Carlyle (CG) Long-Term Investments (2011 - 2026)
Carlyle's (CG) quarterly Long-Term Investments came in at $14.3 billion in Q1 2026, up 3819.78% year-on-year from $365.5 million in Q1 2025, and up 28.46% quarter-over-quarter from $11.2 billion in Q4 2025.
Carlyle (CG) Long-Term Investments (2011 - 2026) Analysis & Trends
Carlyle's Long-Term Investments history runs 16 years deep, the most recent figure standing at $14.3 billion for Q1 2026.
- On a quarterly basis, Long-Term Investments rose 3819.78% year-over-year to $14.3 billion in Q1 2026; TTM through Mar 2026 was $14.3 billion, a 3819.78% increase from a year earlier, with the FY2025 full-year figure at $11.2 billion, up 2843.44% from the prior year.
- Long-Term Investments improved to $14.3 billion in Q1 2026 per CG's latest filing, from $11.2 billion in the prior quarter.
- Across five years, Long-Term Investments topped out at $14.3 billion in Q1 2026 and bottomed at $65.1 million in Q2 2022.
- The 5-year median for Long-Term Investments is $569.7 million (2025), against an average of $4.7 billion.
- Across the five-year window, Long-Term Investments sank 98.83% in 2022 and soared 3819.78% in 2026, its largest moves.
- Year by year, Long-Term Investments stood at $7.0 billion in 2022, then slumped by 92.37% to $532.6 million in 2023, then fell by 28.86% to $378.9 million in 2024, then soared by 2843.44% to $11.2 billion in 2025, then increased by 28.46% to $14.3 billion in 2026.
- Per Business Quant, the three latest CG Long-Term Investments figures stand at $14.3 billion (Q1 2026), $11.2 billion (Q4 2025), and $10.5 billion (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | 82.87 Bn |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | 14.57 Bn |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | 32.75 Bn |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | 2.28 Bn |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | 3.88 Bn |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | 58.97 Bn |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | - |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | 399.00 Mn |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | 3.17 Bn |
| 10 | Carlyle | 15.95 Bn | 16.25 Bn | - | 14.33 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 14.33 Bn |
| Dec 31, 2025 | 11.15 Bn |
| Sep 30, 2025 | 10.52 Bn |
| Jun 30, 2025 | 569.70 Mn |
| Mar 31, 2025 | 365.50 Mn |
| Dec 31, 2024 | 378.90 Mn |
| Sep 30, 2024 | 7.43 Bn |
| Jun 30, 2024 | 494.60 Mn |
| Mar 31, 2024 | 7.57 Bn |
| Dec 31, 2023 | 532.60 Mn |
| Sep 30, 2023 | 7.06 Bn |
| Jun 30, 2023 | 548.40 Mn |
| Mar 31, 2023 | 544.80 Mn |
| Dec 31, 2022 | 6.98 Bn |
| Sep 30, 2022 | 11.00 Bn |
| Jun 30, 2022 | 65.10 Mn |
| Mar 31, 2022 | 565.20 Mn |
| Dec 31, 2021 | 6.96 Bn |
| Sep 30, 2021 | 6.47 Bn |
| Jun 30, 2021 | 5.54 Bn |