PRUDENTIAL PLC
Institutional investor · Portfolio as of Q4 2019
Top Holdings559 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES TR | 18.4M | $1.1B | 4.5% | $45.12 | +1.06% | 2 qtrssince 2019-Q3 | Increased 66 |
ISHARES FLOATING RATE BOND E | 13.5M | $687.9M | 2.9% | $40.40 | +0.71% | 2 qtrssince 2019-Q3 | Increased 55 |
MICROSOFT CORP | 4.1M | $642.4M | 2.7% | $110.82 | +35.02% | 4 qtrssince 2019-Q1 | Decreased 0 |
FINANCIAL SELECT SECTOR SPDR | 20.7M | $636.4M | 2.7% | $27.43 | 0.00% | 1 qtr | New 82 |
APPLE INC | 2.1M | $623.8M | 2.6% | $45.38 | +55.72% | 4 qtrssince 2019-Q1 | Decreased 0 |
ALIBABA GROUP HOLDING-SP ADR | 2.3M | $478.2M | 2.0% | $171.71 | +17.76% | 4 qtrssince 2019-Q1 | Increased 56 |
AMAZON.COM INC | 243,442 | $449.8M | 1.9% | $90.33 | +2.22% | 4 qtrssince 2019-Q1 | Increased 51 |
ISHARES INC | 17.9M | $435.7M | 1.8% | $19.67 | -0.58% | 4 qtrssince 2019-Q1 | Increased 59 |
VANGUARD S/T CORP BOND ETF | 5.3M | $431.2M | 1.8% | $65.54 | +1.07% | 4 qtrssince 2019-Q1 | Decreased 0 |
INVESCO EXCH TRADED FD TR II | 17M | $387.1M | 1.6% | $15.07 | +2.18% | 4 qtrssince 2019-Q1 | Increased 50 |
JPMORGAN CHASE & CO | 2.6M | $358.6M | 1.5% | $83.77 | +39.61% | 4 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 2.1M | $308M | 1.3% | $115.63 | +6.13% | 4 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 1.3M | $291.7M | 1.2% | $205.51 | +9.85% | 4 qtrssince 2019-Q1 | Increased 54 |
DBX ETF TR | 9.7M | $286.5M | 1.2% | $25.63 | +4.46% | 4 qtrssince 2019-Q1 | Increased 52 |
VANGUARD SCOTTSDALE FDS | 2.8M | $282.5M | 1.2% | $72.47 | +5.08% | 4 qtrssince 2019-Q1 | Increased 67 |
VISA INC-CLASS A SHARES | 1.5M | $276.5M | 1.2% | $148.49 | +20.57% | 4 qtrssince 2019-Q1 | Decreased 0 |
CHEVRON CORP | 2.3M | $273.5M | 1.2% | $90.73 | +0.10% | 4 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 4.1M | $270.1M | 1.1% | $49.64 | +0.81% | 2 qtrssince 2019-Q3 | Increased 68 |
META PLATFORMS INC-CLASS A | 1.3M | $258.9M | 1.1% | $167.59 | +21.12% | 4 qtrssince 2019-Q1 | Decreased 0 |
BANK OF AMERICA CORP | 7.3M | $256.5M | 1.1% | $23.47 | +29.27% | 4 qtrssince 2019-Q1 | Decreased 0 |
PRUDENTIAL PLC manages $23.7B across 559 positions as of Q4 2019. Top holdings: IGIB (4.5%), FLOT (2.9%), MSFT (2.7%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 4.5/5.0.
Active quarter - 93 new positions, 305 exits, 169 increased. Top move: XLF (NEW, conviction 82). Portfolio: $23.7B across 559 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
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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