Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionBaird Financial Group, Inc.
Latest Disclosed Ownership24,523 shares
Latest Disclosed Value $ 2,395,651
Baird Financial Group, Inc. reports 8.12% increase in ownership of PRU / Prudential Financial, Inc.

On May 14, 2026 - Baird Financial Group, Inc. filed a 13F-HR form disclosing ownership of 24,523 shares of Prudential Financial, Inc. (MX:PRU) valued at $2,395,651 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 22,682 shares of Prudential Financial, Inc.. This represents a change in shares of 8.12% 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)
2026-05-14 2026-03-31 13F PRUDENTIAL FINL COM 744320102 24,523 1,841 8.12 2,396 -6.45 0.0020
2026-02-13 2025-12-31 13F PRUDENTIAL FINL INC COM COMMON 744320102 22,682 -5,798 -20.36 2,560 -13.34 0.0040
2025-11-13 2025-09-30 13F PRUDENTIAL FINL COMMON 744320102 28,480 -27,122 -48.78 2,955 -50.54 0.0048
2025-08-13 2025-06-30 13F PRUDENTIAL FINL INC COM COMMON 744320102 55,602 7,648 15.95 5,974 11.54 0.0105
2025-05-15 2025-03-31 13F PRUDENTIAL FINL INC COM COMMON 744320102 47,954 -60,927 -55.96 5,356 -58.50 0.0103
2025-02-14 2024-12-31 13F PRUDENTIAL FINL COMMON 744320102 108,881 2,958 2.79 12,906 0.61 0.0247
2024-11-14 2024-09-30 13F PRUDENTIAL FINL COMMON 744320102 105,923 -7,206 -6.37 12,827 -3.24 0.0249
2024-08-14 2024-06-30 13F PRUDENTIAL FINL COMMON 744320102 113,129 -1,096 -0.96 13,258 -1.14 0.0275
2024-05-14 2024-03-31 13F PRUDENTIAL FINL COMMON 744320102 114,225 37,826 49.51 13,410 69.25 0.0281
2024-02-14 2023-12-31 13F PRUDENTIAL FINL COMMON 744320102 76,399 31,415 69.84 7,923 85.64 0.0181
2023-11-13 2023-09-30 13F PRUDENTIAL FINL COMMON 744320102 44,984 5,257 13.23 4,268 21.80 0.0116
2023-08-11 2023-06-30 13F PRUDENTIAL FINL COMMON 744320102 39,727 1,181 3.06 3,505 9.88 0.0093
2023-05-15 2023-03-31 13F PRUDENTIAL FINL COMMON 744320102 38,546 -34,929 -47.54 3,189 45,457.14 0.0079
2023-02-13 2022-12-31 13F PRUDENTIAL FINL COMMON 744320102 73,475 12,628 20.75 7 -99.87 0.0192
2022-11-15 2022-09-30 13F PRUDENTIAL FINL COMMON 744320102 60,847 -464 -0.76 5,220 -11.01 0.0154
2022-08-08 2022-06-30 13F PRUDENTIAL FINL COMMON 744320102 61,311 -74,405 -54.82 5,866 -63.42 0.0163
2022-05-13 2022-03-31 13F PRUDENTIAL FINL COMMON 744320102 135,716 36,184 36.35 16,037 48.86 0.0396
2022-02-09 2021-12-31 13F PRUDENTIAL FINL INC COM COMMON 744320102 99,532 41,687 72.07 10,773 77.04 0.0252
2021-11-12 2021-09-30 13F PRUDENTIAL FINL INC COM COMMON 744320102 57,845 2,906 5.29 6,085 8.08 0.0156
2021-08-11 2021-06-30 13F PRUDENTIAL FINL INC COM COMMON 744320102 54,939 17,537 46.89 5,630 65.25 0.0146
2021-05-13 2021-03-31 13F PRUDENTIAL FINL INC COM COMMON 744320102 37,402 5,070 15.68 3,407 34.98 0.0096
2021-02-11 2020-12-31 13F PRUDENTIAL FINL INC COM COMMON 744320102 32,332 794 2.52 2,524 26.01 0.0075
2020-11-12 2020-09-30 13F PRUDENTIAL FINL INC COM COMMON 744320102 31,538 -2,440 -7.18 2,003 -3.24 0.0069
2020-10-22 2020-06-30 13F/A-1 PRUDENTIAL FINL INC COM COMMON 744320102 33,978 7,541 28.52 2,070 50.22 0.0078
2020-08-14 2020-06-30 13F PRUDENTIAL FINL INC COM COMMON 744320102 45,157 18,720 4,230 8,382.8990
2020-05-14 2020-03-31 13F PRUDENTIAL FINL INC COM COMMON 744320102 26,437 -21,979 -45.40 1,378 -69.63 0.0063
2020-02-14 2019-12-31 13F PRUDENTIAL FINL INC COM COMMON 744320102 48,416 10,755 28.56 4,538 33.98 0.0163
2019-11-14 2019-09-30 13F PRUDENTIAL FINANCIAL Common 744320102 37,661 8,729 30.17 3,387 15.91 0.0133
2019-08-14 2019-06-30 13F PRUDENTIAL FINANCIAL COMMON 744320102 28,932 9,196 46.60 2,922 61.17 0.0114
2019-05-14 2019-03-31 13F PRUDENTIAL FINL COMMON 744320102 19,736 -14,653 -42.61 1,813 -35.34 0.0106
2019-02-14 2018-12-31 13F PRUDENTIAL FINL COMMON 744320102 34,389 -20,324 -37.15 2,804 -49.54 0.0190
2018-11-13 2018-09-30 13F Prudential Financial COMMON 744320102 54,713 21,632 65.39 5,557 79.66 0.0348
2018-08-13 2018-06-30 13F PRUDENTIAL FINL COMMON 744320102 33,081 12,128 57.88 3,093 42.53 0.0210
2018-05-14 2018-03-31 13F Prudential Financial COMMON 744320102 20,953 14,201 210.32 2,170 179.64 0.0153
2018-02-09 2017-12-31 13F PRUDENTIAL FINL COMMON 744320102 6,752 -89 -1.30 776 6.74 0.0055
2017-11-14 2017-09-30 13F PRUDENTIAL FINL COMMON 744320102 6,841 -1,912 -21.84 727 -23.23 0.0055
2017-08-14 2017-06-30 13F PRUDENTIAL FINL COMMON 744320102 8,753 -885 -9.18 947 -7.88 0.0074
2017-06-19 2017-03-31 13F/A-1 PRUDENTIAL FINL COMMON 744320102 9,638 -4,058 -29.63 1,028 -27.86 0.0083
2017-05-09 2017-03-31 13F PRUDENTIAL FINL COMMON 744320102 9,638 1,028
2017-02-10 2016-12-31 13F PRUDENTIAL FINL COMMON 744320102 13,696 -3,112 -18.51 1,425 3.86 0.0124
2016-11-10 2016-09-30 13F PRUDENTIAL FINL COMMON 744320102 16,808 11,242 201.98 1,372 242.14 0.0123
2016-08-11 2016-06-30 13F PRUDENTIAL FINL COMMON 744320102 5,566 234 4.39 401 4.16 0.0037
2016-05-12 2016-03-31 13F PRUDENTIAL FINL COMMON 744320102 5,332 531 11.06 385 -1.53 0.0037
2016-02-11 2015-12-31 13F PRUDENTIAL FINL COMMON 744320102 4,801 131 2.81 391 9.83 0.0039
2015-11-12 2015-09-30 13F PRUDENTIAL FINL COMMON 744320102 4,670 -94 -1.97 356 -14.63 0.0038
2015-08-14 2015-06-30 13F PRUDENTIAL FINL COMMON 744320102 4,764 4,764 417 0.0041
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.