Prudential Financial, Inc.
US ˙ NYSE ˙ US7443201022

SecurityPRU / Prudential Financial, Inc.
InstitutionCreative Planning
Latest Disclosed Ownership103,522 shares
Latest Disclosed Value $ 10,113,031
Creative Planning reports 56.60% increase in ownership of PRU / Prudential Financial, Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 103,522 shares of Prudential Financial, Inc. (US:PRU) valued at $10,113,064 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 66,105 shares of Prudential Financial, Inc.. This represents a change in shares of 56.60% during the quarter. The current value of the position is $10,695,893 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-12 2026-03-31 13F PRUDENTIAL FINL COM 744320102 103,522 37,417 56.60 10,113 35.54 0.0067
2026-02-17 2025-12-31 13F PRUDENTIAL FINL COM 744320102 66,105 1,608 2.49 7,462 11.52 0.0053
2025-11-14 2025-09-30 13F PRUDENTIAL FINL COM 744320102 64,497 -4,151 -6.05 6,691 -9.29 0.0051
2025-08-08 2025-06-30 13F PRUDENTIAL FINL COM 744320102 68,648 -10,232 -12.97 7,376 -16.28 0.0063
2025-05-15 2025-03-31 13F PRUDENTIAL FINL COM 744320102 78,880 -6,048 -7.12 8,809 -12.49 0.0083
2025-02-14 2024-12-31 13F PRUDENTIAL FINL COM 744320102 84,928 -7,534 -8.15 10,067 -10.10 0.0098
2024-10-11 2024-09-30 13F PRUDENTIAL FINL COM 744320102 92,462 -2,752 -2.89 11,197 0.35 0.0111
2024-08-15 2024-06-30 13F PRUDENTIAL FINL COM 744320102 95,214 9,889 11.59 11,158 11.39 0.0119
2024-05-13 2024-03-31 13F PRUDENTIAL FINL COM 744320102 85,325 1,360 1.62 10,017 15.03 0.0111
2024-02-14 2023-12-31 13F PRUDENTIAL FINL COM 744320102 83,965 -35,552 -29.75 8,708 -23.22 0.0161
2023-11-16 2023-09-30 13F PRUDENTIAL FINL COM 744320102 119,517 -112,981 -48.59 11,341 -44.71 0.0151
2023-07-21 2023-06-30 13F PRUDENTIAL FINL COM 744320102 232,498 714 0.31 20,511 6.95 0.0273
2023-05-15 2023-03-31 13F PRUDENTIAL FINL COM 744320102 231,784 -889 -0.38 19,178 -17.13 0.0276
2023-02-10 2022-12-31 13F PRUDENTIAL FINL COM 744320102 232,673 16,734 7.75 23,142 24.93 0.0348
2022-11-03 2022-09-30 13F PRUDENTIAL FINL COM 744320102 215,939 288 0.13 18,523 -10.23 0.0320
2022-08-15 2022-06-30 13F PRUDENTIAL FINL COM 744320102 215,651 -3,353 -1.53 20,634 -20.27 0.0340
2022-05-16 2022-03-31 13F PRUDENTIAL FINL COM 744320102 219,004 185,593 555.48 25,879 615.68 0.0401
2022-02-11 2021-12-31 13F PRUDENTIAL FINL COM 744320102 33,411 -66 -0.20 3,616 2.67 0.0058
2021-11-10 2021-09-30 13F PRUDENTIAL FINL COM 744320102 33,477 -6,166 -15.55 3,522 -13.29 0.0062
2021-08-04 2021-06-30 13F PRUDENTIAL FINL COM 744320102 39,643 4,382 12.43 4,062 26.46 0.0072
2021-04-30 2021-03-31 13F CreativePlanning COM 744320102 35,261 684 1.98 3,212 19.01 0.0065
2021-01-29 2020-12-31 13F PRUDENTIAL FINL COM 744320102 34,577 785 2.32 2,699 25.77 0.0059
2020-11-05 2020-09-30 13F PRUDENTIAL FINL COM 744320102 33,792 1,276 3.92 2,146 8.38 0.0056
2020-07-23 2020-06-30 13F PRUDENTIAL FINL COM 744320102 32,516 2,268 7.50 1,980 25.55 0.0057
2020-05-05 2020-03-31 13F PRUDENTIAL FINL COM 744320102 30,248 -797 -2.57 1,577 -45.81 0.0056
2020-01-30 2019-12-31 13F PRUDENTIAL FINL COM 744320102 31,045 -902 -2.82 2,910 1.25 0.0087
2019-11-01 2019-09-30 13F PRUDENTIAL FINL COM 744320102 31,947 2,420 8.20 2,874 -3.62 0.0094
2019-07-26 2019-06-30 13F PRUDENTIAL FINL COM 744320102 29,527 5,183 21.29 2,982 33.30 0.0100
2019-04-24 2019-03-31 13F PRUDENTIAL FINL COM 744320102 24,344 979 4.19 2,237 17.43 0.0081
2019-02-12 2018-12-31 13F/A-1 PRUDENTIAL FINL COM 744320102 23,365 1,133 5.10 1,905 -15.45 0.0078
2019-02-01 2018-12-31 13F PRUDENTIAL FINL COM 744320102 23,365 1,133 1,905
2018-10-25 2018-09-30 13F PRUDENTIAL FINL COM 744320102 22,232 -1,668 -6.98 2,253 0.81 0.0084
2018-07-20 2018-06-30 13F PRUDENTIAL FINL COM 744320102 23,900 668 2.88 2,235 -7.11 0.0088
2018-04-18 2018-03-31 13F PRUDENTIAL FINL COM 744320102 23,232 -1,356 -5.51 2,406 -14.89 0.0098
2018-01-17 2017-12-31 13F PRUDENTIAL FINL COM 744320102 24,588 754 3.16 2,827 11.56 0.0122
2017-10-17 2017-09-30 13F PRUDENTIAL FINL COM 744320102 23,834 3,330 16.24 2,534 14.30 0.0118
2017-07-12 2017-06-30 13F PRUDENTIAL FINL COM 744320102 20,504 7,112 53.11 2,217 55.14 0.0112
2017-04-07 2017-03-31 13F PRUDENTIAL FINL COM 744320102 13,392 1,125 9.17 1,429 11.99 0.0078
2017-01-09 2016-12-31 13F PRUDENTIAL FINL COM 744320102 12,267 200 1.66 1,276 29.54 0.0078
2016-10-12 2016-09-30 13F PRUDENTIAL FINL COM 744320102 12,067 2,301 23.56 985 41.32 0.0063
2016-07-12 2016-06-30 13F PRUDENTIAL FINL COM 744320102 9,766 305 3.22 697 2.05 0.0050
2016-04-08 2016-03-31 13F PRUDENTIAL FINL COM 744320102 9,461 -697 -6.86 683 -17.41 0.0053
2016-01-11 2015-12-31 13F PRUDENTIAL FINL COM 744320102 10,158 2,032 25.01 827 33.60 0.0068
2015-10-09 2015-09-30 13F PRUDENTIAL FINL COM 744320102 8,126 8,126 0.00 619 0.0055
2015-07-09 2015-06-30 13F PRUDENTIAL FINL COM 744320102 0 -6,933 -100.00 0 -100.00
2015-04-13 2015-03-31 13F PRUDENTIAL FINL COM 744320102 6,933 6,933 0.00 557 0.0052
2015-01-29 2014-12-31 13F PRUDENTIAL FINL COM 744320102 0 -6,136 -100.00 0 -100.00
2014-10-10 2014-09-30 13F PRUDENTIAL FINL COM 744320102 6,136 -10,267 -62.59 540 -62.91 0.0063
2014-08-20 2014-06-30 13F PRUDENTIAL FINL COM 744320102 16,403 -4,328 -20.88 1,456 -17.04 0.0189
2014-04-11 2014-03-31 13F PRUDENTIAL FINL COM 744320102 20,731 15,618 305.46 1,755 272.61 0.0264
2014-01-06 2013-12-31 13F PRUDENTIAL FINL COM 744320102 5,113 -52 -1.01 471 16.87 0.0080
2013-10-10 2013-09-30 13F PRUDENTIAL FINL COM 744320102 5,165 1,637 46.40 403 56.20 0.0080
2013-07-09 2013-06-30 13F PRUDENTIAL FINL COM 744320102 3,528 3,528 258 0.0060
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.