Principal Equity Inc. Class IPEIIX
13F holders, Q1 2025 (March 31)2holders +1
1new positions
0sold out
$39.12avg. 13F price*
At the end of Q1 2025, 2 institutions reported holding Principal Equity Inc. Class I (PEIIX) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were RiverFront Investment Group, LLC ($274K) and Hurley Capital, LLC ($55K).
- Company
- Principal Equity Inc. Class I
- CUSIP
- 74254U499
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $55K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 1,401 shares bought and 2,769 shares sold, net −1,368 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| RiverFront Investment Group, LLC | 0.01% | Reduce -28.3% | 7,009 | $274K |
| Hurley Capital, LLC | 0.04% | New | 1,401 | $55K |
"% 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.