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Companies / Financials / Carlyle Group Inc.
CG

Carlyle Group Inc.

FinancialsBanks & Brokers
Ticker CGWASHINGTON, DCFiscal year ends DecemberBook value per share $14.24Diluted shares 368.1M

The Carlyle Group Inc. (Nasdaq: CG) is a global investment firm that manages and advises private capital funds and investment vehicles for institutional and individual investors. Its three reportable segments are Global Private Equity, Global Credit, and Carlyle AlpInvest. Global Private Equity advises buyout, growth,… From the company’s description.

In fiscal 2025, Carlyle Group Inc. reported revenue of $4.78B, down 11.9% from fiscal 2024, and net income of $944.70M. Its pre-tax margin was 37.4%. Over the twelve months to Jun 30, 2026, revenue was $3.61B.

Fiscal year 2025 · ends 12-31Changes are against fiscal 2024The amber dot is the latest twelve months, to 2026-06-30
Sales & profitability
$4.78BFY2025
−11.9% year over year
Last 12 mo $3.61B
37.43%FY2025
−0.4 percentage points
$944.70MFY2025
−13.4% year over year
Last 12 mo $540.90M
14.04%FY2025
−4.2 percentage points
Last 12 mo 6.94%
Cash & financing
$-3.28BFY2025
−331.3% year over year
Last 12 mo $-4.00B
$-3.37BFY2025
−303.1% year over year
Last 12 mo $-4.12B
2.33FY2025
Was 1.61× a year earlier
Last 12 mo 2.63
370.9MFY2025
+0.8% year over year
Last 12 mo 368.1M

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.

What Carlyle Group Inc. does

In the company’s own words

The Carlyle Group Inc. (Nasdaq: CG) is a global investment firm that manages and advises private capital funds and investment vehicles for institutional and individual investors. Its three reportable segments are Global Private Equity, Global Credit, and Carlyle AlpInvest. Global Private Equity advises buyout, growth, real estate, infrastructure, and natural resources funds; Global Credit offers strategies spanning liquid and opportunistic credit, direct lending, asset-backed and aviation finance, infrastructure credit, insurance solutions, and capital markets; Carlyle AlpInvest builds private equity portfolios through secondary investments and portfolio finance, co-investments, and fund investments. At December 31, 2025, the segments represented 34%, 44%, and 21% of total assets under management, respectively. The firm had $477 billion in assets under management, more than 2,500 employees, and 27 offices across four continents at year-end 2025. Carlyle was founded in 1987 and converted from a Delaware limited partnership to a corporation in 2020. Its website is https://www.carlyle.com.

Company details
Sector
Financials
Industry (SIC)
Banks & Brokers
Headquarters
WASHINGTON, DC
Fiscal year end
December
CIK
1527166
SIC
6282

Financial performance, year by year

Fiscal 2013–2025 · USD
$-1.42B$1.36B$4.14B$6.93B$9.71B2013201420152016201720182019202020212022202320242025Last 12 moLast 12 monthsLast 12 months

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns Carlyle Group Inc. — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

397
funds hold it
2 of 35
superinvestors hold it
$4.71B
held by funds, at market
29.4%
of shares held by funds
1
bond issues held by funds

Superinvestors in Carlyle Group Inc. · what they did last quarter

Bill NygrenINCREASED +6.5%
Harris Associates (Oakmark)
1.0%of 13F portfolio
Tom GaynerUNCHANGED
Markel Group (Markel-Gayner)
0.4%of 13F portfolio

Share of each manager’s reported 13F portfolio. Change is in shares held, since the previous quarter.

Largest fund holders · Carlyle Group Inc.’s weight in each

—of fund net assets
iShares Core S&P Mid-Cap ETF
IJH · iShares Trust
0.30%of fund net assets
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.01%of fund net assets
Oakmark Fund
OAKMX · HARRIS ASSOCIATES INVESTMENT TRUST
1.26%of fund net assets
—of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

Carlyle Group Inc.’s bonds, as funds hold them

Funds report holding 1 issues of Carlyle Group Inc.’s debt, $168.32M at market value — what funds hold, not the company’s total debt. Weighted-average coupon 5.05%, maturing 2035 to 2035.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

Put this business in context.

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