Principal Equity Inc. Class IPEIIX
13F holders, Q4 2024 (December 31)1holders
0new positions
0sold out
$39.05avg. 13F price*
At the end of Q4 2024, 1 institutions reported holding Principal Equity Inc. Class I (PEIIX) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holder was RiverFront Investment Group, LLC ($382K).
- Company
- Principal Equity Inc. Class I
- CUSIP
- 74254U499
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 156 shares sold, net −156 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| RiverFront Investment Group, LLC | 0.01% | Reduce -1.6% | 9,778 | $382K |
"% of holder's portfolio" is PEIIX's weight in each manager's 13F, not the share of Principal Equity Inc. Class I the manager owns.