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Private equity Index

PELA

Index Performance

+13.89%
PELA
+11.40%
TMLARGE
+9.87%
SPY
+13.19%
RWR
+5.24%
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 July 24, 2024
CSV download
Blackstone, Inc. (BX)24.32%$102.64B13.12%98.91%10.89
KKR Group Co., Inc. (KKR)23.32%$102.42B168.20%23.49%7.14
Ares Management Corp. (ARES)19.37%$29.51B-8.88%101.16%10.94
Apollo Global Management, Inc. (APO)13.60%$71.03B30.06%72.12%2.04
The Carlyle Group Inc. (CG)9.79%$16.73B-17.52%83.19%8.18
TPG, Inc. (TPG)5.06%$4.54B28.80%96.01%7.39
EQT AB (EQT)4.56%$38.74B49.20%74.68%14.77
Market data by FactSet