Prudential Financial, Inc.
US ˙ NYSE ˙ US7443201022

SecurityPRU / Prudential Financial, Inc.
InstitutionAlps Advisors Inc
Latest Disclosed Ownership286,330 shares
Latest Disclosed Value $ 27,971,578
Alps Advisors Inc reports 33.52% increase in ownership of PRU / Prudential Financial, Inc.

On May 8, 2026 - Alps Advisors Inc filed a 13F-HR form disclosing ownership of 286,330 shares of Prudential Financial, Inc. (US:PRU) valued at $27,971,578 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 214,447 shares of Prudential Financial, Inc.. This represents a change in shares of 33.52% during the quarter. The current value of the position is $28,859,201 USD.

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)
2026-05-08 2026-03-31 13F PRUDENTIAL FINL COM 744320102 286,330 71,883 33.52 27,972 15.55 0.1208
2026-02-12 2025-12-31 13F PRUDENTIAL FINL COM 744320102 214,447 -15,061 -6.56 24,207 1.67 0.1410
2025-11-05 2025-09-30 13F PRUDENTIAL FINL COM 744320102 229,508 1,261 0.55 23,809 -2.91 0.1326
2025-08-11 2025-06-30 13F PRUDENTIAL FINL COM 744320102 228,247 5,593 2.51 24,523 -1.38 0.1415
2025-04-30 2025-03-31 13F PRUDENTIAL FINL COM 744320102 222,654 21,575 10.73 24,866 4.33 0.1442
2025-02-13 2024-12-31 13F PRUDENTIAL FINL COM 744320102 201,079 -6,149 -2.97 23,834 -5.03 0.1504
2024-11-12 2024-09-30 13F PRUDENTIAL FINL COM 744320102 207,228 11,683 5.97 25,095 9.51 0.1680
2024-08-13 2024-06-30 13F PRUDENTIAL FINL COM 744320102 195,545 -8,291 -4.07 22,916 -4.24 0.1573
2024-05-14 2024-03-31 13F PRUDENTIAL FINL COM 744320102 203,836 -14,313 -6.56 23,930 5.77 0.1694
2024-02-14 2023-12-31 13F PRUDENTIAL FINL COM 744320102 218,149 -19,062 -8.04 22,624 0.52 0.1779
2023-11-14 2023-09-30 13F PRUDENTIAL FINL COM 744320102 237,211 -36,927 -13.47 22,509 -6.93 0.1868
2023-08-14 2023-06-30 13F PRUDENTIAL FINL COM 744320102 274,138 -2,523 -0.91 24,184 5.65 0.2101
2023-05-10 2023-03-31 13F PRUDENTIAL FINL COM 744320102 276,661 26,724 10.69 22,891 -7.92 0.2023
2023-02-14 2022-12-31 13F PRUDENTIAL FINL COM 744320102 249,937 -1,975 -0.78 24,859 15.04 0.2217
2022-11-14 2022-09-30 13F PRUDENTIAL FINL COM 744320102 251,912 -2,119 -0.83 21,609 -11.10 0.2045
2022-08-15 2022-06-30 13F/A-1 PRUDENTIAL FINL COM 744320102 254,031 22,657 9.79 24,306 -11.10 0.2363
2022-08-11 2022-06-30 13F PRUDENTIAL FINL COM 744320102 254,031 22,657 24,306 0.2327
2022-05-16 2022-03-31 13F PRUDENTIAL FINL COM 744320102 231,374 10,562 4.78 27,341 14.39 0.2966
2022-02-09 2021-12-31 13F PRUDENTIAL FINL COM 744320102 220,812 -6,467 -2.85 23,901 -0.04 0.2689
2021-11-15 2021-09-30 13F PRUDENTIAL FINL COM 744320102 227,279 -14,035 -5.82 23,910 -3.30 0.2304
2021-08-11 2021-06-30 13F PRUDENTIAL FINL COM 744320102 241,314 -6,802 -2.74 24,727 9.40 0.2187
2021-05-07 2021-03-31 13F PRUDENTIAL FINL COM 744320102 248,116 -15,692 -5.95 22,603 9.75 0.2208
2021-02-03 2020-12-31 13F PRUDENTIAL FINL COM 744320102 263,808 -5,664 -2.10 20,595 20.32 0.2319
2020-11-05 2020-09-30 13F/A-1 PRUDENTIAL FINL COM 744320102 269,472 -40,521 -13.07 17,117 -9.33 0.2520
2020-11-04 2020-09-30 13F PRUDENTIAL FINL COM 744320102 269,472 -40,521 17,117 219,374.8617
2020-08-05 2020-06-30 13F PRUDENTIAL FINL COM 744320102 309,993 -100,745 -24.53 18,879 -11.85 0.2531
2020-05-06 2020-03-31 13F PRUDENTIAL FINL COM 744320102 410,738 33,953 9.01 21,416 -39.37 0.3313
2020-02-07 2019-12-31 13F PRUDENTIAL FINL COM 744320102 376,785 -17,460 -4.43 35,320 -0.40 0.2753
2019-11-04 2019-09-30 13F PRUDENTL FINL COMMON STOCK 744320102 394,245 27,634 7.54 35,462 -4.23 0.2761
2019-08-07 2019-06-30 13F PRUDENTL FINL COMMON STOCK 744320102 366,611 -45,706 -11.09 37,028 -2.26 0.2741
2019-05-01 2019-03-31 13F PRUDENTL FINL COMMON STOCK 744320102 412,317 -63,557 -13.36 37,884 -2.38 0.2682
2019-02-04 2018-12-31 13F PRUDENTL FINL COMMON STOCK 744320102 475,874 455,166 2,198.02 38,808 1,749.76 0.3012
2018-10-25 2018-09-30 13F PRUDENTL FINL COMMON STOCK 744320102 20,708 5,261 34.06 2,098 45.29 0.0138
2018-08-02 2018-06-30 13F/A-2 Prudential Financial COMMON STOCK 744320102 15,447 1,221 8.58 1,444 -1.97 0.0094
2018-07-31 2018-06-30 13F/A-1 Prudential Financial COMMON STOCK 744320102 7,164 -8,283 824 0.0053
2018-07-25 2018-06-30 13F Prudential Financial COMMON STOCK 744320102 7,164 -7,062 824
2018-05-01 2018-03-31 13F Prudential Financial COMMON STOCK 744320102 14,226 7,062 98.58 1,473 78.76 0.0117
2018-02-20 2017-12-31 13F/A-1 Prudential Financial COMMON STOCK 744320102 7,164 -202 -2.74 824 5.24 0.0057
2018-02-05 2017-12-31 13F Prudential Financial COMMON STOCK 744320102 7,164 -202 824
2017-11-03 2017-09-30 13F Prudential Financial COMMON STOCK 744320102 7,366 1,159 18.67 783 16.69 0.0055
2017-08-03 2017-06-30 13F Prudential Financial COMMON STOCK 744320102 6,207 6,207 671 0.0047
2016-05-10 2016-03-31 13F PRUDENTIAL FINANCIAL Common Stock 744320102 0 0 0 0.0000
2016-02-05 2015-12-31 13F PRUDENTIAL FINANCIAL Common Stock 744320102 0 -253,386 -100.00 0 -100.00
2015-11-13 2015-09-30 13F Prudential Financial Common Stock 744320102 253,386 -27,251 -9.71 193,105 686.23 0.2034
2015-08-12 2015-06-30 13F PRUDENTIAL FINANCIAL Common Stock 744320102 280,637 -10,645 -3.65 24,561 4.99 0.2096
2015-05-15 2015-03-31 13F PRUDENTIAL FINANCIAL Common Stock 744320102 291,282 50,427 20.94 23,393 7.37 0.1916
2015-02-13 2014-12-31 13F PRUDENTIAL FINANCIAL Common Stock 744320102 240,855 240,855 21,788 0.1714
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.