1y return+18.2%S&P 500 +20.9%
3y return+58.4%S&P 500 +68.5%
5y return+60.7%S&P 500 +74.5%
10y return+199.1%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $299 against $357 in the S&P 500.2
Prudential Financial IncS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Tr | $6.2B | 6.7% | +4.8% |
| NVDANvidia Corporation | $4.2B | 4.5% | −3.2% |
| AAPLApple Inc | $3.8B | 4.1% | −1.1% |
| DFUSDimensional Etf Trust | $3.3B | 3.5% | −9.8% |
| PAAAPgim Etf Tr | $2.7B | 2.9% | +18.5% |
| MSFTMicrosoft Corp | $2.5B | 2.7% | −4.9% |
| AMZNAmazon Com Inc | $2.1B | 2.3% | +8.5% |
| GOOGLAlphabet Inc | $1.9B | 2.1% | −2.7% |
| GOOGAlphabet Inc | $1.5B | 1.7% | −1.7% |
| AVGOBroadcom Inc | $1.5B | 1.6% | −7.7% |
| PULSPgim Etf Tr | $1.3B | 1.5% | +21.2% |
| LQDIshares Tr | $1.2B | 1.3% | |
| MUMicron Technology Inc | $1.1B | 1.2% | −14.2% |
| METAMeta Platforms Inc | $1.0B | 1.1% | −11.3% |
| VOOVanguard Index Fds | $995.2M | 1.1% | |
| TSLATesla Inc | $886.0M | 1.0% | −3.2% |
| LLYEli Lilly & Co | $880.6M | 1.0% | |
| SPYState Str Spdr S&p 500 Etf T | $785.1M | 0.9% | +34.1% |
| IWDIshares Tr | $753.4M | 0.8% | −16.8% |
| AMDAdvanced Micro Devices Inc | $741.5M | 0.8% | +11.9% |
| BRK/BBerkshire Hathaway Inc Del | $703.4M | 0.8% | −4.1% |
| PHYLPgim Etf Tr | $688.9M | 0.8% | |
| WELLWelltower Inc | $688.1M | 0.7% | |
| JPMJpmorgan Chase & Co | $660.2M | 0.7% | −9.4% |
| AMATApplied Matls Inc | $659.7M | 0.7% | +19.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $4.2B |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $1.5B |
| AMATApplied Matls Inc | June 30, 2020 | +1096.1% | $659.7M |
| AMDAdvanced Micro Devices Inc | June 30, 2020 | +1004.1% | $741.5M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $560.2M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $880.6M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $606.3M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $1.9B |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $1.5B |
| WELLWelltower Inc | June 30, 2020 | +338.6% | $688.1M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $120.8M
- Dupont De Nemours IncCUSIP 26614N102 was $20.4M
- Carnival CorpCUSIP 143658300 was $16.5M
- CTRACoterra Energy Inc was $13.0M
- VOOGVanguard Admiral Fds Inc was $12.9M
- Hologic IncCUSIP 436440101 was $9.2M
- Ir Lease CorpCUSIP 00912X302 was $6.3M
- Sealed Air Corp NewCUSIP 81211K100 was $5.7M
- Alight IncCUSIP 01626W101 was $5.5M
- Terns Pharmaceuticals IncCUSIP 880881107 was $5.1M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.1% | +14.8% |
| March 31, 2026 | −2.9% | −4.6% |
| December 31, 2025 | +2.2% | +2.4% |
| September 30, 2025 | +7.2% | +7.8% |
| June 30, 2025 | +9.1% | +10.5% |
| March 31, 2025 | −4.5% | −4.6% |
| December 31, 2024 | +1.1% | +2.1% |
| September 30, 2024 | +5.9% | +5.4% |
| June 30, 2024 | +2.6% | +4.0% |
| March 31, 2024 | +9.4% | +10.0% |
| December 31, 2023 | +11.1% | +11.2% |
| September 30, 2023 | −3.6% | −3.6% |
| June 30, 2023 | +7.2% | +8.3% |
| March 31, 2023 | +5.7% | +7.0% |
| December 31, 2022 | +6.8% | +7.1% |
| September 30, 2022 | −5.2% | −5.3% |
| June 30, 2022 | −15.8% | −16.5% |
| March 31, 2022 | −4.2% | −4.9% |
| December 31, 2021 | +9.7% | +10.7% |
| September 30, 2021 | −0.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Prudential Financial Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1137774&type=13F-HR&dateb=&owner=include&count=40CIK 1137774
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1137774/000113777426000183/Filed August 12, 2026 · accession 0001137774-26-000183