Zurich Cantonal Bank
CG icon

Zurich Cantonal Bank’s Carlyle Group CG Stock Holding History

Zurich Cantonal Bank’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 		$5.37M Buy
127,529
+13,237
+12% +$622K 0.01% 672
2026
Q1 		$5.53M Buy
114,292
+130
+0.1% +$7.17K 0.01% 628
2025
Q4 		$6.75M Buy
114,162
+8,512
+8% +$484K 0.01% 565
2025
Q3 		$6.62M Buy
105,650
+1,320
+1% +$82.5K 0.02% 541
2025
Q2 		$5.36M Buy
104,330
+15,006
+17% +$646K 0.01% 578
2025
Q1 		$3.89M Hold
89,324
– – 0.01% 644
2024
Q4 		$4.51M Sell
89,324
-5,136
-5% -$260K 0.01% 620
2024
Q3 		$4.07M Buy
94,460
+3,323
+4% +$139K 0.01% 625
2024
Q2 		$3.66M Buy
91,137
+18,614
+26% +$804K 0.01% 623
2024
Q1 		$3.4M Sell
72,523
-22,524
-24% -$974K 0.01% 626
2023
Q4 		$3.87M Buy
95,047
+6,276
+7% +$207K 0.01% 592
2023
Q3 		$2.68M Buy
88,771
+3,884
+5% +$125K 0.01% 642
2023
Q2 		$2.71M Buy
84,887
+46,701
+122% +$1.36M 0.01% 641
2023
Q1 		$1.19M Buy
38,186
+626
+2% +$20.9K 0.01% 833
2022
Q4 		$1.12M Buy
37,560
+12,539
+50% +$358K 0.01% 834
2022
Q3 		$647K Buy
25,021
+8,128
+48% +$268K ﹤0.01% 1026
2022
Q2 		$535K Sell
16,893
-128
-0.8% -$4.91K ﹤0.01% 1183
2022
Q1 		$832K Sell
17,021
-10,666
-39% -$510K ﹤0.01% 1014
2021
Q4 		$1.52M Sell
27,687
-42,737
-61% -$2.33M 0.01% 828
2021
Q3 		$3.33M Hold
70,424
– – 0.02% 626
2021
Q2 		$3.27M Buy
70,424
+1,183
+2% +$50.3K 0.02% 603
2021
Q1 		$2.54M Sell
69,241
-1,456
-2% -$51K 0.02% 642
2020
Q4 		$2.22M Buy
70,697
+23,707
+50% +$668K 0.01% 711
2020
Q3 		$1.16M Buy
46,990
+12,948
+38% +$349K 0.01% 818
2020
Q2 		$950K Buy
+34,042
New +$874K 0.01% 817

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

Zurich Cantonal Bank's CG Position: Q2 2026 in Review

Zurich Cantonal Bank increased its Carlyle Group (CG) stake by 12% in Q2 2026, buying an estimated $622K and bringing the position to 127,529 shares worth $5.37M. The position accounts for 0.01% of the portfolio, ranked #672.

Zurich Cantonal Bank first reported a position in CG in Q2 2020 and has held it in 25 quarters since. The position peaked at $6.75M in Q4 2025. 586 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Zurich Cantonal Bank held 127,529 shares of Carlyle Group worth $5.37M as of Q2 2026.
  • Zurich Cantonal Bank bought 13,237 Carlyle Group shares in Q2 2026, an estimated $622K.
  • Carlyle Group made up 0.01% of Zurich Cantonal Bank's portfolio in Q2 2026, its #672 holding.
  • Zurich Cantonal Bank first reported a position in Carlyle Group in Q2 2020 and has held it in 25 quarters since.
  • Zurich Cantonal Bank's Carlyle Group position peaked at $6.75M in Q4 2025.
  • 586 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Zurich Cantonal Bank's 13F filing for Q2 2026, filed 12 Aug 2026.