Position in ARES
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$293,423,509
+$138,820,518 QoQ
Shares Held
2,636,093
+86.0% QoQ
Ownership
0.732%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#18
of 804 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in ARES Over Time
Shares Held
Position Value (USD)
Derivatives in ARES
reported options exposure · as of Mar 31, 2026CallValue
$4,582,200
CallShares
42,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Asset Management
Financial Services · as of Jun 30, 2026UBS Group AG holds $8,980,109,896 across 469 Asset Management names. ARES ranks #7 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,189,321 | $1,143,603,496 | |
| 2 | BX |
Blackstone Inc.
|
7,311,475 | $860,341,261 | |
| 3 | APO |
Apollo Global Management, Inc.
|
5,974,406 | $706,831,971 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
11,039,263 | $470,162,207 | |
| 5 | AMP |
Ameriprise Financial Inc
|
809,191 | $371,224,461 | |
| 6 | TROW |
Price T Rowe Group Inc
|
2,665,008 | $302,984,756 | |
| 7 | ARES |
Ares Management Corp
This page
|
2,636,093 | $293,423,509 | |
| 8 | ARCC |
Ares Capital Corp
|
13,778,805 | $255,321,254 |
All Filings in ARES
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,423,509 | 2,636,093 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,582,200 | 42,000 | Call | Defined | 2026-05-05 | |
| 2026-03-31 | $154,602,991 | 1,417,076 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $220,671,821 | 1,365,290 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $162,688,233 | 1,017,501 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $185,445,932 | 1,070,704 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $34,640 | 200 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $136,815,863 | 933,196 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $125,906,211 | 711,214 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $79,642,964 | 511,056 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $78,043,969 | 585,564 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $62,574,137 | 470,553 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $45,730,209 | 384,546 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $36,098,316 | 350,912 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $28,991,329 | 300,896 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $25,104,926 | 300,874 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $97,966,904 | 1,174,100 | Put | Defined | 2023-05-12 | |
| 2022-12-31 | $24,671,456 | 360,483 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $23,883,024 | 385,521 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $19,297,828 | 339,392 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $39,911,709 | 491,342 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $45,376,046 | 558,337 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $44,455,847 | 602,138 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $28,784,839 | 452,663 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $22,246,318 | 397,043 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $16,942,140 | 360,088 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $12,678,419 | 313,667 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $11,436,339 | 288,069 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $10,685,356 | 345,469 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||