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PRUDENTIAL PLC

Q2 2025 · Filed 2025-08-12
Market Value
$16.3B
-17.4%
Holdings
805
-9
New Purchases
81
Added To
330
Closed
61
Reduced
224
Top 10 Concentration
61.4%
Turnover
17.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
USHY 17.29% 14.84% +2.45% $2.8B
NVDA 2.37% 1.28% +1.08% $387M
MSFT 1.97% 1.16% +0.81% $322M
SE 2.25% 1.56% +0.68% $367M
AVGO 0.90% 0.40% +0.50% $148M
AMZN 1.15% 0.72% +0.43% $188M
IVV 1.42% 1.02% +0.40% $232M
META 0.86% 0.48% +0.38% $140M
EMXC 0.36% 0.01% +0.35% $58M
LQD 0.62% 0.32% +0.30% $101M
GOOG 0.75% 0.47% +0.28% $122M
AAPL 1.76% 1.49% +0.27% $288M
TSLA 0.59% 0.35% +0.24% $96M
ACWI 0.67% 0.45% +0.22% $110M
PDD 1.04% 0.84% +0.20% $169M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VCLT 18.79% 32.49% -13.70% $3.1B
VCSH 6.17% 8.33% -2.16% $1.0B
FDN 0.00% 0.17% -0.17% $0
JOYY 0.07% 0.22% -0.15% $12M
HDV 0.00% 0.14% -0.14% $0
HYLB 0.20% 0.30% -0.10% $32M
VIPS 0.12% 0.22% -0.09% $20M
IWF 0.00% 0.09% -0.09% $0
BKLN 0.18% 0.26% -0.08% $30M
GDX 0.00% 0.08% -0.08% $0
VCIT 6.49% 6.56% -0.07% $1.1B
EWZ 0.00% 0.07% -0.07% $0
XLC 0.00% 0.07% -0.06% $434K
TV 0.00% 0.07% -0.06% $356K
GIS 0.03% 0.09% -0.06% $5M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 65 $3.2B 19.5%
Large Cap 582 $9.3B 56.9%
Mid Cap 127 $3.7B 22.7%
Small Cap 20 $91M 0.6%
Micro Cap 11 $42M 0.3%

Portfolio Analytics

Avg Market Cap
$107.9B
Median Market Cap
$27.6B
Avg P/E
33.0
Median P/E
23.2
Avg Dividend Yield
0.02%
Avg Beta
0.97
# Stocks
677
# ETFs / Funds
128

Top Holdings (805 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VCLT 18.79% 40,444,804 $3.1B $75.90 -$3.4B -44,199,735 -52.2%
2 USHY 17.29% 75,293,185 $2.8B $37.51 -$110M -4,421,717 -5.5%
3 VCIT 6.49% 12,789,164 $1.1B $82.92 -$238M -3,088,535 -19.4%
4 VCSH 6.17% 12,676,393 $1.0B $79.50 -$640M -8,193,218 -39.3%
5 IGIB 2.92% 8,960,403 $477M $53.29 -$77M -1,606,347 -15.2%
6 NVDA 2.37% 2,446,500 $387M $157.99 $133M +108,329 +4.6%
7 SE 2.25% 2,293,942 $367M $159.94 $58M -73,460 -3.1%
8 MSFT 1.97% 647,219 $322M $497.41 $92M +34,078 +5.6%
9 AAPL 1.76% 1,403,290 $288M $205.17 -$7M +74,129 +5.6%
10 IVV 1.42% 373,511 $232M $620.90 $29M +13,031 +3.6%
11 AMZN 1.15% 857,378 $188M $219.39 $45M +106,399 +14.2%
12 PDD 1.04% 1,618,053 $169M $104.66 $4M +221,805 +15.9%
13 IGLB 0.92% 3,003,301 $151M $50.21 $2M +35,522 +1.2%
14 AVGO 0.90% 535,773 $148M $275.65 $68M +60,025 +12.6%
15 META 0.86% 189,904 $140M $738.09 $45M +25,006 +15.2%
16 GOOG 0.75% 687,227 $122M $177.39 $29M +91,170 +15.3%
17 ACWI 0.67% 852,835 $110M $128.60 $20M +86,304 +11.3%
18 LQD 0.62% 925,429 $101M $109.61 $38M +341,737 +58.5%
19 TSLA 0.59% 302,283 $96M $317.66 $27M +36,969 +13.9%
20 URTH 0.58% 560,510 $95M $169.38 $6M -22,650 -3.9%
21 GLD 0.51% 274,809 $84M $304.88 $3M -7,070 -2.5%
22 MA 0.47% 136,210 $77M $561.94 $2M +1,066 +0.8%
23 V 0.45% 207,572 $74M $355.05 $5M +11,304 +5.8%
24 JPM 0.42% 237,776 $69M $289.91 $21M +40,368 +20.4%
25 FEZ 0.42% 1,140,164 $68M $59.73 $20M +252,000 +28.4%
26 VOO 0.39% 113,192 $64M $568.03 $25M +37,602 +49.7%
27 GRAB 0.39% 12,600,963 $63M $5.03 $4M -412,849 -3.2%
28 JNJ 0.38% 402,943 $62M $152.75 $18M +138,355 +52.3%
29 EMXC 0.36% 925,500 $58M $63.14 $56M +884,500 +2157.3%
30 LLY 0.34% 71,965 $56M $779.53 $3M +7,412 +11.5%
31 GOOGL 0.33% 303,346 $53M $176.23 $8M +8,818 +3.0%
32 NFLX 0.30% 37,129 $50M $1,339.13 $18M +2,995 +8.8%
33 VXUS 0.28% 660,000 $46M $69.09 $25M +330,000 +100.0%
34 TLT 0.28% 510,750 $45M $88.25 $22M +259,267 +103.1%
35 ORCL 0.27% 201,529 $44M $218.63 $19M +21,069 +11.7%
36 NOW 0.26% 41,722 $43M $1,028.08 $11M +1,065 +2.6%
37 CRM 0.26% 156,714 $43M $272.69 $8M +25,505 +19.4%
38 MSI 0.21% 83,403 $35M $420.46 $4M +12,382 +17.4%
39 CSCO 0.21% 497,533 $35M $69.38 $8M +67,516 +15.7%
40 UNP 0.21% 148,643 $34M $230.08 $5M +23,185 +18.5%
41 IBM 0.21% 114,974 $34M $294.78 $7M +4,981 +4.5%
42 GS 0.21% 47,350 $34M $707.75 $15M +13,129 +38.4%
43 HYLB 0.20% 880,259 $32M $36.92 -$27M -757,246 -46.2%
44 ABBV 0.20% 173,245 $32M $185.62 -$5M -2,187 -1.2%
45 MRK 0.19% 398,170 $32M $79.16 $838K +56,360 +16.5%
46 WMT 0.19% 315,152 $31M $97.78 $16M +147,393 +87.9%
47 QFIN 0.19% 708,494 $31M $43.36 -$5M -77,178 -9.8%
48 INTU 0.19% 38,583 $30M $787.63 $9M +3,375 +9.6%
49 BAC 0.19% 641,159 $30M $47.32 $9M +137,473 +27.3%
50 UNH 0.18% 96,468 $30M $311.97 -$3M +33,905 +54.2%
51 TXN 0.18% 144,223 $30M $207.62 -$2M -32,656 -18.5%
52 ADP 0.18% 96,911 $30M $308.40 -$2M -7,136 -6.9%
53 CIBR 0.18% 393,187 $30M $75.58 $8M +45,000 +12.9%
54 BKLN 0.18% 1,419,044 $30M $20.92 -$22M -1,056,244 -42.7%
55 MCD 0.17% 95,810 $28M $292.17 $2M +14,023 +17.1%
56 MCHI 0.17% 503,860 $28M $55.10 $3M +48,040 +10.5%
57 PLTR 0.17% 198,933 $27M $136.32 $18M +91,620 +85.4%
58 BK 0.17% 296,448 $27M $91.11 $6M +41,145 +16.1%
59 KLAC 0.17% 30,107 $27M $895.74 $18M +17,618 +141.1%
60 ISRG 0.16% 49,382 $27M $543.41 $10M +15,784 +47.0%
61 IDXX 0.16% 49,758 $27M $536.34 $1M -11,128 -18.3%
62 ZTS 0.16% 168,150 $26M $155.95 -$988K +2,886 +1.8%
63 INFY 0.16% 1,384,327 $26M $18.53 $7M +374,230 +37.0%
64 AXON 0.16% 30,632 $25M $827.94 $12M +5,292 +20.9%
65 IGV 0.15% 230,633 $25M $109.50 $18M +145,634 +171.3%
66 AXP 0.15% 78,271 $25M $318.98 $4M +572 +0.7%
67 HD 0.15% 68,032 $25M $366.64 -$3M -8,563 -11.2%
68 PNC 0.15% 133,525 $25M $186.42 -$9M -61,661 -31.6%
69 OKE 0.15% 299,228 $24M $81.63 -$4M +17,585 +6.2%
70 SPGI 0.15% 45,707 $24M $527.29 -$834K -3,367 -6.9%
71 URI 0.15% 31,850 $24M $753.40 $10M +9,786 +44.4%
72 ANET 0.14% 231,331 $24M $102.31 $10M +55,228 +31.4%
73 WELL 0.14% 152,492 $23M $153.73 $6M +36,985 +32.0%
74 MMC 0.14% 106,302 $23M $218.64 $861K +14,589 +15.9%
75 ATAT 0.14% 709,596 $23M $32.51 $3M +10,571 +1.5%
76 EQIX 0.14% 28,906 $23M $795.47 $79K +802 +2.9%
77 ADI 0.14% 95,293 $23M $238.02 $18M +72,868 +324.9%
78 HYG 0.13% 272,475 $22M $80.65 -$2M -35,745 -11.6%
79 GILD 0.13% 194,495 $22M $110.87 -$3M -27,809 -12.5%
80 VZ 0.13% 495,904 $21M $43.27 $4M +115,175 +30.2%
81 ADBE 0.13% 55,284 $21M $386.88 -$1M -3,979 -6.7%
82 CCI 0.13% 206,995 $21M $102.73 $935K +11,946 +6.1%
83 AMT 0.13% 96,042 $21M $221.02 -$609K -4,308 -4.3%
84 ECL 0.13% 78,755 $21M $269.44 -$6M -29,124 -27.0%
85 C 0.13% 248,568 $21M $85.12 $7M +49,786 +25.1%
86 IEMG 0.13% 350,778 $21M $60.03 $9M +134,580 +62.2%
87 TX 0.13% 680,185 $20M $30.10 -$3M -73,309 -9.7%
88 ICE 0.12% 111,265 $20M $183.47 $3M +9,226 +9.0%
89 MS 0.12% 144,045 $20M $140.86 $5M +15,856 +12.4%
90 UBER 0.12% 216,855 $20M $93.30 $7M +29,359 +15.7%
91 VIPS 0.12% 1,342,293 $20M $15.05 -$23M -1,402,926 -51.1%
92 PGR 0.12% 75,342 $20M $266.86 -$5M -14,519 -16.2%
93 GOVT 0.12% 871,946 $20M $22.98 $19M +812,946 +1377.9%
94 BMY 0.12% 427,147 $20M $46.29 $2M +137,399 +47.4%
95 CSX 0.12% 595,016 $19M $32.63 $4M +60,748 +11.4%
96 PFE 0.12% 790,927 $19M $24.24 $4M +202,251 +34.4%
97 AMD 0.12% 134,263 $19M $141.90 $6M +11,529 +9.4%
98 EXC 0.12% 438,136 $19M $43.42 $2M +58,586 +15.4%
99 AME 0.12% 103,855 $19M $180.96 $7M +37,884 +57.4%
100 HIG 0.11% 145,513 $18M $126.87 $2M +13,733 +10.4%

New Positions

SymbolValue% Port
ITA $16M 0.10%
SMH $15M 0.09%
EPP $14M 0.09%
CRDO $10M 0.06%
NLR $4M 0.03%
VEA $4M 0.02%
EWH $4M 0.02%
CMA $3M 0.02%
GL $3M 0.02%
RAL $3M 0.02%
PB $3M 0.02%
DOCS $2M 0.02%
DPZ $2M 0.01%
LHX $2M 0.01%
ZS $2M 0.01%

Sold Out Positions

SymbolValue% Port
ALB —%
AIZ —%
MTDR —%
RYAN —%
BEN —%
AYI —%
FTI —%
BIO —%
MGM —%
MO —%
LUV —%
HAFN —%
WPC —%
MTZ —%
CBT —%
View SEC EDGAR Filings for PRUDENTIAL PLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms