PRUDENTIAL FINANCIAL INC

CIK 0001137774 · Q1 2026

13F Equity AUM

$81.2B

-1.9% QoQ

Positions

2,339

+181 QoQ

AUM Rank

#169

Top 1%

Skill Alpha (FF)

+1.3%/yr^ns

No Clear Edge

Rank #1,446 · Top 18%

vs S&P -1.6%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 22.1%Top 10: 32.2%Top 20: 42.8%

IVV6.3%

NVDA4.6%

AAPL4.2%

DFUS3.9%

MSFT3.2%

PAAA2.8%

AMZN2.1%

GOOGL1.9%

AVGO1.6%

GOOG1.6%

Others (2329)67.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services34.0%

Technology21.8%

Healthcare6.8%

Communication Services6.8%

Real Estate6.5%

Consumer Cyclical6.4%

Industrials6.1%

Energy3.1%

Other8.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 2339Median: 0.00%Avg: 0.04%

0–0.5%

2306(48.7%)

0.5–1%

19(13.9%)

1–3%

9(15.3%)

3–5%

4(15.8%)

5%+

1(6.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 2,302Unique: 37vs 20 funds

31.4%Moderate

2,339

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BlackRock, Inc.

56.6%

MORGAN STANLEY

42.4%

STATE STREET CORP

63.8%

GEODE CAPITAL MANAGEMENT, LLC

62.5%

VANGUARD CAPITAL MANAGEMENT LLC

62.4%

BANK OF AMERICA CORP /DE/

44.6%

VANGUARD PORTFOLIO MANAGEMENT LLC

73.4%

JPMORGAN CHASE & CO

41.3%

FMR LLC

52.9%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New331Increased1072Decreased974Exited138

New Positions

PTRB0.1%

+2.6M

JANUS LIVING INC0.1%

+3.3M

VSNT0.1%

+1.1M

NSSC0.0%

+750K

XLRE0.0%

+307K

NIC0.0%

+89K

PIPER SANDLER COMPAN…0.0%

+253K

INDV0.0%

+286K

ASH0.0%

+125K

WASH0.0%

+172K

Increased

PCI0.7%

+9.3M(+612%)

LQD1.4%

+8.9M(+539%)

CLVT0.0%

+7.7M(+239%)

ALIT0.0%

+7.6M(+414%)

ADT0.1%

+6.8M(+116%)

PCS0.6%

+6.6M(+184%)

PHYL0.8%

+6.5M(+48%)

PCG0.1%

+4.6M(+419%)

IEFA0.6%

+2.9M(+121%)

AM0.1%

+2.6M(+12679%)

Decreased

VRE0.0%

-5,497,450(-99%)

CAG0.0%

-4,064,444(-74%)

DFAI0.5%

-3,435,987(-23%)

DOC0.0%

-3,230,550(-87%)

CMCSA0.2%

-3,082,492(-40%)

NTST0.0%

-2,909,319(-61%)

NSA0.0%

-2,622,318(-98%)

INTC0.2%

-2,588,961(-47%)

CUBE0.0%

-2,413,493(-90%)

CSX0.1%

-1,744,132(-46%)

Exited

XLV

-1,418,516

ACWI

-148,900

ESTC

-176,803

-150,303

-360,932

HPP

-1,637,420

-175,541

KGC

-477,734

SHOP

-42,487

AEM

-49,470

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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