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Ray Dalio’s PRU Holdings & Trades

First Buy
Q2 2013
Duration Held
40 Quarters
Largest Add
Q4 2018
+296,358 Shares
Current Position
396,899 Shares
$44.8 M Value

Ray Dalio's PRU Position Overview

Ray Dalio (via Bridgewater Associates, Lp) currently holds 396,899 shares of Prudential Financial, Inc. (PRU) worth $44.8 M, representing 0.16% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 40 quarters.

Based on 13F filings, Ray Dalio has maintained a strategic position in PRU, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2018, adding 296,358 shares. Largest reduction occurred in Q1 2019, reducing 251,777 shares.

Analysis based on 13F filings available since 2013 Q2

Ray Dalio's Prudential Financial (PRU) Holding Value Over Time

Track share changes against reported price movement

Quarterly Prudential Financial (PRU) Trades by Ray Dalio

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +7,573 Add 1.95% 396,899 $112.88
Q3 2025 -100,194 Reduce 20.47% 389,326 $103.74
Q2 2025 -140,586 Reduce 22.31% 489,520 $107.44
Q1 2025 +241,757 Add 62.25% 630,106 $111.68
Q4 2024 +114,459 Add 41.79% 388,349 $118.53
Q3 2024 -85,593 Reduce 23.81% 273,890 $121.10
Q2 2024 +9,609 Add 2.75% 359,483 $117.19
Q1 2024 +155,859 Add 80.33% 349,874 $117.40
Q4 2023 +34,373 Add 21.53% 194,015 $103.71
Q3 2023 -89,235 Reduce 35.86% 159,642 $94.89
Q2 2023 +110,982 Add 80.48% 248,877 $88.22
Q1 2023 +134,005 Add 3444.86% 137,895 $82.74
Q4 2022 +3,890 New Buy 3,890 $99.46
Q3 2022 -136,400 Sold Out 0 $0.00
Q2 2022 +69,655 Add 104.36% 136,400 $95.68
Q1 2022 +66,745 New Buy 66,745 $118.17
Q3 2019 -16,371 Sold Out 0 $0.00
Q2 2019 -42,803 Reduce 72.33% 16,371 $100.97
Q1 2019 -251,777 Reduce 80.97% 59,174 $91.88
Q4 2018 +296,358 Add 2030.82% 310,951 $81.55
Q3 2018 -104,584 Reduce 87.76% 14,593 $101.35
Q2 2018 +102,693 Add 622.99% 119,177 $93.51
Q1 2018 +13,493 Add 451.12% 16,484 $103.55
Q4 2017 -1,038 Reduce 25.76% 2,991 $115.01
Q3 2017 -4,577 Reduce 53.18% 4,029 $106.23
Q2 2017 +8,606 New Buy 8,606 $108.18
Q3 2016 -89,917 Sold Out 0 $0.00
Q2 2016 +53,600 Add 147.59% 89,917 $71.34
Q1 2016 +36,317 New Buy 36,317 $72.23
Q4 2015 -74,317 Sold Out 0 $0.00
Q3 2015 +11,700 Add 18.69% 74,317 $76.21
Q2 2015 -61,300 Reduce 49.47% 62,617 $87.52
Q1 2015 +73,041 Add 143.57% 123,917 $80.31
Q4 2014 +1,400 Add 2.83% 50,876 $90.46
Q3 2014 +8,700 Add 21.34% 49,476 $87.94
Q2 2014 +1,100 Add 2.77% 40,776 $88.78
Q1 2014 +39,676 New Buy 39,676 $84.66
Q4 2013 -72,776 Sold Out 0 $0.00
Q3 2013 +5,700 Add 8.50% 72,776 $77.98
Q2 2013 +67,076 Add 0.00% 67,076 $73.04

Ray Dalio's Prudential Financial Investment FAQs

Ray Dalio first purchased Prudential Financial, Inc. (PRU) in Q2 2013, acquiring 67,076 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ray Dalio has held Prudential Financial, Inc. (PRU) for 40 quarters since Q2 2013.

Ray Dalio's largest addition to Prudential Financial, Inc. (PRU) was in Q4 2018, adding 310,951 shares worth $25.36 M.

According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 396,899 shares of Prudential Financial, Inc. (PRU), valued at approximately $44.8 M.

As of the Q4 2025 filing, Prudential Financial, Inc. (PRU) represents approximately 0.16% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.

Ray Dalio's peak holding in Prudential Financial, Inc. (PRU) was 630,106 shares, as reported at the end of Q1 2025.