Principal Financial Group
CG icon

Principal Financial Group’s Carlyle Group CG Stock Holding History

Principal Financial Group’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 		$24.8M Buy
588,520
+9,444
+2% +$444K 0.01% 861
2026
Q1 		$28M Buy
579,076
+21,027
+4% +$1.16M 0.02% 722
2025
Q4 		$33M Sell
558,049
-20,369
-4% -$1.16M 0.02% 619
2025
Q3 		$36.3M Buy
578,418
+93,292
+19% +$5.83M 0.02% 578
2025
Q2 		$24.9M Sell
485,126
-715
-0.1% -$30.8K 0.01% 731
2025
Q1 		$21.2M Buy
485,841
+1,674
+0.3% +$83K 0.01% 792
2024
Q4 		$24.4M Sell
484,167
-3,339
-0.7% -$169K 0.01% 738
2024
Q3 		$21M Sell
487,506
-231,771
-32% -$9.72M 0.01% 812
2024
Q2 		$28.9M Sell
719,277
-187,836
-21% -$8.11M 0.02% 667
2024
Q1 		$42.6M Buy
907,113
+112,675
+14% +$4.87M 0.03% 536
2023
Q4 		$32.3M Buy
794,438
+777,863
+4,693% +$25.6M 0.02% 604
2023
Q3 		$500K Buy
16,575
+862
+5% +$27.8K ﹤0.01% 1951
2023
Q2 		$502K Sell
15,713
-6,967
-31% -$204K ﹤0.01% 1954
2023
Q1 		$704K Buy
22,680
+2,971
+15% +$99.1K ﹤0.01% 1906
2022
Q4 		$588K Sell
19,709
-3,215
-14% -$91.8K ﹤0.01% 1940
2022
Q3 		$592K Sell
22,924
-3,277
-13% -$108K ﹤0.01% 1926
2022
Q2 		$830K Sell
26,201
-11,394
-30% -$437K ﹤0.01% 1954
2022
Q1 		$1.84M Buy
37,595
+22,795
+154% +$1.09M ﹤0.01% 1875
2021
Q4 		$812K Buy
14,800
+2,136
+17% +$116K ﹤0.01% 2023
2021
Q3 		$599K Sell
12,664
-481
-4% -$23.1K ﹤0.01% 2127
2021
Q2 		$611K Buy
13,145
+4,506
+52% +$192K ﹤0.01% 2159
2021
Q1 		$318K Buy
8,639
+893
+12% +$31.3K ﹤0.01% 2262
2020
Q4 		$244K Sell
7,746
-1,409
-15% -$39.7K ﹤0.01% 2273
2020
Q3 		$226K Sell
9,155
-1,261
-12% -$34K ﹤0.01% 2180
2020
Q2 		$291K Buy
+10,416
New +$267K ﹤0.01% 2089

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

Principal Financial Group's CG Position: Q2 2026 in Review

Principal Financial Group increased its Carlyle Group (CG) stake by 1.6% in Q2 2026, buying an estimated $444K and bringing the position to 588,520 shares worth $24.8M. The position accounts for 0.01% of the portfolio, ranked #861.

Principal Financial Group first reported a position in CG in Q2 2020 and has held it in 25 quarters since. The position peaked at $42.6M in Q1 2024. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Principal Financial Group held 588,520 shares of Carlyle Group worth $24.8M as of Q2 2026.
  • Principal Financial Group bought 9,444 Carlyle Group shares in Q2 2026, an estimated $444K.
  • Carlyle Group made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #861 holding.
  • Principal Financial Group first reported a position in Carlyle Group in Q2 2020 and has held it in 25 quarters since.
  • Principal Financial Group's Carlyle Group position peaked at $42.6M in Q1 2024.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.