Prudential plc

Institutional investor · Portfolio as of Q2 2026

Top Holdings691 positions

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Activity:
AZN

AstraZeneca PLC

170,573$3.2B17.4%$196.97-5.19%
2 qtrssince 2026-Q1
Increased
64
USHY
USHY
ETF

ISHARES TR

64.8M$2.4B13.1%$32.10+11.05%
15 qtrssince 2022-Q4
Increased
65
SUNB

Sunbelt Rentals Holdings, Inc.

174,669$943M5.1%$68.69+18.47%
2 qtrssince 2026-Q1
Increased
97
VCSH
VCSH
ETF

VANGUARD SCOTTSDALE FDS

11.7M$925.4M5.0%$66.55+16.52%
30 qtrssince 2019-Q1
Decreased
0
NVDA

NVIDIA Corporation

2.6M$517.1M2.8%$56.08+201.14%
30 qtrssince 2019-Q1
Increased
56
AAPL

Apple Inc.

1.5M$448.3M2.4%$163.22+113.53%
30 qtrssince 2019-Q1
Increased
56
VCIT
VCIT
ETF

VANGUARD SCOTTSDALE FDS

5.4M$442.9M2.4%$80.38-1.36%
2 qtrssince 2026-Q1
Decreased
0
SMH
SMH
ETF

VANECK ETF TRUST

472,312$309.8M1.7%$562.74-14.06%
3 qtrssince 2025-Q4
Increased
79
MSFT

Microsoft Corporation

754,177$281.3M1.5%$347.46+53.45%
30 qtrssince 2019-Q1
Increased
51
IVV
IVV
ETF

ISHARES TR

339,989$254.6M1.4%$467.02+63.39%
30 qtrssince 2019-Q1
Decreased
0
GOOG

Alphabet Inc.

679,083$239.9M1.3%$167.16+70.44%
30 qtrssince 2019-Q1
Decreased
0
AMZN

Amazon.com, Inc.

953,710$227.3M1.2%$164.68+64.49%
30 qtrssince 2019-Q1
Increased
52
ACWI
ACWI
ETF

ISHARES TR

1.4M$214.3M1.2%$110.59+42.35%
30 qtrssince 2019-Q1
Increased
49
AVGO

Broadcom Inc.

563,854$213M1.2%$153.22+116.68%
11 qtrssince 2023-Q4
Increased
51
SE
SE
ADR

Sea Limited

2.2M$209.7M1.1%$117.62-34.70%
22 qtrssince 2021-Q1
Decreased
0
MU

Micron Technology, Inc.

152,346$175.9M1.0%$257.92+181.13%
18 qtrssince 2022-Q1
Increased
46
IGLB
IGLB
ETF

ISHARES TR

3.2M$162.3M0.9%$47.63-1.74%
28 qtrssince 2019-Q3
Increased
43
GRID
GRID
ETF

FIRST TR EXCHANGE-TRADED FD

809,658$155.3M0.8%$188.73-15.55%
4 qtrssince 2025-Q3
Increased
69
EWY
EWY
ETF

ISHARES INC

765,782$154.6M0.8%$199.61-30.27%
3 qtrssince 2025-Q4
Increased
69
GLD
GLD
ETF

SPDR GOLD TR

360,731$133M0.7%——
30 qtrssince 2019-Q1
Increased
43
$18.4B
AUM
691
Positions
Q2 2026
Filing
HI rating · 4.5/5
Quarterly 13F Value Change
Reported 13F value ($B)
Reported 13F values and quarter-over-quarter reported value changes; not investment returns.
QuarterReported value in US dollarsReported value change
2025-Q1$19,974,160,6960.459361829831%
2025-Q2$16,585,136,389-16.9670423633%
2025-Q3$13,608,089,595-17.9500893099%
2025-Q4$12,611,801,393-7.32129366907%
2026-Q1$17,072,345,50735.3680174228%
2026-Q2$18,363,432,0307.56244373376%
Activity profile
$ moved · Q2'26
New4%Increased56%Decreased37%Exited3%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 5.4 years
<1Q4%1-4Q4%1-2Y4%2Y+88%

Prudential plc manages $18.4B across 691 positions as of Q2 2026. Top holdings: AZN (17.4%), USHY (13.1%), SUNB (5.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.

Q2 2026 Summary

Active quarter - 64 new positions, 53 exits, 276 increased. Top move: SUNB (INCREASED, conviction 97). Portfolio: $18.4B across 691 positions.

Top holdings by portfolio weight

Total AUM$18B
AZN17.37%
USHY13.07%
SUNB5.13%
VCSH5.04%
NVDA2.82%
AAPL2.44%
VCIT2.41%
SMH1.69%
MSFT1.53%
IVV1.39%
Other1.31%

Portfolio allocation by GICS sector

Sectors11
Unknown35.65%
Healthcare21.91%
Technology17.13%
Consumer Cyclical5.64%
Financial Services5.38%
Communication Services4.17%
Industrials3.30%
Consumer Defensive1.85%
Basic Materials1.69%
Energy1.36%
Other1.92%

Behavioral investing profile

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Balanced Allocator- primarily Unknown, Healthcare, Technology
Compare DNA across all funds
7-dimension, SEC 13F-derived research score
Elite(4.5 / 5.0)
Holdings P&L60
Conviction54
Concentration79
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Position Outcomes

Best and worst performing positions by estimated return

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

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