M&G Plc ARES — ARES MANAGEMENT CORPORATION

Ownership history in M&G Plc  ·  8 quarters on record

AI Ownership Summary

M&G Plc reported ARES MANAGEMENT CORPORATION (ARES) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 1.17% in 2025 Q2. The latest visible filing shows ARES at 1.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ARES ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was M&G Plc's position in ARES MANAGEMENT CORPORATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ARES was reported at 1.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.17% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ARES stock page M&G Plc fund profile M&G Plc full holdings
How M&G Plc held ARES — position size vs. price
% of Fund (quarterly)    ARES price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 1,219,112 +146,699 +13.7% 1.01% $197.5M 2026-02-14 (Est.) $132.08
2025 Q3 REDUCED 12.3% +6.4% ❌ 1,072,413 -150,739 -12.3% 0.91% $171.6M 2025-11-07 $150.83
2025 Q2 REDUCED 5.4% -5.1% ✅ 1,223,152 -69,176 -5.4% 1.17% $211.6M 2025-08-08 $183.55
2025 Q1 ADDED — — — 1,292,328 +244,825 +23.4% 0.91% $190.0M 2025-05-13 $166.90
2024 Q4 REDUCED 9.1% -16.5% ✅ 1,047,503 -104,736 -9.1% 1.14% $185.4M 2025-02-11 $178.92
2024 Q3 ADDED — — — 1,152,239 +137,230 +13.5% 0.65% $179.7M 2024-10-31 $160.17
2024 Q2 ADDED — — — 1,015,009 +889,872 +711.1% 0.53% $135.0M 2024-07-16 $140.48
2024 Q1 INITIATED — — — 125,137 — — 0.06% $16.6M 2024-05-10 $134.10

🏢 Other funds also holding ARES

As of 2026 Q1 — sorted by position size

Curated Wealth Partners LLC 3Y 20.19% LRI Investments, LLC 20.12% Hamlin Capital Management, LLC 3Y 7Y 2.49% PEREGRINE CAPITAL MANAGEMENT LLC 3Y 7Y 2.37% Significant Wealth Partners LLC 2.37% Osprey Private Wealth LLC 1.88% Portman Square Capital LLP 3Y 1.29% Munich Reinsurance Co Stock Corp in Munich 1.1% Overbrook Management Corp 3Y 7Y 1.05% Granite Bay Wealth Management, LLC 3Y 1.04%

FAQ About M&G Plc and ARES

These are the practical questions this page is built to answer before you even open the full history table.

How long has M&G Plc reported owning ARES?

M&G Plc reported ARES across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported ARES position in M&G Plc's portfolio?

The largest reported portfolio weight for ARES was 1.17% in 2025 Q2.

What is the latest reported ARES position on this page?

The most recent filing on this page is 2025 Q4, when M&G Plc reported 1,219,112 shares, equal to 1.01% of portfolio, with an estimated market value of $197.5M.

What does the chart on this ARES ownership page compare?

The chart compares M&G Plc's quarterly ARES portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did M&G Plc time their ARES position?

Based on 13F filing dates vs. subsequent ARES price moves, M&G Plc correctly timed 7 out of 7 reported position changes (100%). The annualised alpha on ARES relative to SPY over the holding period was -15.9%.

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