Carlyle Group Inc. (CG) Stock | Share Price | US14316J1088 | News

CG · Financials · United States United States

Carlyle Group Inc. (CG) is a company in the Financials sector, based in United States. The stock is held in 16 ETFs we track – with its largest weight of 0.16 % in XUFN (msci-usa-financials). That means you can hold Carlyle Group indirectly and diversified through an ETF savings plan.

Above-average ETF coverage: 16 of the 95 ETFs we cover hold Carlyle Group, spread across 7 indices. That puts the stock in more ETFs than 76.3 % of the 4,362 stocks we cover.

Held in16 ETFs
Highest weight0.16 %
Indices7
SectorFinancials
CountryUnited States
ISINUS14316J1088

Data note 1

Price chart

Data note 2

Performance

Performance
Year to date-19.5 %1 year-24.5 %
1 month+5.9 %3 months+7.3 %
Calendar year 2025+17.1 %
Calendar year 2026-17.1 %
52W

Data note 3

Risk metrics

Max drawdown-41.6 %
Volatility p.a.40.5 %
Best year2025: +17.1 %
Worst year2026: -17.1 %

Data note 4

Correlated with

The strongest co-movers on top, the most inverse below. Low or negative values improve portfolio diversification.

Instrumentr−1 … +1
Ares Management Corporation Class A+0.81
KKR and Co. Inc.+0.80
Blackstone Inc.+0.78
Apollo Global Management Inc+0.76
Invesco Ltd.+0.61
BlackRock Inc.+0.59
WTI crude oil-0.37
Brent crude oil-0.35
Diamondback Energy Inc.-0.34

Data note 5

Key financials

Latest reported fiscal year (FY2025, period end 2025-12-31) as filed with the SEC.

Revenue4.8 bn $
Net income0.8 bn $
Diluted EPS2.18 $
Net margin16.9 %
Revenue growth-11.9 %
Revenue and profit by fiscal year
Fiscal yearRevenueNet incomeMargin
FY20233.0-0.6-20.5 %
FY20245.41.018.8 %
FY20254.80.816.9 %

Data note 6

Figures in USD bn. Source: SEC EDGAR (XBRL annual filings, public domain). US-listed SEC filers only.

Held in these ETFs

Held in these ETFs
ETFIndexWeight
XUFNmsci-usa-financials0.16 %
XUFImsci-usa-financials0.16 %
WFINmsci-world-financials0.08 %
XDWFmsci-world-financials0.08 %
XD9Umsci-usa0.02 %
XD9Dmsci-usa0.02 %
WIMImsci-world-imi0.02 %
EUNLmsci-world0.01 %
XDWDmsci-world0.01 %
SPPWmsci-world0.01 %
IUSQmsci-acwi0.01 %
SPYYmsci-acwi0.01 %
XDWLmsci-world0.01 %
SWWDmsci-world0.01 %
SPYImsci-acwi-imi0.00 %
SPSAmsci-acwi-imi0.00 %

Data note 7

Want to know how much Carlyle Group Inc. overlaps with the rest of your portfolio? Use the Portfolio X-Ray or the ETF overlap check.

Stocks with similar ETF exposure

Names that reach a portfolio through largely the same funds as Carlyle Group — the figure counts the ETFs holding both.

Data note 8

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