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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 3 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MESOBLAST LTD 59,100.0 $886K 0.01% NEW $15.00
42 ROP ROPER TECHNOLOGIES INC Industrials 2,046.0 $724K 0.00% NEW $354.00 -7.1%
43 SATS ECHOSTAR CORP Technology 5,624.0 $658K 0.00% NEW $117.00 +21.2%
44 OUTFRONT MEDIA INC 9,586.0 $259K 0.00% NEW $27.00
45 EQR EQUITY RESIDENTIAL Real Estate 4,289.0 $253K 0.00% NEW $59.00 +11.5%
46 CTO CTO RLTY GROWTH INC NEW Real Estate 13,894.0 $250K 0.00% NEW $18.00 +13.8%
47 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 2,689.0 $247K 0.00% NEW $92.00 +20.6%
48 UDR UDR INC Real Estate 7,223.0 $246K 0.00% NEW $34.00 +11.3%
49 GOOD GLADSTONE COMMERCIAL CORP Real Estate 21,669.0 $238K 0.00% NEW $11.00 +17.2%
50 EPR EPR PPTYS Real Estate 4,649.0 $232K 0.00% NEW $50.00 +17.4%
51 UMH UMH PPTYS INC Real Estate 16,263.0 $228K 0.00% NEW $14.00 +9.9%
52 NEXTPOWER INC 1,506.0 $182K 0.00% NEW $121.00
53 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 1,923.0 $156K 0.00% NEW $81.00 -13.5%
54 PSIX POWER SOLUTIONS INTL INC Industrials 2,254.0 $137K 0.00% NEW $61.00 -39.4%
Page 3 of 3  ·  54 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%