Ares Management Corp (ARES)

Ticker	ARES	Börse	NYSE
ISIN	US03072A2033	CIK	0001176948

Stammdaten

Ares Management Corporation ist ein alternativer Vermögensverwalter in den Vereinigten Staaten, Europa und Asien. Das Segment Tradable Credit Group des Unternehmens verwaltet verschiedene Arten von Investmentfonds wie Gemeinschaftsfonds und getrennt verwaltete Konten für institutionelle Anleger sowie börsengehandelte Vehikel und Sub-Advisory-Fonds für Privatanleger auf den handelbaren und unterinvestiven Unternehmensschuldmärkten. Das Segment Direct Lending stellt Finanzierungslösungen für klein- und mittelständische Unternehmen bereit. Das Segment Private Equity konzentriert sich auf Mehrheits- oder Paritätskontrollinvestitionen hauptsächlich in unterkapitalisierten Unternehmen. Das Segment Immobilien investiert in Neuentwicklungen und die Neupositionierung von Vermögenswerten mit Fokus auf Kontroll- oder Mehrheitskontrollinvestitionen und initiiert und investiert in verschiedene selbstgenerierte Finanzierungsmöglichkeiten für Eigentümer und Betreiber von Gewerbeimmobilien im mittleren Markt. Das Unternehmen war früher unter dem Namen Ares Management, L.P. bekannt. Ares Management Corporation wurde 1997 gegründet und hat seinen Sitz in Los Angeles, Kalifornien, mit zusätzlichen Büros in den Vereinigten Staaten, Europa und Asien. Ares Management GP LLC ist der General Partner des Unternehmens. KI

Unternehmen & Branche

Name	Ares Management Corp
Ticker	ARES
CIK	0001176948
Börse	NYSE
Sektor	Financial Services
Industrie	Asset Management
SIC	6282 · Investment Advice

Wertpapier & Kennzahlen

CUSIP	03072A203
ISIN	US03072A2033
Typ	Common Stock
Marktkapitalisierung	39,36 Mrd. USD
Beta	1,50
Dividendenrendite	0,00 %

Sitz & Kontakt

Sitz (Inkorporation)	DE
Geschäftsadresse	1800 AVE OF THE STARS SUITE 1400, 90067 LOS ANGELES, CA
Telefon	3102014100
EIN (IRS)	95-4656677

Listing & Historie

Listing-Börsen	NYSE · NYSE
Fiskaljahr-Ende	31.12.
SEC-Filer-Status	Large accelerated filer
Frühere Namen	ARES MANAGEMENT LP (bis 2018)

Bewertung

KBV (P/B)	9,21 vs. 12,93 (2021) ▼
KUV (P/S)	7,03 vs. 5,60 (2021) ▲
FCF-Rendite	8,3 % vs. -11,0 % (2021) ▲
Ausschüttungsquote	4,0 %

Qualität & Bilanz

Nettomarge	9,4 % vs. 9,7 % (2021) ▼
ROIC	12,3 % vs. 22,4 % (2021) ▼

Basis: SEC-XBRL-Jahresabschluss bis 31.12.2025, Multiples mit aktueller Marktkapitalisierung (trailing), Vergleich: GJ bis 2021. Kennzahlen erklärt →

Kennzahlen-Historie (5 Jahre) – Tabelle & Verlauf

Kennzahl	2021	2022	2023	2024	2025	TTM^*
Bewertung
KBV (P/B)	12,93	12,69	19,32	15,65	–	9,78
KUV (P/S)	5,60	6,60	10,07	14,27	–	6,66
FCF-Rendite	-11,0 %	-3,6 %	-0,6 %	5,0 %	–	4,3 %
Ausschüttungsquote	–	–	–	3,5 %	4,0 %	4,0 %
Qualität & Bilanz
Nettomarge	9,7 %	5,5 %	13,1 %	11,9 %	9,4 %	10,5 %
ROIC	22,4 %	10,5 %	25,1 %	13,1 %	12,3 %	15,5 %

Basis: SEC-XBRL-Jahresabschlüsse, Multiples je Geschäftsjahr mit Marktkapitalisierung zum Bilanzstichtag (point-in-time).
TTM* = letzte zwölf Monate (vorläufig, ungeprüft): jüngstes Geschäftsjahr + laufendes YTD − Vorjahres-YTD aus den Quartalsberichten (10-Q); Bewertungs-Multiples gegen die aktuelle Marktkapitalisierung. Kein testierter Jahresabschluss.

Externe Quelle: SEC EDGAR »
Externe Links: Yahoo Finance » · OnVista »

Glück Conviction Score™ ⓘ

ⓘ

ARES Ares Management Corp

ⓘ Eingeschränkte Aussagekraft — erst 61 % der Signal-Gewichte sind mit Daten unterlegt.

Conviction Score

Neutral

Risiko 61

Schwelle niedrighoch

Effektiv Neutral

Handelsvolumen Hoch

Insider

0,0

Keine Insider-Käufe

Institutionell

53,7

140 neu, 292 erhöht, -11261446K $ netto

Aktivist

37,6

Kein 13D/13G

Risikofreier Zins (T-Bills): 3,71% (Stand: 30.06.2026)

Score-Verlauf (90 Tage)

Konviktions-Verlauf — oben stark · Mitte neutral · unten schwach

Farbzonen = Stärkestufen (Sehr schwach … Sehr stark). Exit-Score unter der Schwelle = Timing-Ausstieg. Komponenten per Legende einblenden.

Kursverlauf (24 Monate)

Indexierte Darstellung (Start = 100) — die Kursform bleibt sichtbar, absolute Kurse sind angemeldeten Mitgliedern vorbehalten.

Technische Indikatoren

Technical-Score basiert auf 12 Indikatoren (Trend, Momentum, Volatilität, Position) mit fixen Gewichten — wird aktuell nur informativ angezeigt und fließt nicht in den Glück Conviction Score ein. Integration nach Backtest-Kalibrierung (P5).

Indikator	Signal	Gewicht	Wert	Detail
Kurs vs SMA50	Bärisch	10 %	123.72	-2.0 % vs SMA50
Kurs vs SMA200	Bärisch	15 %	135.37	-10.4 % vs SMA200
EMA20 vs EMA50	Bärisch	5 %	121.59	EMA50: 121.85
MACD-Histogramm	Bullisch	10 %	0.838	Bullisch
RSI(14)	Neutral	10 %	49.3	Neutral (30–70)
Stoch %K(14)	Neutral	5 %	68.2	Neutral
ADX(14)+DI	Neutral	10 %	14.8	+DI: 24.4 / −DI: 21.9
Z-Score(60)	Neutral	5 %	-0.21	In Range
52W-Position	Neutral	5 %	25.7 %	Hoch 192.76 / Tief 96.56
Bollinger(20,2σ)	Neutral	5 %	61.9 %	Upper 129.56 / Mid 118.68 / Lower 107.79
LinReg-Slope(60)	Neutral	10 %	+0.0195	R²=0.00 / annualisiert +4.0 %

Insider-Transaktionen (12 Monate) ⓘ

Datum	Insider	Rolle	Typ	Stückzahl	Kurs	Wert (USD)	Δ
2026-02-20	Olian Judy D.	Director	Open Market Purchase	480	124,43	59.726,40	+1,4%
2026-02-06	BHUTANI ASHISH	Director	Open Market Purchase	10.000	126,61	1.266.100,00	+30,1%
2026-02-04	Sagati Aghili Naseem	Officer, General Counsel	Open Market Sale	-1.110	135,28	-150.160,80	-3,6%
2026-02-04	Sagati Aghili Naseem	Officer, General Counsel	Open Market Sale	-611	136,74	-83.548,14	-2,0%
2026-02-04	Sagati Aghili Naseem	Officer, General Counsel	Open Market Sale	-300	134,00	-40.200,00	-1,0%
2026-02-04	Sagati Aghili Naseem	Officer, General Counsel	Open Market Sale	-300	128,98	-38.694,00	-0,9%
2026-02-04	Sagati Aghili Naseem	Officer, General Counsel	Open Market Sale	-100	131,61	-13.161,00	-0,3%
2026-02-04	Sagati Aghili Naseem	Officer, General Counsel	Open Market Sale	-300	126,68	-38.004,00	-0,9%
2026-02-04	Sagati Aghili Naseem	Officer, General Counsel	Open Market Sale	-1.200	137,72	-165.264,00	-3,9%
2026-01-22	Sagati Aghili Naseem	Officer, General Counsel	Open Market Sale	-400	162,28	-64.912,00	-1,5%
2026-01-22	Sagati Aghili Naseem	Officer, General Counsel	Open Market Sale	-1.249	161,36	-201.538,64	-4,8%
2026-01-22	Sagati Aghili Naseem	Officer, General Counsel	Open Market Sale	-200	163,94	-32.788,00	-0,8%
2025-12-01	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-1.878	153,50	-288.273,00	-6,8%
2025-12-01	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-31.266	157,61	-4.927.834,26	-117,0%
2025-12-01	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-14.067	158,08	-2.223.711,36	-52,8%
2025-12-01	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-5.400	155,62	-840.348,00	-20,0%
2025-12-01	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-2.737	154,35	-422.455,95	-10,0%
2025-12-01	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-909	158,95	-144.485,55	-3,4%
2025-11-28	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-31.726	155,81	-4.943.228,06	-117,4%
2025-11-28	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-53.452	156,66	-8.373.790,32	-198,9%
2025-11-28	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-13.495	154,95	-2.091.050,25	-49,7%
2025-11-26	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-1.499	152,83	-229.092,17	-5,4%
2025-11-26	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-114.469	154,60	-17.696.907,40	-420,3%
2025-11-26	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-19.332	153,87	-2.974.614,84	-70,6%
2025-11-26	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-767	155,16	-119.007,72	-2,8%
2025-11-25	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-5.811	150,53	-874.729,83	-20,8%
2025-11-25	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-116.937	152,78	-17.865.634,86	-424,3%
2025-11-25	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-48.754	153,29	-7.473.500,66	-177,5%
2025-11-25	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-14.695	151,66	-2.228.643,70	-52,9%
2025-11-24	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-112.806	150,15	-16.937.820,90	-402,2%
2025-10-01	Sagati Aghili Naseem	Officer, General Counsel	Open Market Sale	-9.908	156,48	-1.550.403,84	-36,8%
2025-10-01	Sagati Aghili Naseem	Officer, General Counsel	Open Market Sale	-4.971	154,34	-767.224,14	-18,2%
2025-10-01	Sagati Aghili Naseem	Officer, General Counsel	Open Market Sale	-3.218	155,64	-500.849,52	-11,9%
2025-10-01	Sagati Aghili Naseem	Officer, General Counsel	Open Market Sale	-2.803	157,36	-441.080,08	-10,5%
2025-10-01	Sagati Aghili Naseem	Officer, General Counsel	Open Market Sale	-100	158,12	-15.812,00	-0,4%
2025-09-10	Sagati Aghili Naseem	Officer, General Counsel	Open Market Sale	-300	176,23	-52.869,00	-1,3%
2025-09-10	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-64.578	178,49	-11.526.527,22	-273,7%
2025-09-10	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-49.239	177,79	-8.754.201,81	-207,9%
2025-09-10	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-13.820	179,44	-2.479.860,80	-58,9%
2025-09-10	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-1.200	176,15	-211.380,00	-5,0%
2025-09-10	Sagati Aghili Naseem	Officer, General Counsel	Open Market Sale	-13.053	178,58	-2.331.004,74	-55,4%
2025-09-10	Sagati Aghili Naseem	Officer, General Counsel	Open Market Sale	-6.515	177,95	-1.159.344,25	-27,5%
2025-09-10	Sagati Aghili Naseem	Officer, General Counsel	Open Market Sale	-1.132	179,42	-203.103,44	-4,8%
2025-09-09	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-83.754	175,38	-14.688.776,52	-348,8%
2025-09-09	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-17.646	176,27	-3.110.460,42	-73,9%
2025-09-08	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-54.506	176,25	-9.606.682,50	-228,1%
2025-09-08	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-111.974	175,51	-19.652.556,74	-466,7%
2025-09-08	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-3.861	177,08	-683.705,88	-16,2%
2025-09-05	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-3.000	178,88	-536.640,00	-12,7%
2025-09-05	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-95.204	177,30	-16.879.669,20	-400,9%
2025-09-05	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-55.570	176,61	-9.814.217,70	-233,1%
2025-09-05	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-17.400	175,67	-3.056.658,00	-72,6%
2025-09-05	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-3.764	180,31	-678.686,84	-16,1%
2025-09-05	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-1.846	181,20	-334.495,20	-7,9%
2025-09-04	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-18.221	178,63	-3.254.817,23	-77,3%
2025-09-04	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-97.284	179,89	-17.500.418,76	-415,6%
2025-09-04	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-34.709	177,64	-6.165.706,76	-146,4%
2025-09-04	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-11.442	176,90	-2.024.089,80	-48,1%
2025-09-03	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-21.360	178,84	-3.820.022,40	-90,7%
2025-09-03	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-3.900	179,50	-700.050,00	-16,6%
2025-09-03	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-48.781	175,55	-8.563.504,55	-203,4%
2025-09-03	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-38.867	176,53	-6.861.191,51	-162,9%
2025-09-03	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-13.591	177,68	-2.414.848,88	-57,3%
2025-09-02	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-8.336	176,28	-1.469.470,08	-34,9%
2025-09-02	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-4	179,86	-719,44	0,0%
2025-09-02	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-700	174,11	-121.877,00	-2,9%
2025-09-02	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-2.400	175,21	-420.504,00	-10,0%
2025-09-02	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-16.514	177,29	-2.927.767,06	-69,5%
2025-09-02	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-71.395	179,49	-12.814.688,55	-304,3%
2025-09-02	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-78.580	178,49	-14.025.744,20	-333,1%
2025-08-29	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-60.334	179,10	-10.805.819,40	-256,6%
2025-08-29	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-38.975	179,57	-6.998.740,75	-166,2%
2025-08-29	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-1.723	180,31	-310.674,13	-7,4%
2025-08-28	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-1.000	181,72	-181.720,00	-4,3%
2025-08-28	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-54.522	181,02	-9.869.572,44	-234,4%
2025-08-28	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-52.852	180,39	-9.533.972,28	-226,4%
2025-08-27	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-42.001	180,72	-7.590.420,72	-180,3%
2025-08-27	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-103.465	180,22	-18.646.462,30	-442,8%
2025-08-27	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-26.220	179,49	-4.706.227,80	-111,8%
2025-08-26	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-28.526	179,13	-5.109.862,38	-121,3%
2025-08-26	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-157.585	178,80	-28.176.198,00	-669,1%
2025-08-26	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-10.086	177,62	-1.791.475,32	-42,5%
2025-08-25	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-2.229	179,43	-399.949,47	-9,5%
2025-08-25	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-60.401	178,24	-10.765.874,24	-255,7%
2025-08-25	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-46.121	177,63	-8.192.473,23	-194,6%
2025-08-25	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-2.948	180,35	-531.671,80	-12,6%
2025-08-25	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-2.852	179,24	-511.192,48	-12,1%
2025-08-25	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-200	181,26	-36.252,00	-0,9%
2025-08-25	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-24.233	178,23	-4.319.047,59	-102,6%
2025-08-25	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-15.754	177,59	-2.797.752,86	-66,4%
2025-08-25	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-2.344	180,37	-422.787,28	-10,0%
2025-08-25	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-200	181,26	-36.252,00	-0,9%
2025-08-22	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-30.357	181,91	-5.522.241,87	-131,1%
2025-08-22	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-50.005	181,01	-9.051.405,05	-215,0%
2025-08-22	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-16.684	182,83	-3.050.335,72	-72,4%
2025-08-22	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-5.800	183,63	-1.065.054,00	-25,3%
2025-08-22	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-1.502	178,75	-268.482,50	-6,4%
2025-08-22	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-1.300	179,82	-233.766,00	-5,6%
2025-08-22	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-51.669	181,02	-9.353.122,38	-222,1%
2025-08-22	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-29.717	181,95	-5.407.008,15	-128,4%
2025-08-22	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-16.261	182,87	-2.973.649,07	-70,6%
2025-08-22	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-5.145	183,67	-944.982,15	-22,4%
2025-08-22	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-1.702	178,69	-304.130,38	-7,2%
2025-08-22	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-900	179,83	-161.847,00	-3,8%
2025-08-21	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-54.518	178,12	-9.710.746,16	-230,6%
2025-08-21	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-9.069	178,65	-1.620.176,85	-38,5%
2025-08-21	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-54.371	178,12	-9.684.562,52	-230,0%
2025-08-21	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-8.860	178,65	-1.582.839,00	-37,6%
2025-08-20	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-10.101	176,71	-1.784.947,71	-42,4%
2025-08-20	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-54.513	178,75	-9.744.198,75	-231,4%
2025-08-20	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-18.238	179,26	-3.269.343,88	-77,6%
2025-08-20	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-13.084	176,76	-2.312.727,84	-54,9%
2025-08-20	RESSLER ANTONY P	Director, Officer, 10% Owner, Co-Founder & Exec. Chairman	Open Market Sale	-12.136	177,27	-2.151.348,72	-51,1%
2025-08-20	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-56.263	178,75	-10.057.011,25	-238,8%
2025-08-20	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-16.716	179,23	-2.996.008,68	-71,1%
2025-08-20	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-14.800	177,24	-2.623.152,00	-62,3%
2025-08-19	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-2.871	187,85	-539.317,35	-12,8%
2025-08-19	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-34.000	180,75	-6.145.500,00	-145,9%
2025-08-19	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-25.542	181,93	-4.646.856,06	-110,4%
2025-08-19	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-22.926	180,10	-4.128.972,60	-98,1%
2025-08-19	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-11.112	186,94	-2.077.277,28	-49,3%
2025-08-19	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-10.497	185,11	-1.943.099,67	-46,1%
2025-08-19	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-10.284	186,07	-1.913.543,88	-45,4%
2025-08-19	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-9.082	184,24	-1.673.267,68	-39,7%
2025-08-19	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-1.947	189,08	-368.138,76	-8,7%
2025-08-19	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-8.255	183,00	-1.510.665,00	-35,9%
2025-08-18	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-17.176	188,12	-3.231.149,12	-76,7%
2025-08-18	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-15.330	187,53	-2.874.834,90	-68,3%
2025-08-18	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-33.071	190,06	-6.285.474,26	-149,3%
2025-08-18	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-19.975	189,34	-3.782.066,50	-89,8%
2025-08-15	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-4.669	189,89	-886.596,41	-21,1%
2025-08-15	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-26.823	187,89	-5.039.773,47	-119,7%
2025-08-15	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-20.140	189,00	-3.806.460,00	-90,4%
2025-08-15	Arougheti Michael J	Director, Officer, Co-Founder and CEO	Open Market Sale	-4.572	190,74	-872.063,28	-20,7%

Fondsaktivität (Vorquartalsvergleich) ⓘ

⚠ Vorläufige Daten: Erst 1693 von typischerweise 8373 Fonds (20 %) haben für das aktuelle 13F-Quartal eingereicht — Werte können sich in den kommenden Wochen noch deutlich ändern.

Fonds	Aktuell (Stk)	Vorquartal (Stk)	Veränderung (Stk)	Wert (USD)	Status	Δ
BlackRock, Inc.	16.169.065	0	16.169.065	1.764.045.021	Neu	+100,0%
VANGUARD CAPITAL MANAGEMENT LLC	13.489.463	0	13.489.463	1.471.700.413	Neu	+100,0%
SUMITOMO MITSUI FINANCIAL GROUP, INC.	13.364.740	0	13.364.740	1.458.093.134	Neu	+100,0%
Capital World Investors	11.784.120	0	11.784.120	1.285.647.492	Neu	+100,0%
WELLINGTON MANAGEMENT GROUP LLP	11.162.802	0	11.162.802	1.217.861.699	Neu	+100,0%
STATE STREET CORP	8.604.601	0	8.604.601	938.761.969	Neu	+100,0%
CANADA PENSION PLAN INVESTMENT BOARD	7.614.645	0	7.614.645	830.757.770	Neu	+100,0%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	5.963.306	0	5.963.306	650.596.685	Neu	+100,0%
GEODE CAPITAL MANAGEMENT, LLC	5.624.013	0	5.624.013	611.216.607	Neu	+100,0%
FRANKLIN RESOURCES INC	5.122.470	0	5.122.470	558.861.477	Neu	+100,0%
BANK OF AMERICA CORP /DE/	4.196.847	0	4.196.847	457.875.987	Neu	+100,0%
PRINCIPAL FINANCIAL GROUP INC	4.009.291	0	4.009.291	437.417.364	Neu	+100,0%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	3.846.219	0	3.846.219	422.157.161	Neu	+100,0%
Capital International Investors	3.056.451	0	3.056.451	333.454.967	Neu	+100,0%
CITADEL ADVISORS LLC	2.978.907	0	2.978.907	324.998.754	Neu	+100,0%
MORGAN STANLEY	2.823.629	0	2.823.629	308.058.116	Neu	+100,0%
Nuveen, LLC	2.421.045	0	2.421.045	264.136.003	Neu	+100,0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	2.324.770	0	2.324.770	253.632.407	Neu	+100,0%
LRI Investments, LLC	2.335.268	2.342.199	-6.931	230.936.196	Reduziert	-0,3%
GOLDMAN SACHS GROUP INC	2.020.596	0	2.020.596	220.447.107	Neu	+100,0%
BROWN ADVISORY INC	1.951.264	0	1.951.264	212.884.311	Neu	+100,0%
CITIGROUP INC	1.907.558	0	1.907.558	208.114.582	Neu	+100,0%
NORTHERN TRUST CORP	1.892.516	0	1.892.516	206.473.496	Neu	+100,0%
Vulcan Value Partners, LLC	1.691.176	0	1.691.176	184.507.302	Neu	+100,0%
Janus Henderson Group Ltd.	1.653.078	0	1.653.078	180.342.552	Neu	+100,0%
WESTFIELD CAPITAL MANAGEMENT CO LP	1.572.787	0	1.572.787	171.591.074	Neu	+100,0%
M&G Plc	1.548.714	0	1.548.714	168.809.826	Neu	+100,0%
Curated Wealth Partners LLC	1.468.535	0	1.468.535	160.217.171	Neu	+100,0%
UBS Group AG	1.459.076	0	1.459.076	159.185.191	Neu	+100,0%
FMR LLC	1.368.540	0	1.368.540	149.307.710	Neu	+100,0%
MILLENNIUM MANAGEMENT LLC	1.348.250	0	1.348.250	147.094.075	Neu	+100,0%
RAYMOND JAMES FINANCIAL INC	1.346.499	0	1.346.499	145.803.647	Neu	+100,0%
Point72 Asset Management, L.P.	1.294.584	0	1.294.584	141.239.114	Neu	+100,0%
Clearbridge Investments, LLC	1.292.902	0	1.292.902	141.055.564	Neu	+100,0%
Legal & General Group Plc	1.109.618	0	1.109.618	121.059.326	Neu	+100,0%
Boston Partners	1.027.190	0	1.027.190	112.047.366	Neu	+100,0%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	1.010.298	0	1.010.298	110.223.513	Neu	+100,0%
Hamlin Capital Management, LLC	959.634	945.301	14.333	106.816.861	Aufgestockt	+1,5%
ENVESTNET ASSET MANAGEMENT INC	920.109	0	920.109	100.384.135	Neu	+100,0%
DEUTSCHE BANK AG\	915.831	0	915.831	99.917.162	Neu	+100,0%
ROYAL BANK OF CANADA	910.908	0	910.908	99.380.000	Neu	+100,0%
Quilter Plc	890.884	0	890.884	97.195.444	Neu	+100,0%
Walleye Trading LLC	785.334	0	785.334	85.679.939	Neu	+100,0%
TRUIST FINANCIAL CORP	710.518	0	710.518	77.517.560	Neu	+100,0%
BARCLAYS PLC	697.064	0	697.064	76.049.684	Neu	+100,0%
JANE STREET GROUP, LLC	646.285	0	646.285	70.509.694	Neu	+100,0%
PEREGRINE CAPITAL MANAGEMENT LLC	579.930	584.716	-4.786	64.552.008	Reduziert	-0,8%
CAT ROCK CAPITAL MANAGEMENT LP	588.100	0	588.100	64.161.710	Neu	+100,0%
WELLS FARGO & COMPANY/MN	546.589	0	546.589	59.632.786	Neu	+100,0%
AMERICAN CENTURY COMPANIES INC	545.981	0	545.981	59.566.568	Neu	+100,0%

Top-Fondshalter (Stand: 30.06.2026) ⓘ

⚠ Vorläufige Daten: Erst 1693 von typischerweise 8373 Fonds (20 %) haben für dieses Quartal eingereicht. Vollständigkeit erwartet bis 14.08.2026. Auswertungen (NEW/INC/DEC) sind noch zu konservativ — viele Spätfiler erscheinen aktuell als „Exits".

Fonds	Anteile	Vorquartal (Stk)	Δ	Wert (USD)	Anteil (%)	Stimmkontrolle	Verlauf
LRI Investments, LLC	2.335.268	2.342.199	-0,3%	230.936.196	42,59	100 %	9 Q
Hamlin Capital Management, LLC	959.634	945.301	+1,5%	106.816.861	19,70	12 %	17 Q
PEREGRINE CAPITAL MANAGEMENT LLC	579.930	584.716	-0,8%	64.552.008	11,90	100 %	17 Q
Sumitomo Mitsui DS Asset Management Company, Ltd	215.915	178.122	+21,2%	24.033.499	4,43	100 %	16 Q
Portman Square Capital LLP	130.300	307.000	-57,6%	14.503.693	2,67	100 %	6 Q
Capital Investment Counsel, LLC	64.487	62.660	+2,9%	7.178.009	1,32	0 %	11 Q
Czech National Bank	60.038	56.106	+7,0%	6.682.830	1,23	100 %	3 Q
Dynamic Advisor Solutions LLC	53.717	47.864	+12,2%	5.979.237	1,10	0 %	13 Q
IFM Investors Pty Ltd	52.883	48.329	+9,4%	5.886.407	1,09	100 %	15 Q
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	46.588	47.988	-2,9%	5.185.710	0,96	100 %	3 Q
ABC ARBITRAGE SA	45.693	0	+100,0%	5.086.088	0,94	0 %	1 Q
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	37.409	31.375	+19,2%	4.556.779	0,84	14 %	14 Q
Swedbank AB	36.412	10.864	+235,2%	4.053.020	0,75	100 %	5 Q
PensionDanmark Pensionsforsikringsaktieselskab	30.330	27.530	+10,2%	3.376.032	0,62	0 %	3 Q
Independence Bank of Kentucky	29.042	0	+100,0%	3.232.665	0,60	98 %	1 Q
Blackhawk Capital Partners, LLC	26.692	0	+100,0%	2.971.087	0,55	0 %	1 Q
Y-Intercept (Hong Kong) Ltd	25.117	0	+100,0%	2.795.773	0,52	100 %	7 Q
Assenagon Asset Management S.A.	23.945	61.948	-61,3%	2.665.318	0,49	100 %	12 Q
YOUSIF CAPITAL MANAGEMENT, LLC	19.599	20.213	-3,0%	2.181.565	0,40	24 %	11 Q
Secure Asset Management, LLC	18.147	16.797	+8,0%	2.019.893	0,37	7 %	8 Q

Halter-Trend (6 Quartale)

Periode	Status	Halter	Anteile (Mio)	Wert (Mio $)
30.06.2026	vorl.	128	5,1	530
31.03.2026	✓	791	222,1	23.828
31.12.2025	✓	811	213,9	32.824
30.09.2025	✓	772	209,3	31.892
30.06.2025	✓	755	194,7	32.220
31.03.2025	✓	722	187,8	27.012

Top 10 Neueinsteiger

Fonds	Anteile	Wert (USD)
Vulcan Value Partners, LLC	1.691.176	184.507.302
Point72 Asset Management, L.P.	1.292.084	140.966.364
Boston Partners	1.027.190	112.047.366
Munich Reinsurance Co Stock Corp in Munich	410.383	44.772.785
Apollo Management Holdings, L.P.	330.319	36.037.803
Estuary Capital Management LP	328.411	35.829.640
RDST Capital LLC	321.000	35.021.100
CIBC Bancorp USA Inc.	295.910	32.284.101
Saba Capital Management, L.P.	241.097	26.303.683
SOROS FUND MANAGEMENT LLC	196.054	21.389.491

Top 10 Aufstocker

Fonds	Anteile	Δ Anteile	Δ %	Wert (USD)
WELLINGTON MANAGEMENT GROUP LLP	11.162.802	5.333.577	+91.5 %	1.217.861.699
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	5.963.306	4.648.323	+353.5 %	650.596.685
CANADA PENSION PLAN INVESTMENT BOARD	7.614.645	3.138.008	+70.1 %	830.757.770
Capital World Investors	11.784.120	1.654.954	+16.3 %	1.285.647.492
CITADEL ADVISORS LLC	2.080.407	1.506.809	+262.7 %	226.972.404
MILLENNIUM MANAGEMENT LLC	1.168.850	1.155.998	+8994.7 %	127.521.535
GOLDMAN SACHS GROUP INC	1.978.796	666.938	+50.8 %	215.886.727
Janus Henderson Group Ltd.	1.653.078	503.688	+43.8 %	180.342.552
CAT ROCK CAPITAL MANAGEMENT LP	588.100	465.000	+377.7 %	64.161.710
ADVENT INTERNATIONAL, L.P.	428.720	424.185	+9353.6 %	46.773.352

Top 10 Verkäufer

Fonds	Anteile	Δ Anteile	Δ %	Wert (USD)
FMR LLC	1.368.540	-6.772.244	-83.2 %	149.307.710
PRICE T ROWE ASSOCIATES INC /MD/	2.076.398	-3.911.335	-65.3 %	226.536
JPMORGAN CHASE & CO	4.522.344	-2.487.050	-35.5 %	486.875.651
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	3.846.219	-1.859.380	-32.6 %	422.157.161
AMERICAN CENTURY COMPANIES INC	545.981	-1.243.194	-69.5 %	59.566.568
Capital International Investors	3.056.451	-1.201.259	-28.2 %	333.454.967
SEI INVESTMENTS CO	220.392	-501.360	-69.5 %	24.045.794
Clearbridge Investments, LLC	1.292.902	-465.414	-26.5 %	141.055.564
BROWN ADVISORY INC	1.951.264	-439.737	-18.4 %	212.884.311
MORGAN STANLEY	2.823.629	-417.052	-12.9 %	308.058.116

Zusätzlich aktuell von 275 Mutual Funds/ETFs gehalten (N-PORT). Alle Fondsgesellschaften & ihre 4-Quartals-Bewegungen →

Aktivisten & Großaktionäre (13D/13G) ⓘ

Datum	Investor	Typ	Anteil	Aktien	Δ
15.05.2026	Wellington Investment Advisors Holdings LLP (+2)	Passiv (13G)	5,10 %	11.273.546	+0,70 pp
14.05.2026	Capital World Investors	Passiv (13G)	5,30 %	11.795.806	+0,60 pp
29.04.2026	Vanguard Capital Management	Passiv (13G)	7,04 %	15.563.675	Neu
26.03.2026	The Vanguard Group	Passiv (13G/A)	Ausstieg	0	-12,01 pp
17.02.2026	Antony P. Ressler	Passiv (13G/A)	34,20 %	111.686.003	-1,30 pp
17.02.2026	Ares Owners Holdings L.P. (+1)	Passiv (13G/A)	33,40 %	109.360.850	-0,50 pp
13.02.2026	Capital World Investors	Passiv (13G/A)	4,70 %	10.129.166	-1,30 pp
30.01.2026	The Vanguard Group	Passiv (13G/A)	12,01 %	26.049.790	+1,98 pp
21.01.2026	BlackRock, Inc.	Passiv (13G/A)	7,20 %	15.778.507	+2,00 pp
12.11.2025	Ares Owners Holdings L.P. (+1)	Passiv (13G/A)	33,90 %	110.863.589	-1,10 pp
12.11.2025	Wellington Investment Advisors Holdings LLP (+2)	Passiv (13G/A)	4,40 %	9.454.312	-2,00 pp
06.10.2025	The Vanguard Group	Passiv (13G/A)	10,03 %	21.675.835	+1,20 pp
12.08.2025	Ares Owners Holdings L.P. (+1)	Passiv (13G/A)	35,00 %	114.319.098	-2,40 pp
12.08.2025	Antony P. Ressler	Passiv (13G/A)	35,50 %	116.094.251	-2,40 pp
22.07.2025	BlackRock, Inc.	Passiv (13G)	5,20 %	11.156.107	+0,30 pp
12.05.2025	Wellington Investment Advisors Holdings LLP (+2)	Passiv (13G/A)	6,40 %	13.681.387	-2,14 pp
12.05.2025	Wellington Management Company LLP	Passiv (13G/A)	6,00 %	13.681.387	-0,80 pp
23.04.2025	BlackRock, Inc.	Passiv (13G/A)	4,90 %	10.498.654	Neu
14.02.2025	Ares Owners Holdings L.P. (+1)	Passiv (13G/A)	37,40 %	116.968.418	-0,90 pp
14.02.2025	Antony P. Ressler	Passiv (13G/A)	37,90 %	118.743.571	-1,00 pp
14.02.2025	Ryan Berry	Passiv (13G/A)	0,27 %	541.528	-0,15 pp
14.11.2024	Antony P. Ressler	Passiv (13G/A)	38,90 %	120.471.038	-4,16 pp
14.11.2024	Ares Owners Holdings L.P. (+1)	Passiv (13G/A)	38,30 %	118.695.885	-4,76 pp
13.02.2024	The Vanguard Group	Passiv (13G/A)	8,83 %	16.388.890	+0,30 pp
12.02.2024	Aristeia Capital, L.L.C.	Passiv (13G/A)	Ausstieg	0	-8,28 pp
12.02.2024	R. Kipp deVeer	Passiv (13G/A)	0,44 %	810.315	-0,13 pp
12.02.2024	Michael J Arougheti	Passiv (13G/A)	0,44 %	825.000	-0,39 pp
12.02.2024	Bennett Rosenthal	Passiv (13G/A)	Ausstieg	0	0,00 pp
12.02.2024	Ares Owners Holdings L.P. (+1)	Passiv (13G/A)	43,06 %	130.294.487	-2,02 pp
12.02.2024	David B. Kaplan	Passiv (13G/A)	Ausstieg	0	0,00 pp
12.02.2024	Antony P. Ressler	Passiv (13G/A)	43,06 %	130.294.487	-2,28 pp
12.02.2024	Ryan Berry	Passiv (13G/A)	0,42 %	782.926	-0,26 pp
09.02.2024	Capital World Investors	Passiv (13G/A)	6,00 %	11.075.711	+0,20 pp
09.02.2024	Ares Acquisition Holdings LP	Passiv (13G/A)	Ausstieg	0	Neu
08.02.2024	Wellington Investment Advisors Holdings LLP (+2)	Passiv (13G/A)	8,54 %	15.858.094	-2,67 pp
08.02.2024	Wellington Management Company LLP	Passiv (13G/A)	6,80 %	12.627.558	-1,58 pp
29.01.2024	. BlackRock, Inc.	Passiv (13G/A)	6,40 %	11.835.993	+0,70 pp
11.12.2023	Glazer Capital, LLC (+1)	Passiv (13G/A)	Ausstieg	0	-12,97 pp
31.07.2023	Cowen and Company, LLC	Passiv (13G)	4,47 %	2.102.593	Neu
31.07.2023	Cowen Financial Products LLC	Passiv (13G)	2,77 %	1.304.008	Neu

US Congress Trades (STOCK Act)

Datum	Mitglied	Partei	Kammer	Typ	Betrag-Bereich
13.03.2026	John Boozman	–	Senate	Kauf	$1,001 – $15,000
23.09.2025	Valerie Hoyle	–	House	Verkauf	$1,001 – $15,000
11.07.2025	Ritchie John Torres	–	House	Verkauf	$1,001 – $15,000
12.05.2025	Jefferson Shreve	–	House	Verkauf	$50,001 – $100,000
17.04.2025	Jefferson Shreve	–	House	Kauf	$50,001 – $100,000
13.03.2025	Jefferson Shreve	–	House	Verkauf	$15,001 – $50,000
29.10.2024	Valerie Hoyle	–	House	Kauf	$1,001 – $15,000
09.10.2024	Ritchie John Torres	–	House	Kauf	$1,001 – $15,000

Quelle: House eFD & Senate eFD (STOCK Act PTR). Betragsangaben sind Bereichsangaben — keine Exaktwerte. Tiefenanalyse für diese Aktie → · Alle Kongress-Bestände →

Finanzkennzahlen (SEC XBRL) ⓘ

Währung: USD EUR

Periode	Filing	Umsatz	Nettoergebnis	EPS	Aktiva	Eigenkapital
2026-03-31	10-Q	1.396.436.000 $	142.589.000 $	–	28.394.933.000 $	4.025.435.000 $
2025-12-31	10-K	5.601.482.000 $	527.362.000 $	–	28.633.369.000 $	4.275.463.000 $
2025-09-30	10-Q	1.657.628.000 $	288.882.000 $	–	27.032.166.000 $	4.474.028.000 $
2025-06-30	10-Q	1.350.128.000 $	137.062.000 $	–	27.264.941.000 $	4.361.831.000 $
2025-03-31	10-Q	1.088.805.000 $	47.170.000 $	–	27.181.768.000 $	4.454.107.000 $
2024-12-31	10-K	3.884.781.000 $	463.742.000 $	–	24.884.308.000 $	3.543.646.000 $
2024-09-30	10-Q	1.129.739.000 $	118.460.000 $	–	24.522.650.000 $	2.076.075.000 $
2024-06-30	10-Q	788.682.000 $	94.938.000 $	–	24.192.557.000 $	2.001.768.000 $
2024-03-31	10-Q	707.363.000 $	73.027.000 $	–	24.413.270.000 $	1.767.494.000 $
2023-12-31	10-K	3.631.884.000 $	474.326.000 $	–	24.730.500.000 $	1.893.399.000 $
2023-09-30	10-Q	671.255.000 $	–	–	23.383.893.000 $	1.733.179.000 $
2023-06-30	10-Q	1.093.286.000 $	–	–	23.118.806.000 $	1.750.004.000 $
2023-03-31	10-Q	813.362.000 $	–	–	21.928.582.000 $	1.669.894.000 $
2022-12-31	10-K	3.055.443.000 $	167.541.000 $	–	22.002.839.000 $	1.589.239.000 $
2022-09-30	10-Q	801.290.000 $	-35.546.000 $	–	21.206.326.000 $	1.511.661.000 $
2022-06-30	10-Q	601.430.000 $	39.731.000 $	–	21.226.215.000 $	1.639.366.000 $
2022-03-31	10-Q	714.999.000 $	45.863.000 $	–	21.131.203.000 $	1.693.048.000 $
2021-12-31	10-K	4.212.091.000 $	408.837.000 $	–	21.605.164.000 $	1.825.227.000 $
2021-09-30	10-Q	948.719.000 $	84.726.000 $	–	19.934.398.000 $	1.753.260.000 $
2021-06-30	10-Q	1.294.819.000 $	141.644.000 $	–	18.639.587.000 $	1.622.282.000 $

Umsatz nach Segmenten & Regionen ⓘ

Geschäftssegmente

Segment	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	Anteil	Δ
Management Service	3,7 Mrd.	2,9 Mrd.	2,6 Mrd.	2,1 Mrd.	1,6 Mrd.	65,7 %	+25,1%
Carried Interest	1,2 Mrd.	390,2 Mio.	618,6 Mio.	458,0 Mio.	2,1 Mrd.	20,6 %	+195,8%
Management Service Incentive	362,5 Mio.	344,2 Mio.	276,6 Mio.	301,2 Mio.	332,9 Mio.	6,5 %	+5,3%
Administrative Service	356,4 Mio.	162,9 Mio.	149,0 Mio.	147,5 Mio.	95,2 Mio.	6,4 %	+118,8%
Principal Investment Income Loss	48,1 Mio.	–	–	–	–	0,9 %	Neu
Principal Investment Income	–	45,4 Mio.	36,5 Mio.	12,3 Mio.	99,4 Mio.	–	–

Quartalsergebnisse (Earnings) ⓘ

Quartal	Stichtag	Verkündet	Umsatz	EPS
Q1 2026	31.03.2026	08.05.2026	1,4 Mrd. USD	–
Q3 2025	30.09.2025	06.11.2025	1,7 Mrd. USD	–
Q2 2025	30.06.2025	08.08.2025	1,4 Mrd. USD	–
Q1 2025	31.03.2025	12.05.2025	1,1 Mrd. USD	–
Q3 2024	30.09.2024	08.11.2024	1,1 Mrd. USD	–
Q2 2024	30.06.2024	07.08.2024	874,9 Mio. USD	–
Q1 2024	31.03.2024	09.05.2024	735,8 Mio. USD	–
Q3 2023	30.09.2023	06.11.2023	677,7 Mio. USD	–
Q2 2023	30.06.2023	03.08.2023	1,1 Mrd. USD	–

Dividenden

Termine (aus 8-K Item 8.01, kommende fett)

Zahltag	Ex-Tag	Stichtag	je Aktie	Frequenz
2026-06-30	—	2026-06-16	1,3500 USD	quarterly
2026-03-31	—	2026-03-17	1,3500 USD	quarterly

Dividende je Aktie (Jahr, SEC-XBRL)

Jahr	DPS
2021	1,8800
2019	1,2800
2018	1,3300

Beträge aus SEC-XBRL, Termine aus 8-K Item 8.01 (KI-extrahiert), ohne Gewähr.

Einreichungs-Historie (10-K / 10-Q / 20-F / 6-K)

SEC-Einreichungs-Historie der letzten sechs Jahre (Datum = US-Kalendertag, SEC/ET): Quartalsberichte (10-Q) und Jahresberichte (10-K); ausländische Emittenten (ADR/Foreign Private Issuer) reichen stattdessen Jahresberichte (20-F/40-F) und Zwischenmitteilungen (6-K) ein — dort liegt im SEC-Index keine Berichtsperiode vor, Periode und Verzögerung bleiben leer. Die Spalte „Verzögerung" zeigt die Tage zwischen Berichtsstichtag und tatsächlicher Einreichung. Suffix /A kennzeichnet nachträgliche Berichtigungen.

Eingereicht (US)	Form	Berichtsperiode	Verzögerung
08.05.2026	10-Q	31.03.2026	38 Tage	SEC »
25.02.2026	10-K	31.12.2025	56 Tage	SEC »
06.11.2025	10-Q	30.09.2025	37 Tage	SEC »
08.08.2025	10-Q	30.06.2025	39 Tage	SEC »
12.05.2025	10-Q	31.03.2025	42 Tage	SEC »
27.02.2025	10-K	31.12.2024	58 Tage	SEC »
08.11.2024	10-Q	30.09.2024	39 Tage	SEC »
07.08.2024	10-Q	30.06.2024	38 Tage	SEC »
09.05.2024	10-Q	31.03.2024	39 Tage	SEC »
27.02.2024	10-K	31.12.2023	58 Tage	SEC »
06.11.2023	10-Q	30.09.2023	37 Tage	SEC »
03.08.2023	10-Q	30.06.2023	34 Tage	SEC »
08.05.2023	10-Q	31.03.2023	38 Tage	SEC »
24.02.2023	10-K	31.12.2022	55 Tage	SEC »
07.11.2022	10-Q	30.09.2022	38 Tage	SEC »
05.08.2022	10-Q	30.06.2022	36 Tage	SEC »
09.05.2022	10-Q	31.03.2022	39 Tage	SEC »
28.02.2022	10-K	31.12.2021	59 Tage	SEC »
05.11.2021	10-Q	30.09.2021	36 Tage	SEC »
09.08.2021	10-Q	30.06.2021	40 Tage	SEC »
06.05.2021	10-Q	31.03.2021	36 Tage	SEC »
25.02.2021	10-K	31.12.2020	56 Tage	SEC »
06.11.2020	10-Q	30.09.2020	37 Tage	SEC »
07.08.2020	10-Q	30.06.2020	38 Tage	SEC »

Kapitalerhöhungen & Emissions-Historie

Emissions-Historie aus den finalen SEC-Prospekten: Börsengang (424B4) und Kapitalerhöhungen (424B5, Folge-/Sekundärplatzierungen). Volumen = Brutto-Erlös (bei Börsengängen zusätzlich der Ausgabepreis). Wiederholte Kapitalerhöhungen deuten auf Verwässerung der Altaktionäre hin.

Datum (US)	Art	Volumen
10.10.2024	Kapitalerhöhung	$744,3 Mio	SEC »
09.10.2024	Kapitalerhöhung	–	SEC »
09.10.2024	Kapitalerhöhung	$1,35 Mrd · $50,00/Aktie	SEC »
08.10.2024	Kapitalerhöhung	–	SEC »
13.06.2024	Kapitalerhöhung	$357,1 Mio · $134,75/Aktie	SEC »
12.06.2024	Kapitalerhöhung	–	SEC »
08.11.2023	Kapitalerhöhung	$496,0 Mio	SEC »
07.11.2023	Kapitalerhöhung	$129,2 Mio	SEC »
07.04.2021	Kapitalerhöhung	$513,0 Mio · $54,00/Aktie	SEC »
05.04.2021	Kapitalerhöhung	–	SEC »

Datum = US-Einreichungsdatum (SEC EDGAR, ET). Beträge in US-Dollar.

Proxy-/Governance-Filings

Proxy-Statements (SEC DEF-14A-Familie) der letzten sechs Jahre: reguläre HV-Einladungen zur Aktionärsversammlung, Aktivisten-Proxy-Fights (contested / Non-Management-Solicitation) und M&A-Abstimmungen.

Datum (US)	Kategorie	HV-Termin (US)	Stichtag (US)	Form
21.04.2026	HV-Einladung	—	—	DEFA14A	SEC »
21.04.2026	HV-Einladung	08.06.2026 Jahres-HV	13.04.2026	DEF 14A	SEC »
16.04.2025	HV-Einladung	—	—	DEFA14A	SEC »
16.04.2025	HV-Einladung	06.06.2025 Jahres-HV	07.04.2025	DEF 14A	SEC »
19.04.2024	HV-Einladung	—	—	DEFA14A	SEC »
19.04.2024	HV-Einladung	04.06.2024 Jahres-HV	05.04.2024	DEF 14A	SEC »
28.04.2023	HV-Einladung	—	—	DEFA14A	SEC »
28.04.2023	HV-Einladung	12.06.2023 Jahres-HV	14.04.2023	DEF 14A	SEC »
29.04.2022	HV-Einladung	—	—	DEFA14A	SEC »
29.04.2022	HV-Einladung	09.06.2022 Jahres-HV	13.04.2022	DEF 14A	SEC »
29.04.2021	HV-Einladung	—	—	DEFA14A	SEC »
29.04.2021	HV-Einladung	16.06.2021 Jahres-HV	19.04.2021	DEF 14A	SEC »

Datum = US-Einreichungsdatum (SEC EDGAR, ET). HV-Termin = Datum der Aktionärsversammlung, Stichtag (Record Date) = Nachweisstichtag für die Stimmberechtigung (aus dem Dokument extrahiert).

Kritische 8-K Meldungen ⓘ

Datum	Meldung	Tags	Schwere	Filing	Auszug
28.05.2026	Volltext-Klassifikation	InsolvenzFortführungszweifel	EXTREM	SEC	11 · going concern
05.02.2025	Item 5.02 — Abgang Schlüsselpersonen	–	HOCH	SEC	13(a) of the Exchange Act. o 1 Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment…
02.02.2024	Item 5.02 — Abgang Schlüsselpersonen	–	HOCH	SEC	13(a) of the Exchange Act. ☐ 1 Item 5.02: Departure of Directors or Certain Officers; Election of Directors…
05.01.2023	Item 5.02 — Abgang Schlüsselpersonen	–	HOCH	SEC	f the Exchange Act. o 1 Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of…
05.01.2022	Item 5.02 — Abgang Schlüsselpersonen	–	HOCH	SEC	Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers…
09.08.2021	Item 5.02 — Abgang Schlüsselpersonen	–	HOCH	SEC	Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers…
13.02.2020	Item 5.02 — Abgang Schlüsselpersonen	–	HOCH	SEC	Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers…

8-K-Ereignisse (KI)

🔒 Die vollständige KI-Einordnung je 8-K ist Teil des Kunden-Abos — freischalten.

Datum	Ereignis	Sentiment	Materialität	Zusammenfassung	Filing
10.07.2026	Quartalszahlen	0,20	65	Ares Management Corp meldet Ergebnisse und finanzielle Lage, mit positiver Tendenz.	SEC
11.06.2026	HV-Abstimmung	0,00	22	Ares Management Corporation hielt am 8. Juni 2026 die jährliche Hauptversammlung der Aktionäre mit 222,0 Millionen Anteilen ab. Dies ist ein… 🔒	SEC
28.05.2026	Wesentliche Vereinbarung	0,00	45	Ares Management schloss am 21. Mai 2026 Amendment No. 14 zum Senior Credit Agreement ab, das ursprünglich im April 2014 vereinbart wurde. Di… 🔒	SEC
01.05.2026	Quartalszahlen	0,50	75	Ares Management meldete Quartalsergebnisse für Q1 2026 und kündigte eine Quartalsdividende von $1,35 pro Aktie der Klasse A (zahlbar am 30. … 🔒	SEC
31.03.2026	Guidance-Update	-0,25	70	Ares Management korrigiert Guidance für Q1 2026 Performance Income auf ca. 75 Mio. USD, unterhalb bisheriger Erwartungen. Das Ergebnis zeigt… 🔒	SEC
31.03.2026	Finanzierung/Anleihe	0,20	60	Ares Management unterzeichnete am 27. März 2026 eine Kreditvereinbarung mit Bank of America als administrativem Agent.	SEC
05.02.2026	dividend	0,40	55	Ares Management kündigte eine vierteljährliche Dividende von $1,35 pro Stammaktie an, zahlbar am 31. März 2026. Das Unternehmen veröffentlic… 🔒	SEC

Hinweis

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