PRUDENTIAL PLC
Institutional investor · Portfolio as of Q1 2021
Top Holdings588 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
INDUSTRIAL SELECT SECT SPDR | 5.8M | $569.8M | 3.9% | $76.14 | +20.55% | 9 qtrssince 2019-Q1 | Decreased 0 |
UTILITIES SELECT SECTOR SPDR | 8.6M | $553.9M | 3.8% | $26.78 | +2.68% | 2 qtrssince 2020-Q4 | Increased 75 |
VANGUARD S/T CORP BOND ETF | 6.2M | $514M | 3.6% | $67.53 | +2.49% | 9 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.9M | $454.7M | 3.2% | $110.82 | +101.21% | 9 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 3.7M | $448.1M | 3.1% | $94.32 | +25.91% | 9 qtrssince 2019-Q1 | Decreased 0 |
FINANCIAL SELECT SECTOR SPDR | 12.2M | $415.1M | 2.9% | $25.61 | +23.41% | 3 qtrssince 2020-Q3 | Decreased 0 |
AMAZON.COM INC | 116,007 | $358.9M | 2.5% | $90.33 | +69.11% | 9 qtrssince 2019-Q1 | Decreased 0 |
ISHARES INC ISHARES ESG AWAR | 6M | $261.1M | 1.8% | $30.72 | +23.48% | 8 qtrssince 2019-Q2 | Increased 58 |
ISHARES IBOXX INVESTMENT GRA | 1.7M | $219.4M | 1.5% | $105.63 | +0.53% | 9 qtrssince 2019-Q1 | Increased 50 |
META PLATFORMS INC-CLASS A | 643,386 | $189.5M | 1.3% | $167.59 | +70.65% | 9 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 86,970 | $179.4M | 1.2% | $59.11 | +71.80% | 9 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 86,051 | $178M | 1.2% | $58.12 | +75.50% | 9 qtrssince 2019-Q1 | Decreased 0 |
BAIDU INC - SPON ADR | 746,010 | $162.3M | 1.1% | $138.19 | +57.92% | 9 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 618,602 | $158M | 1.1% | $211.86 | +21.87% | 9 qtrssince 2019-Q1 | Increased 54 |
ENERGY SELECT SECTOR SPDR | 3.2M | $156.9M | 1.1% | $20.66 | 0.00% | 1 qtr | New 69 |
JPMORGAN CHASE & CO | 1M | $154.3M | 1.1% | $83.77 | +62.39% | 9 qtrssince 2019-Q1 | Decreased 0 |
ALIBABA GROUP HOLDING-SP ADR | 668,014 | $151.5M | 1.0% | $173.41 | +25.55% | 9 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 800,648 | $131.6M | 0.9% | $115.63 | +24.58% | 9 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 330,537 | $131.5M | 0.9% | $273.45 | +35.39% | 9 qtrssince 2019-Q1 | Increased 45 |
HOME DEPOT INC | 421,442 | $128.6M | 0.9% | $167.70 | +61.93% | 9 qtrssince 2019-Q1 | Increased 44 |
PRUDENTIAL PLC manages $14.4B across 588 positions as of Q1 2021. Top holdings: XLI (3.9%), XLU (3.8%), VCSH (3.6%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 4.5/5.0.
Active quarter - 85 new positions, 99 exits, 124 increased. Top move: XLU (INCREASED, conviction 75). Portfolio: $14.4B across 588 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer