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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 16 of 19  ·  378 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 GS GOLDMAN SACHS GROUP INC Financial Services 2,436.0 $2.1M 0.01% NEW $879.00 +12.4%
302 TER TERADYNE INC Technology 10,483.0 $2.0M 0.01% NEW $194.00 +77.5%
303 SO SOUTHERN CO Utilities 22,852.0 $2.0M 0.01% NEW $87.00 +7.6%
304 SBUX STARBUCKS CORP Consumer Cyclical 23,235.0 $2.0M 0.01% NEW $84.00 +26.8%
305 ENPH ENPHASE ENERGY INC Energy 58,271.0 $1.9M 0.01% NEW $32.00 +94.8%
306 PEP PEPSICO INC Consumer Defensive 12,867.0 $1.9M 0.01% NEW $144.00 +3.4%
307 RACE FERRARI N V Consumer Cyclical 4,986.0 $1.8M 0.01% NEW $370.00 -7.6%
308 RTX RTX CORPORATION Industrials 9,750.0 $1.8M 0.01% NEW $183.00 -4.5%
309 IBM INTERNATIONAL BUSINESS MACHS Technology 5,847.0 $1.7M 0.01% NEW $296.00 -14.5%
310 USB US BANCORP DEL Financial Services 32,634.0 $1.7M 0.01% NEW $53.00 +2.8%
311 SNOW SNOWFLAKE INC Technology 7,567.0 $1.7M 0.01% NEW $219.00 -23.8%
312 GE GE AEROSPACE Industrials 5,063.0 $1.6M 0.01% NEW $308.00 -2.0%
313 BIIB BIOGEN INC Healthcare 8,593.0 $1.5M 0.01% NEW $176.00 +7.7%
314 FSLR FIRST SOLAR INC Energy 5,775.0 $1.5M 0.01% NEW $261.00 -4.6%
315 ORA ORMAT TECHNOLOGIES INC Utilities 13,451.0 $1.5M 0.01% NEW $110.00 +21.7%
316 TXN TEXAS INSTRS INC Technology 8,223.0 $1.4M 0.01% NEW $173.00 +76.2%
317 KVYO KLAVIYO INC Technology 42,818.0 $1.4M 0.01% NEW $32.00 -53.4%
318 MET METLIFE INC Financial Services 17,338.0 $1.4M 0.01% NEW $79.00 +6.7%
319 COST COSTCO WHSL CORP NEW Consumer Defensive 1,445.0 $1.2M 0.01% NEW $862.00 +21.9%
320 ARBE ARBE ROBOTICS LTD Technology 1,219,379.0 $1.2M 0.01% NEW $1.00 +19.0%
Page 16 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%