UBS Group’s Prudential Financial PRU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$14.9M Sell
152,800
-35,200
-19% -$3.65M ﹤0.01% 2911
2025
Q4
$21.2M Buy
188,000
+32,900
+21% +$3.53M ﹤0.01% 2537
2025
Q3
$16.1M Buy
155,100
+1,200
+0.8% +$126K ﹤0.01% 2802
2025
Q2
$16.5M Sell
153,900
-208,700
-58% -$21.6M ﹤0.01% 2578
2025
Q1
$40.5M Sell
362,600
-72,200
-17% -$8.23M 0.01% 1680
2024
Q4
$51.5M Buy
434,800
+106,900
+33% +$13.2M 0.01% 1434
2024
Q3
$39.7M Buy
327,900
+114,200
+53% +$13.5M 0.01% 1322
2024
Q2
$25M Sell
213,700
-21,000
-9% -$2.42M 0.01% 1501
2024
Q1
$27.6M Sell
234,700
-202,200
-46% -$21.8M 0.01% 1445
2023
Q4
$45.3M Buy
436,900
+67,200
+18% +$6.45M 0.01% 1032
2023
Q3
$35.1M Sell
369,700
-5,000
-1% -$473K 0.01% 1066
2023
Q2
$33.1M Sell
374,700
-85,000
-18% -$7.11M 0.01% 1072
2023
Q1
$38M Buy
459,700
+78,900
+21% +$7.53M 0.01% 931
2022
Q4
$37.9M Sell
380,800
-52,200
-12% -$5.29M 0.01% 977
2022
Q3
$37.1M Buy
433,000
+69,700
+19% +$6.71M 0.02% 861
2022
Q2
$34.8M Buy
363,300
+28,800
+9% +$3.05M 0.01% 958
2022
Q1
$39.5M Buy
334,500
+34,700
+12% +$3.95M 0.01% 980
2021
Q4
$32.5M Buy
299,800
+38,344
+15% +$4.16M 0.01% 1238
2021
Q3
$27.5M Sell
261,456
-34,629
-12% -$3.57M 0.01% 1253
2021
Q2
$30.3M Buy
296,085
+21,200
+8% +$2.17M 0.01% 1161
2021
Q1
$25M Buy
+274,885
New +$23.5M 0.01% 1288
2020
Q2
Sell
-35,000
Closed -$1.82M 8266
2020
Q1
$1.82M Sell
35,000
-46,000
-57% -$3.66M ﹤0.01% 2844
2019
Q4
$7.59M Sell
81,000
-3,800
-4% -$349K ﹤0.01% 2201
2019
Q3
$7.63M Buy
84,800
+54,800
+183% +$4.97M ﹤0.01% 1992
2019
Q2
$3.03M Buy
+30,000
New +$2.99M ﹤0.01% 2775
2018
Q3
Sell
-38,900
Closed -$3.64M 8195
2018
Q2
$3.64M Sell
38,900
-4,400
-10% -$445K ﹤0.01% 2620
2018
Q1
$4.48M Buy
+43,300
New +$4.88M ﹤0.01% 2413
2017
Q4
Sell
-2,253,350
Closed -$240M 8040
2017
Q3
$240M Hold
2,253,350
0.11% 195
2017
Q2
$244M Sell
2,253,350
-24,100
-1% -$2.56M 0.13% 182
2017
Q1
$243M Buy
2,277,450
+24,100
+1% +$2.6M 0.13% 179
2016
Q4
$234M Buy
+2,253,350
New +$214M 0.13% 181
2016
Q3
Sell
-15,000
Closed -$1.07M 7877
2016
Q2
$1.07M Buy
+15,000
New +$1.13M ﹤0.01% 3325
2016
Q1
Sell
-900
Closed -$73K 8045
2015
Q4
$73K Hold
900
﹤0.01% 5489
2015
Q3
$69K Sell
900
-4,200
-82% -$352K ﹤0.01% 5532
2015
Q2
$446K Buy
5,100
+1,500
+42% +$127K ﹤0.01% 4224
2015
Q1
$289K Sell
3,600
-55,000
-94% -$4.46M ﹤0.01% 4592
2014
Q4
$5.3M Buy
+58,600
New +$5.03M ﹤0.01% 2046

Other funds holding PRU

UBS Group's PRU Position: Q1 2026 in Review

UBS Group increased its Prudential Financial (PRU) stake by 6.7% in Q1 2026, buying an estimated $13.2M and bringing the position to 2,023,799 shares worth $198M. The position accounts for 0.03% of the portfolio, ranked #622.

UBS Group first reported a position in PRU in Q4 2014 and has held it in 46 quarters since. The position peaked at $239M in Q4 2024. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • UBS Group held 2,023,799 shares of Prudential Financial worth $198M as of Q1 2026.
  • UBS Group bought 127,575 Prudential Financial shares in Q1 2026, an estimated $13.2M.
  • Prudential Financial made up 0.03% of UBS Group's portfolio in Q1 2026, its #622 holding.
  • UBS Group first reported a position in Prudential Financial in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Prudential Financial position peaked at $239M in Q4 2024.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.