Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionImpax Asset Management Group plc
Latest Disclosed Ownership54,459 shares
Latest Disclosed Value $ 5,320,100
Impax Asset Management Group plc reports 10.57% decrease in ownership of PRU / Prudential Financial, Inc.

On May 12, 2026 - Impax Asset Management Group plc filed a 13F-HR form disclosing ownership of 54,459 shares of Prudential Financial, Inc. (MX:PRU) valued at $5,320,100 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 60,898 shares of Prudential Financial, Inc.. This represents a change in shares of -10.57% 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)
2026-05-12 2026-03-31 13F Prudential Financial Common Stock 744320102 54,459 -6,439 -10.57 5,320 -22.61 0.0371
2026-01-29 2025-12-31 13F Prudential Financial Common Stock 744320102 60,898 -1,768 -2.82 6,874 5.75 0.0430
2025-11-06 2025-09-30 13F Prudential Financial Common Stock 744320102 62,666 -1,870 -2.90 6,501 -6.25 0.0379
2025-08-08 2025-06-30 13F Prudential Financial Common Stock 744320102 64,536 56,312 684.73 6,934 655.23 0.0399
2025-04-29 2025-03-31 13F Prudential Financial Common Stock 744320102 8,224 283 3.56 918 -2.44 0.0055
2025-02-04 2024-12-31 13F Prudential Financial Common Stock 744320102 7,941 -98 -1.22 941 -3.29 0.0043
2024-11-06 2024-09-30 13F/A-1 Prudential Financial Common Stock 744320102 8,039 0 0.00 974 3.29 0.0038
2024-10-30 2024-09-30 13F Prudential Financial Common Stock 744320102 8,039 0 974 0.0038
2024-11-08 2024-06-30 13F/A-1 Prudential Financial Common Stock 744320102 8,039 0 0.00 942 -0.11 0.0038
2024-08-05 2024-06-30 13F Prudential Financial Common Stock 744320102 8,039 0 942 0.0038
2024-04-30 2024-03-31 13F Prudential Financial Common Stock 744320102 8,039 -7,712 -48.96 944 -42.25 0.0036
2024-01-26 2023-12-31 13F Prudential Financial Common Stock 744320102 15,751 3,195 25.45 1,634 37.11 0.0066
2023-11-07 2023-09-30 13F/A-1 Prudential Financial Common Stock 744320102 12,556 -663 -5.02 1,191 2.14 0.0053
2023-11-07 2023-09-30 13F Prudential Financial Common Stock 744320102 12,556 1,191
2023-08-07 2023-06-30 13F Prudential Financial Common Stock 744320102 13,219 -3,463 -20.76 1,166 -15.51 0.0047
2023-05-10 2023-03-31 13F Prudential Financial Common Stock 744320102 16,682 4,121 32.81 1,380 10.49 0.0058
2023-02-09 2022-12-31 13F Prudential Financial Common Stock 744320102 12,561 9,771 350.22 1,249 422.59 0.0056
2022-11-08 2022-09-30 13F Prudential Financial Common Stock 744320102 2,790 -115 -3.96 239 -14.03 0.0012
2022-08-11 2022-06-30 13F/A-2 Prudential Financial Common Stock 744320102 2,905 0 0.00 278 -18.95 0.0014
2022-08-02 2022-06-30 13F Prudential Financial Common Stock 744320102 2,905 0 343 0.0014
2022-05-16 2022-03-31 13F Prudential Financial Common Stock 744320102 2,905 -15 -0.51 343 8.54 0.0014
2022-02-14 2021-12-31 13F Prudential Financial Common Stock 744320102 2,920 -80 -2.67 316 0.00 0.0012
2021-11-12 2021-09-30 13F Prudential Financial Common Stock 744320102 3,000 3,000 316 0.0013
2020-05-15 2020-03-31 13F Prudential Financial Common Stock 744320102 0 -87,300 -100.00 0 -100.00
2020-02-13 2019-12-31 13F Prudential Financial Common Stock 744320102 87,300 0 0.00 8,184 4.21 0.0913
2019-11-14 2019-09-30 13F Prudential Financial Common Stock 744320102 87,300 -33,800 -27.91 7,853 -35.79 0.1023
2019-08-13 2019-06-30 13F Prudential Financial Common Stock 744320102 121,100 0 0.00 12,231 9.92 0.1589
2019-05-13 2019-03-31 13F Prudential Financial Common Stock 744320102 121,100 0 0.00 11,127 12.67 0.1532
2019-02-14 2018-12-31 13F Prudential Financial Common Stock 744320102 121,100 -17,000 -12.31 9,876 -29.42 0.1610
2018-11-14 2018-09-30 13F Prudential Financial Common Stock 744320102 138,100 138,100 13,992 0.2009
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.