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
DateValue
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