Carlyle Group Return on Investment 2010-2025 | 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
2025-03-31 $1.41B $16.34B 9.00%
2024-12-31 $1.37B $15.36B 9.02%
2024-09-30 $0.30B $15.08B 1.99%
2024-06-30 $-0.33B $15.77B -2.17%
2024-03-31 $-0.64B $14.53B -4.26%
2023-12-31 $-0.61B $14.55B -4.03%
2023-09-30 $0.39B $15.20B 2.59%
2023-06-30 $0.62B $15.42B 4.14%
2023-03-31 $1.03B $15.17B 6.98%
2022-12-31 $1.61B $15.00B 11.10%
2022-09-30 $2.37B $14.41B 16.67%
2022-06-30 $2.68B $14.43B 19.22%
2022-03-31 $3.61B $14.33B 26.92%
2021-12-31 $4.02B $13.67B 31.90%
2021-09-30 $3.79B $13.36B 32.06%
2021-06-30 $3.48B $12.32B 31.92%
2021-03-31 $2.43B $11.11B 24.38%
2020-12-31 $0.60B $10.46B 6.47%
2020-09-30 $-0.10B $9.68B -1.11%
2020-06-30 $-0.23B $8.60B -2.53%
2020-03-31 $0.10B $8.45B 1.04%
2019-12-31 $1.26B $9.65B 13.52%
2019-09-30 $1.21B $9.49B 13.15%
2019-06-30 $1.01B $9.66B 11.01%
2019-03-31 $0.72B $8.42B 7.84%
2018-12-31 $0.36B $9.23B 3.82%
2018-09-30 $0.81B $9.41B 8.77%
2018-06-30 $0.89B $9.55B 10.03%
2018-03-31 $0.86B $9.20B 10.24%
2017-12-31 $1.04B $8.83B 13.46%
2017-09-30 $0.66B $8.08B 9.18%
2017-06-30 $0.46B $7.35B 6.83%
2017-03-31 $0.32B $6.78B 4.89%
2016-12-31 $0.03B $6.67B 0.52%
2016-09-30 $-0.06B $6.21B -0.54%
2016-06-30 $-0.50B $6.44B -3.28%
2016-03-31 $-0.55B $5.53B -2.73%
2015-12-31 $-0.46B $24.35B -1.84%
2015-09-30 $-0.47B $24.62B -1.81%
2015-06-30 $0.08B $25.72B 0.31%
2015-03-31 $0.17B $26.00B 0.62%
2014-12-31 $0.10B $26.44B 0.38%
2014-09-30 $0.63B $27.63B 2.33%
2014-06-30 $0.66B $27.47B 2.46%
2014-03-31 $0.55B $26.87B 2.11%
2013-12-31 $0.75B $26.66B 2.89%
2013-09-30 $0.40B $25.68B 1.58%
2013-06-30 $0.49B $25.81B 1.93%
2013-03-31 $0.29B $25.30B 1.17%
2012-12-31 $0.68B $25.24B 2.82%
2012-09-30 $1.00B $24.24B 4.36%
2012-06-30 $0.57B $23.80B 2.57%
2012-03-31 $1.18B $23.41B 6.03%
2011-12-31 $1.50B $19.98B 10.98%
2011-06-30 $2.52B $13.73B 73.36%
2011-03-31 $2.79B 0.00%
Sector Industry Market Cap Revenue
Finance Finance - Investment Management $21.730B $5.426B
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
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KKR (KKR) United States $130.016B 33.48
Apollo Global Management (APO) United States $86.867B 23.00
Ares Management (ARES) United States $59.803B 42.99
Ameriprise Financial (AMP) United States $51.854B 15.03
MSCI Inc (MSCI) United States $44.716B 36.86
Blue Owl Capital (OWL) United States $31.695B 26.77
T Rowe Price (TROW) United States $23.303B 11.52
TPG (TPG) United States $20.886B 27.50
Franklin Resources (BEN) United States $12.928B 10.93
SEI Investments (SEIC) United States $11.555B 20.18
Invesco (IVZ) United States $8.915B 10.89
Schroders (SHNWF) United Kingdom $8.526B 0.00
Hamilton Lane (HLNE) United States $8.281B 30.68
Janus Henderson Group (JHG) United Kingdom $6.550B 11.48
Affiliated Managers (AMG) United States $5.969B 9.89
ONEX (ONEXF) Canada $5.871B 13.42
Victory Capital Holdings (VCTR) United States $4.631B 12.71
AllianceBernstein Holding (AB) United States $4.562B 12.38
Federated Hermes (FHI) United States $3.742B 11.37
Artisan Partners Asset Management (APAM) United States $3.739B 12.80
Cohen & Steers Inc (CNS) United States $3.706B 23.99
Grupo Aval Acciones Y Valores S.A (AVAL) Colombia $3.550B 11.96
Fairfax India Holdings (FFXDF) Canada $2.726B 69.55
GCM Grosvenor (GCMG) United States $2.294B 20.02
Sprott (SII) Canada $1.947B 39.30
Ashmore Group (AJMPF) United Kingdom $1.554B 0.00
Prospect Capital (PSEC) United States $1.511B 3.99
Virtus Investment Partners (VRTS) United States $1.433B 7.77
Cannae Holdings (CNNE) United States $1.354B 0.00
Capital Southwest (CSWC) United States $1.249B 9.46
PennantPark Floating Rate Capital (PFLT) United States $1.065B 8.65
Patria Investments (PAX) Cayman Islands $0.841B 11.01
Noah Holdings (NOAH) China $0.810B 11.13
Associated Capital (AC) United States $0.787B 20.81
Eagle Point Credit (ECC) United States $0.573B 6.65
Gamco Investors (GAMI) United States $0.549B 8.72
Barings Corporate Investors (MCI) $0.439B 0.00
Sound Point Meridian Capital (SPMC) United States $0.368B 0.00
Value Line (VALU) United States $0.355B 16.56
Silvercrest Asset Management Group (SAMG) United States $0.221B 16.00
Barings Participation Investors (MPV) $0.207B 0.00
Westwood Holdings Group Inc (WHG) United States $0.153B 49.36
ArrowMark Financial (BANX) United States $0.148B 0.00
Monroe Capital (MRCC) United States $0.136B 5.71
Great Elm Capital (GECC) United States $0.127B 8.40
Portman Ridge Finance (PTMN) United States $0.118B 5.33
Hennessy Advisors (HNNA) United States $0.099B 10.20
OFS Credit (OCCI) $0.097B 3.53
AMTD IDEA Group (AMTD) France $0.084B 0.00
Binah Capital (BCG) United States $0.035B 0.00
U.S Global Investors (GROW) United States $0.032B 0.00
Royalty Management Holding (RMCO) United States $0.020B 0.00
Prestige Wealth (PWM) Hong Kong, SAR China $0.006B 0.00
Medley Management (MDLY) United States $0.000B 0.00
Jupai Holdings (JP) China $0.000B 0.00