Carlyle Group Inc (CG)
CG · Financials · 
United States
Carlyle Group Inc (CG) is a US company in the Financials sector. The stock has its largest weight in XUFI (MSCI USA Financials), at 0.14%. Anyone who holds an ETF containing Carlyle Group Inc also has an indirect stake in the company.
Data and Charts: Carlyle Group Inc
Key Data for Carlyle Group Inc
Carlyle Group Inc Stock Price Chart
The Carlyle Group Inc chart shows daily closing prices and is set to the current year by default. The stock is down 32.0% year to date and down 29.0% over twelve months. The last recorded close on October 30, 2026, was $40.18, at 15% of the 52-week range.
Price series from our database since Aug 12, 2024, 558 daily values.
Carlyle Group Inc Stock Performance
| Year to date | -32.0% | 1 year | -29.0% |
|---|---|---|---|
| 1 month | +1.3% | 3 months | -12.7% |
| Calendar year 2025 | +17.1% |
Measured in euros, Carlyle Group Inc is down 28.5% year to date and down 26.6% over twelve months. The difference from the dollar figures above comes from the exchange rate alone. Each daily price is converted at the ECB euro reference rate for that day.
Alysly Data Analysis: Carlyle Group Inc
What ETF Is Carlyle Group Inc In?
Carlyle Group Inc has above-average ETF coverage and is held by 16 of the 104 ETFs we track, which together follow 7 indices. That puts the stock in more ETFs than 76.8% of the 4,341 stocks we track.
| ETF | Index | Weight | per €1,000 in the ETF |
|---|---|---|---|
| XUFI / XUFN | MSCI USA Financials | 0.14% | €1.35 |
| XDWF | MSCI World Financials | 0.07% | €0.71 |
| WFIN | MSCI World Financials | 0.07% | €0.68 |
| XD9U / XD9D | MSCI USA | 0.02% | €0.16 |
| WIMI | MSCI World IMI | 0.01% | €0.14 |
| XDWD / XDWL | MSCI World | 0.01% | €0.12 |
| SWWD | MSCI World | 0.01% | €0.10 |
| SPPW | MSCI World | 0.01% | €0.10 |
| EUNL | MSCI World | 0.01% | €0.10 |
| IUSQ | MSCI ACWI | 0.01% | €0.10 |
| SPYY | MSCI ACWI | 0.01% | €0.09 |
| SPYI / SPSA | MSCI ACWI IMI | < 0.01% | < €0.05 |
The last column shows how much of €1,000 in one of these funds goes to Carlyle Group Inc, based on each fund's latest holdings list.
US-listed ETFs holding Carlyle Group Inc (weight per latest SEC filing): VYM 0.05%, ONEQ 0.04%, VTI 0.01%. These funds are registered in the US; retail investors in the EU usually cannot buy them.
Carlyle Group Inc Weight in iShares Core MSCI World (EUNL) Since 2020
In iShares Core MSCI World (EUNL), Carlyle Group Inc had a weight of 0.01% on Jun 30, 2020 and 0.01% on Oct 30, 2026. The fund tracks the MSCI World. Its share peaked at 0.02% on Dec 29, 2023. The weight rises and falls with the stock's price performance relative to the other index members. It can also change when the index provider adjusts the index composition.
What's Inside Your ETF Portfolio and the ETF overlap check show how much Carlyle Group Inc overlaps with the rest of a portfolio.
Which Tracked Investors Hold Carlyle Group Inc?
Carlyle Group Inc is not among the largest purchases in the quarter ending Jun 30, 2026. The list is led by GOOGL, DAL and NEBIUS GROUP N.V. The only manager we track that holds Carlyle Group Inc reduced its position.
| Investor | Shares | Value | Quarter |
|---|---|---|---|
| Soros Fund Management | 226,767 | $10M | reduced by 18,218 |
As of Jun 30, 2026. Based on quarterly filings with the US securities regulator, submitted up to 45 days after the reference date. The change counts shares, not price gains.
Stocks With ETF Exposure Similar to Carlyle Group Inc
| Stock | Shared ETFs | r | 1 year | Annualized volatility | Net margin | Revenue growth |
|---|---|---|---|---|---|---|
| Carlyle Group Inc | – | – | -29.0% | 39.8% | 16.9% | -11.9% |
| Affirm Holdings | 16 | – | +6.6% | 72.1% | 45.3% | +32.2% |
| Fidelity National Financial Inc. - FNF Group | 16 | – | -26.5% | 26.1% | 4.2% | +5.6% |
| Markel Group | 16 | – | -3.5% | 21.3% | 13.6% | +4.7% |
| SoFi Technologies Inc | 16 | – | -42.3% | 58.9% | 77.7% | +23.1% |
| Toast | 16 | – | -7.9% | 46.0% | 5.6% | +24.1% |
 LPL Financial Holdings | 16 | – | -16.2% | 37.6% | 5.1% | +37.2% |
| Tradeweb Markets | 16 | – | +17.7% | 28.8% | 39.6% | +18.9% |
| Corebridge Financial | 16 | – | +9.6% | 35.1% | -2.0% | -1.2% |
These stocks reach a portfolio through largely the same funds as Carlyle Group Inc. “Shared ETFs” counts the funds that hold both.
Return and volatility are calculated from our daily closing prices in US dollars. Margin and growth come from each company's latest SEC annual filing. Because fiscal years do not end on the same date for every company, the underlying periods are not fully identical.
Fundamental Analysis: Carlyle Group Inc
Carlyle Group Inc Key Financials
Figures come from the SEC annual filing for the latest reported fiscal year (period end Dec 31, 2025).
| Fiscal year | Revenue | Net income | Margin |
|---|---|---|---|
| FY ended Dec 2023 | 3.0 | -0.6 | -20.5% |
| FY ended Dec 2024 | 5.4 | 1.0 | 18.8% |
| FY ended Dec 2025 | 4.8 | 0.8 | 16.9% |
Technical Analysis: Carlyle Group Inc
Carlyle Group Inc Risk Metrics
The close on Oct 30, 2026, was 42.1% below the highest close since Aug 12, 2024. That high was reached on Sep 18, 2025. When the S&P 500 rose or fell 1%, Carlyle Group Inc moved 1.45% on average in the same direction (past 252 trading days). The correlation of 0.50 shows a clear but not close link to the broad market. Accordingly, moves in the S&P 500 explain part of the daily price moves of Carlyle Group Inc, but far from all.
What Carlyle Group Inc Correlates With
| Instrument | r | −1 … +1 |
|---|---|---|
| Ares Management Corporation Class A | +0.84 | |
| KKR and Co. Inc. | +0.80 | |
| Blackstone Inc. | +0.78 | |
| Brookfield Asset Management Ltd. Class A | +0.78 | |
| Apollo Global Management Inc | +0.69 | |
| Franklin Templeton Inc. | +0.60 | |
| Equinor ASA | -0.33 | |
| Heating oil | -0.32 | |
| Devon Energy Corporation | -0.32 |
The strongest co-movers are listed at the top, the strongest inverse movers at the bottom. Low or negative correlations can help spread risk more broadly across a portfolio.
