Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionSumitomo Life Insurance Co
Latest Disclosed Ownership6,741 shares
Latest Disclosed Value $ 658,528
Sumitomo Life Insurance Co reports 3.33% increase in ownership of PRU / Prudential Financial, Inc.

On May 12, 2026 - Sumitomo Life Insurance Co filed a 13F-HR form disclosing ownership of 6,741 shares of Prudential Financial, Inc. (MX:PRU) valued at $658,528 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 6,524 shares of Prudential Financial, Inc.. This represents a change in shares of 3.33% 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 FINL INC COM Common 744320102 6,741 217 3.33 659 -10.60 0.0155
2026-02-13 2025-12-31 13F PRUDENTIAL FINL INC COM Common 744320102 6,524 17 0.26 736 9.04 0.0202
2025-11-12 2025-09-30 13F PRUDENTIAL FINL INC COM Common 744320102 6,507 -196 -2.92 675 -6.25 0.0210
2025-08-05 2025-06-30 13F PRUDENTIAL FINL INC COM Common 744320102 6,703 -181 -2.63 720 -6.25 0.0488
2025-05-02 2025-03-31 13F PRUDENTIAL FINL INC COM Common 744320102 6,884 -175 -2.48 769 -8.13 0.0275
2025-01-23 2024-12-31 13F PRUDENTIAL FINL INC COM Common 744320102 7,059 -332 -4.49 837 -6.59 0.0158
2024-10-16 2024-09-30 13F PRUDENTIAL FINL INC COM Common 744320102 7,391 200 2.78 895 6.29 0.0176
2024-07-19 2024-06-30 13F PRUDENTIAL FINL INC COM Common 744320102 7,191 -952 -11.69 843 -11.83 0.0195
2024-04-26 2024-03-31 13F PRUDENTIAL FINL INC COM Common 744320102 8,143 -289 -3.43 956 9.27 0.0248
2024-01-30 2023-12-31 13F PRUDENTIAL FINL INC COM Common 744320102 8,432 -449 -5.06 874 3.80 0.0272
2023-10-23 2023-09-30 13F PRUDENTIAL FINL INC COM Common 744320102 8,881 -252 -2.76 843 4.60 0.0237
2023-07-20 2023-06-30 13F PRUDENTIAL FINL INC COM Common 744320102 9,133 -8,537 -48.31 806 80,400.00 0.0354
2023-04-27 2023-03-31 13F PRUDENTIAL FINL INC COM Common 744320102 17,670 0 0.00 1 0.00 0.1230
2023-01-18 2022-12-31 13F PRUDENTIAL FINL INC COM Common 744320102 17,670 0 0.00 2 -99.93 0.1295
2022-10-31 2022-09-30 13F PRUDENTIAL FINL INC COM Common 744320102 17,670 0 0.00 1,516 -10.35 0.0642
2022-07-22 2022-06-30 13F PRUDENTIAL FINL INC COM Common 744320102 17,670 0 0.00 1,691 -19.01 0.0473
2022-04-27 2022-03-31 13F PRUDENTIAL FINL INC COM Common 744320102 17,670 0 0.00 2,088 9.15 0.0517
2022-02-04 2021-12-31 13F PRUDENTIAL FINL INC COM Common 744320102 17,670 0 0.00 1,913 2.90 0.0455
2021-10-25 2021-09-30 13F PRUDENTIAL FINL INC COM Common 744320102 17,670 0 0.00 1,859 2.65 0.0497
2021-07-20 2021-06-30 13F PRUDENTIAL FINL INC COM Common 744320102 17,670 0 0.00 1,811 12.48 0.0576
2021-04-27 2021-03-31 13F PRUDENTIAL FINL INC COM Common 744320102 17,670 0 0.00 1,610 16.75 0.0648
2021-02-05 2020-12-31 13F PRUDENTIAL FINL INC COM Common 744320102 17,670 0 0.00 1,379 22.91 0.0583
2020-10-29 2020-09-30 13F PRUDENTIAL FINL INC COM Common 744320102 17,670 0 0.00 1,122 4.28 0.0522
2020-07-22 2020-06-30 13F PRUDENTIAL FINL INC COM Common 744320102 17,670 0 0.00 1,076 16.83 0.0577
2020-05-01 2020-03-31 13F PRUDENTIAL FINL INC COM Common 744320102 17,670 0 0.00 921 -44.38 0.0655
2020-01-24 2019-12-31 13F PRUDENTIAL FINL INC COM Common 744320102 17,670 508 2.96 1,656 7.25 0.1876
2019-10-24 2019-09-30 13F PRUDENTIAL FINL INC COM Common 744320102 17,162 -2,192 -11.33 1,544 -21.02 0.2009
2019-07-26 2019-06-30 13F PRUDENTIAL FINL INC COM Common 744320102 19,354 690 3.70 1,955 13.99 0.2307
2019-04-17 2019-03-31 13F PRUDENTIAL FINL INC COM Common 744320102 18,664 -2,020 -9.77 1,715 1.66 0.2305
2019-01-24 2018-12-31 13F PRUDENTIAL FINL INC COM Common 744320102 20,684 155 0.76 1,687 -12.14 0.2338
2018-07-23 2018-06-30 13F PRUDENTIAL FINL INC COM Common 744320102 20,529 830 4.21 1,920 -5.88 0.2355
2018-04-27 2018-03-31 13F PRUDENTIAL FINL INC COM Common 744320102 19,699 -867 -4.22 2,040 -13.74 0.2697
2018-02-01 2017-12-31 13F PRUDENTIAL FINL INC COM Common 744320102 20,566 -1,001 -4.64 2,365 3.14 0.2967
2017-10-17 2017-09-30 13F PRUDENTIAL FINL INC COM Common 744320102 21,567 -392 -1.79 2,293 -3.45 0.2921
2017-07-27 2017-06-30 13F PRUDENTIAL FINL INC COM Common 744320102 21,959 926 4.40 2,375 5.84 0.3098
2017-04-26 2017-03-31 13F PRUDENTIAL FINL INC COM Common 744320102 21,033 -1,306 -5.85 2,244 -3.48 0.3172
2017-01-27 2016-12-31 13F PRUDENTIAL FINL INC COM Common 744320102 22,339 10,263 84.99 2,325 135.80 0.3315
2016-10-25 2016-09-30 13F PRUDENTIAL FINL INC COM Common 744320102 12,076 -1,470 -10.85 986 2.07 0.1463
2016-07-15 2016-06-30 13F PRUDENTIAL FINL INC COM Common 744320102 13,546 -7,499 -35.63 966 -36.45 0.1324
2016-04-26 2016-03-31 13F PRUDENTIAL FINL INC COM Common 744320102 21,045 -636 -2.93 1,520 -13.88 0.1977
2016-01-21 2015-12-31 13F PRUDENTIAL FINL INC COM Common 744320102 21,681 -512 -2.31 1,765 4.38 0.2228
2015-10-22 2015-09-30 13F PRUDENTIAL FINL INC COM Common 744320102 22,193 -564 -2.48 1,691 -15.11 0.2244
2015-07-29 2015-06-30 13F PRUDENTIAL FINL INC COM Common 744320102 22,757 -2,817 -11.02 1,992 -3.02 0.2427
2015-04-30 2015-03-31 13F PRUDENTIAL FINL INC COM Common 744320102 25,574 25,574 0.00 2,054 0.2265
2015-02-04 2014-12-31 13F PRUDENTIAL FINL INC COM Common 744320102 0 -41,326 -100.00 0 -100.00
2014-11-04 2014-09-30 13F PRUDENTIAL FINL INC COM Common 744320102 41,326 -1,793 -4.16 3,634 -5.07 0.3553
2014-07-30 2014-06-30 13F PRUDENTIAL FINL INC COM Common 744320102 43,119 -14,223 -24.80 3,828 -21.14 0.3660
2014-05-02 2014-03-31 13F PRUDENTIAL FINL INC COM Common 744320102 57,342 -6,652 -10.39 4,854 -17.76 0.4712
2014-02-07 2013-12-31 13F PRUDENTIAL FINL INC COM Common 744320102 63,994 20,756 48.00 5,902 75.03 0.5312
2013-11-13 2013-09-30 13F PRUDENTIAL FINL INC COM Common 744320102 43,238 -17,051 -28.28 3,372 -23.42 0.3143
2013-08-08 2013-06-30 13F PRUDENTIAL FINL INC COM Common 074432010 60,289 60,289 4,403 0.4216
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.