PRUDENTIAL FINANCIAL INC
Institutional investor · Portfolio as of Q4 2022
Top Holdings2,590 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 21M | $2.7B | 4.6% | $112.69 | +13.27% | 10 qtrssince 2020-Q3 | Decreased 0 |
MICROSOFT CORP | 10.7M | $2.6B | 4.3% | $199.74 | +17.26% | 10 qtrssince 2020-Q3 | Decreased 0 |
ISHARES IBOXX INVESTMENT GRA | 12.4M | $1.3B | 2.2% | $93.30 | -3.00% | 10 qtrssince 2020-Q3 | Decreased 0 |
AMAZON.COM INC | 11.9M | $996.2M | 1.7% | $111.49 | -24.66% | 10 qtrssince 2020-Q3 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 2.2M | $838.1M | 1.4% | $413.31 | -10.88% | 10 qtrssince 2020-Q3 | Increased 59 |
UNITEDHEALTH GROUP INC | 1.5M | $807.6M | 1.4% | $316.30 | +58.68% | 10 qtrssince 2020-Q3 | Increased 51 |
BERKSHIRE HATHAWAY INC-CL B | 2.5M | $757.5M | 1.3% | $222.73 | +38.69% | 10 qtrssince 2020-Q3 | Increased 50 |
ALPHABET INC-CL A | 8.4M | $741.1M | 1.2% | $95.59 | -8.39% | 10 qtrssince 2020-Q3 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.9M | $722.5M | 1.2% | $379.74 | -3.19% | 10 qtrssince 2020-Q3 | Increased 55 |
ALPHABET INC-CL C | 7.8M | $688.9M | 1.2% | $96.22 | -8.47% | 10 qtrssince 2020-Q3 | Decreased 0 |
JOHNSON & JOHNSON | 3.8M | $672.5M | 1.1% | $134.69 | +19.72% | 10 qtrssince 2020-Q3 | Increased 55 |
EXXON MOBIL CORP | 6M | $658.7M | 1.1% | $39.90 | +147.68% | 10 qtrssince 2020-Q3 | Decreased 0 |
VISA INC-CLASS A SHARES | 2.5M | $513.1M | 0.9% | $203.65 | -0.86% | 10 qtrssince 2020-Q3 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 3.4M | $511.5M | 0.9% | $119.83 | +14.70% | 10 qtrssince 2020-Q3 | Increased 44 |
CHEVRON CORP | 2.8M | $499.9M | 0.8% | $76.70 | +104.30% | 10 qtrssince 2020-Q3 | Decreased 0 |
MERCK & CO. INC. | 4.5M | $495.6M | 0.8% | $67.92 | +49.09% | 10 qtrssince 2020-Q3 | Increased 45 |
JPMORGAN CHASE & CO | 3.7M | $492M | 0.8% | $101.13 | +22.60% | 10 qtrssince 2020-Q3 | Decreased 0 |
TESLA INC | 3.9M | $482.1M | 0.8% | $262.34 | -53.05% | 10 qtrssince 2020-Q3 | Decreased 0 |
PFIZER INC | 9.1M | $466.5M | 0.8% | $27.78 | +47.46% | 10 qtrssince 2020-Q3 | Decreased 0 |
MASTERCARD INC - A | 1.3M | $452.2M | 0.8% | $333.45 | +2.31% | 10 qtrssince 2020-Q3 | Decreased 0 |
PRUDENTIAL FINANCIAL INC manages $59.4B across 2590 positions as of Q4 2022. Top holdings: AAPL (4.6%), MSFT (4.3%), LQD (2.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 127 new positions, 184 exits, 1128 increased. Top move: IVV (INCREASED, conviction 59). Portfolio: $59.4B across 2590 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