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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 11 of 19  ·  378 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 NUTANIX INC 12,149,000.0 $11.7M 0.06% NEW $0.96
202 SRAD SPORTRADAR GROUP AG Technology 485,743.0 $11.7M 0.06% NEW $24.00 -44.5%
203 BIDU BAIDU INC Communication Services 88,096.0 $11.5M 0.06% NEW $131.00 +0.1%
204 VERTEX INC 12,085,000.0 $11.5M 0.06% NEW $0.95
205 MSCI MSCI INC Financial Services 19,467.0 $11.2M 0.06% NEW $574.00 +1.5%
206 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 123,202.0 $11.1M 0.06% NEW $90.00 -5.1%
207 RNW RENEW ENERGY GLOBAL PLC Utilities 1,845,282.0 $11.1M 0.06% NEW $6.00 -7.5%
208 SEIC SEI INVTS CO Financial Services 134,004.0 $11.0M 0.06% NEW $82.00 +10.7%
209 GM GENERAL MTRS CO Consumer Cyclical 133,130.0 $10.8M 0.06% NEW $81.00 -4.7%
210 GWRE GUIDEWIRE SOFTWARE INC Technology 53,535.0 $10.8M 0.06% NEW $201.00 -32.5%
211 SYK STRYKER CORPORATION Healthcare 30,424.0 $10.7M 0.06% NEW $351.00 -8.4%
212 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 116,843.0 $10.6M 0.06% NEW $91.00 +3.5%
213 BUR BURFORD CAP LTD Financial Services 1,185,249.0 $10.6M 0.06% NEW $8.96 -47.5%
214 BEKE KE HLDGS INC Real Estate 654,798.0 $10.5M 0.05% NEW $16.00 +5.6%
215 NNN NNN REIT INC Real Estate 258,037.0 $10.3M 0.05% NEW $40.00 +12.4%
216 AMSF AMERISAFE INC Financial Services 271,371.0 $10.3M 0.05% NEW $38.00 -17.6%
217 TSLA TESLA INC Consumer Cyclical 22,585.0 $10.2M 0.05% NEW $450.00 -7.3%
218 CE CELANESE CORP DEL Basic Materials 238,396.0 $10.0M 0.05% NEW $42.00 +26.0%
219 IONIS PHARMACEUTICALS INC 6,329,000.0 $10.0M 0.05% NEW $1.58
220 MACOM TECH SOLUTIONS HLDGS I 4,672,000.0 $9.8M 0.05% NEW $2.09
Page 11 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%