Position in ARES
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$154,602,991
-$66,068,830 QoQ
Shares Held
1,417,076
+3.8% QoQ
Ownership
0.394%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 67.79756343343617.ToString("F0")%
Shared 0.ToString("F0")%
None 32.202436566563826.ToString("F0")%
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 Mar 31, 2026UBS Group AG holds $8,381,199,267 across 471 Asset Management names. ARES ranks #9 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,221,365 | $1,174,598,929 | |
| 2 | BX |
Blackstone Inc.
|
7,463,536 | $858,232,003 | |
| 3 | APO |
Apollo Global Management, Inc.
|
6,440,923 | $717,647,637 | |
| 4 | AMP |
Ameriprise Financial Inc
|
1,166,069 | $518,201,063 | |
| 5 | KKR |
KKR & Co. Inc.
|
3,369,468 | $311,675,789 | |
| 6 | ARCC |
Ares Capital Corp
|
14,316,545 | $257,984,139 | |
| 7 | TROW |
Price T Rowe Group Inc
|
2,459,817 | $221,727,902 | |
| 8 | STT |
State Street Corp
|
1,711,403 | $216,595,162 |
All Filings in ARES
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||