UBS Group
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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 $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

UBS Group's CG Position: Q1 2026 in Review

UBS Group increased its Carlyle Group (CG) stake by 14% in Q1 2026, buying an estimated $20.2M and bringing the position to 2,902,388 shares worth $140M. The position accounts for 0.02% of the portfolio, ranked #806.

UBS Group first reported a position in CG in Q4 2014 and has held it in 46 quarters since. The position peaked at $253M in Q3 2025. 601 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • UBS Group held 2,902,388 shares of Carlyle Group worth $140M as of Q1 2026.
  • UBS Group bought 365,850 Carlyle Group shares in Q1 2026, an estimated $20.2M.
  • Carlyle Group made up 0.02% of UBS Group's portfolio in Q1 2026, its #806 holding.
  • UBS Group first reported a position in Carlyle Group in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Carlyle Group position peaked at $253M in Q3 2025.
  • 601 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.