Vontobel Holding
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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vontobel Holding's ARES Position: Q1 2026 in Review

Vontobel Holding reduced its Ares Management (ARES) stake by 22% in Q1 2026, selling an estimated $169K and leaving 4,462 shares worth $487K. The position accounts for ﹤0.01% of the portfolio, ranked #863.

Vontobel Holding first reported a position in ARES in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.05M in Q2 2025. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Vontobel Holding held 4,462 shares of Ares Management worth $487K as of Q1 2026.
  • Vontobel Holding sold 1,275 Ares Management shares in Q1 2026, an estimated $169K.
  • Ares Management made up ﹤0.01% of Vontobel Holding's portfolio in Q1 2026, its #863 holding.
  • Vontobel Holding first reported a position in Ares Management in Q4 2021 and has held it in 17 quarters since.
  • Vontobel Holding's Ares Management position peaked at $1.05M in Q2 2025.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.