PRUDENTIAL FINANCIAL INC
Institutional investor · Portfolio as of Q1 2025
Top Holdings2,284 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 9.2M | $5.2B | 7.4% | $544.13 | +1.58% | 19 qtrssince 2020-Q3 | Decreased 0 |
APPLE INC | 14.9M | $3.3B | 4.7% | $119.13 | +85.32% | 19 qtrssince 2020-Q3 | Decreased 0 |
MICROSOFT CORP | 7.4M | $2.8B | 3.9% | $207.87 | +81.25% | 19 qtrssince 2020-Q3 | Increased 61 |
DIMENSIONAL US EQ MKT ETF | 42.6M | $2.7B | 3.9% | $61.52 | -2.90% | 8 qtrssince 2023-Q2 | Increased 85 |
NVIDIA CORP | 24.2M | $2.6B | 3.7% | $112.14 | -2.22% | 19 qtrssince 2020-Q3 | Decreased 0 |
AMAZON.COM INC | 9.5M | $1.8B | 2.6% | $112.43 | +71.41% | 19 qtrssince 2020-Q3 | Decreased 0 |
META PLATFORMS INC-CLASS A | 2.2M | $1.3B | 1.8% | $255.12 | +125.56% | 19 qtrssince 2020-Q3 | Increased 51 |
PGIM ETF TR | 21.9M | $1.1B | 1.6% | $45.84 | +3.83% | 19 qtrssince 2020-Q3 | Decreased 0 |
PGIM AAA CLO ETF | 20.2M | $1B | 1.5% | $48.41 | +1.01% | 7 qtrssince 2023-Q3 | Increased 71 |
BERKSHIRE HATHAWAY INC-CL B | 1.7M | $907.3M | 1.3% | $223.79 | +135.18% | 19 qtrssince 2020-Q3 | Increased 50 |
ALPHABET INC-CL A | 5.9M | $905.7M | 1.3% | $97.26 | +58.23% | 19 qtrssince 2020-Q3 | Decreased 0 |
BROADCOM INC | 5M | $833.8M | 1.2% | $160.78 | +4.56% | 19 qtrssince 2020-Q3 | Increased 55 |
VANGUARD DIVIDEND APPRECIATION ETF ETF | 4M | $773.1M | 1.1% | $190.49 | -0.47% | 19 qtrssince 2020-Q3 | Increased 81 |
ALPHABET INC-CL C | 4.8M | $752.3M | 1.1% | $96.49 | +61.30% | 19 qtrssince 2020-Q3 | Decreased 0 |
ELI LILLY & CO | 903,888 | $746.5M | 1.1% | $345.53 | +136.52% | 19 qtrssince 2020-Q3 | Increased 53 |
JPMORGAN CHASE & CO | 2.7M | $669.4M | 1.0% | $106.49 | +123.46% | 19 qtrssince 2020-Q3 | Decreased 0 |
TESLA INC | 2.4M | $622.8M | 0.9% | $262.26 | +0.49% | 19 qtrssince 2020-Q3 | Decreased 0 |
DIMENSIONAL ETF TRUST | 18.8M | $585.7M | 0.8% | $30.77 | 0.00% | 1 qtr | New 61 |
VISA INC-CLASS A SHARES | 1.6M | $574.3M | 0.8% | $220.81 | +56.92% | 19 qtrssince 2020-Q3 | Increased 50 |
MASTERCARD INC - A | 946,815 | $519M | 0.7% | $373.81 | +43.79% | 19 qtrssince 2020-Q3 | Increased 48 |
PRUDENTIAL FINANCIAL INC manages $70.2B across 2284 positions as of Q1 2025. Top holdings: IVV (7.4%), AAPL (4.7%), MSFT (3.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 136 new positions, 133 exits, 1018 increased. Top move: DFUS (INCREASED, conviction 85). Portfolio: $70.2B across 2284 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