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PRUDENTIAL FINANCIAL INC

Q2 2025 · Filed 2025-08-12
Market Value
$77.2B
+10.2%
Holdings
2,435
+116
New Purchases
240
Added To
1,491
Closed
98
Reduced
586
Top 10 Concentration
31.9%
Turnover
13.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 5.17% 3.74% +1.42% $4.0B
MSFT 5.07% 3.96% +1.11% $3.9B
AVGO 1.89% 1.19% +0.70% $1.5B
META 2.21% 1.80% +0.41% $1.7B
ORCL 0.55% 0.21% +0.34% $423M
IAU 0.28% 0.01% +0.27% $218M
PM 0.50% 0.26% +0.25% $389M
UBER 0.37% 0.14% +0.24% $288M
NFLX 0.79% 0.58% +0.20% $608M
COF 0.25% 0.05% +0.19% $191M
BA 0.27% 0.10% +0.18% $212M
MBB 0.18% 0.00% +0.18% $137M
GEV 0.25% 0.08% +0.18% $196M
DLR 0.33% 0.16% +0.17% $254M
EOG 0.24% 0.07% +0.17% $185M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVV 4.09% 7.42% -3.33% $3.2B
AAPL 4.08% 4.74% -0.65% $3.2B
UNH 0.30% 0.64% -0.34% $232M
LLY 0.82% 1.07% -0.24% $636M
PLD 0.42% 0.65% -0.23% $326M
BRK-B 1.09% 1.30% -0.21% $840M
TMO 0.20% 0.38% -0.19% $152M
EQIX 0.44% 0.62% -0.18% $339M
COP 0.14% 0.29% -0.16% $106M
DFUS 3.73% 3.88% -0.15% $2.9B
MO 0.14% 0.28% -0.14% $105M
MAA 0.04% 0.17% -0.13% $29M
DFAI 0.72% 0.84% -0.11% $557M
UAL 0.02% 0.14% -0.11% $17M
REG 0.05% 0.17% -0.11% $40M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 64 $35.8B 46.3%
Large Cap 757 $33.8B 43.8%
Mid Cap 844 $5.9B 7.6%
Small Cap 622 $1.5B 2.0%
Micro Cap 148 $197M 0.3%

Portfolio Analytics

Avg Market Cap
$39.3B
Median Market Cap
$4.6B
Avg P/E
33.2
Median P/E
21.0
Avg Dividend Yield
0.02%
Avg Beta
1.10
# Stocks
2,341
# ETFs / Funds
94

Top Holdings (2,435 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 5.17% 25,239,394 $4.0B $157.99 $1.4B +1,053,432 +4.4%
2 MSFT 5.07% 7,865,031 $3.9B $497.41 $1.1B +484,466 +6.6%
3 IVV 4.09% 5,084,700 $3.2B $620.90 -$2.0B -4,161,518 -45.0%
4 AAPL 4.08% 15,356,543 $3.2B $205.17 -$165M +430,599 +2.9%
5 DFUS 3.73% 45,111,138 $2.9B $63.86 $162M +2,543,644 +6.0%
6 AMZN 2.67% 9,384,448 $2.1B $219.39 $243M -159,728 -1.7%
7 META 2.21% 2,314,762 $1.7B $738.09 $446M +123,993 +5.7%
8 AVGO 1.89% 5,285,554 $1.5B $275.65 $623M +305,641 +6.1%
9 PULS 1.61% 24,947,177 $1.2B $49.76 $150M +2,999,297 +13.7%
10 GOOGL 1.38% 6,038,491 $1.1B $176.23 $158M +181,347 +3.1%
11 PAAA 1.38% 20,667,923 $1.1B $51.45 $27M +472,028 +2.3%
12 GOOG 1.14% 4,949,156 $878M $177.39 $126M +133,607 +2.8%
13 BRK-B 1.09% 1,728,625 $840M $485.77 -$68M +25,084 +1.5%
14 VIG 1.08% 4,068,122 $833M $204.67 $60M +83,016 +2.1%
15 TSLA 1.04% 2,517,836 $800M $317.66 $177M +114,681 +4.8%
16 JPM 0.95% 2,540,069 $736M $289.91 $67M -188,806 -6.9%
17 V 0.83% 1,798,780 $639M $355.05 $64M +160,089 +9.8%
18 LLY 0.82% 816,459 $636M $779.53 -$110M -87,429 -9.7%
19 NFLX 0.79% 453,773 $608M $1,339.13 $199M +15,356 +3.5%
20 MA 0.75% 1,032,597 $580M $561.94 $61M +85,782 +9.1%
21 DFAI 0.72% 16,111,223 $557M $34.57 -$29M -2,642,428 -14.1%
22 AGG 0.68% 5,347,030 $522M $97.69 $50M +510,558 +10.6%
23 XOM 0.64% 4,602,020 $496M $107.80 $32M +696,454 +17.8%
24 SPY 0.63% 789,399 $488M $617.85 $45M -2,828 -0.4%
25 IWD 0.61% 2,413,907 $469M $194.23 -$29M -233,749 -8.8%
26 WELL 0.55% 2,774,330 $426M $153.73 $43M +268,729 +10.7%
27 ORCL 0.55% 1,934,529 $423M $218.63 $276M +882,823 +83.9%
28 CSCO 0.54% 5,986,158 $415M $69.38 $82M +586,320 +10.9%
29 COST 0.51% 393,844 $390M $989.94 $52M +36,769 +10.3%
30 PM 0.50% 2,138,118 $389M $182.13 $210M +1,006,014 +88.9%
31 HD 0.50% 1,054,333 $387M $366.64 $40M +107,895 +11.4%
32 VNQ 0.49% 4,256,152 $379M $89.06 $1M +82,520 +2.0%
33 WMT 0.46% 3,658,065 $358M $97.78 $52M +178,907 +5.1%
34 ABBV 0.46% 1,915,494 $356M $185.62 -$2M +211,080 +12.4%
35 CRM 0.46% 1,301,098 $355M $272.69 $40M +126,926 +10.8%
36 EQIX 0.44% 425,941 $339M $795.47 -$97M -108,526 -20.3%
37 INTU 0.44% 426,513 $336M $787.63 $114M +65,837 +18.2%
38 DIS 0.43% 2,684,731 $333M $124.01 $74M +64,498 +2.5%
39 PLD 0.42% 3,098,556 $326M $105.12 -$128M -960,067 -23.6%
40 GE 0.42% 1,263,020 $325M $257.39 $46M -129,755 -9.3%
41 ABT 0.41% 2,353,356 $320M $136.01 $75M +506,093 +27.4%
42 KO 0.40% 4,387,358 $310M $70.75 -$50M -638,971 -12.7%
43 JNJ 0.40% 2,027,408 $310M $152.75 -$19M +47,504 +2.4%
44 MRK 0.39% 3,829,341 $303M $79.16 $2M +477,923 +14.3%
45 BKNG 0.39% 51,376 $297M $5,789.24 $66M +1,083 +2.1%
46 PG 0.38% 1,825,747 $291M $159.32 -$19M +7,503 +0.4%
47 UBER 0.37% 3,091,592 $288M $93.30 $192M +1,764,947 +133.0%
48 IWF 0.37% 669,827 $284M $424.58 $23M -55,245 -7.6%
49 BAC 0.35% 5,736,510 $271M $47.32 $40M +198,927 +3.6%
50 CVX 0.35% 1,882,562 $270M $143.19 -$52M -40,350 -2.1%
51 T 0.34% 8,988,424 $260M $28.94 $102M +3,399,647 +60.8%
52 DLR 0.33% 1,456,585 $254M $174.33 $142M +677,483 +87.0%
53 PLTR 0.31% 1,767,797 $241M $136.32 $124M +381,206 +27.5%
54 NOW 0.31% 232,674 $239M $1,028.08 $131M +97,317 +71.9%
55 UNH 0.30% 743,738 $232M $311.97 -$218M -115,724 -13.5%
56 SPGI 0.30% 435,457 $230M $527.29 -$1M -18,835 -4.2%
57 ADI 0.30% 960,060 $229M $238.02 $47M +59,332 +6.6%
58 WFC 0.29% 2,827,439 $227M $80.12 $38K -327,543 -10.4%
59 IEFA 0.29% 2,659,491 $222M $83.48 -$51M -950,850 -26.3%
60 IAU 0.28% 3,494,106 $218M $62.36 $209M +3,339,000 +2152.7%
61 EFA 0.28% 2,426,983 $217M $89.39 -$6M -301,101 -11.0%
62 BA 0.27% 1,010,859 $212M $209.53 $143M +609,287 +151.7%
63 AMGN 0.27% 743,431 $208M $279.21 -$17M +21,561 +3.0%
64 UNP 0.27% 900,695 $207M $230.08 $9M +62,008 +7.4%
65 SPG 0.27% 1,278,449 $206M $160.76 -$1M +34,331 +2.8%
66 QCOM 0.26% 1,269,882 $202M $159.26 -$58M -421,270 -24.9%
67 IRM 0.26% 1,945,769 $200M $102.57 $84M +601,290 +44.7%
68 GS 0.26% 278,688 $197M $707.75 $53M +14,314 +5.4%
69 GEV 0.25% 370,544 $196M $529.15 $141M +190,791 +106.1%
70 IBM 0.25% 654,739 $193M $294.78 $24M -23,704 -3.5%
71 COF 0.25% 897,606 $191M $212.76 $154M +691,270 +335.0%
72 GILD 0.25% 1,707,750 $189M $110.87 $52M +486,379 +39.8%
73 EOG 0.24% 1,546,058 $185M $119.61 $133M +1,141,680 +282.3%
74 LOW 0.24% 826,356 $183M $221.87 -$8M +5,820 +0.7%
75 PGR 0.24% 684,164 $183M $266.86 -$60M -171,753 -20.1%
76 LQD 0.24% 1,659,426 $182M $109.61 -$1M -23,531 -1.4%
77 CI 0.24% 549,176 $182M $330.58 $91M +275,383 +100.6%
78 CMCSA 0.23% 5,009,413 $179M $35.69 $34M +1,081,562 +27.5%
79 TMUS 0.23% 747,421 $178M $238.26 -$7M +55,245 +8.0%
80 PFE 0.23% 7,241,802 $176M $24.24 $24M +1,272,730 +21.3%
81 ESS 0.23% 619,011 $175M $283.40 $27M +135,965 +28.1%
82 BMY 0.22% 3,741,736 $173M $46.29 $87M +2,334,421 +165.9%
83 VZ 0.22% 3,868,900 $167M $43.27 -$46M -836,107 -17.8%
84 DHR 0.21% 830,822 $164M $197.54 -$38M -152,883 -15.5%
85 LMT 0.21% 353,822 $164M $463.14 $43M +82,134 +30.2%
86 BK 0.21% 1,763,162 $161M $91.11 $30M +206,354 +13.2%
87 ADP 0.21% 514,288 $159M $308.40 -$25M -87,539 -14.6%
88 TXN 0.20% 757,264 $157M $207.62 $65M +244,558 +47.7%
89 NRG 0.20% 976,439 $157M $160.58 $36M -293,601 -23.1%
90 C 0.20% 1,836,448 $156M $85.12 -$24M -704,478 -27.7%
91 BND 0.20% 2,124,677 $154M $72.48 -$10M -131,473 -5.8%
92 GM 0.20% 3,126,120 $154M $49.21 $7M +7,908 +0.2%
93 ANET 0.20% 1,501,731 $154M $102.31 $31M -83,254 -5.2%
94 MS 0.20% 1,081,545 $152M $140.86 -$36M -531,474 -33.0%
95 TMO 0.20% 375,329 $152M $405.46 -$117M -165,457 -30.6%
96 PSA 0.20% 513,489 $151M $293.42 -$20M -55,473 -9.8%
97 PYPL 0.19% 2,012,262 $150M $74.32 $23M +70,104 +3.6%
98 ISRG 0.19% 275,007 $149M $543.41 -$6M -38,782 -12.4%
99 CAH 0.19% 883,348 $148M $168.00 $127M +730,209 +476.8%
100 CTSH 0.19% 1,858,306 $145M $78.03 $12M +124,145 +7.2%

New Positions

SymbolValue% Port
SMA $111M 0.14%
VOOV $31M 0.04%
VCIT $16M 0.02%
VOOG $13M 0.02%
RKLB $11M 0.01%
URTH $11M 0.01%
HHH $9M 0.01%
JNK $8M 0.01%
NTST $7M 0.01%
HNRG $7M 0.01%
CNXC $7M 0.01%
B $4M 0.01%
STN $4M 0.01%
FUTU $4M 0.01%
PLOW $4M —%

Sold Out Positions

SymbolValue% Port
SPB —%
AVD —%
LFT —%
HY —%
LXFR —%
WMK —%
CCO —%
AMPY —%
DOLE —%
STEM —%
FF —%
HVT —%
EBF —%
CATO —%
BEKE —%
View SEC EDGAR Filings for PRUDENTIAL FINANCIAL INC →

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