Business Segments · Investment performance

Total — Investment performance

Prudential Financial Total — Investment performance decreased by 181.7% to -$2.84B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 2036.1%, from -$133.00M to -$2.84B. Over 3 years (FY 2021 to FY 2025), Total — Investment performance shows a downward trend with a -8.7% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.

Analysis

StatementSegment
CategoryProfitability
SignalHigher is better
VolatilityVolatile
First reportedQ1 2021
Last reportedQ1 2026

How to read this metric

Higher performance indicates effective asset management and favorable market conditions, whereas lower performance may indicate market volatility or poor asset allocation.

Detailed definition

Reflects the net gains or losses generated from the company's investment portfolio, including interest, dividends, and r...

Peer comparison

Comparable to net investment income or realized investment gains/losses reported by peer insurance and financial services firms.

Metric ID: pru_segment_total_investment_performance

Historical Data

19 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$7.12B$7.12B$7.12B-$14.05B-$24.57B-$4.66B$7.90B$4.87B-$6.14B$14.33B$7.13B$1.75B$9.59B$0.00-$133.00M$9.94B$8.38B$3.48B-$2.84B
QoQ Change+0.0%+0.0%-297.4%-74.8%+81.0%+269.3%-38.3%-226.1%+333.3%-50.2%-75.4%+447.3%-100.0%>999%-15.6%-58.5%-181.7%
YoY Change-445.0%-165.5%+156.2%+119.8%-31.8%-9.7%-64.0%+256.1%-100.0%-101.9%+467.1%-12.6%<-999%
Range-$24.57B$14.33B
CAGR-18.5%
Avg YoY Growth-151.3%
Median YoY Growth-31.8%
Current Streak3 quarters decline

Frequently Asked Questions

What is Prudential Financial's total — investment performance?
Prudential Financial (PRU) reported total — investment performance of -$2.84B in Q1 2026.
How has Prudential Financial's total — investment performance changed year-over-year?
Prudential Financial's total — investment performance decreased by 2036.1% year-over-year, from -$133.00M to -$2.84B.
What is the long-term trend for Prudential Financial's total — investment performance?
Over 3 years (2021 to 2025), Prudential Financial's total — investment performance has grown at a -8.7% compound annual growth rate (CAGR), from $28.48B to $21.66B.
What does total — investment performance mean?
The net profit or loss earned from the company's investment portfolio.