Other

Performance allocations

The Carlyle Group Performance allocations decreased by 9.9% to $6.87B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 1.7%, from $6.99B to $6.87B. Over 5 years (FY 2020 to FY 2025), Performance allocations shows an upward trend with a 8.9% CAGR.

Analysis

StatementBalance Sheet Statement
SectionOther
First reportedQ4 2017
Last reportedQ1 2026May 8, 2026
Metric ID: other_accrued_performance_based_capital_allocation

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$8.15B$8.10B$8.13B$8.50B$8.05B$7.43B$7.12B$7.13B$6.53B$6.21B$6.17B$5.57B$5.67B$7.21B$7.05B$6.99B$7.60B$6.96B$7.62B$6.87B
QoQ Change-0.6%+0.4%+4.6%-5.4%-7.7%-4.2%+0.2%-8.4%-4.9%-0.6%-9.8%+1.8%+27.2%-2.2%-1.0%+8.8%-8.5%+9.5%-9.9%
YoY Change-1.2%-8.3%-12.5%-16.1%-18.8%-16.4%-13.3%-22.0%-13.2%+16.1%+14.3%+25.5%+34.1%-3.5%+8.0%-1.7%
Range$5.57B$8.50B
CAGR-3.5%
Avg YoY Growth-1.8%
Median YoY Growth-5.9%

Business Segments

View all
SegmentQ1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24
Global Investment Solutions$1.42B$1.43B$1.42B$1.54B$1.64B$1.58B$1.69B$1.62B
Total$7.13B$6.53B$6.21B$6.17B$5.57B$5.67B$7.21B$7.05B

Global Investment Solutions was previously reported and has since been discontinued or reclassified. Only currently active segments are shown in the chart.

Frequently Asked Questions

What is The Carlyle Group's performance allocations?
The Carlyle Group (CG) reported performance allocations of $6.87B in Q1 2026.
How has The Carlyle Group's performance allocations changed year-over-year?
The Carlyle Group's performance allocations decreased by 1.7% year-over-year, from $6.99B to $6.87B.
What is the long-term trend for The Carlyle Group's performance allocations?
Over 5 years (2020 to 2025), The Carlyle Group's performance allocations has grown at a 8.9% compound annual growth rate (CAGR), from $4.97B to $7.62B.