Prudential Financial Inc.
Annual return '25
+16.8%
SPY '25
+17.7%
Alpha
-0.9ptsvs SPY
Invested
$162.4B
Holdings
2,400
Trades YTD
1
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Held since at least Q1 2024
6.4%
02
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +7.2% (141.5k → 151.8k shares)
4.6%
03
$AAPL
APPLE INC
Q1 2026: Increased +18.5% (12.0k → 14.3k shares)
4.2%
04
$DFUS
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
3.9%
05
$MSFT
MICROSOFT CORP
Q1 2026: Sold 28.9% (17.4k → 12.4k shares)
3.2%
06
$PAAA
PGIM ETF TR
Held since at least Q1 2024
2.8%
07
$AMZN
AMAZON COM INC
Q1 2026: Sold 97.0% (402.8k → 12.1k shares)
2.1%
08
$GOOGL
ALPHABET INC
Q1 2026: Increased +74.6% (242.6k → 423.5k shares)
1.9%
09
$AVGO
BROADCOM INC
Q1 2026: Increased +53.8% (47.5k → 73.1k shares)
1.6%
10
$GOOG
LPHABET INC
Q1 2026: Sold 51.1% (2.6k → 1.3k shares)
1.6%
Recent trades · Last 90 days
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 13:19 UTC.