Carlyle Group Inc (CG)

CG · Financials · 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 0.14 % in XUFI (msci-usa-financials). Anyone holding one of these ETFs also owns a small indirect stake in Carlyle Group Inc.

Above-average ETF coverage: 16 of the 95 ETFs we cover hold Carlyle Group Inc, spread across 7 indices. That puts the stock in more ETFs than 76.4 % of the 4,334 stocks we cover.

Held in16 ETFs

Highest weight0.14 %

Indices7

SectorFinancials

CountryUnited States

ISINUS14316J1088

Data note 1

Price chart

Data note 2

Performance

Performance
Year to date	-32.3 %	1 year	-40.3 %
1 month	-17.6 %	3 months	-12.4 %
Calendar year 2025	+17.1 %

52W

Data note 3

Measured in euros, Carlyle Group Inc returned -31.1 % year to date and -38.9 % over one year. The gap to the dollar figures above comes from the exchange rate alone: each daily price is converted at the ECB euro reference rate for the same day.

Data note 4

Risk metrics

Max drawdown-42.3 %

Volatility p.a.40.3 %

Data note 5

Below peak-42.3 %

Beta to S&P 5001.57

Correlation to S&P 5000.54

The close on Sep 16, 2026 was 42.3 % below the highest close since Aug 12, 2024, reached on Sep 18, 2025. Over the last 252 trading days, on days when the S&P 500 rose or fell 1 %, Carlyle Group Inc moved on average 1.57 % in the same direction. The correlation of 0.54 shows how reliable that average is: the broad market explained part of the daily moves, but far from all.

Data note 6

Correlated with

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

Correlated with
Instrument	r	−1 … +1
Ares Management Corporation Class A	+0.82
KKR and Co. Inc.	+0.81
Blackstone Inc.	+0.80
Apollo Global Management Inc	+0.75
BlackRock Inc.	+0.63
Invesco Ltd.	+0.63
WTI crude oil	-0.44
Brent crude oil	-0.41
Heating oil	-0.40

Data note 7

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 year	Revenue	Net income	Margin
FY2023	3.0	-0.6	-20.5 %
FY2024	5.4	1.0	18.8 %
FY2025	4.8	0.8	16.9 %

Data note 8

Held in these ETFs

Held in these ETFs
ETF	Index	Weight	per €1,000 in the ETF
XUFI / XUFN	msci-usa-financials	0.14 %	€1.40
XDWF	msci-world-financials	0.07 %	€0.70
WFIN	msci-world-financials	0.07 %	€0.70
XD9U / XD9D	msci-usa	0.02 %	€0.20
SWWD	msci-world	0.01 %	€0.10
WIMI	msci-world-imi	0.01 %	€0.10
SPYY	msci-acwi	0.01 %	€0.10
EUNL	msci-world	0.01 %	€0.10
IUSQ	msci-acwi	0.01 %	€0.10
SPPW	msci-world	0.01 %	€0.10
XDWD / XDWL	msci-world	0.01 %	€0.10
SPYI / SPSA	msci-acwi-imi	0.00 %	€0.00

Data note 9

The last column turns the weight into euros: this much of €1,000 invested in one of these funds is allocated to Carlyle Group Inc as of the fund's latest holdings list.

Weight in EUNL since 2020

Jun 30, 2020Sep 16, 2026

In EUNL, a fund tracking the MSCI World, Carlyle Group Inc had a weight of 0.01 % on Jun 30, 2020 and 0.01 % on Sep 16, 2026. Its share peaked at 0.02 % on Dec 29, 2023. The weight rises and falls with the stock's price relative to the other index members, and it also shifts when the index provider changes the composition.

Data note 10

How much Carlyle Group Inc overlaps with other holdings in a portfolio is shown by the Portfolio X-Ray and the ETF overlap check.

Stocks with similar ETF exposure

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

Data note 11

Key figures side by side

Key figures compared with stocks of similar ETF exposure
Stock	1 year	Volatility p.a.	Net margin	Revenue growth
Carlyle Group Inc	-40.3 %	40.3 %	16.9 %	-11.9 %
Affirm Holdings	-20.4 %	73.1 %	4.7 %	+34.9 %
Fidelity National Financial Inc. - FNF Group	-26.4 %	26.1 %	28.7 %	+9.1 %
Markel Group	-6.8 %	21.5 %	13.6 %	+4.7 %
SoFi Technologies Inc	-38.6 %	59.1 %	77.7 %	+23.1 %
Toast	-22.1 %	46.6 %	5.6 %	+24.1 %
LPL Financial Holdings	-1.0 %	36.3 %	5.1 %	+37.2 %
Tradeweb Markets	-12.7 %	28.8 %	39.6 %	+18.9 %
Corebridge Financial	+11.1 %	35.6 %	-2.0 %	-1.2 %

Return and volatility from our daily closing prices in US dollars; margin and growth from the latest SEC annual filing. Fiscal years do not all end on the same date.