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AlphaBaseline
Focused investors/Ariel Investments

Ariel Investments

As of Q1 2026, Ariel Investments reported 106 long-equity positions worth $8.93B in aggregate.

Copy-investor backtest

Full auditCompare with peers
Latest quarter
-2.22%
1-year
+25.91%
3-year
+51.35%
3-year top 5
+49.74%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.

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Sectors

This breakdown groups the manager’s latest reported 13F holdings by industry sector, so you can see where their conviction is concentrated and how diversified the portfolio is.

Financial Services: 18.9% ($1.69B)Consumer Cyclical: 16.6% ($1.48B)Healthcare: 14.5% ($1.3B)Communication Services: 13.9% ($1.24B)Industrials: 12.7% ($1.14B)Technology: 7.2% ($638.98M)Real Estate: 3.9% ($347.35M)Energy: 3.4% ($302.73M)Unclassified: 2.9% ($262.47M)Consumer Defensive: 2.4% ($214.62M)Basic Materials: 2.0% ($182.56M)Utilities: 1.6% ($141.18M)

Sector breakdown

  • Financial Services(21)18.9%
  • Consumer Cyclical(13)16.6%
  • Healthcare(11)14.5%
  • Communication Services(8)13.9%
  • Industrials(14)12.7%
  • Technology(15)7.2%
  • Real Estate(2)3.9%
  • Energy(4)3.4%
  • Unclassified(8)2.9%
  • Consumer Defensive(3)2.4%
  • Basic Materials(5)2.0%
  • Utilities(2)1.6%