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PRUDENTIAL FINANCIAL INC

SEC Form 13F institutional filer · CIK 0001137774

13F-HR · 503 reported holdings · 2026-03-31

Financial services firm, insurance and asset management.

Reported long-US-equity value

$60.29B

Top-10 concentration

39.4%

PRUDENTIAL FINANCIAL INC — $60.3B AUM allocation strategy

PRUDENTIAL FINANCIAL INC files SEC Form 13F and reports $60.3B of long US equity value across 503 reported holdings for 2026-03-31.

Its largest sector bet is Information Technology 18.3%, followed by Communication Services 6.6% and Consumer Discretionary 4.2%.

The top 10 holdings account for 39% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.

PRUDENTIAL FINANCIAL INC — latest SEC 13F insights

Reported long-US-equity value (13F AUM)

$60.3B

total across 503 reported holdings · 2026-03-31 · excludes shorts, cash, non-US

Top-10 concentration

39% of value

higher = narrower conviction; lower = spread / hedging

Biggest adds (shares)

$PCG$IVV$VICI

+$PCG +4.62M sh · +$82.8M+$IVV +2.97M sh · +$163M+$VICI +1.25M sh · +$33.2M

Biggest trims (shares)

$DOC$CMCSA$INTC

−$DOC −3.23M sh · −$51.8M−$CMCSA −3.08M sh · −$97.5M−$INTC −2.59M sh · −$74.6M

Added from nil (new positions)

$XLRE

1 fresh holding — new conviction

Exited to nil (held last quarter, gone now)

$XLV

$XLV ($221M last qtr)

Sector allocation (share of reported value)

Information Technology 18%ETFs 14%Communication Services 7%Consumer Discretionary 4%Financials 2%Health Care 2%Real Estate 2%Energy 1%Other holdings 49%SECTORS
  • $XLKInformation Technology18.3%
  • ETFs14.0%
  • $XLCCommunication Services6.6%
  • $XLYConsumer Discretionary4.2%
  • $XLFFinancials2.2%
  • $XLVHealth Care2.2%
  • $XLREReal Estate2.0%
  • $XLEEnergy1.2%
  • Other holdings49.3%

each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Industry allocation (share of reported value)

Semiconductors 8%Interactive Media & Services 7%Technology Hardware, Storage & Peripherals 6%Systems Software 4%Broadline Retail 3%Pharmaceuticals 2%Automobile Manufacturers 1%Integrated Oil & Gas 1%Other holdings 68%INDUSTRIES
  • Semiconductors8.4%
  • Interactive Media & Services6.6%
  • Technology Hardware, Storage & Peripherals5.6%
  • Systems Software4.3%
  • Broadline Retail2.8%
  • Pharmaceuticals2.2%
  • Automobile Manufacturers1.3%
  • Integrated Oil & Gas1.2%
  • Other holdings67.6%

the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Top S&P 500 holdings

8 of 8 rows · sorted by Value ↓

TickerHoldingSharesValueΔ QoQWeight
$NVDANVIDIA Corporation21.5M$3.76B-753K6.2%
$AAPLApple Inc13.3M$3.37B-348K5.6%
$MSFTMicrosoft Corporation6.95M$2.57B-185K4.3%
$AMZNAmazon.com Inc8.23M$1.71B-334K2.8%
$GOOGAlphabet Inc. Class C Capital Stock5.43M$1.56B+91.4K2.6%
$AVGOBroadcom Inc4.3M$1.33B-52.9K2.2%
$GOOGLAlphabet Inc4.39M$1.26B+18.6K2.1%
$METAMeta Platforms Inc2.03M$1.15B-63.6K1.9%

…and 495 more holdings in the full 13F filing (top positions only shown).

SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported

← All 13F filers·← QuantOrb.pro

How to read Δ QoQ — the five insight categories, and the caveats

The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.

Conviction & concentration shifts

New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.

Sector & macro allocation rotations

Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.

Crowding & smart-money consensus

When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.

Derivative & option overlays

Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.

Who reads this

Retail "cloners"High-conviction ideas to replicate ~45 days after quarter-end.
Corporate IRWhich funds bought or dumped the stock, before the next call.
Quant / algo tradersCross-sectional factor inputs: flow, momentum, ownership.

Four caveats before you trade on it

  • 45-day lag — holdings are quarter-end; positions may already be closed.
  • Long-only — 13Fs miss shorts, pair trades and cash.
  • No non-US / fixed income — the picture is US equities plus options.
  • Corporate actions — splits and spinoffs distort raw share deltas.

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