UBS Group
CG icon

UBS Group’s Carlyle Group CG Stock Holding History

UBS 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
2023
Q4 		– Sell
-41,832
Closed -$1.26M – 9357
2023
Q3 		$1.26M Sell
41,832
-3,528
-8% -$114K ﹤0.01% 3877
2023
Q2 		$1.45M Hold
45,360
– – ﹤0.01% 3862
2023
Q1 		$1.41M Buy
+45,360
New +$1.51M ﹤0.01% 3782
2015
Q2 		– Sell
-1,200
Closed -$33K – 8512
2015
Q1 		$33K Buy
1,200
+400
+50% +$10.6K ﹤0.01% 6451
2014
Q4 		$22K Buy
+800
New +$22.7K ﹤0.01% 7506

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

UBS Group's CG Position: Q2 2026 in Review

UBS Group reduced its Carlyle Group (CG) stake by 14% in Q2 2026, selling an estimated $18.7M and leaving 2,504,918 shares worth $105M. The position accounts for 0.01% of the portfolio, ranked #1085.

UBS Group first reported a position in CG in Q4 2014 and has held it in 47 quarters since. The position peaked at $253M in Q3 2025. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • UBS Group held 2,504,918 shares of Carlyle Group worth $105M as of Q2 2026.
  • UBS Group sold 397,470 Carlyle Group shares in Q2 2026, an estimated $18.7M.
  • Carlyle Group made up 0.01% of UBS Group's portfolio in Q2 2026, its #1085 holding.
  • UBS Group first reported a position in Carlyle Group in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Carlyle Group position peaked at $253M in Q3 2025.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.