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PRUDENTIAL PLC

Q4 2025 · Filed 2026-02-11
Market Value
$12.5B
-8.2%
Holdings
738
-52
New Purchases
44
Added To
235
Closed
63
Reduced
241
Top 10 Concentration
47.7%
Turnover
14.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VCSH 8.63% 7.32% +1.31% $1.1B
USHY 18.97% 18.04% +0.93% $2.4B
GOOG 2.11% 1.30% +0.82% $263M
AAPL 3.20% 2.78% +0.41% $398M
AAXJ 0.38% 0.02% +0.36% $47M
NVDA 3.78% 3.43% +0.34% $471M
FEZ 0.63% 0.30% +0.33% $79M
GE 0.33% 0.00% +0.32% $41M
GLD 1.07% 0.77% +0.30% $133M
DYNF 0.30% 0.00% +0.30% $37M
SMH 0.27% 0.00% +0.27% $34M
TOTB.DE 0.27% 0.00% +0.27% $34M
COST 0.29% 0.08% +0.21% $36M
NEM 0.30% 0.10% +0.20% $37M
QQQM 0.20% 0.00% +0.20% $25M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VCIT 0.00% 6.42% -6.42% $0
IGIB 2.32% 3.69% -1.36% $289M
LQD 0.27% 1.28% -1.02% $33M
SE 2.16% 2.75% -0.59% $269M
TLT 0.14% 0.69% -0.55% $17M
MSI 0.04% 0.26% -0.22% $6M
MCHI 0.14% 0.35% -0.21% $18M
ZTS 0.02% 0.21% -0.19% $3M
CIBR 0.00% 0.18% -0.18% $0
AFL 0.02% 0.20% -0.18% $2M
IEMG 0.00% 0.16% -0.16% $67K
EQIX 0.02% 0.15% -0.13% $2M
XLU 0.00% 0.12% -0.12% $0
XME 0.00% 0.12% -0.12% $0
QFIN 0.06% 0.17% -0.11% $8M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 60 $3.9B 31.4%
Large Cap 561 $7.8B 62.3%
Mid Cap 95 $704M 5.7%
Small Cap 17 $62M 0.5%
Micro Cap 5 $18M 0.1%

Portfolio Analytics

Avg Market Cap
$113.7B
Median Market Cap
$29.1B
Avg P/E
33.3
Median P/E
23.5
Avg Dividend Yield
0.02%
Avg Beta
1.00
# Stocks
653
# ETFs / Funds
85

Top Holdings (738 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 USHY 18.97% 63,220,874 $2.4B $37.39 -$83M -1,561,953 -2.4%
2 VCSH 8.63% 13,488,580 $1.1B $79.73 $82M +1,063,112 +8.6%
3 NVDA 3.78% 2,523,011 $471M $186.50 $5M +27,699 +1.1%
4 AAPL 3.20% 1,465,579 $398M $271.86 $21M -17,623 -1.2%
5 MSFT 2.70% 694,707 $336M $483.62 -$34M -19,692 -2.8%
6 IGIB 2.32% 5,369,642 $289M $53.88 -$211M -3,875,810 -41.9%
7 IVV 2.16% 393,342 $269M $684.94 -$1M -11,208 -2.8%
8 SE 2.16% 2,111,252 $269M $127.57 -$104M +23,241 +1.1%
9 GOOG 2.11% 839,689 $263M $313.80 $88M +117,602 +16.3%
10 AMZN 1.67% 901,237 $208M $230.82 $6M -19,393 -2.1%
11 PDD 1.59% 1,751,095 $199M $113.39 -$7M +194,192 +12.5%
12 AVGO 1.45% 522,432 $181M $346.10 $9M +3,093 +0.6%
13 ACWI 1.25% 1,100,504 $156M $141.49 -$2M -42,798 -3.7%
14 IGLB 1.24% 3,053,427 $154M $50.45 -$584K +53,236 +1.8%
15 META 1.07% 201,867 $133M $660.09 -$11M +5,693 +2.9%
16 GLD 1.07% 334,096 $133M $398.46 $29M +40,257 +13.7%
17 TSLA 0.92% 255,011 $115M $449.72 -$16M -39,794 -13.5%
18 URTH 0.69% 465,500 $86M $185.77 -$7M -52,100 -10.1%
19 EMXC 0.69% 1,186,200 $86M $72.68 $16M +146,600 +14.1%
20 MA 0.68% 147,613 $84M $570.88 $2M +2,527 +1.7%
21 JPM 0.67% 257,967 $83M $322.22 -$602K -7,463 -2.8%
22 JNJ 0.65% 392,812 $81M $206.95 $4M -23,798 -5.7%
23 FEZ 0.63% 1,224,300 $79M $64.39 $38M +568,600 +86.7%
24 V 0.63% 223,677 $78M $350.71 $170K -5,615 -2.5%
25 LLY 0.57% 66,629 $72M $1,074.68 $15M -7,505 -10.1%
26 VOO 0.57% 113,192 $71M $627.13 $2M
27 GOOGL 0.51% 203,283 $64M $313.00 -$8M -90,804 -30.9%
28 GRAB 0.44% 10,954,732 $55M $4.99 -$13M -319,456 -2.8%
29 BKLN 0.41% 2,415,255 $51M $21.00 -$325K -23,584 -1.0%
30 BAC 0.41% 920,194 $51M $55.00 $14M +215,838 +30.6%
31 PLTR 0.40% 282,053 $50M $177.75 $684K +10,972 +4.0%
32 AAXJ 0.38% 506,681 $47M $93.12 $44M +474,672 +1482.9%
33 ORCL 0.36% 230,633 $45M $194.91 -$18M +5,982 +2.7%
34 CSCO 0.36% 581,440 $45M $77.03 $5M -1,954 -0.3%
35 KLAC 0.36% 36,739 $45M $1,215.08 $7M +1,734 +5.0%
36 GE 0.33% 131,946 $41M $308.03 $40M +129,916 +6399.8%
37 MRK 0.32% 380,476 $40M $105.26 $6M -29,087 -7.1%
38 NEM 0.30% 373,087 $37M $99.85 $24M +216,784 +138.7%
39 VXUS 0.30% 491,000 $37M $75.44 $12M +145,000 +41.9%
40 NFLX 0.30% 394,873 $37M $93.76 -$11M +354,692 +882.7%
41 DYNF 0.30% 606,300 $37M $60.81 +606,300 NEW
42 WMT 0.29% 328,920 $37M $111.41 $4M +13,709 +4.3%
43 COST 0.29% 41,568 $36M $862.34 $25M +29,667 +249.3%
44 ABBV 0.29% 156,221 $36M $228.49 -$550K -319 -0.2%
45 AMD 0.28% 165,123 $35M $214.16 $14M +33,108 +25.1%
46 IDXX 0.28% 51,709 $35M $676.53 $5M +5,507 +11.9%
47 IBM 0.27% 115,087 $34M $296.21 $959K -2,333 -2.0%
48 SMH 0.27% 93,590 $34M $360.13 +93,590 NEW
49 TOTB.DE 0.27% 514,974 $34M $65.22 +514,974 NEW
50 LQD 0.27% 301,140 $33M $110.19 -$141M -1,258,918 -80.7%
51 NOW 0.26% 213,242 $33M $153.19 -$9M +167,876 +370.1%
52 MU 0.26% 114,368 $33M $285.41 $17M +23,628 +26.0%
53 WELL 0.25% 171,108 $32M $185.61 -$3M -25,754 -13.1%
54 APP 0.25% 46,639 $31M $673.82 -$872K +1,689 +3.8%
55 CRM 0.25% 117,443 $31M $264.91 $60K -13,578 -10.4%
56 SQM 0.25% 444,654 $31M $68.80 $11M -3,975 -0.9%
57 UNH 0.24% 92,155 $30M $330.11 -$464K +2,711 +3.0%
58 UNP 0.24% 130,665 $30M $231.32 -$11M -43,540 -25.0%
59 MCD 0.24% 98,167 $30M $305.63 $3M +7,950 +8.8%
60 GS 0.24% 33,840 $30M $879.00 $2M -1,257 -3.6%
61 ISRG 0.23% 51,636 $29M $566.36 $5M -1,958 -3.6%
62 AXP 0.22% 75,715 $28M $369.95 $2M -3,989 -5.0%
63 INTU 0.21% 39,649 $26M $662.42 -$478K +490 +1.2%
64 WMB 0.20% 424,959 $26M $60.11 $24M +400,081 +1608.2%
65 ATAT 0.20% 643,201 $25M $39.40 -$6M -179,146 -21.8%
66 ADI 0.20% 92,052 $25M $271.20 -$4M -26,838 -22.6%
67 QQQM 0.20% 97,500 $25M $252.92 +97,500 NEW
68 C 0.20% 210,567 $25M $116.69 $1M -18,824 -8.2%
69 MNST 0.20% 319,832 $25M $76.67 $17M +205,545 +179.8%
70 AVPT 0.20% 1,754,810 $24M $13.86 -$3M -18,930 -1.1%
71 ANET 0.18% 175,869 $23M $131.03 -$5M -15,000 -7.9%
72 ADP 0.18% 87,692 $23M $257.23 -$4M -3,045 -3.4%
73 ECL 0.18% 85,707 $22M $262.52 -$1M -1,131 -1.3%
74 DHR 0.18% 98,002 $22M $228.92 $3M +131 +0.1%
75 TX 0.18% 579,474 $22M $38.19 -$3M -138,119 -19.2%
76 NEE 0.18% 274,752 $22M $80.28 $19M +230,132 +515.8%
77 VIPS 0.18% 1,240,584 $22M $17.69 $937K +170,872 +16.0%
78 UBER 0.18% 268,356 $22M $81.71 $1M +57,946 +27.5%
79 CME 0.18% 79,965 $22M $273.08 $714K +1,788 +2.3%
80 VZ 0.17% 533,691 $22M $40.73 -$1M +9,707 +1.9%
81 BK 0.17% 186,875 $22M $116.09 $416K -8,412 -4.3%
82 TXN 0.17% 124,768 $22M $173.49 -$1M -520 -0.4%
83 IBN 0.17% 725,100 $22M $29.85 $1M +49,000 +7.2%
84 IAU 0.17% 266,327 $22M $81.17 $11M +123,491 +86.5%
85 OKE 0.17% 290,843 $21M $73.50 $20M +268,363 +1193.8%
86 GILD 0.17% 173,376 $21M $122.74 $987K -9,442 -5.2%
87 MS 0.17% 117,598 $21M $177.53 $1M -6,756 -5.4%
88 SPGI 0.17% 39,902 $21M $522.59 $678K -1,548 -3.7%
89 IWM 0.17% 84,400 $21M $246.16 $5M +17,650 +26.4%
90 ICE 0.16% 126,747 $21M $161.96 -$552K +1,629 +1.3%
91 LIN 0.16% 47,958 $20M $426.39 $14M +33,969 +242.8%
92 EXC 0.16% 466,595 $20M $43.59 -$2M -33,694 -6.7%
93 VT 0.16% 143,700 $20M $141.06 +143,700 NEW
94 PLD 0.16% 156,291 $20M $127.66 $2M -2,332 -1.5%
95 PANW 0.16% 107,874 $20M $184.20 -$1M +3,125 +3.0%
96 URI 0.16% 24,469 $20M $809.32 -$5M -1,004 -3.9%
97 JOYY 0.15% 295,967 $19M $64.76 $5M +57,310 +24.0%
98 LNG 0.15% 98,285 $19M $194.39 $18M +94,213 +2313.7%
99 HIG 0.15% 137,622 $19M $137.80 -$615K -9,158 -6.2%
100 WFC 0.15% 202,849 $19M $93.20 $2M -2,642 -1.3%

New Positions

SymbolValue% Port
DYNF $37M 0.30%
SMH $34M 0.27%
TOTB.DE $34M 0.27%
QQQM $25M 0.20%
VT $20M 0.16%
PICK $18M 0.14%
EWP $17M 0.13%
VLUE $16M 0.13%
EWC $16M 0.13%
CMBS $10M 0.08%
PVAL $9M 0.07%
SNDK $9M 0.07%
FIX $7M 0.06%
DINO $6M 0.04%
COKE $3M 0.02%

Sold Out Positions

SymbolValue% Port
NFG —%
ALSN —%
OC —%
FINV —%
CFG —%
D —%
B —%
FDS —%
ATO —%
ETSY —%
PRMB —%
UHAL-B —%
DVA —%
BCE —%
PM —%
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