PRUDENTIAL FINANCIAL INC
Institutional investor · Portfolio as of Q4 2024
Top Holdings2,281 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 11.6M | $6.8B | 9.4% | $544.13 | +7.23% | 18 qtrssince 2020-Q3 | Increased 100 |
APPLE INC | 15M | $3.8B | 5.2% | $119.13 | +108.69% | 18 qtrssince 2020-Q3 | Decreased 0 |
NVIDIA CORP | 24.5M | $3.3B | 4.5% | $112.14 | +22.57% | 18 qtrssince 2020-Q3 | Decreased 0 |
MICROSOFT CORP | 7.1M | $3B | 4.1% | $201.46 | +109.33% | 18 qtrssince 2020-Q3 | Decreased 0 |
AMAZON.COM INC | 9.6M | $2.1B | 2.9% | $112.43 | +96.83% | 18 qtrssince 2020-Q3 | Decreased 0 |
DIMENSIONAL US EQ MKT ETF | 26.4M | $1.7B | 2.3% | $62.61 | +1.22% | 7 qtrssince 2023-Q2 | Increased 88 |
META PLATFORMS INC-CLASS A | 2.2M | $1.3B | 1.7% | $251.11 | +134.71% | 18 qtrssince 2020-Q3 | Decreased 0 |
ALPHABET INC-CL A | 5.9M | $1.1B | 1.5% | $97.26 | +95.85% | 18 qtrssince 2020-Q3 | Decreased 0 |
PGIM ETF TR | 22.1M | $1.1B | 1.5% | $45.84 | +2.67% | 18 qtrssince 2020-Q3 | Increased 70 |
TESLA INC | 2.6M | $1.1B | 1.5% | $262.26 | +59.16% | 18 qtrssince 2020-Q3 | Increased 50 |
BROADCOM INC | 4.6M | $1.1B | 1.5% | $159.31 | +43.70% | 18 qtrssince 2020-Q3 | Increased 51 |
ALPHABET INC-CL C | 4.9M | $937.5M | 1.3% | $96.49 | +98.93% | 18 qtrssince 2020-Q3 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 1.7M | $769.5M | 1.1% | $222.73 | +103.01% | 18 qtrssince 2020-Q3 | Decreased 0 |
ISHARES TR | 7.6M | $731.9M | 1.0% | $91.45 | -0.46% | 18 qtrssince 2020-Q3 | Increased 56 |
JPMORGAN CHASE & CO | 2.9M | $690.5M | 0.9% | $106.49 | +119.08% | 18 qtrssince 2020-Q3 | Decreased 0 |
PGIM AAA CLO ETF | 13M | $665.6M | 0.9% | $48.14 | +0.62% | 6 qtrssince 2023-Q3 | Increased 72 |
ELI LILLY & CO | 850,023 | $656.2M | 0.9% | $315.64 | +141.60% | 18 qtrssince 2020-Q3 | Decreased 0 |
ISHARES TR RUSSELL 1000 VALUE INDEX FUND | 3M | $549.2M | 0.8% | $172.00 | +5.44% | 18 qtrssince 2020-Q3 | Increased 62 |
EXXON MOBIL CORP | 4.9M | $524.1M | 0.7% | $46.37 | +118.54% | 18 qtrssince 2020-Q3 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 792,498 | $464.5M | 0.6% | $379.74 | +53.10% | 18 qtrssince 2020-Q3 | Decreased 0 |
PRUDENTIAL FINANCIAL INC manages $72.9B across 2281 positions as of Q4 2024. Top holdings: IVV (9.4%), AAPL (5.2%), NVDA (4.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 115 new positions, 541 exits, 624 increased. Top move: IVV (INCREASED, conviction 100). Portfolio: $72.9B across 2281 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer