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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 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 STLD STEEL DYNAMICS INC Basic Materials 36,611.0 $6.6M 0.03% -5K -11.1% $180.00 +26.8%
102 VSH VISHAY INTERTECHNOLOGY INC Technology 364,586.0 $6.6M 0.03% -38K -9.5% $18.00 +123.1%
103 DVN DEVON ENERGY CORP NEW Energy 130,235.0 $6.5M 0.03% -12K -8.4% $50.00 -5.8%
104 ROK ROCKWELL AUTOMATION INC Industrials 18,014.0 $6.5M 0.03% -160.0 -0.9% $359.00 +21.5%
105 MRSH MARSH & MCLENNAN COS INC Financial Services 32,620.0 $5.6M 0.03% -1K -3.2% $173.00 -4.6%
106 WRD WERIDE INC Technology 695,628.0 $5.6M 0.03% -54K -7.2% $8.00 -10.8%
107 COP CONOCOPHILLIPS Energy 41,690.0 $5.5M 0.03% -5K -11.2% $132.00 -8.7%
108 WHR WHIRLPOOL CORP Consumer Cyclical 97,363.0 $5.3M 0.03% -3K -3.0% $54.00 -23.1%
109 DE DEERE & CO Industrials 8,167.0 $4.6M 0.02% -76.0 -0.9% $563.00 -5.6%
110 ICICI BANK LIMITED 174,902.0 $4.5M 0.02% -12K -6.4% $26.00
111 BKNG BOOKING HOLDINGS INC Consumer Cyclical 940.0 $4.0M 0.02% -75.0 -7.4% $4210.00 -96.2%
112 RDDT REDDIT INC Communication Services 28,541.0 $3.9M 0.02% -2K -7.9% $135.00 +8.7%
113 HCM HUTCHMED CHINA LTD Healthcare 255,468.0 $3.8M 0.02% -4K -1.4% $15.00 -19.7%
114 WAL WESTERN ALLIANCE BANCORP Financial Services 51,583.0 $3.7M 0.02% -48K -48.2% $71.00 +8.5%
115 CL COLGATE PALMOLIVE CO Consumer Defensive 38,509.0 $3.3M 0.02% -570.0 -1.5% $85.00 +6.4%
116 ANET ARISTA NETWORKS INC Technology 17,523.0 $2.2M 0.01% -99K -85.0% $123.00 +20.8%
117 SO SOUTHERN CO Utilities 21,837.0 $2.1M 0.01% -1K -4.4% $97.00 -3.5%
118 GOOG ALPHABET INC Communication Services 6,717.0 $1.9M 0.01% -727.0 -9.8% $287.00 +33.6%
119 GS GOLDMAN SACHS GROUP INC Financial Services 2,253.0 $1.9M 0.01% -183.0 -7.5% $846.00 +16.8%
120 SPGI S&P GLOBAL INC Financial Services 4,335.0 $1.8M 0.01% -131.0 -2.9% $425.00 -1.9%
Page 6 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%