ETF Holdings Breakdown of CG

Stock Name	Carlyle Group Inc
Ticker	CG(USD) NASDAQ
TYPE	Common Stock
Country	USA
ISIN	US14316J1088

News associated with CG

First Trust Advisors LP Buys 7,649 Shares of The Carlyle Group Inc. (NASDAQ:CG): First Trust Advisors LP boosted its position in The Carlyle Group Inc. (NASDAQ:CG – Free Report) by 22.6% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 41,530 shares of the financial services provider’s stock after buying an additional 7,649 shares during the quarter. […] - 2025-05-06 07:58:57
Analysts Set Centerra Gold Inc. (TSE:CG) Price Target at C$12.09: Centerra Gold Inc. (TSE:CG – Get Free Report) has been assigned an average rating of “Moderate Buy” from the eight research firms that are covering the company, MarketBeat.com reports. Four equities research analysts have rated the stock with a hold rating, three have issued a buy rating and one has assigned a strong buy rating […] - 2025-04-28 05:39:12
Brokerages Set The Carlyle Group Inc. (NASDAQ:CG) Price Target at $50.71: The Carlyle Group Inc. (NASDAQ:CG – Get Free Report) has earned an average recommendation of “Hold” from the seventeen analysts that are presently covering the company, Marketbeat reports. One investment analyst has rated the stock with a sell recommendation, ten have given a hold recommendation and six have given a buy recommendation to the company. […] - 2025-04-22 05:48:58
The Carlyle Group Inc. (NASDAQ:CG) Stock Position Boosted by Invesco Ltd.: Invesco Ltd. lifted its stake in The Carlyle Group Inc. (NASDAQ:CG – Free Report) by 9.7% in the fourth quarter, HoldingsChannel reports. The fund owned 650,735 shares of the financial services provider’s stock after purchasing an additional 57,606 shares during the quarter. Invesco Ltd.’s holdings in The Carlyle Group were worth $32,856,000 at the end […] - 2025-04-18 08:18:50
Federated Hermes Inc. Has $893,000 Position in The Carlyle Group Inc. (NASDAQ:CG): Federated Hermes Inc. trimmed its position in shares of The Carlyle Group Inc. (NASDAQ:CG – Free Report) by 17.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 17,680 shares of the financial services provider’s stock after selling 3,794 […] - 2025-04-16 08:15:09
The Carlyle Group (NASDAQ:CG) Given New $58.00 Price Target at JMP Securities: The Carlyle Group (NASDAQ:CG – Free Report) had its price objective cut by JMP Securities from $62.00 to $58.00 in a report published on Tuesday,Benzinga reports. They currently have a market outperform rating on the financial services provider’s stock. CG has been the topic of several other research reports. Oppenheimer downgraded The Carlyle Group from […] - 2025-04-11 05:58:51
Orion Portfolio Solutions LLC Makes New $425,000 Investment in The Carlyle Group Inc. (NASDAQ:CG): Orion Portfolio Solutions LLC bought a new stake in The Carlyle Group Inc. (NASDAQ:CG – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 8,416 shares of the financial services provider’s stock, valued at approximately $425,000. Other hedge funds and other […] - 2025-04-09 08:34:52
The Carlyle Group (NASDAQ:CG) Price Target Lowered to $39.00 at Wells Fargo & Company: The Carlyle Group (NASDAQ:CG – Free Report) had its target price lowered by Wells Fargo & Company from $48.00 to $39.00 in a research note released on Tuesday morning,Benzinga reports. The firm currently has an equal weight rating on the financial services provider’s stock. A number of other analysts have also commented on the company. […] - 2025-04-09 07:46:56
Prudential Financial Inc. Trims Holdings in The Carlyle Group Inc. (NASDAQ:CG): Prudential Financial Inc. cut its stake in The Carlyle Group Inc. (NASDAQ:CG – Free Report) by 10.0% during the 4th quarter, HoldingsChannel reports. The fund owned 15,936 shares of the financial services provider’s stock after selling 1,765 shares during the period. Prudential Financial Inc.’s holdings in The Carlyle Group were worth $804,000 as of its […] - 2025-04-08 07:42:49
JPMorgan Chase & Co. Has $49.45 Million Stake in The Carlyle Group Inc. (NASDAQ:CG): JPMorgan Chase & Co. lessened its position in shares of The Carlyle Group Inc. (NASDAQ:CG – Free Report) by 49.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 979,411 shares of the financial services provider’s stock after selling 940,028 shares […] - 2025-04-06 08:34:52
Centerra Gold Inc. (TSE:CG) Receives C$11.58 Average PT from Analysts: Shares of Centerra Gold Inc. (TSE:CG – Get Free Report) have been given a consensus rating of “Moderate Buy” by the eight analysts that are presently covering the firm, MarketBeat.com reports. Four research analysts have rated the stock with a hold rating, three have assigned a buy rating and one has given a strong buy […] - 2025-04-03 06:08:53
Mitsubishi UFJ Trust & Banking Corp Has $5.31 Million Holdings in The Carlyle Group Inc. (NASDAQ:CG): Mitsubishi UFJ Trust & Banking Corp lowered its stake in The Carlyle Group Inc. (NASDAQ:CG – Free Report) by 0.9% in the fourth quarter, Holdings Channel reports. The fund owned 105,069 shares of the financial services provider’s stock after selling 984 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp’s holdings in The Carlyle […] - 2025-03-31 08:40:56
Brokerages Set The Carlyle Group Inc. (NASDAQ:CG) Target Price at $54.53: Shares of The Carlyle Group Inc. (NASDAQ:CG – Get Free Report) have been assigned a consensus rating of “Hold” from the fifteen ratings firms that are currently covering the stock, MarketBeat reports. Nine analysts have rated the stock with a hold rating and six have issued a buy rating on the company. The average 1-year […] - 2025-03-28 05:52:45
Investors Buy High Volume of Call Options on The Carlyle Group (NASDAQ:CG): The Carlyle Group Inc. (NASDAQ:CG – Get Free Report) saw unusually large options trading on Monday. Stock investors purchased 6,629 call options on the company. This represents an increase of approximately 280% compared to the average daily volume of 1,746 call options. Institutional Investors Weigh In On The Carlyle Group Institutional investors and hedge funds […] - 2025-03-26 05:59:00
Corient Private Wealth LLC Sells 1,645 Shares of The Carlyle Group Inc. (NASDAQ:CG): Corient Private Wealth LLC cut its holdings in shares of The Carlyle Group Inc. (NASDAQ:CG – Free Report) by 3.0% during the fourth quarter, HoldingsChannel.com reports. The firm owned 53,108 shares of the financial services provider’s stock after selling 1,645 shares during the quarter. Corient Private Wealth LLC’s holdings in The Carlyle Group were worth […] - 2025-03-24 08:50:54
Natixis Advisors LLC Purchases 38,919 Shares of The Carlyle Group Inc. (NASDAQ:CG): Natixis Advisors LLC lifted its position in The Carlyle Group Inc. (NASDAQ:CG – Free Report) by 260.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 53,878 shares of the financial services provider’s stock after buying an additional 38,919 shares during the […] - 2025-03-24 08:12:59
Oppenheimer Downgrades The Carlyle Group (NASDAQ:CG) to Market Perform: The Carlyle Group (NASDAQ:CG – Get Free Report) was downgraded by investment analysts at Oppenheimer from an “outperform” rating to a “market perform” rating in a research report issued on Wednesday, MarketBeat Ratings reports. Other equities research analysts have also issued research reports about the stock. Wolfe Research raised shares of The Carlyle Group from […] - 2025-03-21 06:58:44
Centerra Gold (TSE:CG) Price Target Raised to C$12.50 at National Bankshares: Centerra Gold (TSE:CG – Get Free Report) had its price objective lifted by National Bankshares from C$12.00 to C$12.50 in a research report issued on Wednesday,BayStreet.CA reports. The firm presently has an “outperform” rating on the stock. National Bankshares’ price objective points to a potential upside of 39.66% from the stock’s current price. Other research […] - 2025-03-21 05:25:02
Proficio Capital Partners LLC Takes $3.17 Million Position in The Carlyle Group Inc. (NASDAQ:CG): Proficio Capital Partners LLC acquired a new stake in The Carlyle Group Inc. (NASDAQ:CG – Free Report) in the 4th quarter, Holdings Channel reports. The firm acquired 62,815 shares of the financial services provider’s stock, valued at approximately $3,172,000. A number of other institutional investors also recently bought and sold shares of CG. Deroy & […] - 2025-03-19 08:18:57
Edgestream Partners L.P. Has $584,000 Position in The Carlyle Group Inc. (NASDAQ:CG): Edgestream Partners L.P. reduced its stake in The Carlyle Group Inc. (NASDAQ:CG – Free Report) by 88.3% during the fourth quarter, HoldingsChannel reports. The firm owned 11,568 shares of the financial services provider’s stock after selling 86,936 shares during the quarter. Edgestream Partners L.P.’s holdings in The Carlyle Group were worth $584,000 at the end […] - 2025-03-13 09:30:54
Atria Investments Inc Buys 1,062 Shares of The Carlyle Group Inc. (NASDAQ:CG): Atria Investments Inc grew its stake in shares of The Carlyle Group Inc. (NASDAQ:CG – Free Report) by 5.3% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 20,923 shares of the financial services provider’s stock after acquiring an additional 1,062 shares during the period. Atria Investments Inc’s holdings in The Carlyle Group were […] - 2025-03-13 08:35:35
TD Securities Cuts Centerra Gold (TSE:CG) Price Target to C$12.00: Centerra Gold (TSE:CG – Free Report) had its price objective reduced by TD Securities from C$13.00 to C$12.00 in a research note published on Friday,BayStreet.CA reports. TD Securities currently has a buy rating on the stock. A number of other equities analysts have also commented on the stock. Cormark lowered shares of Centerra Gold from […] - 2025-03-10 06:06:56
The Carlyle Group Inc. (NASDAQ:CG) Shares Bought by IFP Advisors Inc: IFP Advisors Inc boosted its holdings in shares of The Carlyle Group Inc. (NASDAQ:CG – Free Report) by 46.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,329 shares of the financial services provider’s stock after acquiring an additional […] - 2025-03-06 11:52:48
The Carlyle Group Inc. (NASDAQ:CG) Shares Acquired by Principal Securities Inc.: Principal Securities Inc. grew its holdings in The Carlyle Group Inc. (NASDAQ:CG – Free Report) by 54.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 1,403 shares of the financial services provider’s stock after purchasing an additional 495 shares during the quarter. […] - 2025-02-27 08:26:51
New York State Common Retirement Fund Cuts Stake in The Carlyle Group Inc. (NASDAQ:CG): New York State Common Retirement Fund decreased its holdings in The Carlyle Group Inc. (NASDAQ:CG – Free Report) by 4.4% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 173,495 shares of the financial services provider’s stock after selling 8,000 shares during the […] - 2025-02-26 10:12:59
Principal Financial Group Inc. Reduces Holdings in The Carlyle Group Inc. (NASDAQ:CG): Principal Financial Group Inc. decreased its holdings in shares of The Carlyle Group Inc. (NASDAQ:CG – Free Report) by 0.7% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 484,167 shares of the financial services provider’s stock after selling 3,339 shares during the quarter. Principal Financial Group Inc.’s holdings in The Carlyle Group […] - 2025-02-24 08:44:57
J.W. Cole Advisors Inc. Makes New $275,000 Investment in The Carlyle Group Inc. (NASDAQ:CG): J.W. Cole Advisors Inc. bought a new stake in shares of The Carlyle Group Inc. (NASDAQ:CG – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund bought 5,439 shares of the financial services provider’s stock, valued at approximately $275,000. Other institutional […] - 2025-02-21 09:18:53
The Carlyle Group (NASDAQ:CG) Cut to Sell at StockNews.com: The Carlyle Group (NASDAQ:CG – Get Free Report) was downgraded by equities research analysts at StockNews.com from a “hold” rating to a “sell” rating in a research note issued to investors on Thursday. CG has been the topic of several other reports. Wolfe Research upgraded The Carlyle Group from a “peer perform” rating to an […] - 2025-02-20 07:10:54
The Carlyle Group Inc. (NASDAQ:CG) Position Trimmed by Van ECK Associates Corp: Van ECK Associates Corp lessened its holdings in shares of The Carlyle Group Inc. (NASDAQ:CG – Free Report) by 39.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 93,121 shares of the financial services provider’s stock after selling […] - 2025-02-19 09:13:54
Choreo LLC Has $295,000 Position in The Carlyle Group Inc. (NASDAQ:CG): Choreo LLC trimmed its holdings in The Carlyle Group Inc. (NASDAQ:CG – Free Report) by 33.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,849 shares of the financial services provider’s stock after selling 2,935 shares during the quarter. Choreo LLC’s holdings […] - 2025-02-14 08:46:53

CG institutional holdings

The following institutional investment holdings of CG have been identified

Date	ETF ISIN/Name	Num Shares	Book value
2025-05-08	IE00B4L5Y983 (iShares Core MSCI World UCITS ETF USD (Acc))	341,438	USD 14,087,732 3.2%
2025-05-08	IE00BD45YS76 (iShares Core MSCI World UCITS ETF GBP Hedged (Dist))	341,438	USD 14,087,732
2025-05-08	IE00BKBF6H24 (iShares Core MSCI World UCITS ETF)	341,438	USD 14,087,732
2025-05-08	IE000OHHIBC6 (iShares Core MSCI World UCITS ETF USD (Dist))	341,438	USD 14,087,732
2025-05-08	IE00BHZPJ890 (iShares MSCI USA ESG Enhanced UCITS ETF USD (Dist))	45,095	USD 1,860,620
2025-05-08	IE00B6R52259 (iShares MSCI ACWI UCITS ETF)	62,341	USD 2,572,190
2025-05-08	IE00BFNM3G45 (iShares MSCI USA ESG Screened UCITS ETF USD (Acc))	68,496	USD 2,826,145
2025-05-08	IE00BFNM3H51 (iShares MSCI USA ESG Screened UCITS ETF USD (Dist))	68,496	USD 2,826,145
2025-05-08	IE000G2LIHG9 (iShares MSCI USA ESG Screened UCITS ETF EUR Hedged (Acc))	68,496 0.0%	USD 2,826,145 3.2%
2025-05-08	IE00B0M62Q58 (iShares MSCI World UCITS ETF USD (Dist))	23,405	USD 965,690 3.2%
2025-05-08	IE00BHZPJ569 (iShares MSCI World ESG Enhanced UCITS ETF USD Acc GBP)	5,219	USD 215,336 3.2%
2025-05-08	IE00BG11HV38 (iShares MSCI World ESG Enhanced UCITS ETF USD Inc GBP)	5,219	USD 215,336
2025-05-08	IE00BFNM3K80 (iShares MSCI World ESG Screened UCITS ETF USD (Dist))	17,549	USD 724,072
2025-05-08	IE00BFNM3J75 (iShares MSCI World ESG Screened UCITS ETF)	17,549 -0.4%	USD 724,072 2.7%
2025-05-08	IE00B441G979 (iShares MSCI World EUR Hedged UCITS ETF (Acc))	13,822	USD 505,693
2025-05-08	IE00B52SFT06 (iShares MSCI USA UCITS ETF USD (Acc))	7,923	USD 326,903
2025-05-08	IE00B14X4M10 (iShares MSCI North America UCITS ETF USD (Dist) USD)	4,573	USD 188,682
2025-05-08	IE00B42YS929 (iShares MSCI World GBP Hedged UCITS ETF (Acc))	1,174	USD 36,394
2025-05-08	IE00BP3QZD73 (iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc))	6,900	USD 284,694
2025-05-08	IE00BD1F4K20 (iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc))	21,193	USD 874,423 3.2%
2025-05-08	IE00BJ5JP097 (iShares MSCI World Financials Sector ESG UCITS ETF USD (Dist))	684	USD 28,222
2025-05-08	IE0002EKOXU6 (iShares Russell 1000 Value UCITS ETF)	1,415	USD 58,383
2025-05-08	IE000YNE6S57 (iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist))	54	USD 2,228
2025-05-08	IE0001YGXFO5 (iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc))	54	USD 2,228
2025-05-08	IE000YG82CF0 (iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist))	48	USD 1,980
2025-05-08	IE000MGAVJV3 (iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc))	48	USD 1,980
2025-05-08	IE00019GPKX6 (iShares MSCI ACWI UCITS ETF SGD Hedged (Acc))	62,341	USD 2,572,190
2024-11-08	IE000X08RX14 (iShares MSCI World ESG Enhanced UCITS ETF NZD Hedged (Acc))	4,789	USD 250,608 0.0%
2024-12-10	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	128,324	CAD 769,790 -1.0%
2024-12-10	IE00B6R52036 (iShares Gold Producers UCITS ETF USD (Acc))	1,121,275	CAD 6,726,305 -1.0%
Total =	3,122,234	CAD 84,737,382

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