AST Small-Cap Equity Portfolio

Advanced Series Trust

Actively managed U.S. equity fund
$2.11B NAV
1,901 positions · as of 2026-06-30 · filed 2026-08-26

Fund classification

Classified from what the fund holds · as of 2026 Q2

AST Small-Cap Equity Portfolio is an actively managed U.S. equity fund. 28% of AST Small-Cap Equity Portfolio’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 83% of the fund’s equity).

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
Open-end fund

Fund profile

As filed in the prospectus · 2026 Q2

The investment objective of the Portfolio is to seek long-term capital growth.

Strategy · summarised

The fund invests at least 80% of assets in equity securities of small-capitalization companies, generally those with market capitalizations no larger than the largest company in the Russell 2000 Index. Day-to-day investment decisions are delegated to five subadvisers—Boston Partners Global Investors, Dimensional Fund Advisors, Driehaus Capital Management, Hotchkis and Wiley Capital Management, and TimesSquare Capital Management—whose allocations are determined by the Manager's Strategic Investment Research Group based on market conditions and risk analysis. The fund may hold up to 15% of assets in foreign securities. Because the size threshold for small-cap companies shifts with market conditions, the fund's holdings and focus will change accordingly.

Expenses
0.97%one share class
Share classGrossNetAs of
C0000051881.01%0.97%2025 Q2

Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.

Portfolio turnover 62.00% · as of 2026 Q2

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

123.02%
of net assets
Stocks98.92%
Cash & short-term24.10%

Look-through blends 3 underlying funds; 0.669% of NAV was not looked through and stays direct-classified. The blend is as of 2025Q4, one or more quarters before the direct holdings (2026Q2).

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Cash23.9%
Industrials15.3%
Financials13.0%
Health Care11.5%
11 smaller36.3%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Portfolio growth profile

How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2

Revenue growth
28%of stock holdings in top-quartile growers
covering 83% of the fund’s equity

Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 60 new75 exited

Largest new: COGT, FLNC, MAREX GROUP PLC, EXTR, HAWK, ICON PLC, CDNL, AMPX

Largest exited: BBIO, Heritage Commerce Corp., Camtek Limited, Pan American Silver Corp., VNOM, NSA, TechnipFMC PLC, GENIUS SPORTS LTD

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
+33.71%
3-year
+52.37%
5-year
+11.08%
Volatility
13.65%
Worst 3-yr fall
-19.08%
Cumulative return· Jul 2023 – Apr 2026

May 2026 and Jun 2026 have been filed since the trailing figures were struck, so they are not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
PRUDENTIAL INVESTMENT PORTFOLIOS 929.54%$624.14M
ISHARES TRUST2.06%$43.44M
(PIPA070) PGIM Core Government Money Market Fund1.33%$28.08M
CREDO TECHNOLOGY GROUP HOLDING LTD0.81%$17.20M
ONTO INNOVATION INCONTO0.76%$15.99M
SITIME CORPSITM0.70%$14.83M
JFROG LTD0.58%$12.36M
VALVOLINE INCVVV0.57%$12.10M
GUARDIAN PHARMACY SERVICES INCGRDN0.57%$12.08M
XENON PHARMACEUTICALS INCXENE0.54%$11.42M
Showing 10 of 1,901Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what the fund paid.

Top 10 positions are 37.46% of net assets, top 25 44.47%, across 1.9K issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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