MORGAN STANLEY

Position in PUK — Prudential PLC

CIK 895421 NEW YORK, NY

Back to PUK Full portfolio

Position in PUK

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$134,283,190

-$10,839,361 QoQ

Shares Held

5,008,698

-1.9% QoQ

Ownership

0.404%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

of 278 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 41% Shared 0% None 59%

Common Shares in PUK Over Time

Shares Held

Position Value (USD)

Position in Insurance - Life

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $4,509,234,906 across 18 Insurance - Life names. PUK ranks #7 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MET	Metlife Inc	12,532,097	$1,060,340,719
2	AFL	Aflac Inc	8,040,706	$942,772,772
3	PRU	Prudential Financial Inc	5,881,885	$634,831,838
4	MFC	Manulife Financial Corp	12,975,847	$525,651,557
5	GL	Globe Life Inc.	1,940,584	$346,743,545
6	UNM	Unum Group	3,249,453	$290,501,092
7	PUK	Prudential PLC This page	5,008,698	$134,283,190
8	LNC	Lincoln National Corp	3,632,194	$128,398,052

All Filings in PUK

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$134,283,190	5,008,698	-1.9%	Shares	Defined	2026-08-13
2026-03-31	$145,122,551	5,104,557	+4.9%	Shares	Defined	2026-05-15
2025-12-31	$151,441,835	4,866,383	+79.2%	Shares	Defined	2026-05-27
2025-09-30	$76,029,484	2,716,309	-5.3%	Shares	Defined	2026-05-27
2025-06-30	$71,795,237	2,869,514	-24.1%	Shares	Defined	2025-08-15
2025-03-31	$81,330,262	3,782,803	+59.6%	Shares	Defined	2025-05-15
2024-12-31	$37,779,360	2,370,098	+23.1%	Shares	Defined	2025-05-15
2024-09-30	$35,701,380	1,925,641	-29.4%	Shares	Defined	2025-05-14
2024-06-30	$49,959,314	2,727,037	-6.4%	Shares	Defined	2025-05-14
2024-03-31	$56,127,109	2,912,668	-1.4%	Shares	Defined	2024-10-17
2023-12-31	$66,329,171	2,954,529	+32.3%	Shares	Defined	2024-08-16
2023-09-30	$48,955,226	2,233,359	+7.7%	Shares	Defined	2023-11-15
2023-06-30	$58,707,839	2,073,017	+0.5%	Shares	Defined	2023-08-14
2023-03-31	$56,378,274	2,062,117	-8.1%	Shares	Defined	2023-05-15
2022-12-31	$61,630,655	2,242,746	+7.7%	Shares	Defined	2023-02-14
2022-09-30	$41,482,919	2,082,476	-9.8%	Shares	Defined	2022-11-14
2022-06-30	$57,944,887	2,307,642	+1802.8%	Shares	Defined	2022-10-27
2022-03-31	$3,587,254	121,273	-13.1%	Shares	Defined	2022-10-27
2021-12-31	$4,803,260	139,508	+10.5%	Shares	Defined	2022-02-14
2021-09-30	$4,948,198	126,294	-29.3%	Shares	Defined	2021-11-15
2021-06-30	$6,810,562	178,755	-16.0%	Shares	Defined	2021-08-23
2021-03-31	$9,085,712	212,830	-3.6%	Shares	Defined	2021-05-17
2020-12-31	$8,151,191	220,720	+1.1%	Shares	Defined	2021-02-16
2020-09-30	$6,239,976	218,257	-32.6%	Shares	Defined	2020-11-13
2020-06-30	$9,840,676	323,920	-10.9%	Shares	Defined	2020-08-14
2020-03-31	$9,011,809	363,673	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.