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Portfolio (Quarterly) Guide ↗

M&G PLC

· CIK 0001802539
13F Portfolio $19.5B AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 378 New
Page 14 of 19  ·  378 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ICICI BANK LIMITED 186,848.0 $5.6M 0.03% NEW $30.00
262 TSCO TRACTOR SUPPLY CO Consumer Cyclical 110,101.0 $5.5M 0.03% NEW $50.00 -36.6%
263 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,015.0 $5.4M 0.03% NEW $5355.00 -97.0%
264 CAT CATERPILLAR INC Industrials 9,444.0 $5.4M 0.03% NEW $573.00 +51.1%
265 APOS APOLLO GLOBAL MGMT INC Financial Services 36,500.0 $5.3M 0.03% NEW $145.00 -82.0%
266 DVN DEVON ENERGY CORP NEW Energy 142,135.0 $5.3M 0.03% NEW $37.00 +27.3%
267 BARINTHUS BIOTHERAPEUTICS PL 5,197,349.0 $5.2M 0.03% NEW $1.00
268 CI THE CIGNA GROUP Healthcare 18,033.0 $5.0M 0.03% NEW $275.00 +2.6%
269 FSK FS KKR CAP CORP Financial Services 315,000.0 $4.7M 0.02% NEW $15.00 -27.1%
270 WMT WALMART INC Consumer Defensive 42,424.0 $4.7M 0.02% NEW $111.00 +17.9%
271 COTY COTY INC Consumer Defensive 1,564,154.0 $4.7M 0.02% NEW $3.00 -34.0%
272 Q2 HLDGS INC 4,553,000.0 $4.6M 0.02% NEW $1.01
273 APP APPLOVIN CORP Technology 6,598.0 $4.4M 0.02% NEW $674.00 -27.9%
274 AMAT APPLIED MATLS INC Technology 17,265.0 $4.4M 0.02% NEW $257.00 +66.3%
275 COP CONOCOPHILLIPS Energy 46,932.0 $4.4M 0.02% NEW $94.00 +28.2%
276 SMITHFIELD FOODS INC 197,823.0 $4.4M 0.02% NEW $22.00
277 BILL BILL HOLDINGS INC Technology 78,904.0 $4.3M 0.02% NEW $55.00 -33.7%
278 REE AUTOMOTIVE LTD 4,248,429.0 $4.2M 0.02% NEW $1.00
279 EMR EMERSON ELEC CO Industrials 30,459.0 $4.1M 0.02% NEW $133.00 +1.4%
280 ARCC ARES CAPITAL CORP Financial Services 200,000.0 $4.0M 0.02% NEW $20.00 -6.3%
Page 14 of 19  ·  378 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 25.2%
Healthcare 14.9%
Financial Services 14.5%
Consumer Cyclical 12.5%
Communication Services 7.4%
Industrials 6.3%
Basic Materials 5.3%
Utilities 4.7%
Real Estate 3.6%
Energy 3.3%