Prudential Financial, Inc.
US ˙ NYSE ˙ US7443201022

SecurityPRU / Prudential Financial, Inc.
InstitutionPerpetual Ltd
Latest Disclosed Ownership8,683 shares
Latest Disclosed Value $ 848,243
Perpetual Ltd reports 109.33% increase in ownership of PRU / Prudential Financial, Inc.

On April 14, 2026 - Perpetual Ltd filed a 13F-HR form disclosing ownership of 8,683 shares of Prudential Financial, Inc. (US:PRU) valued at $848,242 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 4,148 shares of Prudential Financial, Inc.. This represents a change in shares of 109.33% during the quarter. The current value of the position is $875,160 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)
2026-04-14 2026-03-31 13F PRUDENTIAL FINL COM 744320102 8,683 4,535 109.33 848 81.20 0.0064
2026-01-20 2025-12-31 13F PRUDENTIAL FINL COM 744320102 4,148 4,148 468 0.0068
2025-10-10 2025-09-30 13F PRUDENTIAL FINL COM 744320102 0 -2,600 -100.00 0 -100.00
2025-07-11 2025-06-30 13F PRUDENTIAL FINL COM 744320102 2,600 0 0.00 279 -3.79 0.0033
2025-04-24 2025-03-31 13F PRUDENTIAL FINL COM 744320102 2,600 0 0.00 290 -5.84 0.0035
2025-01-17 2024-12-31 13F PRUDENTIAL FINL COM 744320102 2,600 -3,431 -56.89 308 -57.81 0.0036
2024-10-09 2024-09-30 13F PRUDENTIAL FINL COM 744320102 6,031 -2,129 -26.09 730 -23.64 0.0079
2024-07-30 2024-06-30 13F PRUDENTIAL FINL COM 744320102 8,160 5,560 213.85 956 254.07 0.0104
2024-04-16 2024-03-31 13F/A-1 PRUDENTIAL FINL COM 744320102 2,600 0 0.00 270 0.37 0.0026
2024-04-10 2024-03-31 13F PRUDENTIAL FINL COM 744320102 2,600 0 270 0.0017
2024-02-15 2023-12-31 13F PRUDENTIAL FINL COM 744320102 2,600 -758 -22.57 270 -15.41 0.0028
2023-10-10 2023-09-30 13F PRUDENTIAL FINL COM 744320102 3,358 758 29.15 319 38.86 0.0033
2023-07-13 2023-06-30 13F PRUDENTIAL FINL COM 744320102 2,600 0 0.00 229 6.51 0.0020
2023-05-08 2023-03-31 13F PRUDENTIAL FINL COM 744320102 2,600 0 0.00 215 30.30 0.0019
2020-12-08 2020-09-30 13F PRUDENTIAL FINL COM 744320102 2,600 0 0.00 165 4.43 0.0119
2020-12-08 2020-06-30 13F/A-1 PRUDENTIAL FINL COM 744320102 2,600 2,600 158 0.0148
2020-11-18 2020-06-30 13F PRUDENTIAL FINL COM 744320102 2,600 2,600 334 14,693.4739
2020-12-08 2020-03-31 13F/A-1 Prudential Financial COM 744320102 0 -2,600 -100.00 0 -100.00
2020-02-12 2019-12-31 13F Prudential Financial COM 744320102 2,600 0 0.00 243 3.85 0.0361
2019-10-10 2019-09-30 13F Prudential Financial COM 744320102 2,600 0 0.00 234 -11.03 0.0360
2019-07-30 2019-06-30 13F Prudential Financial COM 744320102 2,600 0 0.00 263 10.04 0.0419
2019-05-06 2019-03-31 13F PRUDENTIAL FINL COM 744320102 2,600 0 0.00 239 13.81 0.0346
2019-02-08 2018-12-31 13F PRUDENTIAL FINL COM 744320102 2,600 0 0.00 210 -20.15 0.0315
2018-10-30 2018-09-30 13F PRUDENTIAL FINL COM 744320102 2,600 0 0.00 263 7.79 0.0353
2018-07-23 2018-06-30 13F PRUDENTIAL FINL COM 744320102 2,600 0 0.00 244 -9.29 0.0297
2018-04-18 2018-03-31 13F PRUDENTIAL FINL COM 744320102 2,600 0 0.00 269 -10.33 0.0366
2018-02-12 2017-12-31 13F PRUDENTIAL FINL COM 744320102 2,600 0 0.00 300 4.90 0.0388
2017-11-01 2017-09-30 13F PRUDENTIAL FINL COM 744320102 2,600 0 0.00 286 1.78 0.0399
2017-09-26 2017-06-30 13F PRUDENTIAL FINL COM 744320102 2,600 0 0.00 281 1.81 0.0220
2017-09-26 2017-03-31 13F PRUDENTIAL FINL COM 744320102 2,600 -400 -13.33 276 12.65 0.0274
2017-09-26 2016-09-30 13F PRUDENTIAL FINL COM 744320102 3,000 -3,400 -53.12 245 -46.39 0.0201
2017-09-26 2016-06-30 13F PRUDENTIAL FINL COM 744320102 6,400 6,400 457 0.0454
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.