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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  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NXPI NXP SEMICONDUCTORS N V Technology 8,533.0 $1.7M 0.01% -67K -88.7% $197.00 +52.0%
122 MGA MAGNA INTL INC Consumer Cyclical 29,773.0 $1.7M 0.01% -32K -52.1% $56.00 +12.7%
123 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 18,761.0 $1.5M 0.01% -651K -97.2% $82.00 -17.6%
124 ECL ECOLAB INC Basic Materials 4,033.0 $1.1M 0.01% -117.0 -2.8% $266.00 -5.9%
125 SBUX STARBUCKS CORP Consumer Cyclical 11,445.0 $1.0M 0.01% -12K -50.7% $90.00 +18.3%
126 AXON AXON ENTERPRISE INC Industrials 1,651.0 $702K 0.00% -5K -74.8% $425.00 -8.3%
127 PGNY PROGYNY INC Healthcare 28,082.0 $477K 0.00% -848.0 -2.9% $17.00 +50.8%
128 UNP UNION PAC CORP Industrials 645.0 $157K 0.00% -66.0 -9.3% $243.00 +9.4%
Page 7 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%