Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionUmb Bank N A/mo
Latest Disclosed Ownership4,127 shares
Latest Disclosed Value $ 403,167
Umb Bank N A/mo reports 1.30% increase in ownership of PRU / Prudential Financial, Inc.

On May 11, 2026 - Umb Bank N A/mo filed a 13F-HR form disclosing ownership of 4,127 shares of Prudential Financial, Inc. (MX:PRU) valued at $403,167 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 4,074 shares of Prudential Financial, Inc.. This represents a change in shares of 1.30% 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)
2026-05-11 2026-03-31 13F PRUDENTIAL FINL COM 744320102 4,127 53 1.30 403 -12.20 0.0051
2026-02-13 2025-12-31 13F PRUDENTIAL FINL COM 744320102 4,074 1,729 73.73 460 88.89 0.0061
2025-11-04 2025-09-30 13F PRUDENTIAL FINL COM 744320102 2,345 -396 -14.45 243 -17.35 0.0036
2025-07-11 2025-06-30 13F/A-01 PRUDENTIAL FINL COM 744320102 2,741 -814 -22.90 294 -25.94 0.0046
2025-07-10 2025-06-30 13F PRUDENTIAL FINL COM 744320102 3,555 0 397 0.0058
2025-04-14 2025-03-31 13F PRUDENTIAL FINL COM 744320102 3,555 -306 -7.93 397 -13.13 0.0065
2025-01-16 2024-12-31 13F PRUDENTIAL FINL COM 744320102 3,861 201 5.49 458 3.16 0.0072
2024-10-09 2024-09-30 13F PRUDENTIAL FINL COM 744320102 3,660 97 2.72 443 6.24 0.0069
2024-07-29 2024-06-30 13F PRUDENTIAL FINL COM 744320102 3,563 -341 -8.73 418 -8.95 0.0068
2024-04-26 2024-03-31 13F PRUDENTIAL FINL COM 744320102 3,904 -42 -1.06 458 11.98 0.0073
2024-01-23 2023-12-31 13F PRUDENTIAL FINL COM 744320102 3,946 -149 -3.64 409 5.41 0.0060
2023-10-18 2023-09-30 13F PRUDENTIAL FINL COM 744320102 4,095 -525 -11.36 389 -4.67 0.0062
2023-07-25 2023-06-30 13F PRUDENTIAL FINL COM 744320102 4,620 -505 -9.85 408 -4.01 0.0062
2023-04-11 2023-03-31 13F PRUDENTIAL FINL COM 744320102 5,125 60 1.18 424 0.0068
2023-01-10 2022-12-31 13F Prudential Financial COM 744320102 5,065 -1,342 -20.95 1 -100.00 0.0080
2022-10-13 2022-09-30 13F Prudential Financial COM 744320102 6,407 104 1.65 549 -8.96 0.0093
2022-07-20 2022-06-30 13F Prudential Financial COM 744320102 6,303 -150 -2.32 603 -20.97 0.0094
2022-04-22 2022-03-31 13F Prudential Financial COM 744320102 6,453 -453 -6.56 763 2.01 0.0101
2022-02-09 2021-12-31 13F Prudential Financial COM 744320102 6,906 1,912 38.29 748 42.48 0.0094
2021-10-18 2021-09-30 13F Prudential Financial COMMON 744320102 4,994 41 0.83 525 3.55 0.0118
2021-07-26 2021-06-30 13F Prudential Financial COMMON 744320102 4,953 -92 -1.82 507 10.22 0.0116
2021-04-15 2021-03-31 13F Prudential Financial COMMON 744320102 5,045 -65 -1.27 460 15.29 0.0112
2021-02-04 2020-12-31 13F Prudential Financial COMMON 744320102 5,110 -1,280 -20.03 399 2.57 0.0107
2020-10-16 2020-09-30 13F Prudential Financial COMMON 744320102 6,390 0 0.00 389 0.00 0.0121
2020-07-16 2020-06-30 13F Prudential Financial COMMON 744320102 6,390 -926 -12.66 389 1.83 0.0121
2020-05-26 2020-03-31 13F Prudential Financial COMMON 744320102 7,316 -68 -0.92 382 -44.80 0.0137
2020-01-31 2019-12-31 13F Prudential Financial COMMON 744320102 7,384 -82 -1.10 692 2.98 0.0191
2019-10-30 2019-09-30 13F Prudential Financial COMMON 744320102 7,466 -1,317 -14.99 672 -24.24 0.0161
2019-07-30 2019-06-30 13F Prudential Financial COMMON 744320102 8,783 24 0.27 887 10.19 0.0218
2019-04-30 2019-03-31 13F Prudential Financial COMMON 744320102 8,759 -1,681 -16.10 805 -5.41 0.0245
2019-01-24 2018-12-31 13F Prudential Financial COMMON 744320102 10,440 -3,799 -26.68 851 -41.03 0.0260
2018-10-22 2018-09-30 13F Prudential Financial COMMON 744320102 14,239 1,023 7.74 1,443 16.84 0.0429
2018-07-31 2018-06-30 13F Prudential Financial COMMON 744320102 13,216 -1,499 -10.19 1,235 -18.96 0.0392
2018-04-25 2018-03-31 13F Prudential Financial COMMON 744320102 14,715 419 2.93 1,524 -7.30 0.0492
2018-01-22 2017-12-31 13F Prudential Financial COMMON 744320102 14,296 776 5.74 1,644 14.33 0.0536
2017-10-11 2017-09-30 13F Prudential Financial COMMON 744320102 13,520 203 1.52 1,438 -0.14 0.0494
2017-08-02 2017-06-30 13F Prudential Financial COMMON 744320102 13,317 -1,681 -11.21 1,440 -10.00 0.0504
2017-04-24 2017-03-31 13F Prudential Financial COMMON 744320102 14,998 1,270 9.25 1,600 12.04 0.0560
2017-01-18 2016-12-31 13F Prudential Financial COMMON 744320102 13,728 135 0.99 1,428 28.65 0.0526
2016-10-28 2016-09-30 13F Prudential Financial COMMON 744320102 13,593 850 6.67 1,110 22.11 0.0447
2016-07-26 2016-06-30 13F Prudential Financial COMMON 744320102 12,743 1,515 13.49 909 12.08 0.0382
2016-04-20 2016-03-31 13F Prudential Financial COMMON 744320102 11,228 -10,383 -48.04 811 -53.89 0.0346
2016-01-19 2015-12-31 13F Prudential Financial COMMON 744320102 21,611 -1,404 -6.10 1,759 0.29 0.0766
2015-10-28 2015-09-30 13F Prudential Financial COMMON 744320102 23,015 -3,338 -12.67 1,754 -23.97 0.1030
2015-07-20 2015-06-30 13F Prudential Financial COMMON 744320102 26,353 -3,369 -11.34 2,307 -3.35 0.1057
2015-04-17 2015-03-31 13F Prudential Financial COMMON 744320102 29,722 -9,352 -23.93 2,387 -32.48 0.1076
2015-01-23 2014-12-31 13F Prudential Financial COMMON 744320102 39,074 -71,131 -64.54 3,535 -63.52 0.1581
2014-10-21 2014-09-30 13F Prudential Financial COMMON 744320102 110,205 -4,062 -3.55 9,691 -4.46 0.4728
2014-07-18 2014-06-30 13F Prudential Financial COMMON 744320102 114,267 -55,230 -32.58 10,143 -29.31 0.4817
2014-04-30 2014-03-31 13F Prudential Financial COMMON 744320102 169,497 69,035 68.72 14,348 54.86 0.8036
2014-02-05 2013-12-31 13F Prudential Financial COMMON 744320102 100,462 52,884 111.15 9,265 149.73 0.5082
2013-11-05 2013-09-30 13F/A-1 Prudential Financial COMMON 744320102 47,578 47,578 3,710 0.2142
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.