Universal-Beteiligungs- und Servicegesellschaft
CG icon

Universal-Beteiligungs- und Servicegesellschaft’s Carlyle Group CG Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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
Q1 		$4.24M Sell
87,525
-38,815
-31% -$2.14M 0.01% 943
2025
Q4 		$7.53M Sell
126,340
-8,734
-6% -$496K 0.01% 716
2025
Q3 		$8.47M Buy
135,074
+54,240
+67% +$3.39M 0.01% 651
2025
Q2 		$4.15M Sell
80,834
-61,603
-43% -$2.65M 0.01% 901
2025
Q1 		$6.21M Buy
+142,437
New +$7.06M 0.01% 728

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

Universal-Beteiligungs- und Servicegesellschaft's CG Position: Q1 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Carlyle Group (CG) stake by 31% in Q1 2026, selling an estimated $2.14M and leaving 87,525 shares worth $4.24M. The position accounts for 0.01% of the portfolio, ranked #943.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in CG in Q1 2025 and has held it in 5 quarters since. The position peaked at $8.47M in Q3 2025. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 87,525 shares of Carlyle Group worth $4.24M as of Q1 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 38,815 Carlyle Group shares in Q1 2026, an estimated $2.14M.
  • Carlyle Group made up 0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q1 2026, its #943 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Carlyle Group in Q1 2025 and has held it in 5 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Carlyle Group position peaked at $8.47M in Q3 2025.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q1 2026, filed 11 May 2026.