HSBC Holdings
CG icon

HSBC Holdings’s Carlyle Group CG Stock Holding History

HSBC Holdings’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-31,900
Closed -$1.62M – 3067
2024
Q4 		$1.62M Sell
31,900
-9,700
-23% -$492K ﹤0.01% 1564
2024
Q3 		$1.79M Hold
41,600
– – ﹤0.01% 1473
2024
Q2 		$1.67M Hold
41,600
– – ﹤0.01% 1469
2024
Q1 		$1.95M Buy
+41,600
New +$1.8M ﹤0.01% 1485

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

HSBC Holdings's CG Position: Q2 2026 in Review

HSBC Holdings increased its Carlyle Group (CG) stake by 33% in Q2 2026, buying an estimated $3.34M and bringing the position to 283,206 shares worth $11.9M. The position accounts for 0.01% of the portfolio, ranked #919.

HSBC Holdings first reported a position in CG in Q1 2015 and has held it in 44 quarters since. The position peaked at $45M in Q4 2022. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • HSBC Holdings held 283,206 shares of Carlyle Group worth $11.9M as of Q2 2026.
  • HSBC Holdings bought 71,039 Carlyle Group shares in Q2 2026, an estimated $3.34M.
  • Carlyle Group made up 0.01% of HSBC Holdings's portfolio in Q2 2026, its #919 holding.
  • HSBC Holdings first reported a position in Carlyle Group in Q1 2015 and has held it in 44 quarters since.
  • HSBC Holdings's Carlyle Group position peaked at $45M in Q4 2022.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on HSBC Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.