Prudential Financial, Inc.

ISIN US7443201022

 | 

WKN 764959

Market cap (in EUR)
35,828 m
Country
United States
Sector
Finance
Dividend yield
4.48%
 

Overview

Quote

Description

Prudential Financial, Inc. engages in the provision of insurance, investment management, and other financial products and services. It operates through the following segments: Prudential Investment Management, Inc. (PGIM), U.S. Businesses, International Businesses, and Corporate and Others. The PGIM segment is involved in the provision of investment management services and solutions related to public fixed income, public equity, real estate debt and equity, private credit and other alternatives, and multi-asset class strategies. The U.S. Businesses segment includes retirement strategies, group insurance, and individual life. The International Businesses segment focuses on investing in existing businesses and assessing acquisition opportunities. The Corporate and Other Operations segment relates to the corporate items and initiatives not allocated to business segments. The company was founded by John Fairfield Dryden in 1875 and is headquartered in Newark, NJ.
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Finance Insurance United States

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Financials

Key metrics

Market capitalisation, EUR 35,828 m
EPS, EUR 9.46
P/B ratio 1.3
P/E ratio 11.1
Dividend yield 4.48%

Income statement (2025)

Revenue, EUR 53,871 m
Net income, EUR 3,170 m
Profit margin 5.88%

What ETF is Prudential Financial, Inc. in?

There are 53 ETFs which contain Prudential Financial, Inc.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Prudential Financial, Inc. is the Xtrackers STOXX Global Select Dividend 100 Swap UCITS ETF 1D.
ETF Weight Investment focus Fund size (in m EUR)
iShares MSCI World UCITS ETF (Dist) 0.05%
Equity
World
8,128
UBS Core MSCI World UCITS ETF USD acc 0.05%
Equity
World
10,717
BNP Paribas Easy S&P 500 UCITS ETF 0.07%
Equity
United States
164
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist) 0.06%
Equity
World
Social/Environmental
Climate Change
39
Amundi MSCI World Swap II UCITS ETF Dist 0.05%
Equity
World
8,638
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist) 0.02%
Equity
United States
Multi-Factor Strategy
2
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0.04%
Equity
World
50,961
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Dist) 0.08%
Equity
United States
Social/Environmental
15,709
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc) 0.09%
Equity
World
Social/Environmental
Climate Change
8
UBS MSCI World Socially Responsible UCITS ETF USD dis 0.19%
Equity
World
Social/Environmental
Climate Change
4,176
iShares MSCI North America UCITS ETF 0.06%
Equity
North America
1,375
UBS Core MSCI World UCITS ETF USD dis 0.05%
Equity
World
1,999
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc 0.10%
Equity
World
Dividend
2,990
Vanguard FTSE Developed World UCITS ETF Acc 0.04%
Equity
World
5,876
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist) 0.07%
Equity
United States
1
UBS Core MSCI World UCITS ETF hGBP dis 0.05%
Equity
World
150
UBS S&P 500 Scored & Screened UCITS ETF USD dis 0.10%
Equity
United States
Social/Environmental
461
iShares MSCI All Country World UCITS ETF USD (Acc) 0.04%
Equity
World
31,539
iShares MSCI USA Screened UCITS ETF USD (Dist) 0.07%
Equity
United States
Social/Environmental
1,431
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing 0.05%
Equity
World
Social/Environmental
549
Xtrackers STOXX Global Select Dividend 100 Swap UCITS ETF 1D 1.27%
Equity
World
Dividend
1,017
UBS Core MSCI World UCITS ETF hEUR acc 0.05%
Equity
World
962
UBS Core MSCI USA UCITS ETF EUR Hedged dis 0.06%
Equity
United States
185
Vanguard S&P 500 UCITS ETF (USD) Distributing 0.07%
Equity
United States
45,573
Vanguard FTSE Global All-Cap UCITS ETF USD Dist 0.04%
Equity
World
39
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.) 0.14%
Equity
United States
Multi-Factor Strategy
135
Vanguard FTSE Developed World UCITS ETF Distributing 0.04%
Equity
World
4,129
UBS MSCI USA Socially Responsible UCITS ETF USD dis 0.28%
Equity
United States
Social/Environmental
Climate Change
725
UBS MSCI USA Socially Responsible UCITS ETF hEUR dis 0.28%
Equity
United States
Social/Environmental
Climate Change
271
Vanguard Russell 1000 U.S. Value UCITS ETF USD Dist 0.11%
Equity
United States
Value
2
Vanguard FTSE North America UCITS ETF (USD) Accumulating 0.06%
Equity
North America
2,887
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing 0.07%
Equity
North America
Social/Environmental
27
iShares MSCI World SRI UCITS ETF USD (Dist) 0.19%
Equity
World
Social/Environmental
1,553
WisdomTree S&P 500 EUR Daily Hedged 0.07%
Equity
United States
5
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist) 0.64%
Equity
World
Financials
Social/Environmental
122
Amundi Core S&P 500 Swap UCITS ETF EUR Hedged Dist 0.07%
Equity
United States
1,109
JPMorgan Global Equity Multi-Factor UCITS ETF USD (dist) 0.23%
Equity
World
Multi-Factor Strategy
1
Xtrackers MSCI World UCITS ETF 1D 0.05%
Equity
World
4,676
Vanguard S&P 500 UCITS ETF (USD) Accumulating 0.07%
Equity
United States
30,963
iShares MSCI World Screened UCITS ETF USD (Dist) 0.06%
Equity
World
Social/Environmental
997
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist) 0.06%
Equity
World
Social/Environmental
Climate Change
188
UBS Core MSCI USA UCITS ETF USD dis 0.06%
Equity
United States
1,303
Vanguard FTSE All-World UCITS ETF (USD) Distributing 0.04%
Equity
World
23,395
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist 0.18%
Equity
North America
Social/Environmental
Climate Change
39
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist) 0.31%
Equity
World
Value
382
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing 0.10%
Equity
World
Dividend
9,879
Amundi Core S&P 500 Swap UCITS ETF EUR Dist 0.07%
Equity
United States
3,170
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist) 0.19%
Equity
World
Social/Environmental
664
Vanguard FTSE North America UCITS ETF (USD) Distributing 0.06%
Equity
North America
2,976
iShares Core S&P 500 UCITS ETF USD (Dist) 0.07%
Equity
United States
19,752
iShares Edge MSCI USA Value Factor UCITS ETF USD (Dist) 0.45%
Equity
United States
Value
358
Vanguard Russell U.S. Mid-Cap UCITS ETF USD Dist 0.31%
Equity
United States
Mid Cap
3
iShares MSCI USA SRI UCITS ETF USD (Dist) 0.29%
Equity
United States
Social/Environmental
294

Performance

Returns overview

YTD +5.89%
1 month -5.75%
3 months +8.43%
6 months +25.97%
1 year +18.52%
3 years +9.97%
5 years +15.29%
Since inception (MAX) +41.60%
2025 -14.20%
2024 +20.15%
2023 +0.11%
2022 -3.24%

Monthly returns in a heat map

Risk

Risk metrics in this section:
 
  • Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
  • Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
  • Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.
ETF returns include dividend payments (if applicable).
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Risk overview

Volatility 1 year 22.76%
Volatility 3 years 24.51%
Volatility 5 years 25.16%
Return per risk 1 year 0.81
Return per risk 3 years 0.13
Return per risk 5 years 0.11
Maximum drawdown 1 year -21.43%
Maximum drawdown 3 years -35.02%
Maximum drawdown 5 years -36.03%
Maximum drawdown since inception -66.01%

Rolling 1 year volatility

— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH.

Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.