Business Context and Reporting Period
This filing is a Form 13F-HR submitted by Prudential Financial Inc for the quarter ended June 30, 2017. The report discloses the equity holdings of the institutional investment manager and includes data for five other included managers under its umbrella.
Key Financial Metrics
As a Form 13F filing, this document reports portfolio holdings rather than the company's operational financial performance (e.g., revenue, profit, or cash flow). The filing provides the following aggregate portfolio metrics:
- Total Portfolio Value: $67,220,475,000 (reported as 67,220,475 in thousands).
- Total Number of Holdings: 3,983 entries.
- Reporting Managers: Includes Prudential Financial Inc and 5 other managers (e.g., PGIM, Inc., Prudential Trust Co).
Note: The filing text does not provide values for revenue, profit, margins, debt, or liquidity as these are operational metrics not required in a 13F-HR.
Material Changes
The filing text does not provide comparative data for the prior period (March 31, 2017) or detail specific material changes in holdings, acquisitions, or dispositions within this summary document.
Guidance, Outlook, and Risks
This document is a regulatory disclosure of holdings and does not contain management commentary, forward-looking guidance, risk factors, or contingencies regarding the company's future performance.
Investor Verification Checklist
- Verify the total portfolio value of approximately $67.2 billion against the company's broader 10-Q filing for Q2 2017.
- Confirm the list of 5 other included managers (e.g., Quantitative Management Associates LLC, PGIM, Inc.) to understand the scope of assets reported.
- Review the full Schedule 13F (not included in this summary) to analyze specific equity positions and trading activity.
- Note that this filing was signed by Richard Baker, Second Vice President, on August 7, 2017.