Carlyle (CG) Long-Term Investments (2011 - 2026)
Carlyle's Long-Term Investments was $13.32 billion in Q2 2026, up 18.9% from $11.2 billion a year earlier but down 7.0% from the prior quarter.
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Analysis
Carlyle (CG) Long-Term Investments (2011 - 2026) Analysis & Trends
At the end of FY2025, Long-Term Investments at Carlyle came in at $12.52 billion, up 14.5% from FY2024.
- Long-Term Investments shows a five-year compound annual growth rate of 11.1% (FY2020 to FY2025).
- In earlier years, Long-Term Investments was $10.94 billion in FY2024 (+9.9%), $9.96 billion in FY2023 (-7.5%), $10.77 billion in FY2022 (-0.6%) and $10.83 billion in FY2021 (+46.8%).
- Quarterly Long-Term Investments has moved between $9.47 billion (Q1 2024) and $14.33 billion (Q1 2026) over five years.
- Compared with a year earlier, Long-Term Investments has increased for three straight quarters, with growth averaging 14.7% over the last eight quarters.
- The best year-over-year quarter for Long-Term Investments over five years was Q3 2021 (growth of 64.7%); the worst was Q1 2024 (a decline of 12.2%).
- Per Business Quant data, CG's Long-Term Investments in the three quarters before Q2 2026 was $14.33 billion (Q1 2026), $12.52 billion (Q4 2025) and $11.08 billion (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 174.75 Bn | 120.88 Bn | - | 15.14 Bn |
| 2 | Spdr Gold Trust | 137.39 Bn | -420.61 Bn | - | - |
| 3 | Blackstone | 85.63 Bn | 75.61 Bn | - | 34.59 Bn |
| 4 | Brookfield | 81.94 Bn | -101.37 Bn | - | 87.68 Bn |
| 5 | Kkr | 77.88 Bn | -1.97 Bn | - | 316.77 Bn |
| 6 | Brookfield Asset Management | 72.12 Bn | 66.93 Bn | - | 10.36 Bn |
| 7 | Apollo Global Management | 65.73 Bn | -17.07 Bn | 10.56 Bn | 333.84 Bn |
| 8 | Wheaton Precious Metals | 59.93 Bn | 55.35 Bn | 687.86 Mn | 147.62 Mn |
| 9 | Franco Nevada | 46.57 Bn | 43.94 Bn | 451.00 Mn | 1.22 Bn |
| 10 | Carlyle | 13.09 Bn | 5.97 Bn | - | 13.32 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 13.32 Bn |
| Mar 31, 2026 | 14.33 Bn |
| Dec 31, 2025 | 12.52 Bn |
| Sep 30, 2025 | 11.08 Bn |
| Jun 30, 2025 | 11.20 Bn |
| Mar 31, 2025 | 10.74 Bn |
| Dec 31, 2024 | 10.94 Bn |
| Sep 30, 2024 | 11.10 Bn |
| Jun 30, 2024 | 9.60 Bn |
| Mar 31, 2024 | 9.47 Bn |
| Dec 31, 2023 | 9.96 Bn |
| Sep 30, 2023 | 9.97 Bn |
| Jun 30, 2023 | 10.22 Bn |
| Mar 31, 2023 | 10.78 Bn |
| Dec 31, 2022 | 10.77 Bn |
| Sep 30, 2022 | 11.00 Bn |
| Jun 30, 2022 | 11.51 Bn |
| Mar 31, 2022 | 11.92 Bn |
| Dec 31, 2021 | 10.83 Bn |
| Sep 30, 2021 | 10.68 Bn |
API Access
Carlyle Long-Term Investments API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=long-term-investments&ticker=CG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "long-term-investments", "ticker": "CG", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=long-term-investments&ticker=CG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();