Carlyle Group Return on Investment 2012-2026 | CG
Current and historical return on investment (ROI) values for Carlyle Group (CG) over the last 10 years.
| Carlyle Group ROI - Return on Investment Historical Data | |||
|---|---|---|---|
| Date | TTM Net Income | LT Investments & Debt | Return on Investment |
| 2026-03-31 | $0.76B | $19.49B | 3.91% |
| 2025-12-31 | $1.04B | $18.20B | 5.73% |
| 2025-09-30 | $0.75B | $16.91B | 4.46% |
| 2025-06-30 | $1.58B | $15.93B | 9.90% |
| 2025-03-31 | $1.41B | $15.64B | 9.00% |
| 2024-12-31 | $1.37B | $15.18B | 9.02% |
| 2024-09-30 | $0.30B | $14.98B | 1.99% |
| 2024-06-30 | $-0.33B | $15.01B | -2.17% |
| 2024-03-31 | $-0.64B | $14.93B | -4.26% |
| 2023-12-31 | $-0.61B | $15.09B | -4.03% |
| 2023-09-30 | $0.39B | $15.20B | 2.59% |
| 2023-06-30 | $0.62B | $15.00B | 4.14% |
| 2023-03-31 | $1.03B | $14.75B | 6.98% |
| 2022-12-31 | $1.61B | $14.54B | 11.10% |
| 2022-09-30 | $2.37B | $14.21B | 16.67% |
| 2022-06-30 | $2.68B | $13.95B | 19.22% |
| 2022-03-31 | $3.61B | $13.42B | 26.92% |
| 2021-12-31 | $4.02B | $12.62B | 31.90% |
| 2021-09-30 | $3.79B | $11.82B | 32.06% |
| 2021-06-30 | $3.48B | $10.90B | 31.92% |
| 2021-03-31 | $2.43B | $9.97B | 24.38% |
| 2020-12-31 | $0.60B | $9.30B | 6.47% |
| 2020-09-30 | $-0.10B | $9.10B | -1.11% |
| 2020-06-30 | $-0.23B | $9.05B | -2.53% |
| 2020-03-31 | $0.10B | $9.31B | 1.04% |
| 2019-12-31 | $1.26B | $9.31B | 13.52% |
| 2019-09-30 | $1.21B | $9.20B | 13.15% |
| 2019-06-30 | $1.01B | $9.18B | 11.01% |
| 2019-03-31 | $0.72B | $9.15B | 7.84% |
| 2018-12-31 | $0.36B | $9.35B | 3.82% |
| 2018-09-30 | $0.81B | $9.25B | 8.77% |
| 2018-06-30 | $0.89B | $8.92B | 10.03% |
| 2018-03-31 | $0.86B | $8.37B | 10.24% |
| 2017-12-31 | $1.04B | $7.76B | 13.46% |
| 2017-09-30 | $0.66B | $7.22B | 9.18% |
| 2017-06-30 | $0.46B | $6.75B | 6.83% |
| 2017-03-31 | $0.32B | $6.52B | 4.89% |
| 2016-12-31 | $0.03B | $6.21B | 0.52% |
| 2016-09-30 | $-0.06B | $10.64B | -0.54% |
| 2016-06-30 | $-0.50B | $15.24B | -3.28% |
| 2016-03-31 | $-0.55B | $20.06B | -2.73% |
| 2015-12-31 | $-0.46B | $25.17B | -1.84% |
| 2015-09-30 | $-0.47B | $25.70B | -1.81% |
| 2015-06-30 | $0.08B | $26.45B | 0.31% |
| 2015-03-31 | $0.17B | $26.88B | 0.62% |
| 2014-12-31 | $0.10B | $27.10B | 0.38% |
| 2014-09-30 | $0.63B | $27.16B | 2.33% |
| 2014-06-30 | $0.66B | $26.67B | 2.46% |
| 2014-03-31 | $0.55B | $26.26B | 2.11% |
| 2013-12-31 | $0.75B | $25.86B | 2.89% |
| 2013-09-30 | $0.40B | $25.51B | 1.58% |
| 2013-06-30 | $0.49B | $25.15B | 1.93% |
| 2013-03-31 | $0.29B | $24.64B | 1.17% |
| 2012-12-31 | $0.68B | $24.17B | 2.82% |
| 2012-09-30 | $1.00B | $22.86B | 4.36% |
| 2012-06-30 | $0.57B | $22.03B | 2.57% |
| 2012-03-31 | $1.18B | $19.51B | 6.03% |
| 2011-12-31 | $1.50B | $13.66B | 10.98% |
| 2011-06-30 | $2.52B | $3.43B | 73.36% |
| 2011-03-31 | $2.79B | 0 | 0.00% |
| Sector | Industry | Market Cap | Revenue |
|---|---|---|---|
| Finance | Finance - Investment Management | $17.080B | $4.780B |
| The Carlyle Group Inc., one among the largest global investment firms, originates, structures and acts as lead equity investor in management-led buyouts, strategic minority equity investments, equity private placements, consolidations & buildups, growth capital financings, real estate opportunities, bank loans, high-yield debt, distressed assets, mezzanine debt, etc.?It provides investment management services to private equity funds, real estate funds, private credit funds, collateralized loan obligations, etc. It has 3 reportable units. Global Private Equity unit advises buyout, growth, real estate and natural resources funds. Global Credit unit advises funds & vehicles that pursue investment strategies, like loans & structured credit, direct lending, opportunistic credit, distressed credit, aircraft financing & servicing, infrastructure debt and insurance solutions. Global Investment Solutions unit advises through fund of funds, secondary purchases of existing portfolios and managed co-investment programs. | |||
| Stock Name | Country | Market Cap | PE Ratio |
|---|---|---|---|
| BlackRock (BLK) | United States | $155.434B | 20.79 |
| KKR (KKR) | United States | $81.327B | 21.07 |
| Apollo Global Management (APO) | United States | $60.300B | 14.00 |
| Ameriprise Financial (AMP) | United States | $40.697B | 11.34 |
| MSCI Inc (MSCI) | United States | $39.417B | 31.01 |
| Ares Management (ARES) | United States | $33.099B | 21.10 |
| T Rowe Price (TROW) | United States | $19.909B | 9.41 |
| TPG (TPG) | United States | $14.710B | 15.89 |
| Franklin Resources (BEN) | United States | $12.972B | 10.69 |
| Blue Owl Capital (OWL) | United States | $12.794B | 9.80 |
| Schroders (SHNWF) | United Kingdom | $11.722B | 0.00 |
| Invesco (IVZ) | United States | $10.462B | 11.62 |
| SEI Investments (SEIC) | United States | $9.411B | 13.67 |
| Janus Henderson Group (JHG) | United Kingdom | $7.953B | 10.78 |
| Affiliated Managers (AMG) | United States | $7.615B | 10.90 |
| Grupo Aval Acciones Y Valores S.A (AVAL) | Colombia | $5.259B | 11.07 |
| ONEX (ONEXF) | Canada | $5.227B | 8.59 |
| Hamilton Lane (HLNE) | United States | $5.147B | 16.45 |
| Victory Capital Holdings (VCTR) | United States | $4.342B | 10.86 |
| Federated Hermes (FHI) | United States | $4.199B | 11.08 |
| Sprott (SII) | Canada | $3.713B | 55.38 |
| AllianceBernstein Holding (AB) | United States | $3.510B | 11.25 |
| Cohen & Steers Inc (CNS) | United States | $3.246B | 20.37 |
| Artisan Partners Asset Management (APAM) | United States | $2.967B | 9.35 |
| DigitalBridge (DBRG) | United States | $2.846B | 47.12 |
| Fairfax India Holdings (FFXDF) | Canada | $2.258B | 5.51 |
| Ashmore Group (AJMPF) | United Kingdom | $2.053B | 0.00 |
| GCM Grosvenor (GCMG) | United States | $1.968B | 14.51 |
| Capital Southwest (CSWC) | United States | $1.374B | 9.76 |
| Prospect Capital (PSEC) | United States | $1.275B | 3.64 |
| Virtus Investment Partners (VRTS) | United States | $0.918B | 5.46 |
| PennantPark Floating Rate Capital (PFLT) | United States | $0.835B | 7.80 |
| Associated Capital (ACGP) | United States | $0.828B | 15.57 |
| Patria Investments (PAX) | Cayman Islands | $0.819B | 9.69 |
| Strive (ASST) | United States | $0.735B | 0.00 |
| Noah Holdings (NOAH) | China | $0.676B | 8.28 |
| Cannae Holdings (CNNE) | United States | $0.577B | 0.00 |
| Gamco Investors (GAMI) | United States | $0.511B | 7.47 |
| Eagle Point Credit (ECC) | United States | $0.505B | 3.75 |
| Barings Corporate Investors (MCI) | $0.362B | 0.00 | |
| Value Line (VALU) | United States | $0.329B | 15.00 |
| Sound Point Meridian Capital (SPMC) | United States | $0.204B | 4.59 |
| Barings Participation Investors (MPV) | $0.188B | 0.00 | |
| Silvercrest Asset Management Group (SAMG) | United States | $0.154B | 14.67 |
| Westwood Holdings Group Inc (WHG) | United States | $0.151B | 14.12 |
| ArrowMark Financial (BANX) | United States | $0.139B | 0.00 |
| Monroe Capital (MRCC) | United States | $0.106B | 9.04 |
| OFS Credit (OCCI) | $0.086B | 2.23 | |
| AMTD IDEA Group (AMTD) | France | $0.081B | 0.00 |
| Hennessy Advisors (HNNA) | United States | $0.078B | 8.68 |
| Great Elm Capital (GECC) | United States | $0.071B | 3.58 |
| Mount Logan Capital (MLCI) | United States | $0.042B | 0.00 |
| Royalty Management Holding (RMCO) | United States | $0.039B | 0.00 |
| FG Nexus Inc (FGNX) | United States | $0.036B | 0.00 |
| U.S Global Investors (GROW) | United States | $0.033B | 0.00 |
| Binah Capital (BCG) | United States | $0.029B | 16.00 |
| Jupai Holdings (JP) | China | $0.000B | 0.00 |
| Medley Management (MDLY) | United States | $0.000B | 0.00 |