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
2026
Q3 		$4.73M Buy
119,200
+75,000
+170% +$3.4M ﹤0.01% 4167
2026
Q2 		$1.86M Buy
44,200
+4,200
+11% +$197K ﹤0.01% 5168
2026
Q1 		$1.94M Buy
+40,000
New +$2.21M ﹤0.01% 5003
2015
Q3 		– Sell
-1,000
Closed -$28K – 8420
2015
Q2 		$28K Sell
1,000
-300
-23% -$8.79K ﹤0.01% 6542
2015
Q1 		$35K Buy
1,300
+700
+117% +$18.6K ﹤0.01% 6374
2014
Q4 		$17K Buy
+600
New +$17K ﹤0.01% 7862

Other funds holding CG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group's CG Position: Q3 2026 in Review

UBS Group reduced its Carlyle Group (CG) stake by 24% in Q3 2026, selling an estimated $27.2M and leaving 1,904,604 shares worth $75.5M. The position accounts for 0.01% of the portfolio, ranked #1320.

UBS Group first reported a position in CG in Q4 2014 and has held it in 48 quarters since. The position peaked at $253M in Q3 2025. 475 funds tracked by Wall St. Rank hold CG as of Q3 2026.

  • UBS Group held 1,904,604 shares of Carlyle Group worth $75.5M as of Q3 2026.
  • UBS Group sold 600,314 Carlyle Group shares in Q3 2026, an estimated $27.2M.
  • Carlyle Group made up 0.01% of UBS Group's portfolio in Q3 2026, its #1320 holding.
  • UBS Group first reported a position in Carlyle Group in Q4 2014 and has held it in 48 quarters since.
  • UBS Group's Carlyle Group position peaked at $253M in Q3 2025.
  • 475 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.