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Portfolio (Quarterly) Guide ↗

M&G PLC

· CIK 0001802539
13F Portfolio $19.4B AUM 424 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 54 New 133 Added 128 Reduced 52 Exited
Page 7 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VLTO VERALTO CORP Industrials 4,566.0 $402K 0.00% +366.0 +8.7% $88.00 -2.1%
122 XYL XYLEM INC Industrials 3,229.0 $387K 0.00% +275.0 +9.3% $120.00 -9.8%
123 ENTERGY CORP NEW 2,482.0 $278K 0.00% +751.0 +43.4% $112.00
124 DLR DIGITAL RLTY TR INC Real Estate 1,507.0 $271K 0.00% +67.0 +4.7% $180.00 +7.9%
125 VTR VENTAS INC Real Estate 3,290.0 $270K 0.00% +146.0 +4.6% $82.00 +8.0%
126 CUBE CUBESMART Real Estate 6,652.0 $246K 0.00% +388.0 +6.2% $37.00 +8.4%
127 AHR AMERICAN HEALTHCARE REIT INC Real Estate 5,193.0 $244K 0.00% +230.0 +4.6% $47.00 +6.7%
128 PSA PUBLIC STORAGE OPER CO Real Estate 889.0 $241K 0.00% +55.0 +6.6% $271.00 +11.8%
129 MAA MID-AMER APT CMNTYS INC Real Estate 1,821.0 $222K 0.00% +64.0 +3.6% $122.00 +6.6%
130 INVH INVITATION HOMES INC Real Estate 8,874.0 $222K 0.00% +393.0 +4.6% $25.00 +16.1%
131 AMH AMERICAN HOMES 4 RENT Real Estate 7,212.0 $202K 0.00% +319.0 +4.6% $28.00 +14.7%
132 PTC PTC INC Technology 1,352.0 $192K 0.00% +529.0 +64.3% $142.00 +4.2%
133 ITRI ITRON INC Technology 1,313.0 $118K 0.00% +359.0 +37.6% $90.00 -9.1%
Page 7 of 7  ·  133 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.2%
Healthcare 18.3%
Financial Services 12.7%
Consumer Cyclical 11.4%
Communication Services 7.1%
Basic Materials 6.7%
Industrials 6.1%
Utilities 5.0%
Real Estate 3.5%
Energy 3.4%