Also trades as: PRU.L (LSE) · $vol 112M · 2378.HK (HKSE) · $vol 1M · PRU.DE (XETRA) · $vol 0M · PUKPF (OTC) · $vol 0M
PUK Institutional Ownership
Prudential plc
1W: +0.1%
1M: -4.8%
3M: -18.0%
YTD: -24.2%
1Y: -13.2%
3Y: +23.5%
5Y: -37.0%
$23.98
+0.12 (+0.50%)
Weekly Expected Move ±3.0%
$22
$23
$24
$24
$25
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Overview
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Financials
Income Statement
Cash Flow
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Earnings
Analysis
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Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Institutional Ownership — PUK
311
Institutional Holders
+13 vs prior quarter
0.0%
Ownership
+0.00pp
$992M
Total Invested
53
New Positions
98
Increased
127
Reduced
27
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (342 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 5,008,698 | $120M | -95,859 | -1.9% | 60Q | SEC ↗ |
| 2 | FMR LLC | 3,461,802 | $83M | -599,561 | -14.8% | 37Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 3,297,386 | $79M | -1,173,244 | -26.2% | 15Q | SEC ↗ |
| 4 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 2,685,352 | $64M | +288,000 | +12.0% | 8Q | SEC ↗ |
| 5 | DIMENSIONAL FUND ADVISORS LP | 2,653,708 | $64M | -172,393 | -6.1% | 82Q | SEC ↗ |
| 6 | GOLDMAN SACHS GROUP INC | 2,644,705 | $63M | -106,608 | -3.9% | 15Q | SEC ↗ |
| 7 | CAUSEWAY CAPITAL MANAGEMENT LLC | 1,689,218 | $41M | +368,067 | +27.9% | 41Q | SEC ↗ |
| 8 | NORTHERN TRUST CORP | 1,408,777 | $34M | +100,784 | +7.7% | 85Q | SEC ↗ |
| 9 | Clearbridge Investments, LLC NEW | 1,242,524 | $30M | — | +0.0% | 1Q | SEC ↗ |
| 10 | BlackRock, Inc. | 1,149,155 | $28M | -239,525 | -17.2% | 8Q | SEC ↗ |
| 11 | MARSHALL WACE, LLP | 898,196 | $22M | +774,617 | +626.8% | 2Q | SEC ↗ |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 671,208 | $16M | +170,935 | +34.2% | 31Q | SEC ↗ |
| 13 | AMERICAN CENTURY COMPANIES INC | 633,220 | $15M | -20,495 | -3.1% | 15Q | SEC ↗ |
| 14 | Quantinno Capital Management LP | 520,734 | $12M | -117,782 | -18.4% | 15Q | SEC ↗ |
| 15 | UBS Group AG | 366,008 | $9M | +298,080 | +438.8% | 47Q | SEC ↗ |
| 16 | RAYMOND JAMES FINANCIAL INC | 322,457 | $8M | +182,239 | +130.0% | 7Q | SEC ↗ |
| 17 | Optiver Holding B.V. | 311,826 | $7M | +311,144 | +45622.3% | 11Q | SEC ↗ |
| 18 | JPMORGAN CHASE & CO | 304,608 | $7M | -499,401 | -62.1% | 70Q | SEC ↗ |
| 19 | ABC ARBITRAGE SA NEW | 288,740 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 20 | SEI INVESTMENTS CO | 276,366 | $7M | +23,189 | +9.2% | 15Q | SEC ↗ |
| 21 | ASSETMARK, INC | 245,676 | $6M | -5,373 | -2.1% | 5Q | SEC ↗ |
| 22 | Pathstone Holdings, LLC | 241,885 | $6M | +23,007 | +10.5% | 11Q | SEC ↗ |
| 23 | ROYAL BANK OF CANADA | 234,777 | $6M | +3,588 | +1.6% | 75Q | SEC ↗ |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 218,934 | $5M | -15,517 | -6.6% | 14Q | SEC ↗ |
| 25 | Sixth Street Partners Management Compa NEW | 218,934 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 26 | JANE STREET GROUP, LLC | 210,711 | $5M | +17,986 | +9.3% | 8Q | SEC ↗ |
| 27 | Creative Planning | 209,476 | $5M | -47,580 | -18.5% | 13Q | SEC ↗ |
| 28 | Point72 Asset Management, L.P. NEW | 206,351 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 29 | WELLS FARGO & COMPANY/MN | 202,932 | $5M | -36,344 | -15.2% | 85Q | SEC ↗ |
| 30 | Gradient Investments LLC | 184,961 | $4M | +12,388 | +7.2% | 13Q | SEC ↗ |
| 31 | XTX Topco Ltd | 157,062 | $4M | +35,905 | +29.6% | 6Q | SEC ↗ |
| 32 | AQR CAPITAL MANAGEMENT LLC | 156,522 | $4M | +15,594 | +11.1% | 5Q | SEC ↗ |
| 33 | MILLENNIUM MANAGEMENT LLC | 155,657 | $4M | +92,016 | +144.6% | 2Q | SEC ↗ |
| 34 | QRG CAPITAL MANAGEMENT, INC. | 153,633 | $4M | -38,570 | -20.1% | 6Q | SEC ↗ |
| 35 | Vident Advisory, LLC | 144,558 | $3M | +119,403 | +474.7% | 6Q | SEC ↗ |
| 36 | Balyasny Asset Management L.P. | 141,126 | $3M | +108,970 | +338.9% | 2Q | SEC ↗ |
| 37 | Nuveen, LLC | 118,987 | $3M | +55,935 | +88.7% | 6Q | SEC ↗ |
| 38 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 114,902 | $3M | -4,362 | -3.7% | 7Q | SEC ↗ |
| 39 | NATIXIS ADVISORS, LLC | 114,115 | $3M | -32,456 | -22.1% | 81Q | SEC ↗ |
| 40 | HRT FINANCIAL LP | 111,517 | $3M | +58,153 | +109.0% | 3Q | SEC ↗ |
| 41 | OPPENHEIMER ASSET MANAGEMENT INC. | 108,449 | $3M | +36,534 | +50.8% | 38Q | SEC ↗ |
| 42 | Mondrian Investment Partners LTD | 102,721 | $2M | +58,445 | +132.0% | 3Q | SEC ↗ |
| 43 | Crossmark Global Holdings, Inc. | 101,451 | $2M | -741 | -0.7% | 36Q | SEC ↗ |
| 44 | Bank of New York Mellon Corp | 100,445 | $2M | +8,958 | +9.8% | 76Q | SEC ↗ |
| 45 | Madison Asset Management, LLC | 88,248 | $2M | -418 | -0.5% | 23Q | SEC ↗ |
| 46 | Integrated Quantitative Investments LL | 86,423 | $2M | +52,521 | +154.9% | 2Q | SEC ↗ |
| 47 | Vestmark Advisory Solutions, Inc. | 84,420 | $2M | +12,572 | +17.5% | 8Q | SEC ↗ |
| 48 | Mariner, LLC | 82,033 | $2M | -13,971 | -14.6% | 17Q | SEC ↗ |
| 49 | AMERIPRISE FINANCIAL INC | 81,976 | $2M | -1,479 | -1.8% | 6Q | SEC ↗ |
| 50 | MML INVESTORS SERVICES, LLC | 78,318 | $2M | +37,048 | +89.8% | 25Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Clearbridge Investments, LLC | 1,242,524 | $30M |
| ABC ARBITRAGE SA | 288,740 | $7M |
| Sixth Street Partners Management Co | 218,934 | $5M |
| Point72 Asset Management, L.P. | 206,351 | $5M |
| ALLIANCEBERNSTEIN L.P. | 76,144 | $2M |
| Advisory Resource Group | 45,065 | $1M |
| OLD MISSION CAPITAL LLC | 33,329 | $799K |
| First Affirmative Financial Network | 26,443 | $634K |
| Centiva Capital, LP | 24,439 | $586K |
| Bain Capital Public Equity, LP | 24,162 | $579K |
| Squarepoint Ops LLC | 21,227 | $509K |
| Quantbot Technologies LP | 19,721 | $473K |
| FLOW TRADERS U.S. LLC | 16,596 | $398K |
| DV EQUITIES, LLC | 14,285 | $343K |
| Sanctuary Advisors, LLC | 12,616 | $303K |
| SOA Wealth Advisors, LLC. | 11,792 | $283K |
| Rehmann Capital Advisory Group | 9,302 | $223K |
| EP Wealth Advisors, LLC | 8,628 | $207K |
| Lido Advisors, LLC | 7,851 | $188K |
| HARRIS ASSOCIATES L P | 7,635 | $183K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Solel Partners LP | 266,592 | $6M |
| PICTON MAHONEY ASSET MANAGEMENT | 265,788 | $6M |
| Transmarket Holdings LP | 168,481 | $4M |
| CITADEL ADVISORS LLC | 89,886 | $2M |
| Y-Intercept (Hong Kong) Ltd | 72,114 | $2M |
| AXQ CAPITAL, LP | 17,293 | $415K |
| YOUSIF CAPITAL MANAGEMENT, LLC | 14,195 | $340K |
| Valeo Financial Advisors, LLC | 11,440 | $274K |
| AlphaCore Capital LLC | 11,323 | $272K |
| CAPITAL FUND MANAGEMENT S.A. | 11,122 | $267K |
| COMMONWEALTH EQUITY SERVICES, LLC | 10,296 | $247K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 9,849 | $236K |
| Abel Hall, LLC | 9,270 | $222K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 8,948 | $215K |
| INDEPENDENT FINANCIAL GROUP, LLC | 8,428 | $202K |
| TWO SIGMA SECURITIES, LLC | 7,878 | $189K |
| PAX Financial Group, LLC | 7,690 | $184K |
| Janney Montgomery Scott LLC | 7,671 | $184K |
| Beacon Pointe Advisors, LLC | 7,205 | $173K |
| Forum Financial Management, LP | 7,182 | $172K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MARSHALL WACE, LLP | +774,617 | +626.8% | 898,196 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | +368,067 | +27.9% | 1,689,218 |
| Optiver Holding B.V. | +311,144 | +45622.3% | 311,826 |
| UBS Group AG | +298,080 | +438.8% | 366,008 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +288,000 | +12.0% | 2,685,352 |
| RAYMOND JAMES FINANCIAL INC | +182,239 | +130.0% | 322,457 |
| ENVESTNET ASSET MANAGEMENT INC | +170,935 | +34.2% | 671,208 |
| Vident Advisory, LLC | +119,403 | +474.7% | 144,558 |
| Balyasny Asset Management L.P. | +108,970 | +338.9% | 141,126 |
| NORTHERN TRUST CORP | +100,784 | +7.7% | 1,408,777 |
| MILLENNIUM MANAGEMENT LLC | +92,016 | +144.6% | 155,657 |
| Mondrian Investment Partners LTD | +58,445 | +132.0% | 102,721 |
| HRT FINANCIAL LP | +58,153 | +109.0% | 111,517 |
| Nuveen, LLC | +55,935 | +88.7% | 118,987 |
| WINTON GROUP Ltd | +55,600 | +373.2% | 70,500 |
| Integrated Quantitative Investments | +52,521 | +154.9% | 86,423 |
| BANK OF MONTREAL /CAN | +37,473 | +95.4% | 76,754 |
| MML INVESTORS SERVICES, LLC | +37,048 | +89.8% | 78,318 |
| OPPENHEIMER ASSET MANAGEMENT INC. | +36,534 | +50.8% | 108,449 |
| XTX Topco Ltd | +35,905 | +29.6% | 157,062 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | -1,173,244 | -26.2% | 3,297,386 |
| FMR LLC | -599,561 | -14.8% | 3,461,802 |
| JPMORGAN CHASE & CO | -499,401 | -62.1% | 304,608 |
| Connor, Clark & Lunn Investment Man | -412,819 | -95.9% | 17,850 |
| BlackRock, Inc. | -239,525 | -17.2% | 1,149,155 |
| DIMENSIONAL FUND ADVISORS LP | -172,393 | -6.1% | 2,653,708 |
| AMG National Trust Bank | -118,514 | -86.7% | 18,180 |
| Quantinno Capital Management LP | -117,782 | -18.4% | 520,734 |
| GOLDMAN SACHS GROUP INC | -106,608 | -3.9% | 2,644,705 |
| MORGAN STANLEY | -95,859 | -1.9% | 5,008,698 |
| CITIGROUP INC | -60,392 | -77.4% | 17,633 |
| Engineers Gate Manager LP | -48,716 | -67.9% | 23,020 |
| Creative Planning | -47,580 | -18.5% | 209,476 |
| QRG CAPITAL MANAGEMENT, INC. | -38,570 | -20.1% | 153,633 |
| WELLS FARGO & COMPANY/MN | -36,344 | -15.2% | 202,932 |
| NATIXIS ADVISORS, LLC | -32,456 | -22.1% | 114,115 |
| IEQ CAPITAL, LLC | -22,227 | -67.1% | 10,884 |
| AMERICAN CENTURY COMPANIES INC | -20,495 | -3.1% | 633,220 |
| HANTZ FINANCIAL SERVICES, INC. | -18,980 | -49.3% | 19,511 |
| MERCER GLOBAL ADVISORS INC /ADV | -15,765 | -21.4% | 57,789 |