PRUDENTIAL PLC
Institutional investor · Portfolio as of Q4 2019
Top Holdings559 positions
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 18.4M | $1.1B | 4.5% | $45.12 | +1.06% | 2 qtrssince 2019-Q3 | Increased 66 |
ISHARES FLOATING RATE BOND ETF | 13.5M | $687.9M | 2.9% | $40.40 | +0.71% | 2 qtrssince 2019-Q3 | Increased 55 |
Microsoft Corp. | 4.1M | $642.4M | 2.7% | $110.12 | +35.11% | 4 qtrssince 2019-Q1 | Decreased 0 |
SELECT SECTOR SPDR TR | 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 HLDG LTD | 2.3M | $478.2M | 2.0% | $170.15 | +17.30% | 4 qtrssince 2019-Q1 | Increased 56 |
Amazon.com, Inc. | 243,442 | $449.8M | 1.9% | $90.33 | +2.28% | 4 qtrssince 2019-Q1 | Increased 51 |
ISHARES MSCI HONG KONG ETF | 17.9M | $435.7M | 1.8% | $19.67 | -0.58% | 4 qtrssince 2019-Q1 | Increased 59 |
VANGUARD SHORT-TERM CORPORATE BOND ETF | 5.3M | $431.2M | 1.8% | $65.54 | +1.07% | 4 qtrssince 2019-Q1 | Decreased 0 |
INVESCO SENIOR LOAN ETF | 17M | $387.1M | 1.6% | $14.91 | +2.18% | 4 qtrssince 2019-Q1 | Increased 50 |
JPMorgan Chase & Co. | 2.6M | $358.6M | 1.5% | $82.98 | +40.38% | 4 qtrssince 2019-Q1 | Decreased 0 |
Johnson & Johnson | 2.1M | $308M | 1.3% | $113.81 | +6.54% | 4 qtrssince 2019-Q1 | Decreased 0 |
Berkshire Hathaway Inc. | 1.3M | $291.7M | 1.2% | $205.63 | +10.15% | 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 | 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 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 4.1M | $270.1M | 1.1% | $49.16 | +0.81% | 2 qtrssince 2019-Q3 | Increased 68 |
Meta Platforms Inc | 1.3M | $258.9M | 1.1% | $167.16 | +21.62% | 4 qtrssince 2019-Q1 | Decreased 0 |
BK OF AMERICA CORP | 7.3M | $256.5M | 1.1% | $23.10 | +29.50% | 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 Score: 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
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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
Verify source filings on SEC EDGAR