Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionBelpointe Asset Management LLC
Latest Disclosed Ownership10,531 shares
Latest Disclosed Value $ 1,028,824
Belpointe Asset Management LLC reports 5.20% increase in ownership of PRU / Prudential Financial, Inc.

On April 28, 2026 - Belpointe Asset Management LLC filed a 13F-HR form disclosing ownership of 10,531 shares of Prudential Financial, Inc. (MX:PRU) valued at $1,028,824 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 10,010 shares of Prudential Financial, Inc.. This represents a change in shares of 5.20% 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)
2026-04-28 2026-03-31 13F PRUDENTIAL FINL COM 744320102 10,531 521 5.20 1,029 -8.95 0.0376
2026-01-27 2025-12-31 13F PRUDENTIAL FINL COM 744320102 10,010 227 2.32 1,130 11.34 0.0408
2025-11-03 2025-09-30 13F PRUDENTIAL FINL COM 744320102 9,783 33 0.34 1,015 -3.15 0.0388
2025-07-22 2025-06-30 13F PRUDENTIAL FINL COM 744320102 9,750 417 4.47 1,048 0.48 0.0436
2025-05-20 2025-03-31 13F PRUDENTIAL FINL COM 744320102 9,333 1,270 15.75 1,042 6.76 0.0542
2025-02-13 2024-12-31 13F PRUDENTIAL FINL COM 744320102 8,063 -279 -3.34 977 -3.37 0.0588
2024-11-13 2024-09-30 13F PRUDENTIAL FINL COM 744320102 8,342 972 13.19 1,010 17.03 0.0606
2024-08-02 2024-06-30 13F PRUDENTIAL FINL COM 744320102 7,370 -101 -1.35 864 -1.60 0.0602
2024-05-08 2024-03-31 13F PRUDENTIAL FINL COM 744320102 7,471 819 12.31 877 27.29 0.0657
2024-02-13 2023-12-31 13F PRUDENTIAL FINL COM 744320102 6,652 -47 -0.70 690 8.50 0.0606
2023-11-15 2023-09-30 13F PRUDENTIAL FINL COM 744320102 6,699 1,394 26.28 636 35.68 0.0658
2023-08-15 2023-06-30 13F PRUDENTIAL FINL COM 744320102 5,305 -1,588 -23.04 468 -17.89 0.0495
2023-05-15 2023-03-31 13F PRUDENTIAL FINL COM 744320102 6,893 548 8.64 570 -9.67 0.0308
2023-02-08 2022-12-31 13F PRUDENTIAL FINL COM 744320102 6,345 120 1.93 631 17.94 0.0381
2022-11-14 2022-09-30 13F PRUDENTIAL FINL COM 744320102 6,225 1,696 37.45 535 23.56 0.0362
2022-08-02 2022-06-30 13F PRUDENTIAL FINL COM 744320102 4,529 -681 -13.07 433 -29.71 0.0290
2022-04-28 2022-03-31 13F PRUDENTIAL FINL COM 744320102 5,210 1,684 47.76 616 61.26 0.0373
2022-02-15 2021-12-31 13F PRUDENTIAL FINL COM 744320102 3,526 434 14.04 382 17.54 0.0238
2021-11-15 2021-09-30 13F PRUDENTIAL FINL COM 744320102 3,092 -264 -7.87 325 -5.25 0.0222
2021-08-09 2021-06-30 13F PRUDENTIAL FINL COM 744320102 3,356 484 16.85 343 31.42 0.0247
2021-05-14 2021-03-31 13F PRUDENTIAL FINL COM 744320102 2,872 1,263 78.50 261 107.14 0.0223
2021-02-16 2020-12-31 13F PRUDENTIAL FINL COM 744320102 1,609 -340 -17.44 126 24.75 0.0113
2020-11-13 2020-09-30 13F/A-1 PRUDENTIAL FINL COM 744320102 1,949 1,949 101 0.0112
2020-07-20 2020-03-31 13F PRUDENTIAL FINL COM 744320102 0 -3,760 -100.00 0 -100.00
2020-02-18 2019-12-31 13F PRUDENTIAL FINL COM 744320102 3,760 -642 -14.58 353 -10.86 0.0448
2020-01-16 2019-09-30 13F PRUDENTIAL FINL COM 744320102 4,402 550 14.28 396 1.80 0.0641
2019-11-22 2019-06-30 13F PRUDENTIAL FINL COM 744320102 3,852 205 5.62 389 16.12 0.0765
2019-06-11 2019-03-31 13F PRUDENTIAL FINL COM 744320102 3,647 472 14.87 335 29.34 0.0654
2019-03-06 2018-12-31 13F PRUDENTIAL FINL COM 744320102 3,175 806 34.02 259 7.92 0.0656
2018-11-23 2018-09-30 13F PRUDENTIAL FINL COM 744320102 2,369 2,369 240 0.0380
2018-08-06 2018-03-31 13F PRUDENTIAL FINL COM 744320102 0 -6,004 -100.00 0 -100.00
2018-02-14 2017-12-31 13F PRUDENTIAL FINL COM 744320102 6,004 6,004 690 0.1511
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.