PRUDENTIAL PLC
Institutional investor · Portfolio as of Q2 2019
Top Holdings744 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 9.2M | $1.2B | 3.8% | $110.82 | +14.00% | 2 qtrssince 2019-Q1 | Decreased 0 |
ISHARES IBOXX INVESTMENT GRA | 8.1M | $1B | 3.1% | $96.51 | +0.02% | 2 qtrssince 2019-Q1 | Increased 94 |
JPMORGAN CHASE & CO | 6.4M | $719.1M | 2.2% | $83.77 | +10.92% | 2 qtrssince 2019-Q1 | Increased 56 |
ENERGY SELECT SECTOR SPDR | 9.5M | $607.7M | 1.9% | $23.56 | 0.00% | 1 qtr | New 72 |
MATERIALS SELECT SECTOR SPDR | 10.2M | $593.9M | 1.8% | $24.18 | +6.04% | 2 qtrssince 2019-Q1 | Decreased 0 |
METHANEX CORP | 12.7M | $573.2M | 1.8% | $49.76 | -19.39% | 2 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 3.8M | $533M | 1.6% | $115.63 | +0.28% | 2 qtrssince 2019-Q1 | Increased 56 |
VISA INC-CLASS A SHARES | 3M | $516.9M | 1.6% | $148.49 | +11.01% | 2 qtrssince 2019-Q1 | Increased 50 |
APPLE INC | 2.5M | $494.2M | 1.5% | $45.38 | +4.24% | 2 qtrssince 2019-Q1 | Increased 53 |
WELLS FARGO & CO | 10.5M | $493.3M | 1.5% | $39.51 | -1.12% | 2 qtrssince 2019-Q1 | Decreased 0 |
ISHARES MSCI SOUTH KOREA ETF | 7.9M | $473.1M | 1.4% | $52.36 | 0.00% | 1 qtr | New 71 |
CITIGROUP INC | 6.6M | $460.1M | 1.4% | $48.26 | +13.28% | 2 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 232,935 | $441.1M | 1.3% | $90.26 | +4.90% | 2 qtrssince 2019-Q1 | Increased 61 |
BANK OF AMERICA CORP | 14.7M | $425.4M | 1.3% | $23.22 | +5.36% | 2 qtrssince 2019-Q1 | Increased 52 |
PEPSICO INC | 3.2M | $423.5M | 1.3% | $100.89 | +6.75% | 2 qtrssince 2019-Q1 | Increased 56 |
CISCO SYSTEMS INC | 7.5M | $413.8M | 1.3% | $43.51 | +2.01% | 2 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN EXPRESS CO | 3M | $373.5M | 1.1% | $99.88 | +12.44% | 2 qtrssince 2019-Q1 | Increased 52 |
ALIBABA GROUP HOLDING-SP ADR | 2.1M | $358.7M | 1.1% | $169.42 | -5.88% | 2 qtrssince 2019-Q1 | Increased 59 |
COMCAST CORP-CLASS A | 8.1M | $342.1M | 1.0% | $30.36 | +6.00% | 2 qtrssince 2019-Q1 | Increased 51 |
PFIZER INC | 7.7M | $333.7M | 1.0% | $28.12 | +2.68% | 2 qtrssince 2019-Q1 | Increased 53 |
PRUDENTIAL PLC manages $32.7B across 744 positions as of Q2 2019. Top holdings: MSFT (3.8%), LQD (3.1%), JPM (2.2%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 4/5.0.
Active quarter - 111 new positions, 60 exits, 285 increased. Top move: LQD (INCREASED, conviction 94). Portfolio: $32.7B across 744 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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