Carlyle Group Inc Strategic Asset Allocation Index
Carlyle Group Inc strategic asset allocation index. Carlyle Group Inc (CG) has a Strategic Asset Allocation Index of 326.5% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $23.55 Billion) total $23.55 Billion, measured against net assets of $7.21 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check Carlyle Group Inc (CG) tangible net worth to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Carlyle Group Inc (2010–2025)
Strategic asset allocation index of Carlyle Group Inc from 2010 to 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 June 2026, the index stands at 326.5%, representing strategic assets of $23.55 Billion against net assets of $7.21 Billion USD.
Carlyle Group Inc Strategic Asset Allocation Index by Year (2010–2025)
Carlyle Group Inc strategic asset allocation index by year from 2010 to 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 live market cap and overall valuation, see market cap of Carlyle Group Inc.
| 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 | — |