Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionGuggenheim Capital Llc
Latest Disclosed Ownership88,326 shares
Latest Disclosed Value $ 8,628,567
Guggenheim Capital Llc reports 31.45% increase in ownership of PRU / Prudential Financial, Inc.

On May 15, 2026 - Guggenheim Capital Llc filed a 13F-HR form disclosing ownership of 88,326 shares of Prudential Financial, Inc. (MX:PRU) valued at $8,628,567 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 67,195 shares of Prudential Financial, Inc.. This represents a change in shares of 31.45% 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 88,326 21,131 31.45 8,629 13.77 0.0333
2026-02-17 2025-12-31 13F PRUDENTIAL FINL COM 744320102 67,195 -13,458 -16.69 7,585 -9.35 0.0543
2025-11-13 2025-09-30 13F PRUDENTIAL FINL COM 744320102 80,653 15,719 24.21 8,367 19.93 0.0607
2025-08-13 2025-06-30 13F PRUDENTIAL FINL COM 744320102 64,934 13,010 25.06 6,977 20.32 0.0554
2025-05-14 2025-03-31 13F PRUDENTIAL FINL COM 744320102 51,924 13,647 35.65 5,799 27.82 0.0533
2025-02-13 2024-12-31 13F PRUDENTIAL FINL COM 744320102 38,277 -22,249 -36.76 4,537 -38.11 0.0368
2024-11-13 2024-09-30 13F PRUDENTIAL FINL COM 744320102 60,526 -60,234 -49.88 7,330 -48.21 0.0513
2024-08-14 2024-06-30 13F PRUDENTIAL FINL COM 744320102 120,760 20,518 20.47 14,152 20.25 0.1004
2024-05-14 2024-03-31 13F PRUDENTIAL FINL COM 744320102 100,242 -12,366 -10.98 11,768 0.77 0.0829
2024-02-14 2023-12-31 13F PRUDENTIAL FINL COM 744320102 112,608 -28,793 -20.36 11,679 -12.96 0.0882
2023-11-14 2023-09-30 13F PRUDENTIAL FINL COM 744320102 141,401 -20,622 -12.73 13,418 -6.13 0.1154
2023-08-11 2023-06-30 13F PRUDENTIAL FINL COM 744320102 162,023 -49,881 -23.54 14,294 -18.47 0.1122
2023-05-11 2023-03-31 13F PRUDENTIAL FINL COM 744320102 211,904 -7,541 -3.44 17,533 -19.67 0.1476
2023-02-14 2022-12-31 13F PRUDENTIAL FINL COM 744320102 219,445 -6,638 -2.94 21,826 12.55 0.1917
2022-11-14 2022-09-30 13F PRUDENTIAL FINL COM 744320102 226,083 164 0.07 19,393 -10.28 0.1776
2022-08-15 2022-06-30 13F PRUDENTIAL FINL COM 744320102 225,919 -191,749 -45.91 21,616 -56.20 0.1706
2022-05-16 2022-03-31 13F PRUDENTIAL FINL COM 744320102 417,668 77,780 22.88 49,355 34.15 0.2968
2022-02-14 2021-12-31 13F PRUDENTIAL FINL COM 744320102 339,888 208,513 158.72 36,790 166.21 0.1919
2021-11-15 2021-09-30 13F PRUDENTIAL FINL COM 744320102 131,375 -6,406 -4.65 13,820 -2.12 0.0830
2021-08-13 2021-06-30 13F PRUDENTIAL FINL COM 744320102 137,781 -70,792 -33.94 14,119 -25.69 0.0831
2021-05-13 2021-03-31 13F PRUDENTIAL FINL COM 744320102 208,573 13,207 6.76 19,001 24.58 0.1247
2021-02-16 2020-12-31 13F PRUDENTIAL FINL COM 744320102 195,366 14,012 7.73 15,252 32.40 0.0956
2020-11-13 2020-09-30 13F PRUDENTIAL FINL COM 744320102 181,354 2,270 1.27 11,520 5.62 0.0834
2020-08-14 2020-06-30 13F PRUDENTIAL FINL COM 744320102 179,084 -20,201 -10.14 10,907 4.97 0.0844
2020-06-02 2020-03-31 13F PRUDENTIAL FINL COM 744320102 199,285 -25,726 -11.43 10,391 -50.73 0.1046
2020-02-20 2019-12-31 13F/A-1 PRUDENTIAL FINL COM 744320102 225,011 21,865 10.76 21,091 15.42 0.1584
2020-02-14 2019-12-31 13F PRUDENTIAL FINL COM 744320102 225,011 21,865 21,091 125,002.1411
2020-02-20 2019-09-30 13F/A-1 PRUDENTIAL FINL COM 744320102 203,146 5,359 2.71 18,273 -8.53 0.1460
2019-11-14 2019-09-30 13F PRUDENTIAL FINL COM 744320102 203,146 5,359 18,273 133,909.9039
2019-08-14 2019-06-30 13F PRUDENTIAL FINL COM 744320102 197,787 -3,777 -1.87 19,977 7.87 0.1626
2019-05-15 2019-03-31 13F PRUDENTIAL FINL COM 744320102 201,564 41,634 26.03 18,520 42.00 0.1509
2019-02-14 2018-12-31 13F PRUDENTIAL FINL COM 744320102 159,930 -74,228 -31.70 13,042 -45.03 0.1105
2018-11-14 2018-09-30 13F PRUDENTIAL FINL COM 744320102 234,158 38,064 19.41 23,724 29.37 0.1546
2018-08-14 2018-06-30 13F PRUDENTIAL FINL COM 744320102 196,094 -506,975 -72.11 18,338 -74.81 0.1224
2018-05-15 2018-03-31 13F PRUDENTIAL FINL COM 744320102 703,069 37,764 5.68 72,802 -4.83 0.1776
2018-02-14 2017-12-31 13F PRUDENTIAL FINL COM 744320102 665,305 -105,525 -13.69 76,497 -6.66 0.1812
2017-11-14 2017-09-30 13F PRUDENTIAL FINL COM 744320102 770,830 66,206 9.40 81,957 7.56 0.1925
2017-08-14 2017-06-30 13F PRUDENTIAL FINL COM 744320102 704,624 10,631 1.53 76,198 2.92 0.2018
2017-05-15 2017-03-31 13F PRUDENTIAL FINL COM 744320102 693,993 41,899 6.43 74,035 9.10 0.2007
2017-02-14 2016-12-31 13F PRUDENTIAL FINL COM 744320102 652,094 -30,040 -4.40 67,857 21.83 0.1941
2016-11-14 2016-09-30 13F PRUDENTIAL FINL COM 744320102 682,134 8,429 1.25 55,697 15.89 0.1733
2016-08-15 2016-06-30 13F PRUDENTIAL FINL COM 744320102 673,705 27,098 4.19 48,062 2.92 0.1510
2016-05-16 2016-03-31 13F PRUDENTIAL FINL COM 744320102 646,607 73,939 12.91 46,698 0.17 0.1473
2016-02-16 2015-12-31 13F PRUDENTIAL FINL COM 744320102 572,668 60,841 11.89 46,621 19.52 0.1357
2015-11-16 2015-09-30 13F PRUDENTIAL FINL COM 744320102 511,827 -33,447 -6.13 39,008 -18.26 0.1200
2015-08-14 2015-06-30 13F PRUDENTIAL FINL COM 744320102 545,274 -123,440 -18.46 47,723 -11.14 0.1178
2015-05-18 2015-03-31 13F/A-1 PRUDENTIAL FINL COM 744320102 668,714 150,832 29.12 53,704 14.63 0.1271
2015-05-15 2015-03-31 13F PRUDENTIAL FINL COM 744320102 668,714 53,704
2015-02-17 2014-12-31 13F PRUDENTIAL FINL COM 744320102 517,882 -51,961 -9.12 46,848 -6.51 0.1175
2014-11-14 2014-09-30 13F PRUDENTIAL FINL COM 744320102 569,843 12,044 2.16 50,112 1.20 0.1209
2014-08-14 2014-06-30 13F PRUDENTIAL FINL COM 744320102 557,799 66,201 13.47 49,516 18.99 0.1253
2014-05-16 2014-03-31 13F PRUDENTIAL FINL COM 744320102 491,598 -225,193 -31.42 41,613 -37.05 0.1184
2014-02-14 2013-12-31 13F PRUDENTIAL FINL COM 744320102 716,791 430,452 150.33 66,103 196.04 0.2009
2013-11-14 2013-09-30 13F PRUDENTIAL FINL COM 744320102 286,339 29,218 11.36 22,329 18.92 0.0802
2013-08-22 2013-06-30 13F/A-1 PRUDENTIAL FINL COM 744320102 257,121 257,121 18,777 0.0790
2013-08-14 2013-06-30 13F PRUDENTIAL FINL COM 744320102 257,121 18,777 0.0792
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.