) stake by 3.6% in Q3 2026, buying an estimated $21.7K and bringing the position to 4,751 shares worth $552K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

Vontobel Holding first reported a position in ARES in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.05M in Q2 2025. 581 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

  • Vontobel Holding held 4,751 shares of Ares Management worth $552K as of Q3 2026.
  • Vontobel Holding bought 166 Ares Management shares in Q3 2026, an estimated $21.7K.
  • Ares Management made up ﹤0.01% of Vontobel Holding's portfolio in Q3 2026, its #1032 holding.
  • Vontobel Holding first reported a position in Ares Management in Q4 2021 and has held it in 19 quarters since.
  • Vontobel Holding's Ares Management position peaked at $1.05M in Q2 2025.
  • 581 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.