UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in ARES — Ares Management Corp
CIK 1463217
IRVING, TX
Position in ARES
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$14,395,635
-$9,850,804 QoQ
Shares Held
131,949
-12.0% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ARES Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $85,514,978 across 36 Asset Management names. ARES ranks #2 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
|
241,478 | $22,336,715 | |
| 2 | ARES |
Ares Management Corp
This page
|
131,949 | $14,395,635 | |
| 3 | BX |
Blackstone Inc.
|
87,690 | $10,083,473 | |
| 4 | BLK |
BlackRock, Inc.
|
8,457 | $8,133,181 | |
| 5 | NTRS |
Northern Trust Corp
|
41,704 | $5,820,627 | |
| 6 | OBDC |
Blue Owl Capital Corp
|
265,309 | $2,934,317 | |
| 7 | AMP |
Ameriprise Financial Inc
|
6,423 | $2,854,381 | |
| 8 | RJF |
Raymond James Financial Inc
|
11,965 | $1,732,412 |
All Filings in ARES
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,395,635 | 131,949 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $24,246,439 | 150,012 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $25,405,561 | 158,894 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $28,139,977 | 162,471 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $24,785,153 | 169,055 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $27,849,651 | 157,316 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $26,142,315 | 167,751 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $24,654,134 | 184,980 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $27,386,167 | 205,942 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $29,911,828 | 251,529 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $59,959,425 | 582,866 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $62,664,980 | 650,389 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $55,926,744 | 670,263 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $43,932,320 | 641,910 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $40,507,060 | 653,867 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $36,925,452 | 649,410 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $51,940,411 | 639,424 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $50,287,844 | 618,775 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $18,675,667 | 252,955 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $15,888,533 | 249,859 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $12,797,980 | 228,413 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $225,557 | 4,794 | Shares | Defined | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||