Prudential Financial, Inc.

ISIN US7443201022

WKN 764959

Market cap (in EUR)

34,168 m

Country

United States

Sector

Finance

Dividend yield

4.70%

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	34,168 m
EPS, EUR	6.61
P/B ratio	1.2
P/E ratio	15.7
Dividend yield	4.70%

Income statement (2024)

Revenue, EUR	65,088 m
Net income, EUR	2,521 m
Profit margin	3.87%

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 iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist).

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World UCITS ETF (Dist)	0.04%	Equity World	7,356
UBS Core MSCI World UCITS ETF USD acc	0.04%	Equity World	5,308
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.05%	Equity World Social/Environmental Climate Change	43
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.04%	Equity World Multi-Asset Strategy	864
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	0.01%	Equity United States Multi-Factor Strategy	1
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.04%	Equity World	26,469
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.26%	Equity United States Social/Environmental	13,326
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.19%	Equity World Social/Environmental Climate Change	3,945
iShares MSCI North America UCITS ETF	0.06%	Equity North America	1,090
UBS Core MSCI World UCITS ETF USD dis	0.04%	Equity World	1,287
Invesco Global Enhanced Equity UCITS ETF Acc	0.06%	Equity World Multi-Factor Strategy	266
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.10%	Equity World Dividend	1,391
Vanguard FTSE Developed World UCITS ETF Acc	0.04%	Equity World	4,742
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.06%	Equity United States	2
UBS Core MSCI World UCITS ETF hGBP dis	0.04%	Equity World	92
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	34
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.09%	Equity United States Social/Environmental	535
iShares MSCI ACWI UCITS ETF USD (Acc)	0.04%	Equity World	21,254
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	64
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.07%	Equity United States Social/Environmental	1,347
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.04%	Equity World Social/Environmental	485
UBS Core MSCI World UCITS ETF hEUR acc	0.04%	Equity World	292
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.06%	Equity United States	328
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.06%	Equity United States	42,491
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.11%	Equity United States Multi-Factor Strategy	153
Vanguard FTSE Developed World UCITS ETF Distributing	0.04%	Equity World	3,479
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.28%	Equity United States Social/Environmental Climate Change	712
UBS MSCI USA Socially Responsible UCITS ETF hEUR dis	0.28%	Equity United States Social/Environmental Climate Change	317
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.06%	Equity North America	2,108
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	1,444
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	1.18%	Equity World Financials Social/Environmental	537
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	85
JPMorgan Global Equity Multi-Factor UCITS ETF USD (Dist)	0.25%	Equity World Multi-Factor Strategy	0
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	14
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	662
Xtrackers MSCI World UCITS ETF 1D	0.08%	Equity World	4,457
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.06%	Equity World Multi-Factor Strategy	0
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.06%	Equity United States	25,377
iShares MSCI World Screened UCITS ETF USD (Dist)	0.05%	Equity World Social/Environmental	943
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.06%	Equity World Social/Environmental Climate Change	133
UBS Core MSCI USA UCITS ETF USD dis	0.06%	Equity United States	1,178
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.04%	Equity World	18,562
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.33%	Equity North America Social/Environmental Climate Change	43
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.21%	Equity World Value	177
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	186
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.10%	Equity World Dividend	6,396
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.25%	Equity World Social/Environmental	957
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.06%	Equity North America	2,478
iShares Core S&P 500 UCITS ETF USD (Dist)	0.06%	Equity United States	17,364
iShares Edge MSCI USA Value Factor UCITS ETF USD (Dist)	0.37%	Equity United States Value	108
iShares MSCI USA SRI UCITS ETF USD (Dist)	0.27%	Equity United States Social/Environmental	327
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	87

Performance

Returns overview

YTD	-13.82%
1 month	+4.30%
3 months	+10.84%
6 months	+6.04%
1 year	-15.05%
3 years	+2.70%
5 years	+53.59%
Since inception (MAX)	+34.31%
2024	+20.15%
2023	+0.11%
2022	-3.24%
2021	+54.37%

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).