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 $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

HSBC Holdings's CG Position: Q1 2026 in Review

HSBC Holdings increased its Carlyle Group (CG) stake by 95% in Q1 2026, buying an estimated $5.71M and bringing the position to 212,167 shares worth $10.3M. The position accounts for 0.01% of the portfolio, ranked #922.

HSBC Holdings first reported a position in CG in Q1 2015 and has held it in 43 quarters since. The position peaked at $45M in Q4 2022. 601 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • HSBC Holdings held 212,167 shares of Carlyle Group worth $10.3M as of Q1 2026.
  • HSBC Holdings bought 103,552 Carlyle Group shares in Q1 2026, an estimated $5.71M.
  • Carlyle Group made up 0.01% of HSBC Holdings's portfolio in Q1 2026, its #922 holding.
  • HSBC Holdings first reported a position in Carlyle Group in Q1 2015 and has held it in 43 quarters since.
  • HSBC Holdings's Carlyle Group position peaked at $45M in Q4 2022.
  • 601 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.