Position in ARES
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$40,262,152
-$23,737,666 QoQ
Shares Held
369,039
-6.8% QoQ
Ownership
0.103%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ARES Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026HSBC HOLDINGS PLC holds $1,657,128,028 across 38 Asset Management names. ARES ranks #12 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
285,902 | $274,954,808 | |
| 2 | AMP |
Ameriprise Financial Inc
|
535,940 | $238,171,730 | |
| 3 | BX |
Blackstone Inc.
|
1,669,894 | $192,021,106 | |
| 4 | RJF |
Raymond James Financial Inc
|
1,088,793 | $157,646,335 | |
| 5 | TROW |
Price T Rowe Group Inc
|
1,323,381 | $119,289,558 | |
| 6 | STT |
State Street Corp
|
926,161 | $117,214,932 | |
| 7 | KKR |
KKR & Co. Inc.
|
1,199,897 | $110,990,471 | |
| 8 | APO |
Apollo Global Management, Inc.
|
831,836 | $92,683,164 |
All Filings in ARES
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,262,152 | 369,039 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $63,999,818 | 395,965 | Shares | Sole | 2026-03-20 | |
| 2025-09-30 | $21,503,763 | 134,491 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $17,794,912 | 102,742 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $18,979,396 | 129,455 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $17,788,856 | 100,485 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $12,986,145 | 83,330 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $10,492,066 | 78,722 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $10,113,792 | 76,055 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $4,759,059 | 40,019 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,606,313 | 25,336 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,721,581 | 17,868 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $855,009 | 10,247 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,931,329 | 57,442 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $1,487,627 | 26,163 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,214,654 | 27,264 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,195,508 | 27,015 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $2,005,222 | 27,160 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,776,195 | 27,932 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,348,865 | 24,074 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $954,173 | 20,280 | Shares | Defined | 2021-02-25 | |
| 2020-09-30 | $918,907 | 22,734 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $921,119 | 23,202 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $319,475 | 10,329 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||