PRUDENTIAL FINANCIAL INCPRUDENTIAL FINANCIAL INC

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

Top Holdings2,401 positions

Activity:
Stock
Shares
Value
Weight
Avg Buy
Est. P&L
Held
Conviction
IVVIVV
ETF

iShares Trust CORE S&P500 ETF

7.9M$5.2B6.3%$591.30+28.21%
30 qtrssince 2018-Q4
Increased
64

NVIDIA CORPORATION

21.5M$3.8B4.6%$114.04+84.99%
30 qtrssince 2018-Q4
Decreased
0

APPLE INC

13.3M$3.4B4.2%$119.79+163.23%
30 qtrssince 2018-Q4
Decreased
0
DFUSDFUS
ETF

DIMENSIONAL ETF TRUST

44.1M$3.1B3.8%$62.92+31.21%
12 qtrssince 2023-Q2
Decreased
0

MICROSOFT CORP

7M$2.6B3.2%$225.33+70.90%
30 qtrssince 2018-Q4
Decreased
0
PAAAPAAA
ETF

PGIM ETF TR

44.3M$2.3B2.8%$49.75+3.23%
11 qtrssince 2023-Q3
Decreased
0

AMAZON COM INC

8.2M$1.7B2.1%$112.42+118.23%
30 qtrssince 2018-Q4
Decreased
0

ALPHABET INC

5.4M$1.6B1.9%$103.13+246.33%
30 qtrssince 2018-Q4
Increased
51

BROADCOM INC

4.3M$1.3B1.6%$167.00+139.50%
30 qtrssince 2018-Q4
Decreased
0

ALPHABET INC

4.4M$1.3B1.6%$99.55+256.62%
30 qtrssince 2018-Q4
Increased
50
LQDLQD
ETF

ISHARES TR

10.6M$1.2B1.4%$108.91-1.34%
30 qtrssince 2018-Q4
Increased
81

META PLATFORMS INC

2M$1.1B1.4%$280.47+138.60%
30 qtrssince 2018-Q4
Decreased
0
PULSPULS
ETF

PGIM ETF TR

22.4M$1.1B1.4%$46.12+7.52%
23 qtrssince 2020-Q3
Decreased
0
VOOVOO
ETF

VANGUARD INDEX FDS

1.4M$866M1.1%$626.60+10.73%
22 qtrssince 2020-Q4
Increased
71

TESLA INC

2.2M$808.6M1.0%$265.09+53.82%
28 qtrssince 2019-Q2
Decreased
0
IWDIWD
ETF

ISHARES TR

3.7M$798.3M1.0%$186.38+32.44%
30 qtrssince 2018-Q4
Increased
49

EXXON MOBIL CORP

4.2M$710.6M0.9%$63.10+120.08%
30 qtrssince 2018-Q4
Decreased
0

BERKSHIRE HATHAWAY INC DEL

1.5M$702.7M0.9%$227.60+109.73%
30 qtrssince 2018-Q4
Decreased
0
PHYLPHYL
ETF

PGIM ETF TR

19.8M$685.5M0.8%$34.82+0.18%
23 qtrssince 2020-Q3
Increased
61

ELI LILLY & CO

731,555$672.9M0.8%$359.41+230.70%
30 qtrssince 2018-Q4
Decreased
0
Showing 20 of 2,401 results.2,381 more with Pro.
$81.2B
AUM
2,401
Positions
Q1 2026
Filing
Rating · 4.5
Quarterly Portfolio Change
+3%Q4'24$72.9B-4%Q1'25$70.2B+10%Q2'25$77.4B+9%Q3'25$84.1B-2%Q4'25$82.8B-2%Q1'26$81.2B
Activity profile
$ moved · Q1'26
New2%Increased43%Decreased53%Exited2%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 5.1 years
<1Q4%1-4Q5%1-2Y6%2Y+85%

PRUDENTIAL FINANCIAL INC manages $81.2B across 2401 positions as of Q1 2026. Top holdings: IVV (6.3%), NVDA (4.6%), AAPL (4.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4.5/5.0.

Q1 2026 Summary

Active quarter - 328 new positions, 135 exits, 1073 increased. Top move: LQD (INCREASED, conviction 81). Portfolio: $81.2B across 2401 positions.

Top holdings by portfolio weight

Total AUM$81B
IVV6.35%
NVDA4.63%
AAPL4.15%
DFUS3.85%
MSFT3.17%
PAAA2.79%
AMZN2.11%
GOOGL1.92%
AVGO1.64%
GOOG1.55%
Other1.42%

Portfolio allocation by GICS sector

Sectors11
Unknown26.89%
Technology21.78%
Financial Services8.63%
Healthcare6.88%
Communication Services6.86%
Consumer Cyclical6.58%
Real Estate6.57%
Industrials6.50%
Consumer Defensive3.42%
Energy3.06%
Other2.81%

Behavioral investing profile

Balanced Allocator92%- primarily Unknown, Technology
Compare DNA across all funds
7-dimension quality assessment
Elite(4.5 / 5.0)
Track Record58
Conviction42
Concentration48
Upgrade to see all dimensions

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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