Long-term investments
The Carlyle Group Long-term 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), Long-term investments shows an upward trend with a 8.6% CAGR.
Analysis
How to read this metric
An increase may indicate strategic capital deployment or long-term asset accumulation, while a decrease could signal divestment or the reclassification of assets to support liquidity needs.
Detailed definition
Long-term investments represent financial assets held by the company with maturities or holding periods exceeding one ye...
Peer comparison
Peer financial institutions typically report these as non-current assets, with variations depending on the specific mix of held-to-maturity securities versus available-for-sale equity investments.
long_term_investmentsHistorical Data
| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '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% |
Business Segments
| Segment | Q4 '21 | Q4 '22 | Q4 '23 | Q4 '24 | Q4 '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.
Long-term investments at Other Companies
Frequently Asked Questions
- What is The Carlyle Group's long-term investments?
- The Carlyle Group (CG) reported long-term investments of $10.47B in Q1 2026.
- How has The Carlyle Group's long-term investments changed year-over-year?
- The Carlyle Group's long-term 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 long-term investments?
- Over 5 years (2020 to 2025), The Carlyle Group's long-term investments has grown at a 8.6% compound annual growth rate (CAGR), from $7.38B to $11.15B.
- What does long-term investments mean?
- Financial assets and securities that the company intends to hold for more than one year.