Business Context and Reporting Period
This filing is a Form 13F-HR submitted by Prudential Financial Inc for the quarter ended March 31, 2015. The report was signed on May 1, 2015, by Richard Baker, Second Vice President. It is a combination report, meaning it covers a portion of the holdings for this manager, with other portions reported by separate managers.
Key Financial Metrics
As a Form 13F filing, this document reports equity holdings rather than the company's operational financial performance (revenue, profit, cash flow, or debt). The following portfolio metrics are disclosed:
- Total Portfolio Value: $57,696,702,000 (reported in thousands).
- Total Number of Holdings: 2,942 entries.
- Other Managers Included: 3 managers (Jennison Associates LLC, Mercator Asset Management L P, United Services Automobile Association).
- Other Included Managers Listed: 3 additional managers (Prudential Investment Management Inc, Quantitative Management Associates LLC, Prudential Trust Co).
Note: The filing text does not provide values for revenue, profit, cash flow, margins, debt, or liquidity as these are not applicable to a 13F holdings report.
Material Changes
The filing text does not provide comparative data against the prior period (December 31, 2014) to calculate material changes in portfolio value or holdings composition.
Guidance, Outlook, and Risks
This filing contains no management commentary, forward-looking guidance, risk factors, or discussion of contingencies. It is a statutory disclosure of long-only equity securities held by the institutional investment manager.
Important Facts for Investors to Verify
- Verify the total portfolio value of approximately $57.7 billion against the company's broader asset management disclosures.
- Confirm the specific breakdown of holdings between Prudential Financial Inc and the other listed managers (Jennison Associates, Mercator, USAA, etc.) to understand the full scope of managed assets.
- Note that this report covers only equity securities; it does not reflect fixed income, derivatives, or other asset classes held by the firm.