Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionAmeriprise Financial Inc
Latest Disclosed Ownership637,957 shares
Latest Disclosed Value $ 62,297,426
Ameriprise Financial Inc reports 35.90% increase in ownership of PRU / Prudential Financial, Inc.

On May 15, 2026 - Ameriprise Financial Inc filed a 13F-HR form disclosing ownership of 637,957 shares of Prudential Financial, Inc. (MX:PRU) valued at $62,297,426 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 469,429 shares of Prudential Financial, Inc.. This represents a change in shares of 35.90% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F PRUDENTIAL FINANCIAL COM 744320102 637,957 168,528 35.90 62,297 17.48 0.0027
2026-02-17 2025-12-31 13F PRUDENTIAL FINANCIAL COM 744320102 469,429 122,442 35.29 53,027 47.31 0.0120
2025-11-14 2025-09-30 13F PRUDENTIAL FINANCIAL COM 744320102 346,987 -74,071 -17.59 35,997 -20.43 0.0083
2025-08-14 2025-06-30 13F PRUDENTIAL FINANCIAL COM 744320102 421,058 -1,380,493 -76.63 45,236 -77.52 0.0111
2025-05-14 2025-03-31 13F PRUDENTIAL FINANCIAL COM 744320102 1,801,551 95,021 5.57 201,201 -0.53 0.0543
2025-02-14 2024-12-31 13F PRUDENTIAL FINANCIAL COM 744320102 1,706,530 97,406 6.05 202,279 3.80 0.0519
2024-11-14 2024-09-30 13F PRUDENTIAL FINANCIAL COM 744320102 1,609,124 83,451 5.47 194,866 8.99 0.0500
2024-08-14 2024-06-30 13F PRUDENTIAL FINANCIAL COM 744320102 1,525,673 542,825 55.23 178,794 54.92 0.0484
2024-05-15 2024-03-31 13F PRUDENTIAL FINANCIAL COM 744320102 982,848 344,703 54.02 115,413 74.38 0.0318
2024-02-14 2023-12-31 13F PRUDENTIAL FINANCIAL COM 744320102 638,145 13,045 2.09 66,186 11.43 0.0198
2023-11-14 2023-09-30 13F PRUDENTIAL FINANCIAL COM 744320102 625,100 -30,160 -4.60 59,396 2.35 0.0195
2023-08-14 2023-06-30 13F PRUDENTIAL FINANCIAL COM 744320102 655,260 -1,378,307 -67.78 58,032 -66.22 0.0182
2023-05-22 2023-03-31 13F/A-1 PRUDENTIAL FINANCIAL COM 744320102 2,033,567 28,508 1.42 171,804 -13.91 0.0563
2023-05-15 2023-03-31 13F PROVIDENT FINANCIAL SERVICES COM 744320102 2,033,567 28,508 171,804 0.0104
2023-02-14 2022-12-31 13F PRUDENTIAL FINANCIAL COM 744320102 2,005,059 297,341 17.41 199,567 36.83 0.0684
2022-11-14 2022-09-30 13F PRUDENTIAL FINANCIAL COM 744320102 1,707,718 48,055 2.90 145,854 -7.85 0.0539
2022-08-15 2022-06-30 13F PRUDENTIAL FINANCIAL COM 744320102 1,659,663 107,323 6.91 158,277 -13.67 0.0552
2022-05-16 2022-03-31 13F PRUDENTIAL FINANCIAL COM 744320102 1,552,340 79,901 5.43 183,337 15.49 0.0541
2022-02-14 2021-12-31 13F PRUDENTIAL FINANCIAL COM 744320102 1,472,439 5,938 0.40 158,742 2.79 0.0439
2021-11-15 2021-09-30 13F PRUDENTIAL FINANCIAL COM 744320102 1,466,501 -59,647 -3.91 154,428 -1.69 0.0493
2021-08-16 2021-06-30 13F PRUDENTIAL FINANCIAL COM 744320102 1,526,148 -58,058 -3.66 157,075 8.05 0.0486
2021-05-17 2021-03-31 13F PRUDENTIAL FINANCIAL COM 744320102 1,584,206 -134,569 -7.83 145,367 8.03 0.0483
2021-02-12 2020-12-31 13F PRUDENTIAL FINANCIAL COM 744320102 1,718,775 129,232 8.13 134,558 33.53 0.0477
2020-11-16 2020-09-30 13F PRUDENTIAL FINANCIAL COM 744320102 1,589,543 -81,335 -4.87 100,767 -1.50 0.0410
2020-08-14 2020-06-30 13F PRUDENTIAL FINANCIAL COM 744320102 1,670,878 -1,252,343 -42.84 102,298 -32.88 0.0438
2020-05-15 2020-03-31 13F PRUDENTIAL FINANCIAL COM 744320102 2,923,221 8,395 0.29 152,407 -44.25 0.0800
2020-02-14 2019-12-31 13F PRUDENTIAL FINANCIAL COM 744320102 2,914,826 -1,996,927 -40.66 273,389 -38.02 0.1136
2019-11-14 2019-09-30 13F PRUDENTIAL FINANCIAL COM 744320102 4,911,753 -189,353 -3.71 441,088 -14.51 0.1977
2019-08-14 2019-06-30 13F PRUDENTIAL FINANCIAL COM 744320102 5,101,106 134,002 2.70 515,925 12.90 0.2311
2019-05-15 2019-03-31 13F PRUDENTIAL FINANCIAL COM 744320102 4,967,104 820,603 19.79 456,969 35.22 0.2102
2019-02-14 2018-12-31 13F PRUDENTIAL FINANCIAL COM 744320102 4,146,501 -56,046 -1.33 337,935 -25.07 0.1690
2018-11-14 2018-09-30 13F PRUDENTIAL FINL COM 744320102 4,202,547 479,400 12.88 451,002 29.96 0.1577
2018-08-14 2018-06-30 13F PRUDENTIAL FINANCIAL COM 744320102 3,723,147 -689,720 -15.63 347,031 -23.92 0.1536
2018-05-14 2018-03-31 13F PRUDENTIAL FINANCIAL COM 744320102 4,412,867 729,619 19.81 456,157 7.71 0.2064
2018-02-12 2017-12-31 13F PRUDENTIAL FINANCIAL COM 744320102 3,683,248 705,440 23.69 423,514 33.77 0.1932
2017-11-07 2017-09-30 13F PRUDENTIAL FINANCIAL COM 744320102 2,977,808 -1,180,073 -28.38 316,610 -29.59 0.1507
2017-08-10 2017-06-30 13F PRUDENTIAL FINANCIAL COM 744320102 4,157,881 442,168 11.90 449,637 13.43 0.2251
2017-05-05 2017-03-31 13F PRUDENTIAL FINANCIAL COM 744320102 3,715,713 -150,642 -3.90 396,404 -1.47 0.2051
2017-02-03 2016-12-31 13F PRUDENTIAL FINANCIAL COM 744320102 3,866,355 -1,189,373 -23.53 402,334 -2.54 0.2197
2016-11-08 2016-09-30 13F PRUDENTIAL FINANCIAL COM 744320102 5,055,728 -59,832 -1.17 412,803 13.11 0.2312
2016-08-08 2016-06-30 13F PRUDENTIAL FINANCIAL COM 744320102 5,115,560 39,095 0.77 364,944 -0.46 0.2139
2016-05-12 2016-03-31 13F PRUDENTIAL FINANCIAL COM 744320102 5,076,465 -696,553 -12.07 366,620 -21.99 0.2188
2016-02-11 2015-12-31 13F PRUDENTIAL FINANCIAL COM 744320102 5,773,018 188,910 3.38 469,961 10.44 0.2759
2015-11-12 2015-09-30 13F PRUDENTIAL FINANCIAL COM 744320102 5,584,108 1,975,955 54.76 425,552 34.76 0.2636
2015-08-13 2015-06-30 13F PRUDENTIAL FINANCIAL COM 744320102 3,608,153 833,899 30.06 315,775 41.74 0.1797
2015-05-14 2015-03-31 13F PRUDENTIAL FINANCIAL COM 744320102 2,774,254 324,103 13.23 222,790 0.52 0.1279
2015-02-13 2014-12-31 13F PRUDENTIAL FINANCIAL COM 744320102 2,450,151 -2,224,046 -47.58 221,635 -46.08 0.1292
2014-11-14 2014-09-30 13F PRUDENTIAL FINANCIAL COM 744320102 4,674,197 272,957 6.20 411,048 5.21 0.2473
2014-08-13 2014-06-30 13F PRUDENTIAL FINANCIAL COM 744320102 4,401,240 -2,279,690 -34.12 390,695 -30.91 0.2305
2014-05-14 2014-03-31 13F PRUDENTIAL FINANCIAL COM 744320102 6,680,930 -1,235,260 -15.60 565,513 -22.54 0.3396
2014-02-14 2013-12-31 13F PRUDENTIAL FINANCIAL COM 744320102 7,916,190 -295,965 -3.60 730,029 13.99 0.4422
2013-11-14 2013-09-30 13F PRUDENTIAL FINANCIAL COM 744320102 8,212,155 720,116 9.61 640,422 17.07 0.4201
2013-08-14 2013-06-30 13F PRUDENTIAL FINANCIAL COM 744320102 7,492,039 7,492,039 547,021 0.3787
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.