Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionSchroder Investment Management Group
Latest Disclosed Ownership55,537 shares
Latest Disclosed Value $ 5,247,136
Schroder Investment Management Group reports 61.03% decrease in ownership of PRU / Prudential Financial, Inc.

On May 14, 2026 - Schroder Investment Management Group filed a 13F-HR form disclosing ownership of 55,537 shares of Prudential Financial, Inc. (MX:PRU) valued at $5,247,136 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 142,514 shares of Prudential Financial, Inc.. This represents a change in shares of -61.03% 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)
2026-05-14 2026-03-31 13F PRUDENTIAL FINL COM 744320102 55,537 -86,977 -61.03 5,247 -67.62 0.0009
2026-02-13 2025-12-31 13F PRUDENTIAL FINL COM 744320102 142,514 1,154 0.82 16,202 10.39 0.0123
2025-11-13 2025-09-30 13F PRUDENTIAL FINL COM 744320102 141,360 -31,908 -18.42 14,677 -21.15 0.0115
2025-08-13 2025-06-30 13F PRUDENTIAL FINL COM 744320102 173,268 -33,145 -16.06 18,616 -18.06 0.0157
2025-05-13 2025-03-31 13F PRUDENTIAL FINL COM 744320102 206,413 -71,896 -25.83 22,720 -30.91 0.0229
2025-02-12 2024-12-31 13F PRUDENTIAL FINL COM 744320102 278,309 -17,762 -6.00 32,882 -8.07 0.0315
2024-11-13 2024-09-30 13F PRUDENTIAL FINL COM 744320102 296,071 -596 -0.20 35,768 2.88 0.0367
2024-08-12 2024-06-30 13F PRUDENTIAL FINL COM 744320102 296,667 -45,933 -13.41 34,766 -13.56 0.0383
2024-05-14 2024-03-31 13F PRUDENTIAL FINL COM 744320102 342,600 10,179 3.06 40,221 16.67 0.0473
2024-02-14 2023-12-31 13F PRUDENTIAL FINL COM 744320102 332,421 264,247 387.61 34,475 432.93 0.0447
2023-11-14 2023-09-30 13F PRUDENTIAL FINL COM 744320102 68,174 1,136 1.69 6,469 9.38 0.0096
2023-08-11 2023-06-30 13F PRUDENTIAL FINL COM 744320102 67,038 -16,758 -20.00 5,914 -14.70 0.0085
2023-05-11 2023-03-31 13F PRUDENTIAL FINL COM 744320102 83,796 -114,688 -57.78 6,933 -64.88 0.0103
2023-02-10 2022-12-31 13F PRUDENTIAL FINL COM 744320102 198,484 -17,367 -8.05 19,741 6.62 0.0313
2022-11-14 2022-09-30 13F PRUDENTIAL FINL COM 744320102 215,851 1,569 0.73 18,516 -10.30 0.0306
2022-08-11 2022-06-30 13F PRUDENTIAL FINL COM 744320102 214,282 -33,099 -13.38 20,641 -30.64 0.0314
2022-05-16 2022-03-31 13F PRUDENTIAL FINL COM 744320102 247,381 33,789 15.82 29,760 28.73 0.0393
2022-02-14 2021-12-31 13F Prudential Financial COM 744320102 213,592 -21,060 -8.97 23,118 -6.35 0.0302
2021-11-12 2021-09-30 13F PRUDENTIAL FINANCIAL INCORPORATED USD0.01 COM 744320102 234,652 -73,391 -23.82 24,685 -21.80 0.0380
2021-08-13 2021-06-30 13F PRUDENTIAL FINANCIAL INCORPORATED USD0.01 COM 744320102 308,043 -346,082 -52.91 31,565 -47.03 0.0395
2021-05-28 2021-03-31 13F/A-1 PRUDENTIAL FINANCIAL INCORPORATED USD0.01 COM 744320102 654,125 -39,974 -5.76 59,590 110,251.85 0.0773
2021-05-17 2021-03-31 13F PRUDENTIAL FINANCIAL INCORPORATED USD0.01 COM 744320102 654,125 -39,974 59,590 0.0773
2021-02-24 2020-12-31 13F/A-1 PRUDENTIAL FINANCIAL INCORPORATED USD0.01 COM 744320102 694,099 123,436 21.63 54 -99.85 0.0765
2021-02-16 2020-12-31 13F PRUDENTIAL FINANCIAL INCORPORATED USD0.01 COM 744320102 694,099 123,436 54 0.0756
2020-11-13 2020-09-30 13F PRUDENTIAL FINANCIAL INCORPORATED USD0.01 COM 744320102 570,663 46,503 8.87 36,454 14.20 0.0583
2020-08-13 2020-06-30 13F PRUDENTIAL FINANCIAL INCORPORATED USD0.01 COM 744320102 524,160 -58,532 -10.05 31,921 11.48 0.0579
2020-05-15 2020-03-31 13F PRUDENTIAL FINANCIAL INCORPORATED USD0.01 COM 744320102 582,692 -225,820 -27.93 28,633 -62.22 0.0612
2020-02-11 2019-12-31 13F PRUDENTIAL FINANCIAL INCORPORATED USD0.01 COM 744320102 808,512 16,304 2.06 75,790 6.11 0.1235
2019-11-12 2019-09-30 13F PRUDENTIAL FINANCIAL INCORPORATED USD0.01 COM 744320102 792,208 444,894 128.10 71,425 103.61 0.1260
2019-11-14 2019-06-30 13F/A-2 PRUDENTIAL FINANCIAL INCORPORATED USD0.01 COM 744320102 347,314 163,596 89.05 35,079 107.81 0.0638
2019-08-15 2019-06-30 13F/A-1 PRUDENTIAL FINANCIAL INCORPORATED USD0.01 COM 744320102 347,314 0 35,079 0.0376
2019-08-08 2019-06-30 13F PRUDENTIAL FINANCIAL INCORPORATED USD0.01 COM 744320102 347,314 163,596 35,079 37,634.5597
2019-11-15 2019-03-31 13F/A-1 PRUDENTIAL FINANCIAL INCORPORATED USD0.01 COM 744320102 183,718 87,445 90.83 16,880 115.00 0.0301
2019-05-14 2019-03-31 13F PRUDENTIAL FINANCIAL INCORPORATED USD0.01 COM 744320102 183,718 87,445 16,880 27,416.5950
2019-02-14 2018-12-31 13F PRUDENTIAL FINANCIAL INCORPORATED USD0.01 COM 744320102 96,273 17,084 21.57 7,851 -2.14 0.0142
2018-11-13 2018-09-30 13F PRUDENTIAL FINANCIAL INCORPORATED USD0.01 COM 744320102 79,189 -16,874 -17.57 8,023 -10.77 0.0138
2018-08-23 2018-06-30 13F/A-2 PRUDENTIAL FINANCIAL INCORPORATED USD0.01 COM 744320102 96,063 42,405 79.03 8,991 61.83 0.0157
2018-08-16 2018-06-30 13F/A-1 PRUDENTIAL FINANCIAL INCORPORATED USD0.01 COM 744320102 96,063 0 8,991 0.0157
2018-08-13 2018-06-30 13F PRUDENTIAL FINANCIAL INCORPORATED USD0.01 COM 744320102 96,063 42,405 8,991 15,920.5434
2018-05-11 2018-03-31 13F/A-1 PRUDENTIAL FINANCIAL INCORPORATED USD0.01 COM 744320102 53,658 2,257 4.39 5,556 -5.99 0.0096
2018-05-11 2018-03-31 13F PRUDENTIAL FINANCIAL INCORPORATED USD0.01 COM 744320102 53,658 2,257 5,556 9,628.0946
2018-02-09 2017-12-31 13F PRUDENTIAL FINANCIAL INCORPORATED USD0.01 COM 744320102 51,401 -17,409 -25.30 5,910 -18.97 0.0097
2017-11-09 2017-09-30 13F PRUDENTIAL FINANCIAL INCORPORATED USD0.01 COM 744320102 68,810 -25,426 -26.98 7,294 -28.59 0.0127
2017-08-10 2017-06-30 13F PRUDENTIAL FINANCIAL INCORPORATED USD0.01 COM 744320102 94,236 -80,617 -46.11 10,214 -45.56 0.0184
2017-05-18 2017-03-31 13F/A-1 PRUDENTIAL FINANCIAL INCORPORATED USD0.01 COM 744320102 174,853 -19,494 -10.03 18,761 -7.23 0.0337
2017-05-10 2017-03-31 13F PRUDENTIAL FINANCIAL INCORPORATED USD0.01 COM 744320102 174,853 -19,494 18,761 33,722.7825
2017-02-10 2016-12-31 13F PRUDENTIAL FINANCIAL INCORPORATED USD0.01 COM 744320102 194,347 -65,988 -25.35 20,224 -4.86 0.0387
2016-11-09 2016-09-30 13F PRUDENTIAL FINANCIAL INCORPORATED USD0.01 COM 744320102 260,335 36,978 16.56 21,256 33.40 0.0397
2016-08-08 2016-06-30 13F PRUDENTIAL FINANCIAL INCORPORATED USD0.01 COM 744320102 223,357 185,955 497.18 15,934 484.09 0.0320
2016-05-10 2016-03-31 13F PRUDENTIAL FINANCIAL INCORPORATED USD0.01 COM 744320102 37,402 12,600 50.80 2,728 35.12 0.0056
2016-02-10 2015-12-31 13F PRUDENTIAL FINANCIAL INCORPORATED USD0.01 COM 744320102 24,802 11,240 82.88 2,019 95.26 0.0042
2015-11-13 2015-09-30 13F PRUDENTIAL FINANCIAL INCORPORATED USD0.01 COM 744320102 13,562 -8,519 -38.58 1,034 -46.37 0.0022
2015-08-10 2015-06-30 13F PRUDENTIAL FINANCIAL INCORPORATED USD0.01 COM 744320102 22,081 -625 -2.75 1,928 7.29 0.0038
2015-05-12 2015-03-31 13F PRUDENTIAL FINANCIAL INCORPORATED USD0.01 COM 744320102 22,706 -5,790 -20.32 1,797 -30.29 0.0035
2015-02-18 2014-12-31 13F/A-1 PRUDENTIAL FINANCIAL INCORPORATED USD0.01 COM 744320102 28,496 5,079 2,578 0.0051
2015-02-25 2014-12-31 13F/A-2 PRUDENTIAL FINANCIAL INCORPORATED USD0.01 COM 744320102 28,496 5,079 21.69 2,578 25.21 0.0051
2015-02-17 2014-12-31 13F PRUDENTIAL FINANCIAL INCORPORATED USD0.01 COM 744320102 28,496 5,079 2,578 3,743.3545
2014-11-13 2014-09-30 13F PrudentialFinanclComStkUSD0.01 COM 744320102 23,417 660 2.90 2,059 1.93 0.0027
2014-08-13 2014-06-30 13F PrudentialFinanclComStkUSD0 01 COM 744320102 22,757 -10,384 -31.33 2,020 -27.99 0.0025
2014-05-15 2014-03-31 13F PrudentialFinanclComStkUSD0.01 COM 744320102 33,141 -88,346 -72.72 2,805 -74.96 0.0032
2014-02-14 2013-12-31 13F PrudentialFinanclComStkUSD0.01 COM 744320102 121,487 -110,073 -47.54 11,204 -37.96 0.0140
2013-12-09 2013-09-30 13F/A-1 PrudentialFinanclComStkUSD0.01 COM 744320102 18,057,049 17,736,209 1,408,089 0.0424
2013-12-10 2013-09-30 13F/A-2 PrudentialFinanclComStkUSD0.01 COM 744320102 231,560 -89,280 -27.83 18,057 -22.93 0.0438
2013-11-08 2013-09-30 13F PrudentialFinanclComStkUSD0.01 COM 744320102 231,560 -89,280 18,057 44.5583
2013-08-12 2013-06-30 13F PrudentialFinanclComStkUSD0.01 COM 744320102 320,840 320,840 23,431 0.0620
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.