Mitsubishi UFJ Trust & Banking
CG icon

Mitsubishi UFJ Trust & Banking’s Carlyle Group CG Stock Holding History

Mitsubishi UFJ Trust & Banking’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 		$4.25M Buy
100,869
+8,360
+9% +$393K 0.01% 647
2026
Q1 		$4.48M Sell
92,509
-2,126
-2% -$117K 0.01% 667
2025
Q4 		$5.59M Sell
94,635
-20,453
-18% -$1.16M 0.01% 643
2025
Q3 		$7.22M Sell
115,088
-22,366
-16% -$1.4M 0.02% 621
2025
Q2 		$7.07M Buy
137,454
+37,663
+38% +$1.62M 0.02% 629
2025
Q1 		$4.35M Sell
99,791
-5,278
-5% -$262K 0.01% 701
2024
Q4 		$5.3M Sell
105,069
-984
-0.9% -$49.9K 0.01% 692
2024
Q3 		$4.57M Sell
106,053
-1,743
-2% -$73.1K 0.01% 724
2024
Q2 		$4.33M Sell
107,796
-11,728
-10% -$506K 0.01% 697
2024
Q1 		$5.6M Sell
119,524
-7,101
-6% -$307K 0.01% 677
2023
Q4 		$5.15M Buy
126,625
+3,503
+3% +$115K 0.01% 685
2023
Q3 		$3.71M Buy
123,122
+651
+0.5% +$21K 0.01% 718
2023
Q2 		$3.91M Buy
122,471
+8,089
+7% +$236K 0.01% 715
2023
Q1 		$3.55M Sell
114,382
-6,842
-6% -$228K 0.01% 716
2022
Q4 		$3.62M Buy
121,224
+3,792
+3% +$108K 0.01% 716
2022
Q3 		$3.03M Buy
117,432
+12,384
+12% +$408K 0.01% 727
2022
Q2 		$3.33M Buy
105,048
+27,129
+35% +$1.04M 0.01% 730
2022
Q1 		$3.81M Sell
77,919
-837
-1% -$40.1K 0.01% 737
2021
Q4 		$4.32M Buy
78,756
+690
+0.9% +$37.6K 0.01% 748
2021
Q3 		$3.69M Buy
78,066
+1,508
+2% +$72.3K 0.01% 782
2021
Q2 		$3.56M Sell
76,558
-16,466
-18% -$701K 0.01% 787
2021
Q1 		$3.42M Sell
93,024
-13,614
-13% -$477K 0.01% 750
2020
Q4 		$3.35M Sell
106,638
-300
-0.3% -$8.45K 0.01% 774
2020
Q3 		$2.64M Buy
106,938
+1,104
+1% +$29.8K 0.01% 773
2020
Q2 		$2.95M Buy
+105,834
New +$2.72M 0.01% 745

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 $3.37T AUM 44.26% 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

Mitsubishi UFJ Trust & Banking's CG Position: Q2 2026 in Review

Mitsubishi UFJ Trust & Banking increased its Carlyle Group (CG) stake by 9% in Q2 2026, buying an estimated $393K and bringing the position to 100,869 shares worth $4.25M. The position accounts for 0.01% of the portfolio, ranked #647.

Mitsubishi UFJ Trust & Banking first reported a position in CG in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.22M in Q3 2025. 583 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Mitsubishi UFJ Trust & Banking held 100,869 shares of Carlyle Group worth $4.25M as of Q2 2026.
  • Mitsubishi UFJ Trust & Banking bought 8,360 Carlyle Group shares in Q2 2026, an estimated $393K.
  • Carlyle Group made up 0.01% of Mitsubishi UFJ Trust & Banking's portfolio in Q2 2026, its #647 holding.
  • Mitsubishi UFJ Trust & Banking first reported a position in Carlyle Group in Q2 2020 and has held it in 25 quarters since.
  • Mitsubishi UFJ Trust & Banking's Carlyle Group position peaked at $7.22M in Q3 2025.
  • 583 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Mitsubishi UFJ Trust & Banking's 13F filing for Q2 2026, filed 6 Aug 2026.