PRUDENTIAL FINANCIAL INC

data from 30/09/2025

Capitalization

$ 84.142 B 8.70 %

Average holding period

37 ans

Performance

$ 74.361 B -95 729.00 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in PRUDENTIAL FINANCIAL INC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 NVDA NVIDIA CORPORATION 5.37% 4.517 B $ 24209675 2004/12/31 721.594 M $ 18.10 %
2025/09/30 IVV ISHARES TR 5.14% 4.328 B $ 6467131 2004/12/31 246.099 M $ 7.80 %
2025/09/30 MSFT MICROSOFT CORP 4.74% 3.988 B $ 7699213 2004/12/31 161.548 M $ 4.13 %
2025/09/30 AAPL APPLE INC 4.49% 3.779 B $ 14839291 2004/12/31 759.535 M $ 24.11 %
2025/09/30 DFUS DIMENSIONAL ETF TRUST 4.36% 3.668 B $ 50641546 2023/06/30 244.502 M $ 8.49 %
2025/09/30 AMZN AMAZON COM INC 2.38% 2.006 B $ 9135981 2004/12/31 1.689 M $ 0.08 %
2025/09/30 AVGO BROADCOM INC 1.99% 1.675 B $ 5076754 2018/06/30 286.794 M $ 19.68 %
2025/09/30 META META PLATFORMS INC 1.95% 1.644 B $ 2239023 2012/06/30 -8.588 M $ -0.50 %
2025/09/30 PAAA PGIM ETF TR 1.89% 1.591 B $ 30898569 2023/09/30 1.033 M $ 0.10 %
2025/09/30 GOOGL ALPHABET INC 1.72% 1.451 B $ 5970048 2015/12/31 403.794 M $ 37.94 %
2025/09/30 PULS PGIM ETF TR 1.48% 1.243 B $ 24947880 2019/12/31 1.746 M $ 0.14 %
2025/09/30 GOOG ALPHABET INC 1.42% 1.192 B $ 4895100 2015/12/31 327.436 M $ 37.30 %
2025/09/30 TSLA TESLA INC 1.30% 1.090 B $ 2450342 2013/06/30 319.916 M $ 40.00 %
2025/09/30 JPM JPMORGAN CHASE & CO. 1.07% 901.819 M $ 2859016 2004/12/31 64.823 M $ 8.80 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.99% 833.864 M $ 1658639 2010/06/30 29.335 M $ 3.49 %
2025/09/30 IWD ISHARES TR 0.92% 775.809 M $ 3810642 2004/12/31 22.594 M $ 4.82 %
2025/09/30 XOM EXXON MOBIL CORP 0.71% 598.531 M $ 5308479 2004/12/31 22.780 M $ 4.59 %
2025/09/30 MA MASTERCARD INCORPORATED 0.70% 590.341 M $ 1037853 2006/06/30 7.094 M $ 1.22 %
2025/09/30 DFAI DIMENSIONAL ETF TRUST 0.70% 585.643 M $ 16111223 2025/03/31 28.678 M $ 5.15 %
2025/09/30 VIG VANGUARD SPECIALIZED FUNDS 0.70% 585.047 M $ 2711188 2020/03/31 45.238 M $ 5.43 %
2025/09/30 LLY ELI LILLY & CO 0.67% 564.026 M $ 739222 2004/12/31 -13.496 M $ -2.12 %
2025/09/30 WELL WELLTOWER INC 0.66% 553.642 M $ 3107906 2015/09/30 67.721 M $ 15.88 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.62% 524.080 M $ 786695 2004/12/31 38.152 M $ 7.82 %
2025/09/30 V VISA INC 0.60% 504.549 M $ 1477970 2008/06/30 -24.589 M $ -3.85 %
2025/09/30 NFLX NETFLIX INC 0.58% 489.690 M $ 408443 2007/03/31 -63.624 M $ -10.47 %
2025/09/30 GE GE AEROSPACE 0.54% 450.676 M $ 1498160 2021/09/30 54.853 M $ 16.87 %
2025/09/30 DFCF DIMENSIONAL ETF TRUST 0.53% 445.844 M $ 10426654 2025/09/30 0.000 $ 0.00 %
2025/09/30 ABBV ABBVIE INC 0.51% 430.241 M $ 1858171 2012/12/31 87.959 M $ 24.74 %
2025/09/30 VNQ VANGUARD INDEX FDS 0.51% 427.866 M $ 4680225 2011/09/30 10.045 M $ 2.65 %
2025/09/30 ORCL ORACLE CORP 0.50% 421.481 M $ 1498653 2004/12/31 121.121 M $ 28.64 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.49% 412.107 M $ 2222558 2004/12/31 66.235 M $ 21.39 %
2025/09/30 HD HOME DEPOT INC 0.47% 396.688 M $ 979017 2004/12/31 40.645 M $ 10.51 %
2025/09/30 CSCO CISCO SYS INC 0.47% 391.969 M $ 5728862 2004/12/31 -5.747 M $ -1.38 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.44% 368.508 M $ 2020107 2021/06/30 81.495 M $ 33.82 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.43% 362.967 M $ 392130 2004/12/31 -25.328 M $ -6.50 %
2025/09/30 PLD PROLOGIS INC. 0.43% 360.310 M $ 3146262 2011/06/30 29.126 M $ 8.94 %
2025/09/30 IWF ISHARES TR 0.42% 354.051 M $ 755857 2004/12/31 29.359 M $ 10.32 %
2025/09/30 WMT WALMART INC 0.41% 348.644 M $ 3382920 2004/12/31 19.315 M $ 5.40 %
2025/09/30 WFC WELLS FARGO CO NEW 0.39% 326.405 M $ 3894114 2004/12/31 10.462 M $ 4.62 %
2025/09/30 CVX CHEVRON CORP NEW 0.37% 313.158 M $ 2016599 2004/12/31 22.779 M $ 8.45 %
2025/09/30 MRK MERCK & CO INC 0.36% 300.473 M $ 3580045 2009/12/31 18.266 M $ 6.03 %
2025/09/30 BAC BANK AMERICA CORP 0.36% 299.416 M $ 5803763 2004/12/31 24.495 M $ 9.02 %
2025/09/30 AGG ISHARES TR 0.36% 299.028 M $ 3002098 2008/09/30 5.614 M $ 1.07 %
2025/09/30 LRCX LAM RESEARCH CORP 0.34% 288.081 M $ 2151464 2024/12/31 50.098 M $ 37.56 %
2025/09/30 BKNG BOOKING HOLDINGS INC 0.34% 283.505 M $ 52508 2018/03/31 -20.035 M $ -6.74 %
2025/09/30 UNP UNION PAC CORP 0.33% 277.150 M $ 1172526 2004/12/31 5.665 M $ 2.73 %
2025/09/30 SPG SIMON PPTY GROUP INC NEW 0.32% 272.428 M $ 1451633 2004/12/31 34.403 M $ 16.74 %
2025/09/30 LOW LOWES COS INC 0.32% 267.653 M $ 1065032 2004/12/31 24.328 M $ 13.27 %
2025/09/30 CRM SALESFORCE INC 0.31% 264.153 M $ 1114569 2008/06/30 -46.436 M $ -13.09 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.31% 261.838 M $ 1704122 2004/12/31 -10.352 M $ -3.56 %
2025/09/30 GILD GILEAD SCIENCES INC 0.31% 261.132 M $ 2352539 2004/12/31 222.007 K $ 0.12 %
2025/09/30 DIS DISNEY WALT CO 0.31% 256.644 M $ 2241433 2004/12/31 -25.532 M $ -7.67 %
2025/09/30 IAU ISHARES GOLD TR 0.30% 251.201 M $ 3451986 2022/03/31 36.374 M $ 16.69 %
2025/09/30 EQIX EQUINIX INC 0.29% 246.047 M $ 314140 2015/03/31 -5.209 M $ -1.54 %
2025/09/30 MS MORGAN STANLEY 0.29% 244.786 M $ 1539924 2004/12/31 19.576 M $ 12.85 %
2025/09/30 IEFA ISHARES TR 0.29% 243.351 M $ 2787212 2018/06/30 10.186 M $ 4.59 %
2025/09/30 PFE PFIZER INC 0.29% 242.935 M $ 9534323 2004/12/31 8.980 M $ 5.12 %
2025/09/30 DLR DIGITAL RLTY TR INC 0.29% 241.290 M $ 1395707 2006/09/30 -2.112 M $ -0.83 %
2025/09/30 CMCSA COMCAST CORP NEW 0.28% 238.622 M $ 7594594 2004/12/31 -21.390 M $ -11.96 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.28% 234.029 M $ 677757 2004/12/31 24.789 M $ 10.68 %
2025/09/30 TJX TJX COS INC NEW 0.27% 227.528 M $ 1574150 2004/12/31 22.631 M $ 17.05 %
2025/09/30 GEV GE VERNOVA INC 0.27% 226.678 M $ 368642 2024/06/30 31.774 M $ 16.21 %
2025/09/30 EFA ISHARES TR 0.27% 223.918 M $ 2398183 2004/12/31 9.659 M $ 4.45 %
2025/09/30 MU MICRON TECHNOLOGY INC 0.26% 222.554 M $ 1330110 2004/12/31 38.749 M $ 35.76 %
2025/09/30 ADBE ADOBE INC 0.26% 218.409 M $ 619160 2004/12/31 -12.223 M $ -8.82 %
2025/09/30 IRM IRON MTN INC DEL 0.26% 215.462 M $ 2113617 2015/03/31 -1.226 M $ -0.61 %
2025/09/30 GD GENERAL DYNAMICS CORP 0.26% 215.260 M $ 631262 2004/12/31 21.626 M $ 16.92 %
2025/09/30 MO ALTRIA GROUP INC 0.25% 208.602 M $ 3157764 2004/12/31 13.338 M $ 12.67 %
2025/09/30 NOW SERVICENOW INC 0.25% 208.067 M $ 226091 2014/06/30 -25.082 M $ -10.49 %
2025/09/30 SPGI S&P GLOBAL INC 0.24% 202.945 M $ 416973 2016/06/30 -17.671 M $ -7.70 %
2025/09/30 BK BANK NEW YORK MELLON CORP 0.24% 202.786 M $ 1861107 2007/09/30 31.472 M $ 19.59 %
2025/09/30 ANET ARISTA NETWORKS INC 0.24% 200.587 M $ 1376619 2024/12/31 65.175 M $ 42.42 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.24% 199.477 M $ 1229824 2008/06/30 -42.613 M $ -10.94 %
2025/09/30 COP CONOCOPHILLIPS 0.24% 198.071 M $ 2093999 2004/12/31 5.715 M $ 5.40 %
2025/09/30 XLV SELECT SECTOR SPDR TR 0.23% 197.415 M $ 1418516 2025/09/30 0.000 $ 0.00 %
2025/09/30 CI THE CIGNA GROUP 0.23% 196.533 M $ 681814 2018/12/31 -23.247 M $ -12.80 %
2025/09/30 ADI ANALOG DEVICES INC 0.23% 193.760 M $ 788602 2004/12/31 7.373 M $ 3.23 %
2025/09/30 CDNS CADENCE DESIGN SYSTEM INC 0.23% 191.610 M $ 545494 2004/12/31 6.681 M $ 13.99 %
2025/09/30 INTU INTUIT 0.23% 190.943 M $ 279602 2004/12/31 -44.664 M $ -13.30 %
2025/09/30 AMGN AMGEN INC 0.23% 190.667 M $ 675646 2004/12/31 2.223 M $ 1.07 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.22% 185.350 M $ 1891910 2019/06/30 14.438 M $ 5.01 %
2025/09/30 LQD ISHARES TR 0.22% 184.976 M $ 1659426 2014/06/30 3.087 M $ 1.70 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.22% 183.960 M $ 1137031 2004/12/31 19.636 M $ 14.02 %
2025/09/30 KO COCA COLA CO 0.22% 182.380 M $ 2750003 2004/12/31 -19.436 M $ -6.26 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.21% 178.699 M $ 4065952 2004/12/31 2.631 M $ 1.57 %
2025/09/30 APP APPLOVIN CORP 0.21% 177.458 M $ 246970 2022/06/30 48.637 M $ 125.18 %
2025/09/30 GM GENERAL MTRS CO 0.21% 175.088 M $ 2871700 2010/12/31 36.763 M $ 23.90 %
2025/09/30 MCD MCDONALDS CORP 0.21% 173.910 M $ 572278 2004/12/31 5.624 M $ 4.01 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.21% 173.364 M $ 357437 2004/12/31 29.861 M $ 19.62 %
2025/09/30 AHR AMERICAN HEALTHCARE REIT INC 0.20% 170.932 M $ 4068840 2024/03/31 14.401 M $ 14.34 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.20% 170.361 M $ 603773 2004/12/31 -8.263 M $ -4.28 %
2025/09/30 CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.20% 170.027 M $ 2535070 2004/12/31 -20.367 M $ -14.05 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.20% 168.862 M $ 212045 2004/12/31 24.692 M $ 12.52 %
2025/09/30 APH AMPHENOL CORP NEW 0.20% 166.342 M $ 1344177 2004/12/31 23.305 M $ 25.32 %
2025/09/30 T AT&T INC 0.20% 166.153 M $ 5883590 2005/12/31 -6.292 M $ -2.42 %
2025/09/30 PNC PNC FINL SVCS GROUP INC 0.20% 164.392 M $ 818158 2004/12/31 9.490 M $ 7.78 %
2025/09/30 SCHW SCHWAB CHARLES CORP 0.19% 159.007 M $ 1665518 2004/12/31 4.928 M $ 4.64 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.19% 158.751 M $ 354965 2004/12/31 -26.450 M $ -17.70 %
2025/09/30 BA BOEING CO 0.18% 155.618 M $ 721023 2004/12/31 6.368 M $ 3.01 %
2025/09/30 SGOV ISHARES TR 0.18% 155.573 M $ 1544913 2023/12/31 9.328 K $ 0.01 %