Non-Current Assets

Investments

The Carlyle Group Investments decreased by 6.2% to $10.47B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 2.6%, from $10.74B to $10.47B. Over 5 years (FY 2020 to FY 2025), Investments shows an upward trend with a 8.6% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.

Analysis

StatementBalance Sheet Statement
SectionNon-Current Assets
CategoryCapital Allocation
SignalHigher is better
VolatilityModerate
First reportedQ4 2014
Last reportedQ1 2026May 8, 2026

How to read this metric

Growth indicates successful capital accumulation and reinvestment, while a decline may signal asset liquidation or poor investment performance.

Detailed definition

The aggregate value of long-term investment assets, including bonds, equities, real estate, and other financial instrume...

Peer comparison

Standard for insurance and financial services; peers with larger asset bases will show significantly higher investment totals.

Metric ID: non_current_assets_investments

Historical Data

20 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$10.64B$10.68B$10.83B$11.92B$11.51B$11.00B$10.77B$10.78B$10.22B$9.97B$9.96B$9.47B$9.60B$11.10B$10.94B$10.74B$11.20B$10.52B$11.15B$10.47B
QoQ Change+0.3%+1.4%+10.1%-3.5%-4.4%-2.1%+0.2%-5.3%-2.4%-0.2%-4.8%+1.3%+15.6%-1.4%-1.8%+4.3%-6.1%+6.1%-6.2%
YoY Change+8.2%+3.0%-0.6%-9.6%-11.2%-9.3%-7.5%-12.2%-6.1%+11.2%+9.9%+13.4%+16.7%-5.2%+2.0%-2.6%
Range$9.47B$11.92B
CAGR-0.4%
Avg YoY Growth+0.0%
Median YoY Growth-1.6%

Business Segments

View all
SegmentQ4 '21Q4 '22Q4 '23Q4 '24Q4 '25
Global Private Equity$96.27B$115.13B$123.66B$124.35B
Carlyle AlpInvest$57.55B
Global Credit$19.75B$24.56B$26.81B$32.37B$34.38B
Global Investment Solutions$30.55B$32.33B$62.94B
Total$10.83B$10.77B$9.96B$10.94B$11.15B

Carlyle AlpInvest, Global Credit, Global Investment Solutions, Global Private Equity were previously reported and have since been discontinued or reclassified. Only currently active segments are shown in the chart.

Frequently Asked Questions

What is The Carlyle Group's investments?
The Carlyle Group (CG) reported investments of $10.47B in Q1 2026.
How has The Carlyle Group's investments changed year-over-year?
The Carlyle Group's investments decreased by 2.6% year-over-year, from $10.74B to $10.47B.
What is the long-term trend for The Carlyle Group's investments?
Over 5 years (2020 to 2025), The Carlyle Group's investments has grown at a 8.6% compound annual growth rate (CAGR), from $7.38B to $11.15B.
What does investments mean?
The total value of all long-term investments held by the company.