Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionCresset Asset Management, LLC
Latest Disclosed Ownership17,164 shares
Latest Disclosed Value $ 1,676,762
Cresset Asset Management, LLC reports 12.09% increase in ownership of PRU / Prudential Financial, Inc.

On May 15, 2026 - Cresset Asset Management, LLC filed a 13F-HR form disclosing ownership of 17,164 shares of Prudential Financial, Inc. (MX:PRU) valued at $1,676,762 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 15,313 shares of Prudential Financial, Inc.. This represents a change in shares of 12.09% 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 FINL COM 744320102 17,164 1,851 12.09 1,677 -3.01 0.0073
2026-02-17 2025-12-31 13F PRUDENTIAL FINL COM 744320102 15,313 1,524 11.05 1,729 20.84 0.0073
2026-01-22 2025-09-30 13F/A-1 PRUDENTIAL FINL COM 744320102 13,789 -132 -0.95 1,430 -4.35 0.0062
2025-11-12 2025-09-30 13F PRUDENTIAL FINL COM 744320102 16,306 2,385 1,692 0.0064
2026-01-22 2025-06-30 13F/A-1 PRUDENTIAL FINL COM 744320102 13,921 -8 -0.06 1,496 -3.86 0.0074
2025-08-13 2025-06-30 13F PRUDENTIAL FINL COM 744320102 14,789 860 1,589 0.0069
2025-05-13 2025-03-31 13F PRUDENTIAL FINL COM 744320102 13,929 24 0.17 1,556 -5.64 0.0078
2025-02-14 2024-12-31 13F PRUDENTIAL FINL COM 744320102 13,905 -23,457 -62.78 1,648 -63.57 0.0079
2024-11-14 2024-09-30 13F PRUDENTIAL FINL COM 744320102 37,362 200 0.54 4,524 3.88 0.0174
2024-08-14 2024-06-30 13F PRUDENTIAL FINL COM 744320102 37,162 11,494 44.78 4,355 44.54 0.0183
2024-05-15 2024-03-31 13F PRUDENTIAL FINL COM 744320102 25,668 724 2.90 3,013 16.51 0.0145
2024-02-14 2023-12-31 13F PRUDENTIAL FINL COM 744320102 24,944 -2,423 -8.85 2,587 -0.39 0.0155
2023-11-14 2023-09-30 13F PRUDENTIAL FINL COM 744320102 27,367 2,032 8.02 2,597 16.15 0.0100
2023-08-14 2023-06-30 13F PRUDENTIAL FINL COM 744320102 25,335 14,892 142.60 2,235 158.68 0.0028
2023-05-12 2023-03-31 13F PRUDENTIAL FINL COM 744320102 10,443 -55 -0.52 864 -4.32 0.0173
2023-02-14 2022-12-31 13F PRUDENTIAL FINL COM 744320102 10,498 -2,818 -21.16 903 -21.00 0.0114
2022-11-14 2022-09-30 13F PRUDENTIAL FINL COM 744320102 13,316 3,241 32.17 1,143 18.94 0.0144
2022-08-15 2022-06-30 13F PRUDENTIAL FINL COM 744320102 10,075 -3,536 -25.98 961 -40.24 0.0118
2022-05-16 2022-03-31 13F PRUDENTIAL FINL COM 744320102 13,611 -5,294 -28.00 1,608 -21.41 0.0167
2022-02-10 2021-12-31 13F PRUDENTIAL FINL COM 744320102 18,905 6,331 50.35 2,046 54.65 0.0197
2021-11-15 2021-09-30 13F PRUDENTIAL FINL COM 744320102 12,574 1,329 11.82 1,323 14.84 0.0178
2021-08-10 2021-06-30 13F PRUDENTIAL FINL COM 744320102 11,245 3,669 48.43 1,152 66.96 0.0163
2021-05-12 2021-03-31 13F PRUDENTIAL FINL COM 744320102 7,576 2,742 56.72 690 83.02 0.0109
2021-02-11 2020-12-31 13F PRUDENTIAL FINL COM 744320102 4,834 -83 -1.69 377 20.83 0.0061
2020-11-13 2020-09-30 13F PRUDENTIAL FINL COM 744320102 4,917 293 6.34 312 10.64 0.0058
2020-08-04 2020-06-30 13F PRUDENTIAL FINL COM 744320102 4,624 568 14.00 282 33.65 0.0062
2020-05-15 2020-03-31 13F PRUDENTIAL FINL COM 744320102 4,056 131 3.34 211 -42.66 0.0064
2020-02-10 2019-12-31 13F PRUDENTIAL FINL COM 744320102 3,925 442 12.69 368 17.57 0.0100
2019-11-13 2019-09-30 13F PRUDENTIAL FINL COM 744320102 3,483 -725 -17.23 313 -26.35 0.0096
2019-08-20 2019-06-30 13F/A-1 PRUDENTIAL FINL COM 744320102 4,208 -340 -7.48 425 1.67 0.0132
2019-08-12 2019-06-30 13F PRUDENTIAL FINL COM 744320102 4,208 -340 425
2019-05-15 2019-03-31 13F PRUDENTIAL FINL COM 744320102 4,548 1,738 61.85 418 82.53 0.0162
2019-05-21 2018-12-31 13F/A-1 PRUDENTIAL FINL COM 744320102 2,810 2,810 229 0.0136
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.