PRUDENTIAL PLC
Institutional investor · Portfolio as of Q1 2023
Top Holdings865 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD S/T CORP BOND ETF | 20.6M | $1.6B | 18.4% | $64.94 | +2.42% | 17 qtrssince 2019-Q1 | Decreased 0 |
SPDR PORTFOLIO S&P 500 HIGH | 17M | $645.3M | 7.6% | $32.94 | -0.03% | 8 qtrssince 2021-Q2 | Increased 90 |
ISHARES TR | 8.4M | $430.4M | 5.1% | $42.92 | +2.64% | 2 qtrssince 2022-Q4 | Increased 86 |
VANGUARD INT-TERM CORPORATE | 4.5M | $361.5M | 4.2% | $66.52 | +4.06% | 8 qtrssince 2021-Q2 | Decreased 0 |
ISHARES IBOXX INVESTMENT GRA | 3.1M | $340.2M | 4.0% | $95.50 | -0.82% | 17 qtrssince 2019-Q1 | Increased 92 |
SEA LTD-ADR | 3.2M | $274.9M | 3.2% | $132.30 | -34.53% | 9 qtrssince 2021-Q1 | Increased 62 |
ISHARES 20 PLUS YEAR TREASURY BD | 1.6M | $173.6M | 2.0% | $92.51 | +0.02% | 2 qtrssince 2022-Q4 | Increased 84 |
FIRST TRUST NASDAQ CYBERSECU | 3.4M | $143.8M | 1.7% | $46.11 | -10.31% | 7 qtrssince 2021-Q3 | Increased 50 |
APPLE INC | 849,582 | $140.1M | 1.6% | $137.06 | +18.38% | 17 qtrssince 2019-Q1 | Increased 48 |
ISHARES TR | 2.5M | $128.6M | 1.5% | $48.57 | -9.20% | 15 qtrssince 2019-Q3 | Increased 49 |
ISHARES MSCI ACWI ETF | 1.3M | $117.5M | 1.4% | $81.73 | +4.72% | 17 qtrssince 2019-Q1 | Increased 76 |
ISHARES CORE S&P 500 ETF | 273,233 | $112.3M | 1.3% | $334.02 | +16.84% | 17 qtrssince 2019-Q1 | Increased 59 |
MICROSOFT CORP | 386,217 | $111.3M | 1.3% | $230.48 | +20.67% | 17 qtrssince 2019-Q1 | Decreased 0 |
ISHARES INC MSCI WORLD ETF | 858,740 | $101M | 1.2% | $116.48 | -4.92% | 9 qtrssince 2021-Q1 | Increased 74 |
INVESCO EXCH TRADED FD TR II | 3.5M | $72.7M | 0.9% | $15.67 | +2.55% | 17 qtrssince 2019-Q1 | Increased 56 |
SPDR GOLD TRUST | 361,089 | $66.2M | 0.8% | $129.22 | +42.53% | 17 qtrssince 2019-Q1 | Decreased 0 |
VANECK MORNINGSTAR WIDE MOAT | 881,350 | $65.1M | 0.8% | $62.14 | +12.85% | 17 qtrssince 2019-Q1 | Increased 56 |
DBX ETF TR | 1.8M | $64.1M | 0.8% | $27.36 | +2.42% | 2 qtrssince 2022-Q4 | Increased 61 |
ISHARES BROAD USD HIGH YIELD | 1.8M | $63.5M | 0.7% | $27.21 | +3.49% | 2 qtrssince 2022-Q4 | Increased 50 |
ISHARES MSCI INDIA ETF | 1.5M | $59.2M | 0.7% | $40.00 | -3.78% | 17 qtrssince 2019-Q1 | Decreased 0 |
PRUDENTIAL PLC manages $8.5B across 865 positions as of Q1 2023. Top holdings: VCSH (18.4%), SPYD (7.6%), IGIB (5.1%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 4/5.0.
Active quarter - 43 new positions, 54 exits, 414 increased. Top move: LQD (INCREASED, conviction 92). Portfolio: $8.5B across 865 positions.
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Portfolio allocation by GICS sector
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Position Outcomes
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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