PRUDENTIAL PLC Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for PRUDENTIAL PLC with $13.6B in long positions as of Q3 2025, 47% allocated to ETF, and 51% concentrated in top 10 positions.

Portfolio Value: $13.6B
Top 10 Concentration: 51%
Top Sector: ETF (47%)
US Exposure: 97%
Market Cap Focus: N/A
Countries: 20

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

ETF

47.30%

Technology

18.00%

Financial Services

6.60%

Healthcare

4.60%

Consumer Cyclical

4.10%

Communication Services

4.00%

Industrials

3.30%

Real Estate

1.80%

Consumer Defensive

1.10%

Utilities

0.90%

Basic Materials

0.60%

Energy

0.60%

Industry Breakdown

117 industries across all sectors

ETF

47.30%

Semiconductors

Technology

6.19%

Software - Infrastructure

Technology

4.68%

Internet Content & Information

Communication Services

3.09%

Consumer Electronics

Technology

2.78%

Software - Application

Technology

2.28%

Drug Manufacturers - General

Healthcare

2.05%

Specialty Retail

Consumer Cyclical

2.04%

Financial - Credit Services

Financial Services

1.43%

Banks - Diversified

Financial Services

1.32%

Auto - Manufacturers

Consumer Cyclical

1.04%

Industrial - Machinery

Industrials

0.88%

Market Cap Distribution

Mega Cap (> $200B)

23.90%

Large Cap ($10B - $200B)

20.94%

Mid Cap ($2B - $10B)

0.66%

Small Cap ($300M - $2B)

0.03%

Micro Cap ($50M - $300M)

0.04%

Nano Cap (< $50M)

0.22%

N/A (ETF or Unknown)

54.21%

Portfolio Concentration

Top 10 Holdings %

50.52%

Top 20 Holdings %

61.61%

Top 50 Holdings %

73.01%

Top 100 Holdings %

81.67%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)

97.24%

International

2.76%

Countries

Largest Int'l Market

Singapore - 0.50%

United States of America

97.24% ($13.2B)

638 holdings

Singapore

0.50% ($68.6M)

2 holdings

Ireland

0.46% ($62.8M)

13 holdings

Switzerland

0.44% ($59.9M)

6 holdings

Canada

0.33% ($45.3M)

19 holdings

United Kingdom

0.20% ($27.7M)

7 holdings

Uruguay

0.16% ($22.4M)

1 holdings

Netherlands

0.13% ($17.5M)

4 holdings

Bermuda

0.13% ($17.4M)

2 holdings

Luxembourg

0.10% ($13.1M)

1 holdings

Germany

0.08% ($11.3M)

1 holdings

China

0.08% ($10.3M)

2 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10: 26.2 quarters
Avg. Top 20: 30.4 quarters
Avg. All Positions: 15.7 quarters
Median Holding Period: 14 quarters
Persistence Rate: 82.72%
Persistent Holdings Weight: 96.99%
Persistent Positions: 584
Longest Held: Nike, Inc.NKE - 49 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position: 0.04%
Avg. Position Weight: 0.14%
Largest Position: iShares Broad USD High Yield Corporate Bond ETFUSHY - 17.99%
Largest Ownership Stake: Prenetics Global Limited Class A Ordinary SharePRE - 3.28%
Avg. Ownership Stake: 0.02%
Ownership Stake >5%: 0
Ownership Stake >1%: 1

Historical (Since Q2 2013)

Avg. New Position: 0.10%
Avg. Ownership Stake: 0.93%
Largest Position: Vanguard Short-Term Corporate Bond ETFVCSH - 42.59% (Q3 2022)
Largest Ownership Stake: Groupon, Inc.Common StockGRPN - 24.97% (Q2 2014)

Portfolio Turnover

Current Quarter

Turnover Ratio: 20.8%
Value Traded: $2.83B
Positions Added: 10
Positions Exited: 98

Historical (Since Q2 2013)

Avg. Turnover Ratio: 16.3%
Avg. Positions Added: 42
Avg. Positions Exited: 63
Highest Turnover: 61.5%
Q2 2021
Lowest Turnover: 4.2%
Q4 2017

PRUDENTIAL PLC Portfolio Analytics

Composition Analysis

Sector Allocation

Industry Breakdown

Filter by Sector

Market Cap Distribution

Portfolio Concentration

Geographic Exposure

Holding Behavior

Portfolio Stability & Commitment

Position Sizing & Influence

Current Quarter

Historical (Since Q2 2013)

Portfolio Turnover

Current Quarter

Historical (Since Q2 2013)

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