PRUDENTIAL FINANCIAL INC
Institutional investor · Portfolio as of Q4 2023
Top Holdings2,644 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 9.5M | $3.6B | 5.4% | $201.46 | +83.92% | 14 qtrssince 2020-Q3 | Decreased 0 |
APPLE INC | 18.1M | $3.5B | 5.3% | $113.50 | +67.59% | 14 qtrssince 2020-Q3 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 5.1M | $2.4B | 3.7% | $438.78 | +6.03% | 14 qtrssince 2020-Q3 | Increased 94 |
AMAZON.COM INC | 11.9M | $1.8B | 2.7% | $112.43 | +35.14% | 14 qtrssince 2020-Q3 | Decreased 0 |
NVIDIA CORP | 3.3M | $1.6B | 2.4% | $22.89 | +116.19% | 14 qtrssince 2020-Q3 | Decreased 0 |
META PLATFORMS INC-CLASS A | 3M | $1.1B | 1.6% | $251.11 | +39.98% | 14 qtrssince 2020-Q3 | Decreased 0 |
ALPHABET INC-CL A | 7.3M | $1B | 1.5% | $96.42 | +43.79% | 14 qtrssince 2020-Q3 | Decreased 0 |
ALPHABET INC-CL C | 6.4M | $893.4M | 1.3% | $96.49 | +44.98% | 14 qtrssince 2020-Q3 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 2.1M | $761.3M | 1.2% | $222.73 | +60.13% | 14 qtrssince 2020-Q3 | Decreased 0 |
TESLA INC | 3M | $752.1M | 1.1% | $261.80 | -5.09% | 14 qtrssince 2020-Q3 | Decreased 0 |
ISHARES TR | 7.4M | $737.6M | 1.1% | $91.32 | -1.60% | 14 qtrssince 2020-Q3 | Increased 73 |
VISA INC-CLASS A SHARES | 2.4M | $616.4M | 0.9% | $205.14 | +24.31% | 14 qtrssince 2020-Q3 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.3M | $601.1M | 0.9% | $379.74 | +22.15% | 14 qtrssince 2020-Q3 | Decreased 0 |
JOHNSON & JOHNSON | 3.7M | $577.9M | 0.9% | $135.96 | +8.43% | 14 qtrssince 2020-Q3 | Decreased 0 |
EXXON MOBIL CORP | 5.7M | $571.5M | 0.9% | $46.37 | +99.78% | 14 qtrssince 2020-Q3 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.1M | $561.4M | 0.8% | $318.01 | +59.08% | 14 qtrssince 2020-Q3 | Decreased 0 |
BROADCOM INC | 510,416 | $554.7M | 0.8% | $43.23 | +152.51% | 14 qtrssince 2020-Q3 | Increased 47 |
JPMORGAN CHASE & CO | 3.2M | $538.4M | 0.8% | $101.46 | +59.62% | 14 qtrssince 2020-Q3 | Decreased 0 |
ELI LILLY & CO | 895,901 | $523.4M | 0.8% | $284.08 | +101.38% | 14 qtrssince 2020-Q3 | Decreased 0 |
PROLOGIS INC | 3.9M | $511.9M | 0.8% | $99.52 | +25.27% | 14 qtrssince 2020-Q3 | Increased 48 |
PRUDENTIAL FINANCIAL INC manages $66.2B across 2644 positions as of Q4 2023. Top holdings: MSFT (5.4%), AAPL (5.3%), IVV (3.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 171 new positions, 120 exits, 1022 increased. Top move: IVV (INCREASED, conviction 94). Portfolio: $66.2B across 2644 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