Prudential PLC
Annual return '25
+10.9%
SPY '25
+17.7%
Alpha
-6.8ptsvs SPY
Invested
$17.1B
Holdings
726
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AZN
ASTRAZENECA PLC
Held since at least Q1 2024
19.0%
02
$USHY
ISHARES TR
Held since at least Q1 2024
13.3%
03
$VCIT
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
8.5%
04
$VCSH
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
6.0%
05
$SUNB
SUNBELT RENTALS HOLDINGS INC
Held since at least Q1 2024
3.4%
06
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (1.3k shares)
2.6%
07
$AAPL
APPLE INC
Q1 2026: Increased +14.6% (3.6k → 4.1k shares)
2.2%
08
$MSFT
MICROSOFT CORP
Q1 2026: Increased +6.2% (2.9k → 3.1k shares)
1.6%
09
$GOOG
ALPHABET INC
Q4 2025: New position (2.2k shares)
1.4%
10
$IVV
ISHARES TR
Q4 2025: New position (169 shares)
1.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:15 UTC.