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Equibles

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

Position in CG — Carlyle Group Inc.

CIK 861177 NEW YORK, NY
Back to CG Full portfolio

Position in CG

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$67,489,692
-$5,899,109 QoQ
Shares Held
1,602,700
+5.7% QoQ
Ownership
0.450%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#27
of 584 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority Sole 46% Shared 0% None 54%

Common Shares in CG Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $5,288,147,930 across 74 Asset Management names. CG ranks #12 (1.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BLK
BlackRock, Inc.
 1,384,840 $1,331,606,745
2 APO
Apollo Global Management, Inc.
 5,657,781 $669,372,060
3 BX
Blackstone Inc.
 4,353,274 $512,249,747
4 STT
State Street Corp
 2,962,274 $502,401,666
5 AMP
Ameriprise Financial Inc
 817,247 $374,920,228
6 TROW
Price T Rowe Group Inc
 3,150,561 $358,187,276
7 KKR
KKR & Co. Inc.
 3,461,541 $317,700,229
8 PFG
Principal Financial Group Inc
 2,216,125 $238,853,947

All Filings in CG

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $67,489,692 1,602,700
2026-03-31 $73,388,801 1,516,611
2025-12-31 $81,585,214 1,380,227
2025-09-30 $84,640,104 1,349,922
2025-06-30 $80,759,417 1,571,195
2025-03-31 $69,944,944 1,604,610
2024-12-31 $58,736,726 1,163,334
2024-09-30 $60,508,165 1,405,206
2024-06-30 $54,951,571 1,368,657
2024-03-31 $31,503,813 671,580
2023-12-31 $27,446,213 674,520
2023-09-30 $19,124,632 634,106
2023-06-30 $20,332,241 636,377
2023-03-31 $19,765,865 636,377
2022-12-31 $18,507,927 620,239
2022-09-30 $16,123,069 623,958
2022-06-30 $23,419,467 739,718
2022-03-31 $24,504,002 501,002
2021-12-31 $27,068,605 493,053
2021-09-30 $42,169,451 891,909
2021-06-30 $21,382,700 460,041
2021-03-31 $23,283,706 633,398
2020-12-31 $18,428,833 586,159
2020-09-30 $11,580,513 469,417
2020-06-30 $6,696,275 240,010