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Prudential plc Portfolio holdings

AUM $17.1B
1-Year Est. Return 15.7%
This Fund
S&P 500
This Quarter Est. Return
-3.3%
1 Year Est. Return
+15.7%
3 Year Est. Return
+44.22%
5 Year Est. Return
+47.66%
10 Year Est. Return
+201.46%
AUM
$7.17B
AUM Growth
-$3.62B
Cap. Flow
-$3.37B
Cap. Flow %
-47.03%
Top 10 Hldgs %
64.41%
Holding
573
New
65
Increased
143
Reduced
212
Closed
126

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 4.67%
2 Technology 4.42%
3 Communication Services 4.04%
4 Financials 2.17%
5 Healthcare 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FTDR icon
501
Frontdoor
FTDR
$5.2B
-6,808
Closed -$339K
FVD icon
502
First Trust Value Line Dividend Fund
FVD
$8.48B
-31,000
Closed -$1.23M
GE icon
503
GE Aerospace
GE
$367B
-2,135
Closed -$143K
GGG icon
504
Graco
GGG
$13.2B
-11,102
Closed -$840K
GS icon
505
Goldman Sachs
GS
$291B
-574
Closed -$218K
HAL icon
506
Halliburton
HAL
$26.2B
-42,791
Closed -$989K
HIG icon
507
Hartford Financial Services
HIG
$39.8B
-250,025
Closed -$15.5M
HON icon
508
Honeywell
HON
$76.5B
-139,239
Closed -$28.8M
HPE icon
509
Hewlett Packard
HPE
$59.5B
-10,739
Closed -$157K
HRB icon
510
H&R Block
HRB
$5.94B
-21,747
Closed -$511K
IBM icon
511
IBM
IBM
$213B
-1,543
Closed -$216K
IBND icon
512
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
$455M
-37,100
Closed -$1.35M
IEV icon
513
iShares Europe ETF
IEV
$1.63B
-80,000
Closed -$4.26M
IHRT icon
514
iHeartMedia
IHRT
$529M
-301,737
Closed -$8.13M
ILF icon
515
iShares Latin America 40 ETF
ILF
$3.74B
-112,700
Closed -$3.55M
KEYS icon
516
Keysight
KEYS
$51B
-48,600
Closed -$7.5M
KNX icon
517
Knight Transportation
KNX
$11.3B
-7,323
Closed -$333K
LMT icon
518
Lockheed Martin
LMT
$133B
-11,600
Closed -$4.39M
LOW icon
519
Lowe's Companies
LOW
$122B
-1,211
Closed -$235K
LPX icon
520
Louisiana-Pacific
LPX
$5.17B
-11,790
Closed -$711K
LYFT icon
521
Lyft
LYFT
$5.77B
-233,025
Closed -$14.1M
MCD icon
522
McDonald's
MCD
$194B
-894
Closed -$207K
MCK icon
523
McKesson
MCK
$106B
-37,775
Closed -$7.22M
MKC icon
524
McCormick & Company Non-Voting
MKC
$14.2B
-29,841
Closed -$2.64M
MMS icon
525
Maximus
MMS
$3.33B
-9,668
Closed -$850K

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Prudential plc's Q3 2021 Portfolio in Review

As of Q3 2021, Prudential plc held 573 positions worth $7.17B, down 34% from $10.8B the previous quarter. Its ten largest holdings account for 64% of the portfolio.

Prudential plc withdrew a net $3.37B in Q3 2021, closing 126 positions and reducing 212 holdings. Its most notable exit was State Street Financial Select Sector SPDR ETF, an estimated $850M position sold in full.

By sector, the portfolio is most concentrated in Consumer Discretionary at 4.7% of assets, up from 4.3% a quarter earlier, followed by Technology and Communication Services.

Against the trend, Prudential plc opened a new position in State Street Utilities Select Sector SPDR ETF worth $443M.

  • Prudential plc's largest Q3 2021 buy was State Street Utilities Select Sector SPDR ETF: 13,880,878 shares worth $443M.
  • Prudential plc added most to Invesco QQQ Trust in Q3 2021, an estimated $574M increase.
  • Prudential plc's biggest Q3 2021 reduction was State Street Industrial Select Sector SPDR ETF, cutting an estimated $739M.
  • Prudential plc fully exited State Street Financial Select Sector SPDR ETF in Q3 2021, selling an estimated $850M.
  • Prudential plc's ten largest holdings make up 64% of its $7.17B portfolio in Q3 2021.
  • Prudential plc opened 65 new positions and closed 126 in Q3 2021.
  • Prudential plc's portfolio value fell 34% quarter-over-quarter to $7.17B.

Based on Prudential plc's 13F filing for Q3 2021, filed 10 Nov 2021.