Prudential Financial, Inc.
US ˙ NYSE ˙ US7443201022

SecurityPRU / Prudential Financial, Inc.
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership263,327 shares
Latest Disclosed Value $ 25,724,159
AE Wealth Management LLC reports 8.89% increase in ownership of PRU / Prudential Financial, Inc.

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 263,327 shares of Prudential Financial, Inc. (US:PRU) valued at $25,724,415 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 241,819 shares of Prudential Financial, Inc.. This represents a change in shares of 8.89% during the quarter. The current value of the position is $27,206,946 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)
2026-05-13 2026-03-31 13F PRUDENTIAL FINL COM 744320102 263,327 21,508 8.89 25,724 -5.76 0.0041
2026-01-26 2025-12-31 13F PRUDENTIAL FINL COM 744320102 241,819 13,123 5.74 27,297 15.06 0.1567
2025-11-03 2025-09-30 13F PRUDENTIAL FINL COM 744320102 228,696 14,901 6.97 23,725 3.28 0.1512
2025-08-06 2025-06-30 13F PRUDENTIAL FINL COM 744320102 213,795 49,550 30.17 22,970 25.23 0.1679
2025-05-06 2025-03-31 13F PRUDENTIAL FINL COM 744320102 164,245 7,820 5.00 18,343 -1.07 0.1543
2025-02-13 2024-12-31 13F PRUDENTIAL FINL COM 744320102 156,425 4,786 3.16 18,541 0.97 0.1573
2024-11-14 2024-09-30 13F PRUDENTIAL FINL COM 744320102 151,639 -4,250 -2.73 18,364 0.52 0.1666
2024-08-12 2024-06-30 13F PRUDENTIAL FINL COM 744320102 155,889 -8,419 -5.12 18,269 -5.29 0.1827
2024-05-15 2024-03-31 13F PRUDENTIAL FINL COM 744320102 164,308 -58,607 -26.29 19,290 -18.53 0.2180
2024-02-14 2023-12-31 13F PRUDENTIAL FINL COM 744320102 222,915 -34,980 -13.56 23,678 -3.24 0.1209
2023-10-11 2023-09-30 13F PRUDENTIAL FINL COM 744320102 257,895 28,543 12.45 24,472 20.95 0.1463
2023-07-10 2023-06-30 13F PRUDENTIAL FINL COM 744320102 229,352 20,619 9.88 20,233 17.16 0.1216
2023-04-14 2023-03-31 13F PRUDENTIAL FINL COM 744320102 208,733 -10,671 -4.86 17,271 -20.86 0.1111
2023-01-31 2022-12-31 13F PRUDENTIAL FINL COM 744320102 219,404 39,528 21.98 21,822 41.42 0.1578
2022-10-25 2022-09-30 13F PRUDENTIAL FINL COM 744320102 179,876 31,548 21.27 15,430 8.72 0.1224
2022-08-03 2022-06-30 13F PRUDENTIAL FINL COM 744320102 148,328 52,888 55.41 14,192 25.84 0.1135
2022-04-18 2022-03-31 13F PRUDENTIAL FINL COM 744320102 95,440 10,316 12.12 11,278 22.40 0.0774
2022-01-20 2021-12-31 13F PRUDENTIAL FINL COM 744320102 85,124 6,825 8.72 9,214 11.86 0.0642
2021-11-01 2021-09-30 13F PRUDENTIAL FINL COM 744320102 78,299 11,283 16.84 8,237 19.95 0.0679
2021-07-21 2021-06-30 13F PRUDENTIAL FINL COM 744320102 67,016 25,946 63.18 6,867 83.56 0.0600
2021-04-27 2021-03-31 13F PRUDENTIAL FINL COM 744320102 41,070 6,936 20.32 3,741 40.38 0.0378
2021-02-01 2020-12-31 13F PRUDENTIAL FINL COM 744320102 34,134 8,642 33.90 2,665 64.61 0.0302
2020-11-06 2020-09-30 13F PRUDENTIAL FINL COM 744320102 25,492 -12,597 -33.07 1,619 -30.22 0.0231
2020-08-05 2020-06-30 13F PRUDENTIAL FINL COM 744320102 38,089 6,044 18.86 2,320 38.84 0.0359
2020-05-07 2020-03-31 13F PRUDENTIAL FINL COM 744320102 32,045 19,626 158.03 1,671 43.56 0.0384
2020-01-15 2019-12-31 13F PRUDENTIAL FINL COM 744320102 12,419 5,633 83.01 1,164 90.82 0.0253
2019-11-05 2019-09-30 13F PRUDENTIAL FINL COM 744320102 6,786 532 8.51 610 -3.48 0.0176
2019-07-22 2019-06-30 13F PRUDENTIAL FINL COM 744320102 6,254 2,742 78.08 632 95.67 0.0190
2019-05-14 2019-03-31 13F PRUDENTIAL FINL COM 744320102 3,512 754 27.34 323 43.56 0.0224
2019-02-14 2018-12-31 13F PRUDENTIAL FINL COM 744320102 2,758 -3,739 -57.55 225 -65.81 0.0385
2018-11-13 2018-09-30 13F PRUDENTIAL FINL COM 744320102 6,497 2,517 63.24 658 76.88 0.0362
2018-08-14 2018-06-30 13F PRUDENTIAL FINL COM 744320102 3,980 384 10.68 372 0.00 0.0253
2018-05-14 2018-03-31 13F PRUDENTIAL FINL COM 744320102 3,596 3,596 372 0.0287
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.