标普500新添金融股 连夜涨超7%

Core Insights - Ares Management Corporation will join the S&P 500 index on December 11, 2023, alongside Carvana, CRH, and Comfort Systems USA on December 22, 2023 [1] - Ares' stock price surged to $164.26 on December 8, 2023, and rose over 7% in after-hours trading to $175.83 [1] - Ares is the largest company by market capitalization ($54 billion) not yet in the S&P 500, having outperformed Kellanova in the selection process [1] Company Overview - Ares Management Corporation, founded in 1997, is a leading alternative asset management firm focused on providing investment solutions beyond traditional stocks and bonds for institutional and high-net-worth investors [1] - The company manages assets across several sectors, including private credit, private equity, real estate, and secondary market investments, with approximately 80% of its assets coming from institutional investors and 20% from high-net-worth individuals [1] Growth and Market Position - Ares has experienced rapid growth in assets under management, projected to exceed $525 billion by the end of 2024 and reach $595.7 billion by September 2025 [2] - The acquisition of GCP International in March 2025 has strengthened Ares' logistics and digital infrastructure asset portfolio, enhancing its position as a leading global logistics asset owner and operator [2] - Analysts from firms like TDCowen and CFRA have given "buy" ratings, indicating confidence in Ares' growth potential in a large market, while BMO Capital has noted challenges in its core direct lending business due to increased competition and narrowing spreads [2]