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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 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SRE SEMPRA Utilities 621,499.0 $60.3M 0.31% -142K -18.6% $97.00 -5.7%
42 CCJ CAMECO CORP Energy 544,119.0 $59.1M 0.30% -94K -14.8% $108.58 -3.0%
43 TRP TC ENERGY CORP Energy 911,849.0 $57.4M 0.30% -123K -11.9% $63.00 +11.3%
44 MU MICRON TECHNOLOGY INC Technology 162,948.0 $55.1M 0.28% -61K -27.3% $338.00 +125.5%
45 ADSK AUTODESK INC Technology 217,096.0 $51.9M 0.27% -47K -17.9% $239.00 +0.5%
46 ILMN ILLUMINA INC Healthcare 411,675.0 $50.6M 0.26% -16K -3.8% $123.00 +17.7%
47 MELI MERCADOLIBRE INC Consumer Cyclical 28,952.0 $50.1M 0.26% -1K -3.5% $1729.00 -3.0%
48 SEAGATE HDD CAYMAN 9,479,000.0 $45.0M 0.23% -808K -7.8% $4.75
49 CVE CENOVUS ENERGY INC Energy 1,478,058.0 $39.3M 0.20% -1.9M -55.8% $26.60 +13.9%
50 C CITIGROUP INC Financial Services 336,807.0 $38.1M 0.20% -2K -0.5% $113.00 +10.8%
51 ATO ATMOS ENERGY CORP Utilities 201,418.0 $37.3M 0.19% -3K -1.4% $185.00 -4.1%
52 EIX EDISON INTL Utilities 490,315.0 $35.8M 0.18% -95K -16.2% $73.00 -3.7%
53 MRK MERCK & CO INC Healthcare 298,044.0 $35.8M 0.18% -73K -19.7% $120.00 -3.4%
54 COF CAPITAL ONE FINL CORP Financial Services 189,403.0 $34.5M 0.18% -68K -26.3% $182.00 +2.6%
55 DIVERSIFIED ENERGY CO 1,759,706.0 $32.5M 0.17% -156K -8.1% $18.46
56 MANH MANHATTAN ASSOCIATES INC Technology 212,921.0 $28.3M 0.15% -9K -4.1% $133.00 +1.2%
57 ADBE ADOBE INC Technology 110,041.0 $26.7M 0.14% -13K -10.2% $243.00 +0.5%
58 ADVANCED ENERGY INDS 11,052,000.0 $26.5M 0.14% -6.5M -37.1% $2.40
59 TECK TECK RESOURCES LTD Basic Materials 495,769.0 $25.8M 0.13% -221K -30.8% $52.00 +17.7%
60 MCK MCKESSON CORP Healthcare 29,365.0 $25.4M 0.13% -5K -13.4% $865.00 -11.4%
Page 3 of 7  ·  128 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%