Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionPrincipal Financial Group Inc
Latest Disclosed Ownership390,376 shares
Latest Disclosed Value $ 38,135,830
Principal Financial Group Inc reports 0.38% increase in ownership of PRU / Prudential Financial, Inc.

On May 4, 2026 - Principal Financial Group Inc filed a 13F-HR form disclosing ownership of 390,376 shares of Prudential Financial, Inc. (MX:PRU) valued at $38,135,830 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 388,880 shares of Prudential Financial, Inc.. This represents a change in shares of 0.38% 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)
2026-05-04 2026-03-31 13F PRUDENTIAL FINL COM 744320102 390,376 1,496 0.38 38,136 -13.12 0.0204
2026-02-02 2025-12-31 13F PRUDENTIAL FINL COM 744320102 388,880 -2,079 -0.53 43,897 8.23 0.0224
2025-11-04 2025-09-30 13F PRUDENTIAL FINL COM 744320102 390,959 -12,866 -3.19 40,558 -6.52 0.0205
2025-08-08 2025-06-30 13F PRUDENTIAL FINL COM 744320102 403,825 -20,329 -4.79 43,387 -8.41 0.0229
2025-04-28 2025-03-31 13F PRUDENTIAL FINL COM 744320102 424,154 11,925 2.89 47,370 -3.05 0.0266
2025-01-31 2024-12-31 13F PRUDENTIAL FINL COM 744320102 412,229 -7,504 -1.79 48,862 -3.87 0.0266
2024-10-31 2024-09-30 13F PRUDENTIAL FINL COM 744320102 419,733 15,695 3.88 50,830 7.35 0.0280
2024-07-29 2024-06-30 13F PRUDENTIAL FINL COM 744320102 404,038 -12,632 -3.03 47,349 -3.21 0.0281
2024-04-29 2024-03-31 13F PRUDENTIAL FINL COM 744320102 416,670 6,355 1.55 48,917 14.96 0.0288
2024-02-07 2023-12-31 13F PRUDENTIAL FINL COM 744320102 410,315 -9,931 -2.36 42,554 6.71 0.0271
2023-11-02 2023-09-30 13F PRUDENTIAL FINL COM 744320102 420,246 -2,283 -0.54 39,877 6.98 0.0287
2023-08-07 2023-06-30 13F PRUDENTIAL FINL COM 744320102 422,529 -28,371 -6.29 37,276 -0.09 0.0255
2023-05-09 2023-03-31 13F PRUDENTIAL FINL COM 744320102 450,900 5,477 1.23 37,307 -15.79 0.0267
2023-02-09 2022-12-31 13F PRUDENTIAL FINL COM 744320102 445,423 -22,405 -4.79 44,302 10.39 0.0334
2022-11-09 2022-09-30 13F PRUDENTIAL FINL COM 744320102 467,828 -10,489 -2.19 40,131 -12.31 0.0319
2022-08-10 2022-06-30 13F PRUDENTIAL FINL COM 744320102 478,317 -21,461 -4.29 45,765 -22.51 0.0339
2022-05-09 2022-03-31 13F PRUDENTIAL FINL COM 744320102 499,778 22,963 4.82 59,059 14.43 0.0234
2022-05-09 2022-03-31 13F PRUDENTIAL FINL COM 744320102 36,795 4,348
2022-02-09 2021-12-31 13F PRUDENTIAL FINL COM 744320102 476,815 -19,593 -3.95 51,611 -1.17 0.0308
2021-11-09 2021-09-30 13F PRUDENTIAL FINL COM 744320102 496,408 -79,659 -13.83 52,223 -11.53 0.0341
2021-08-10 2021-06-30 13F PRUDENTIAL FINL COM 744320102 576,067 29,924 5.48 59,030 18.64 0.0381
2021-05-10 2021-03-31 13F PRUDENTIAL FINL COM 744320102 546,143 -21,296 -3.75 49,754 12.31 0.0351
2021-02-23 2020-12-31 13F/A-1 PRUDENTIAL FINL COM 744320102 567,439 -45,861 -7.48 44,300 13.72 0.0328
2021-02-08 2020-12-31 13F PRUDENTIAL FINL COM 744320102 2,682,310 2,069,010 209,408 82,384.3344
2020-11-06 2020-09-30 13F PRUDENTIAL FINL COM 744320102 613,300 -25,642 -4.01 38,957 0.12 0.0328
2020-08-05 2020-06-30 13F PRUDENTIAL FINL COM 744320102 638,942 51,761 8.82 38,912 27.10 0.0345
2020-05-12 2020-03-31 13F PRUDENTIAL FINL COM 744320102 587,181 -72,468 -10.99 30,616 -50.49 0.0339
2020-02-05 2019-12-31 13F PRUDENTIAL FINL COM 744320102 659,649 -97,635 -12.89 61,835 -9.22 0.0515
2019-11-13 2019-09-30 13F PRUDENTIAL FINL COM 744320102 757,284 27,522 3.77 68,118 -7.58 0.0601
2019-08-12 2019-06-30 13F PRUDENTIAL FINL COM 744320102 729,762 -75,631 -9.39 73,706 -0.40 0.0663
2019-05-10 2019-03-31 13F PRUDENTIAL FINL COM 744320102 805,393 -9,757 -1.20 73,999 11.32 0.0689
2019-02-14 2018-12-31 13F PRUDENTIAL FINL COM 744320102 815,150 -132,660 -14.00 66,475 -30.78 0.0708
2018-11-14 2018-09-30 13F PRUDENTIAL FINL COM 744320102 947,810 115,543 13.88 96,032 23.39 0.0846
2018-08-13 2018-06-30 13F PRUDENTIAL FINL COM 744320102 832,267 -36,659 -4.22 77,825 -13.51 0.0715
2018-05-14 2018-03-31 13F PRUDENTIAL FINL COM 744320102 868,926 -49,580 -5.40 89,977 -14.80 0.0865
2018-02-12 2017-12-31 13F PRUDENTIAL FINL COM 744320102 918,506 176,164 23.73 105,610 33.81 0.0972
2017-11-02 2017-09-30 13F PRUDENTIAL FINL COM 744320102 742,342 -509,384 -40.69 78,926 -41.69 0.0765
2017-08-08 2017-06-30 13F PRUDENTIAL FINL COM 744320102 1,251,726 -242,956 -16.25 135,362 -15.11 0.1357
2017-05-11 2017-03-31 13F PRUDENTIAL FINL COM 744320102 1,494,682 -125,608 -7.75 159,453 -5.43 0.1919
2017-02-13 2016-12-31 13F PRUDENTIAL FINL COM 744320102 1,620,290 648,321 66.70 168,607 112.46 0.2139
2016-11-10 2016-09-30 13F PRUDENTIAL FINL COM 744320102 971,969 310,120 46.86 79,361 68.08 0.1048
2016-08-09 2016-06-30 13F PRUDENTIAL FINL COM 744320102 661,849 21,781 3.40 47,217 2.14 0.0659
2016-05-10 2016-03-31 13F PRUDENTIAL FINL COM 744320102 640,068 44,857 7.54 46,226 -4.60 0.0671
2016-02-09 2015-12-31 13F PRUDENTIAL FINL COM 744320102 595,211 17,981 3.12 48,456 10.15 0.0720
2015-11-12 2015-09-30 13F/A-1 PRUDENTIAL FINL COM 744320102 577,230 -1,225 -0.21 43,991 -13.11 0.0691
2015-11-09 2015-09-30 13F PRUDENTIAL FINL COM 744320102 577,230 43,991
2015-08-10 2015-06-30 13F PRUDENTIAL FINL COM 744320102 578,455 -566,461 -49.48 50,627 -44.94 0.0755
2015-05-14 2015-03-31 13F/A-1 PRUDENTIAL FINL COM 744320102 1,144,916 126,086 12.38 91,948 -0.23 0.1370
2015-05-12 2015-03-31 13F PRUDENTIAL FINL COM 744320102 1,144,916 91,948
2015-02-12 2014-12-31 13F PRUDENTIAL FINL COM 744320102 1,018,830 -100,503 -8.98 92,163 -6.37 0.1432
2014-11-13 2014-09-30 13F PRUDENTIAL FINL COM 744320102 1,119,333 53,372 5.01 98,434 4.03 0.1670
2014-08-12 2014-06-30 13F PRUDENTIAL FINL COM 744320102 1,065,961 -799,561 -42.86 94,625 -40.08 0.1591
2014-05-13 2014-03-31 13F PRUDENTIAL FINL COM 744320102 1,865,522 579,987 45.12 157,917 33.20 0.2817
2014-02-12 2013-12-31 13F PRUDENTIAL FINL COM 744320102 1,285,535 748,015 139.16 118,552 182.84 0.2213
2013-11-05 2013-09-30 13F PRUDENTIAL FINL COM 744320102 537,520 -6,257 -1.15 41,915 5.54 0.0866
2013-08-12 2013-06-30 13F PRUDENTIAL FINL COM 744320102 543,777 543,777 39,713 0.0880
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.