Trade Filings

Antique route map of roads converging on a single obelisk crossroads

Gestor A Gestor B

Prudential Financial Inc ⇄ Principal Financial Group Inc

60Posições compartilhadas

68.3%Sobreposição de nomes (Jaccard)

15+Apenas Prudential…

15+Apenas Principal…

Holdings compartilhadas · Q2 2026

Valor mobiliário	Prudential… peso	Principal Financial… peso
NVDA NVIDIA Corporation	4.5%	3.8%
IVV iShares Core S&P 500 ETF	6.7%	0.9%
AAPL Apple Inc.	4.1%	3.0%
MSFT Microsoft Corporation	2.7%	2.5%
AMZN Amazon.com, Inc.	2.3%	2.0%
GOOGL Alphabet Inc.	2.1%	1.8%
AVGO Broadcom Inc.	1.6%	1.6%
PAAA PGIM AAA CLO ETF	2.9%	0.0%
GOOG Alphabet Inc.	1.7%	1.2%
META Meta Platforms, Inc.	1.1%	1.1%
MU Micron Technology, Inc.	1.2%	0.9%
WELL Welltower Inc.	0.8%	1.1%
TSLA Tesla, Inc.	1.0%	0.8%
LLY Eli Lilly and Company	1.0%	0.7%
JPM JPMorgan Chase & Co.	0.7%	0.8%
EQIX Equinix, Inc.	0.4%	1.0%
AMD Advanced Micro Devices…	0.8%	0.6%
BRK-B Berkshire Hathaway Inc.	0.8%	0.6%
PLD Prologis, Inc.	0.6%	0.7%
LQD iShares iBoxx $…	1.3%	0.0%
V Visa Inc.	0.5%	0.8%
TDG TransDigm Group…	0.0%	1.1%
VOO Vanguard S&P 500 ETF	1.1%	0.0%
MA Mastercard Incorporated	0.5%	0.6%
AMAT Applied Materials, Inc.	0.7%	0.4%
LRCX Lam Research Corporation	0.7%	0.4%
XONA.DE Exxon Mobil Corporation	0.6%	0.4%
INTC Intel Corp.	0.7%	0.4%
JNJ Johnson & Johnson	0.6%	0.4%
HLT Hilton Worldwide Holdings…	0.0%	0.9%
HEI-A HEICO Corporation	0.0%	1.0%
CAT Caterpillar Inc.	0.6%	0.3%
KKR KKR & Co. Inc.	0.0%	0.9%
LYV Live Nation…	0.0%	0.9%
SPY State Street SPDR S&P 500…	0.9%	0.0%
COST Costco Wholesale…	0.4%	0.5%
ABBV AbbVie Inc.	0.5%	0.3%
IWD iShares Russell 1000…	0.8%	0.0%
VMC Vulcan Materials Company	0.0%	0.8%
CBRE CBRE Group, Inc.	0.1%	0.7%
BAC Bank of America…	0.3%	0.4%
EXR Extra Space Storage Inc.	0.3%	0.4%
VTR Ventas, Inc.	0.1%	0.6%
ORLY O'Reilly Automotive, Inc.	0.0%	0.6%
CSCO Cisco Systems, Inc.	0.4%	0.3%
UNH UnitedHealth Group…	0.4%	0.3%
WMT Walmart Inc.	0.3%	0.3%
GE GE Aerospace	0.3%	0.4%
MLM Martin Marietta…	0.0%	0.6%
DLR Digital Realty Trust, Inc.	0.3%	0.3%
C Citigroup Inc.	0.4%	0.2%
NFLX Netflix, Inc.	0.2%	0.4%
KLAC KLA Corporation	0.3%	0.3%
PG The Procter & Gamble…	0.3%	0.3%
GEV GE Vernova Inc.	0.4%	0.2%
SNDK Sandisk Corporation	0.4%	0.2%
MS Morgan Stanley	0.3%	0.3%
AMT American Tower Corporation	0.1%	0.5%
SPG Simon Property Group, Inc.	0.3%	0.2%
MRK Merck & Co., Inc.	0.3%	0.3%

Distintivamente Prudential Financial…

DFUS Dimensional U.S.…	3.5%
PULS PGIM Ultra Short Bond…	1.5%
PHYL PGIM Active High…	0.8%
IEFA iShares Core MSCI…	0.7%
DFAI Dimensional -…	0.7%
PCS	0.7%
VIG Vanguard Dividend…	0.6%
DFCF Dimensional - Core…	0.6%
PCI	0.6%
TIP iShares TIPS Bond ETF	0.3%
SPYG State Street SPDR…	0.2%
IGSB iShares 1-5 Year…	0.1%
PTRB	0.1%
SGOV iShares 0-3 Month…	0.1%
BND Vanguard Total Bond…	0.1%

Distintivamente Principal Financial…

USMC Principal U.S.…	1.2%
BN Brookfield Corporation	1.2%
LCAP Principal Capital…	0.8%
TECK Teck Resources Limited	0.7%
TSM Taiwan Semiconductor…	0.5%
PSC Principal U.S.…	0.4%
PIEQ Principal…	0.4%
BIP Brookfield…	0.4%
YUMC Yum China Holdings…	0.4%
SU Suncor Energy Inc.	0.4%
ICLR ICON Public Limited…	0.3%
VALE Vale S.A.	0.2%
NICE NICE Ltd.	0.2%
BEP Brookfield Renewable…	0.2%
APPF AppFolio Inc.	0.1%

Proveniência: Sobreposição calculada em tempo real a partir das posições em ações ordinárias de ambos os gestores para Q2 2026. Apenas posições compradas reportadas — hedges e ativos fora do 13F são invisíveis. Metodologia

Comparar Gestores

Prudential Financial Inc ⇄ Principal Financial Group Inc

Holdings compartilhadas · Q2 2026

Distintivamente Prudential Financial…

Distintivamente Principal Financial…