Index Performance
+3.90%
PELA
+2.92%
TMLARGE
+2.90%
SPY
-4.77%
RWR
-1.16%
DIA
Overview
Description
Welcome to the Private Equity Index (PELA), a comprehensive benchmark designed to track the performance of publicly traded private equity firms. This index provides investors and industry stakeholders with valuable insights into the dynamics, trends, and overall health of the private equity sector as observed through the lens of publicly listed companies.
- TickerPELA
- Inception Date02/11/2024
- WeightingCustom
- # of holdings7
What's inside?
Holdings
All holdings as of May 1, 2024
CSV download
| KKR Group Co., Inc. (KKR) | 24.29% | $84.18B | 210.96% | 52.42% | 9.08 |
| Blackstone, Inc. (BX) | 23.22% | $83.33B | 4.93% | 98.92% | 11.57 |
| Ares Management Corp. (ARES) | 19.83% | $25.27B | 26.76% | 77.74% | 10.24 |
| Apollo Global Management, Inc. (APO) | 14.46% | $61.58B | 182.14% | 97.24% | 1.68 |
| The Carlyle Group Inc. (CG) | 9.08% | $16.09B | -44.66% | 35.55% | 8.61 |
| TPG, Inc. (TPG) | 4.90% | $3.99B | 24.46% | 97.96% | 7.16 |
| EQT AB (EQT) | 4.21% | $34.20B | 49.20% | 74.68% | 14.77 |
Market data by FactSet
