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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 6 of 19  ·  380 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FERROVIAL SE 561,513.0 $35.7M 0.18% +41K +7.9% $63.56
102 RIVIAN AUTOMOTIVE INC 36,053,000.0 $34.6M 0.18% $0.96
103 COF CAPITAL ONE FINL CORP Financial Services 189,403.0 $34.5M 0.18% -68K -26.3% $182.00 +2.6%
104 BOX INC 37,455,000.0 $34.5M 0.18% $0.92
105 DIVERSIFIED ENERGY CO 1,759,706.0 $32.5M 0.17% -156K -8.1% $18.46
106 VZ VERIZON COMMUNICATIONS INC Communication Services 595,953.0 $29.8M 0.15% +39K +6.9% $50.00 -4.4%
107 MANH MANHATTAN ASSOCIATES INC Technology 212,921.0 $28.3M 0.15% -9K -4.1% $133.00 +1.2%
108 CHKP CHECK POINT SOFTWARE TECH LT Technology 194,812.0 $27.9M 0.14% +61K +45.9% $143.00 -7.9%
109 ADBE ADOBE INC Technology 110,041.0 $26.7M 0.14% -13K -10.2% $243.00 +0.5%
110 ADVANCED ENERGY INDS 11,052,000.0 $26.5M 0.14% -6.5M -37.1% $2.40
111 TECK TECK RESOURCES LTD Basic Materials 495,769.0 $25.8M 0.13% -221K -30.8% $52.00 +17.7%
112 NUTANIX INC 25,512,000.0 $25.8M 0.13% $1.01
113 MCK MCKESSON CORP Healthcare 29,365.0 $25.4M 0.13% -5K -13.4% $865.00 -11.4%
114 JAZZ INVESTMENTS I LTD 17,957,000.0 $25.3M 0.13% $1.41
115 MORN MORNINGSTAR INC Financial Services 149,783.0 $25.3M 0.13% -6K -4.1% $169.00 +2.6%
116 KR KROGER CO Consumer Defensive 349,465.0 $25.2M 0.13% +3K +0.7% $72.00 -6.8%
117 PYPL PAYPAL HLDGS INC Financial Services 556,768.0 $25.1M 0.13% +283K +103.4% $45.00 -1.4%
118 CARR CARRIER GLOBAL CORPORATION Industrials 438,019.0 $24.5M 0.13% -223K -33.8% $56.00 +11.0%
119 PGR PROGRESSIVE CORP Financial Services 122,519.0 $24.3M 0.12% -5K -4.2% $198.00 +2.3%
120 PDD PDD HOLDINGS INC Consumer Cyclical 236,634.0 $24.1M 0.12% -89K -27.3% $102.00 -4.1%
Page 6 of 19  ·  380 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%