PRUDENTIAL PLC
Institutional investor · Portfolio as of Q3 2019
Top Holdings771 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 8.6M | $1.2B | 3.5% | $110.82 | +17.61% | 3 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 16.4M | $947.6M | 2.8% | $45.06 | 0.00% | 1 qtr | New 82 |
VANGUARD INT-TERM CORPORATE | 9.6M | $872.4M | 2.6% | $71.05 | 0.00% | 1 qtr | New 82 |
MATERIALS SELECT SECTOR SPDR | 12.1M | $703.5M | 2.1% | $24.38 | +4.27% | 3 qtrssince 2019-Q1 | Increased 64 |
ISHARES FLOATING RATE BOND E | 13.3M | $680M | 2.0% | $40.39 | 0.00% | 1 qtr | New 82 |
JPMORGAN CHASE & CO | 5.6M | $664.3M | 2.0% | $83.77 | +17.61% | 3 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 2.4M | $538.6M | 1.6% | $45.38 | +18.41% | 3 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD S/T CORP BOND ETF | 5.9M | $477.2M | 1.4% | $65.54 | +0.13% | 3 qtrssince 2019-Q1 | Increased 80 |
JOHNSON & JOHNSON | 3.7M | $475.3M | 1.4% | $115.63 | -6.71% | 3 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 2.7M | $470.2M | 1.4% | $148.49 | +10.19% | 3 qtrssince 2019-Q1 | Decreased 0 |
PEPSICO INC | 3.4M | $464.4M | 1.4% | $101.41 | +10.59% | 3 qtrssince 2019-Q1 | Increased 52 |
METHANEX CORP | 12.4M | $433.9M | 1.3% | $49.76 | +15.13% | 3 qtrssince 2019-Q1 | Decreased 0 |
CITIGROUP INC | 6M | $411.5M | 1.2% | $48.26 | +12.58% | 3 qtrssince 2019-Q1 | Decreased 0 |
ISHARES INC | 13.5M | $406.1M | 1.2% | $25.46 | -0.78% | 2 qtrssince 2019-Q2 | Increased 79 |
AMAZON.COM INC | 233,590 | $405.5M | 1.2% | $90.25 | -4.41% | 3 qtrssince 2019-Q1 | Increased 49 |
BANK OF AMERICA CORP | 13.5M | $391.6M | 1.2% | $23.22 | +6.68% | 3 qtrssince 2019-Q1 | Decreased 0 |
WELLS FARGO & CO | 7.7M | $385.1M | 1.1% | $39.51 | +6.58% | 3 qtrssince 2019-Q1 | Decreased 0 |
CISCO SYSTEMS INC | 7.7M | $380.2M | 1.1% | $43.43 | -7.16% | 3 qtrssince 2019-Q1 | Increased 50 |
INVESCO EXCH TRADED FD TR II | 16.7M | $377.6M | 1.1% | $15.07 | +0.01% | 3 qtrssince 2019-Q1 | Increased 79 |
ALIBABA GROUP HOLDING-SP ADR | 2.2M | $363.9M | 1.1% | $169.09 | -6.93% | 3 qtrssince 2019-Q1 | Increased 50 |
PRUDENTIAL PLC manages $34B across 771 positions as of Q3 2019. Top holdings: MSFT (3.5%), IGIB (2.8%), VCIT (2.6%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 4/5.0.
Active quarter - 94 new positions, 67 exits, 308 increased. Top move: IGIB (NEW, conviction 82). Portfolio: $34.0B across 771 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