Carlyle Group Inc (CG) — Strategic Asset Allocation Index

Latest as of December 2025: 335.4%

Carlyle Group Inc (CG) has a Strategic Asset Allocation Index of 335.4% as of December 2025. Strategic assets (PP&E of $- plus long-term investments of $23.67 Billion) total $23.67 Billion, measured against net assets of $7.06 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.

SAAI

335.4%
Strategic Assets / Net Assets

Strategic Assets

$23.67 Billion
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$7.06 Billion
USD

Carlyle Group Inc Strategic Asset Allocation Index (2010–2025)

This chart shows how Carlyle Group Inc's Strategic Asset Allocation Index has evolved across 16 annual periods from 2010 to 2025. As of December 2025, the index stands at 335.4%, representing strategic assets of $23.67 Billion against net assets of $7.06 Billion USD. Explore Carlyle Group Inc operating cash flow efficiency to assess how effectively this company generates cash.

Annual Strategic Asset Allocation Index for Carlyle Group Inc (2010–2025)

The table below presents the year-by-year Strategic Asset Allocation Index for Carlyle Group Inc from 2010 to 2025, covering 16 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For the full company profile including market capitalisation, see Carlyle Group Inc market cap and net worth.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2025 335.4% $23.67 Billion $- $23.67 Billion $7.06 Billion ▲ +40.5 pp
2024 294.9% $18.72 Billion $- $18.72 Billion $6.35 Billion ▼ -2.6 pp
2023 297.5% $17.21 Billion $- $17.21 Billion $5.78 Billion ▲ +36.5 pp
2022 261.0% $17.80 Billion $139.90 Million $17.66 Billion $6.82 Billion ▼ -48.1 pp
2021 309.1% $17.64 Billion $143.90 Million $17.49 Billion $5.71 Billion ▼ -154.6 pp
2020 463.7% $13.59 Billion $149.20 Million $13.44 Billion $2.93 Billion ▲ +185.3 pp
2019 278.4% $8.27 Billion $312.00 Million $7.96 Billion $2.97 Billion ▲ +42.4 pp
2018 236.0% $11.08 Billion $95.10 Million $10.98 Billion $4.70 Billion ▲ +23.7 pp
2017 212.2% $6.26 Billion $100.40 Million $6.16 Billion $2.95 Billion ▼ -139.0 pp
2016 351.2% $5.11 Billion $106.10 Million $5.00 Billion $1.45 Billion ▼ -60.0 pp
2015 411.3% $25.00 Billion $110.90 Million $24.88 Billion $6.08 Billion ▲ +256.6 pp
2014 154.7% $27.04 Billion $75.40 Million $26.96 Billion $17.48 Billion ▼ -112.4 pp
2013 267.1% $27.72 Billion $68.80 Million $27.65 Billion $10.38 Billion ▲ +26.3 pp
2012 240.9% $25.76 Billion $63.60 Million $25.70 Billion $10.70 Billion ▲ +240.3 pp
2011 0.6% $52.70 Million $52.70 Million $- $9.17 Billion ▼ -1.2 pp
2010 1.8% $39.60 Million $39.60 Million $- $2.20 Billion
pp = percentage points