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Prudential Financial

Prudential Financial Portfolio holdings

AUM $91.8B
1-Year Est. Return 38.24%
This Fund
S&P 500
This Quarter Est. Return
+12.49%
1 Year Est. Return
+38.24%
3 Year Est. Return
+116.92%
5 Year Est. Return
+155.26%
10 Year Est. Return
+554.11%
AUM
$77.4B
AUM Growth
+$7.21B
Cap. Flow
+$976M
Cap. Flow %
1.26%
Top 10 Hldgs %
31.8%
Holding
2,536
New
252
Increased
1,552
Reduced
600
Closed
112
Avg Time Held
28.3 quarters
Top 10 Avg Time Held
16.5 quarters
Top 20 Avg Time Held
17 quarters

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$210M
2
IAU icon
iShares Gold Trust
IAU
+$207M
3
PM icon
Philip Morris
PM
+$173M
4
DFUS
Dimensional US Equity ETF
DFUS
+$158M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$149M

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.39B
2
PLD icon
Prologis
PLD
+$101M
3
EQIX icon
Equinix
EQIX
+$92.1M
4
CEG icon
Constellation Energy
CEG
+$87.7M
5
DFAI
Dimensional International Core Equity Market ETF
DFAI
+$86.6M

Sector Composition

Rank Sector Weight
1 Technology 25.11%
2 Miscellaneous 18.53%
3 Financials 10.61%
4 Consumer Discretionary 8.01%
5 Healthcare 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
T icon
51
AT&T
T
$152B
$260M 0.34%
8,988,424
+3,399,647
+61% +$93.7M
2013 Q2
48 quarters
DLR icon
52
Digital Realty Trust
DLR
$66.3B
$254M 0.33%
1,456,585
+677,483
+87% +$111M
2013 Q2
48 quarters
PLTR icon
53
Palantir
PLTR
$502B
$241M 0.31%
1,767,797
+381,206
+27% +$44.7M
2021 Q2
16 quarters
NOW icon
54
ServiceNow
NOW
$146B
$239M 0.31%
1,163,370
+486,585
+72% +$91.8M
2014 Q2
44 quarters
UNH icon
55
UnitedHealth
UNH
$340B
$232M 0.3%
743,738
-115,724
-13% -$44.2M
2013 Q2
48 quarters
SPGI icon
56
S&P Global
SPGI
$120B
$230M 0.3%
435,457
-18,835
-4% -$9.4M
2016 Q2
36 quarters
ADI icon
57
Analog Devices
ADI
$197B
$229M 0.3%
960,060
+59,332
+7% +$12.4M
2013 Q2
48 quarters
WFC icon
58
Wells Fargo
WFC
$253B
$227M 0.29%
2,827,439
-327,543
-10% -$23.6M
2013 Q2
48 quarters
IEFA icon
59
iShares Core MSCI EAFE ETF
IEFA
$190B
$222M 0.29%
2,659,491
-950,850
-26% -$75.5M
2018 Q2
28 quarters
IAU icon
60
iShares Gold Trust
IAU
$62.2B
$218M 0.28%
3,494,106
+3,339,000
+2,153% +$207M
2022 Q1
13 quarters
EFA icon
61
iShares MSCI EAFE ETF
EFA
$76.4B
$217M 0.28%
2,426,983
-301,101
-11% -$25.7M
2013 Q2
48 quarters
BA icon
62
Boeing
BA
$150B
$212M 0.27%
1,010,859
+609,287
+152% +$115M
2013 Q2
48 quarters
AMGN icon
63
Amgen
AMGN
$224B
$208M 0.27%
743,431
+21,561
+3% +$6.11M
2013 Q2
48 quarters
UNP icon
64
Union Pacific
UNP
$165B
$207M 0.27%
900,695
+62,008
+7% +$13.8M
2013 Q2
48 quarters
SPG icon
65
Simon Property Group
SPG
$64.5B
$206M 0.27%
1,278,449
+34,331
+3% +$5.42M
2013 Q2
48 quarters
QCOM icon
66
Qualcomm
QCOM
$187B
$202M 0.26%
1,269,882
-421,270
-25% -$62M
2013 Q2
48 quarters
IRM icon
67
Iron Mountain
IRM
$34.1B
$200M 0.26%
1,945,769
+601,290
+45% +$56.7M
2013 Q2
48 quarters
GS icon
68
Goldman Sachs
GS
$261B
$197M 0.25%
278,688
+14,314
+5% +$8.29M
2013 Q2
48 quarters
GEV icon
69
GE Vernova
GEV
$268B
$196M 0.25%
370,544
+190,791
+106% +$79.4M
2024 Q2
4 quarters
IBM icon
70
IBM
IBM
$214B
$193M 0.25%
654,739
-23,704
-3% -$6.11M
2013 Q2
48 quarters
COF icon
71
Capital One
COF
$122B
$191M 0.25%
897,606
+691,270
+335% +$129M
2013 Q2
48 quarters
GILD icon
72
Gilead Sciences
GILD
$187B
$189M 0.24%
1,707,750
+486,379
+40% +$51.8M
2013 Q2
48 quarters
EOG icon
73
EOG Resources
EOG
$77.7B
$185M 0.24%
1,546,058
+1,141,680
+282% +$130M
2013 Q2
48 quarters
LOW icon
74
Lowe's Companies
LOW
$104B
$183M 0.24%
826,356
+5,820
+0.7% +$1.3M
2013 Q2
48 quarters
PGR icon
75
Progressive
PGR
$126B
$183M 0.24%
684,164
-171,753
-20% -$47.1M
2013 Q2
48 quarters
1 2
3
4 5

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Prudential Financial's Q2 2025 Portfolio in Review

As of Q2 2025, Prudential Financial held 2,536 positions worth $77.4B, up 10% from $70.2B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Prudential Financial's Q2 2025 filing shows 252 new, 1,552 increased, 600 reduced and 112 closed positions. Its largest new stake was SmartStop Self Storage REIT: 3,056,416 shares worth $111M. The largest sale was iShares Core S&P 500 ETF, an estimated $2.39B.

By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 21% a quarter earlier, followed by Miscellaneous and Financials.

  • Prudential Financial's largest Q2 2025 buy was SmartStop Self Storage REIT: 3,056,416 shares worth $111M.
  • Prudential Financial added most to Microsoft in Q2 2025, an estimated $210M increase.
  • Prudential Financial's biggest Q2 2025 reduction was iShares Core S&P 500 ETF, cutting an estimated $2.39B.
  • Prudential Financial fully exited Discover Financial Services in Q2 2025, selling an estimated $22.8M.
  • Prudential Financial's ten largest holdings make up 32% of its $77.4B portfolio in Q2 2025.
  • Prudential Financial opened 252 new positions and closed 112 in Q2 2025.
  • Prudential Financial's portfolio value rose 10% quarter-over-quarter to $77.4B.

Based on Prudential Financial's 13F filing for Q2 2025, filed 12 Aug 2025.