Mitsubishi UFJ Asset Management’s Carlyle Group CG Stock Holding History

Mitsubishi UFJ Asset Management’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
2026 Q2	$13M	Buy	307,610 +67,857	+28%	+$3.19M	0.01%	601
2026 Q1	$11.6M	Buy	239,753 +19,621	+9%	+$1.08M	0.01%	588
2025 Q4	$13.4M	Buy	220,132 +12,000	+6%	+$682K	0.01%	565
2025 Q3	$13M	Hold	208,132	–	–	0.01%	553
2025 Q2	$10.7M	Buy	208,132 +31,280	+18%	+$1.35M	0.01%	573
2025 Q1	$7.71M	Buy	176,852 +148	+0.1%	+$7.34K	0.01%	611
2024 Q4	$9.16M	Buy	176,704 +21,691	+14%	+$1.1M	0.01%	591
2024 Q3	$6.67M	Buy	155,013 +23,596	+18%	+$990K	0.01%	613
2024 Q2	$5.28M	Buy	131,417 +1,078	+0.8%	+$46.5K	0.01%	632
2024 Q1	$6.11M	Buy	130,339 +24,901	+24%	+$1.08M	0.01%	608
2023 Q4	$4.12M	Buy	105,438 +20,846	+25%	+$686K	0.01%	639
2023 Q3	$2.55M	Buy	84,592 +125	+0.1%	+$4.03K	0.01%	701
2023 Q2	$2.7M	Buy	84,467 +18,874	+29%	+$551K	0.01%	703
2023 Q1	$2.04M	Buy	65,593 +530	+0.8%	+$17.7K	﹤0.01%	726
2022 Q4	$1.95M	Buy	65,063 +14,000	+27%	+$400K	0.01%	720
2022 Q3	$1.32M	Hold	51,063	–	–	﹤0.01%	753
2022 Q2	$1.62M	Buy	51,063 +10,448	+26%	+$400K	0.01%	742
2022 Q1	$1.99M	Sell	40,615 -1,091	-3%	-$52.2K	0.01%	734
2021 Q4	$2.26M	Buy	41,706 +4,078	+11%	+$222K	0.01%	734
2021 Q3	$1.78M	Hold	37,628	–	–	0.01%	753
2021 Q2	$1.75M	Buy	37,628 +6,130	+19%	+$261K	0.01%	768
2021 Q1	$1.16M	Buy	31,498 +6,400	+26%	+$224K	0.01%	780
2020 Q4	$789K	Hold	25,098	–	–	0.01%	784
2020 Q3	$619K	Buy	25,098 +1,405	+6%	+$37.9K	0.01%	763
2020 Q2	$661K	Buy	+23,693	New	+$608K	0.01%	739

Other funds holding CG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Mitsubishi UFJ Asset Management's CG Position: Q2 2026 in Review

Mitsubishi UFJ Asset Management increased its Carlyle Group (CG) stake by 28% in Q2 2026, buying an estimated $3.19M and bringing the position to 307,610 shares worth $13M. The position accounts for 0.01% of the portfolio, ranked #601.

Mitsubishi UFJ Asset Management first reported a position in CG in Q2 2020 and has held it in 25 quarters since. The position peaked at $13.4M in Q4 2025. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

Mitsubishi UFJ Asset Management held 307,610 shares of Carlyle Group worth $13M as of Q2 2026.
Mitsubishi UFJ Asset Management bought 67,857 Carlyle Group shares in Q2 2026, an estimated $3.19M.
Carlyle Group made up 0.01% of Mitsubishi UFJ Asset Management's portfolio in Q2 2026, its #601 holding.
Mitsubishi UFJ Asset Management first reported a position in Carlyle Group in Q2 2020 and has held it in 25 quarters since.
Mitsubishi UFJ Asset Management's Carlyle Group position peaked at $13.4M in Q4 2025.
588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Mitsubishi UFJ Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.