Prudential Financial, Inc.
US ˙ NYSE ˙ US7443201022

SecurityPRU / Prudential Financial, Inc.
InstitutionWetherby Asset Management Inc
Latest Disclosed Ownership6,989 shares
Latest Disclosed Value $ 725,039
Wetherby Asset Management Inc reports 7.91% decrease in ownership of PRU / Prudential Financial, Inc.

On November 14, 2025 - Wetherby Asset Management Inc filed a 13F-HR form disclosing ownership of 6,989 shares of Prudential Financial, Inc. (US:PRU) valued at $725,039 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 14, 2025 disclosing 7,589 shares of Prudential Financial, Inc.. This represents a change in shares of -7.91% during the quarter. The current value of the position is $731,189 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)
2025-11-14 2025-09-30 13F PRUDENTIAL FINL COM 744320102 6,989 -600 -7.91 725 -11.04 0.0296
2025-08-14 2025-06-30 13F PRUDENTIAL FINL COM 744320102 7,589 -4,585 -37.66 815 -43.48 0.0363
2025-02-14 2024-12-31 13F PRUDENTIAL FINL COM 744320102 12,174 -334 -2.67 1,443 -4.76 0.0692
2024-11-14 2024-09-30 13F PRUDENTIAL FINL COM 744320102 12,508 51 0.41 1,515 3.77 0.0693
2024-08-14 2024-06-30 13F PRUDENTIAL FINL COM 744320102 12,457 2,639 26.88 1,460 26.65 0.0688
2024-05-15 2024-03-31 13F PRUDENTIAL FINL COM 744320102 9,818 -55 -0.56 1,153 12.61 0.0549
2024-02-14 2023-12-31 13F PRUDENTIAL FINL COM 744320102 9,873 -1,734 -14.94 1,024 -7.08 0.0533
2023-11-14 2023-09-30 13F PRUDENTIAL FINL COM 744320102 11,607 3,110 36.60 1,101 47.00 0.0624
2023-08-14 2023-06-30 13F PRUDENTIAL FINL COM 744320102 8,497 -1,732 -16.93 750 -11.47 0.0404
2023-05-12 2023-03-31 13F PRUDENTIAL FINL COM 744320102 10,229 -1,227 -10.71 846 -25.72 0.0495
2023-02-14 2022-12-31 13F PRUDENTIAL FINL COM 744320102 11,456 -1,956 -14.58 1,139 -0.96 0.0732
2022-11-14 2022-09-30 13F PRUDENTIAL FINL COM 744320102 13,412 2,339 21.12 1,150 8.59 0.0811
2022-08-15 2022-06-30 13F PRUDENTIAL FINL COM 744320102 11,073 -1,228 -9.98 1,059 -27.17 0.0723
2022-05-16 2022-03-31 13F PRUDENTIAL FINL COM 744320102 12,301 1,948 18.82 1,454 29.71 0.0833
2022-02-14 2021-12-31 13F PRUDENTIAL FINL COM 744320102 10,353 768 8.01 1,121 11.21 0.0629
2021-11-15 2021-09-30 13F PRUDENTIAL FINL COM 744320102 9,585 247 2.65 1,008 5.33 0.0622
2021-08-16 2021-06-30 13F PRUDENTIAL FINL COM 744320102 9,338 902 10.69 957 24.45 0.0584
2021-05-14 2021-03-31 13F PRUDENTIAL FINL COM 744320102 8,436 250 3.05 769 20.34 0.0586
2021-02-11 2020-12-31 13F PRUDENTIAL FINL COM 744320102 8,186 -144 -1.73 639 20.79 0.0433
2020-12-16 2020-09-30 13F/A-01 PRUDENTIAL FINL COM 744320102 8,330 223 2.75 529 7.30 0.0485
2020-11-13 2020-09-30 13F PRUDENTIAL FINL COM 744320102 8,335 228 529 33,649.0449
2020-08-14 2020-06-30 13F PRUDENTIAL FINL COM 744320102 8,107 469 6.14 493 23.87 0.0467
2020-05-06 2020-03-31 13F PRUDENTIAL FINL COM 744320102 7,638 -1,505 -16.46 398 -53.56 0.0447
2020-01-28 2019-12-31 13F PRUDENTIAL FINL COM 744320102 9,143 370 4.22 857 8.48 0.0844
2019-10-31 2019-09-30 13F PRUDENTIAL FINL COM 744320102 8,773 -2,190 -19.98 790 -28.64 0.0825
2019-07-25 2019-06-30 13F PRUDENTIAL FINL COM 744320102 10,963 285 2.67 1,107 12.84 0.1212
2019-07-25 2019-03-31 13F/A-1 PRUDENTIAL FINL COM 744320102 10,678 461 4.51 981 17.77 0.1222
2019-05-09 2019-03-31 13F PRUDENTIAL FINL COM 744320102 10,678 461 981
2019-01-30 2018-12-31 13F PRUDENTIAL FINL COM 744320102 10,217 1,734 20.44 833 -3.03 0.1178
2018-11-07 2018-09-30 13F PRUDENTIAL FINL COM 744320102 8,483 592 7.50 859 16.40 0.1061
2018-07-24 2018-06-30 13F PRUDENTIAL FINL COM 744320102 7,891 -122 -1.52 738 -10.98 0.0999
2018-05-04 2018-03-31 13F PRUDENTIAL FINL COM 744320102 8,013 231 2.97 829 -7.37 0.1144
2018-02-09 2017-12-31 13F PRUDENTIAL FINL COM 744320102 7,782 987 14.53 895 23.79 0.1242
2017-11-13 2017-09-30 13F PRUDENTIAL FINL COM 744320102 6,795 210 3.19 723 1.54 0.1075
2017-08-01 2017-06-30 13F PRUDENTIAL FINL COM 744320102 6,585 64 0.98 712 2.30 0.1211
2017-04-27 2017-03-31 13F PRUDENTIAL FINL COM 744320102 6,521 -118 -1.78 696 0.87 0.1252
2017-02-08 2016-12-31 13F PRUDENTIAL FINL COM 744320102 6,639 26 0.39 690 27.78 0.1351
2016-11-14 2016-09-30 13F PRUDENTIAL FINL COM 744320102 6,613 534 8.78 540 24.42 0.1092
2016-08-10 2016-06-30 13F PRUDENTIAL FINL COM 744320102 6,079 115 1.93 434 0.70 0.0962
2016-05-10 2016-03-31 13F PRUDENTIAL FINL COM 744320102 5,964 229 3.99 431 -7.71 0.1016
2016-02-08 2015-12-31 13F PRUDENTIAL FINL COM 744320102 5,735 4 0.07 467 6.86 0.1120
2015-11-12 2015-09-30 13F PRUDENTIAL FINL COM 744320102 5,731 478 9.10 437 -5.00 0.1120
2015-08-12 2015-06-30 13F PRUDENTIAL FINL COM 744320102 5,253 407 8.40 460 18.25 0.1106
2015-05-08 2015-03-31 13F PRUDENTIAL FINL COM 744320102 4,846 62 1.30 389 -10.16 0.0947
2015-02-12 2014-12-31 13F PRUDENTIAL FINL COM 744320102 4,784 421 9.65 433 13.05 0.1089
2014-11-03 2014-09-30 13F PRUDENTIAL FINL COM 744320102 4,363 0 0.00 383 -1.03 0.1068
2014-08-01 2014-06-30 13F PRUDENTIAL FINL COM 744320102 4,363 -189 -4.15 387 0.26 0.1092
2014-05-05 2014-03-31 13F/A-1 PRUDENTIAL FINL COM 744320102 4,552 -124 -2.65 386 -10.44 0.1106
2014-04-30 2014-03-31 13F PRUDENTIAL FINL COM 744320102 4,552 386
2014-01-29 2013-12-31 13F PRUDENTIAL FINL COM 744320102 4,676 -179 -3.69 431 13.72 0.1229
2013-10-29 2013-09-30 13F PRUDENTIAL FINL COM 744320102 4,855 241 5.22 379 12.46 0.1182
2013-07-24 2013-06-30 13F PRUDENTIAL FINL COM 744320102 4,614 4,614 337 0.1175
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.