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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 14 of 19  ·  380 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 MRSH MARSH & MCLENNAN COS INC Financial Services 32,620.0 $5.6M 0.03% -1K -3.2% $173.00 -4.6%
262 WRD WERIDE INC Technology 695,628.0 $5.6M 0.03% -54K -7.2% $8.00 -10.8%
263 COP CONOCOPHILLIPS Energy 41,690.0 $5.5M 0.03% -5K -11.2% $132.00 -8.7%
264 WMT WALMART INC Consumer Defensive 42,424.0 $5.3M 0.03% $124.00 +5.5%
265 WHR WHIRLPOOL CORP Consumer Cyclical 97,363.0 $5.3M 0.03% -3K -3.0% $54.00 -23.1%
266 BARINTHUS BIOTHERAPEUTICS PL 5,197,349.0 $5.2M 0.03% $1.00
267 HBAN HUNTINGTON BANCSHARES INC Financial Services 316,027.0 $5.1M 0.03% NEW $16.00 -0.9%
268 AEIS ADVANCED ENERGY INDS Industrials 15,459.0 $5.0M 0.03% +15K +2271.0% $323.00 +0.2%
269 CI THE CIGNA GROUP Healthcare 18,033.0 $4.8M 0.03% $267.00 +5.6%
270 AEIS PUT ADVANCED ENERGY INDS Industrials 14,900.0 $4.8M 0.03% NEW $323.00 +0.2%
271 MAN MANPOWERGROUP INC WIS Industrials 165,597.0 $4.8M 0.03% +61K +57.9% $29.00 -0.7%
272 APOS APOLLO GLOBAL MGMT INC Financial Services 41,750.0 $4.6M 0.02% +5K +14.4% $111.00 -76.5%
273 BX BLACKSTONE INC Financial Services 40,000.0 $4.6M 0.02% $115.00 +3.1%
274 DE DEERE & CO Industrials 8,167.0 $4.6M 0.02% -76.0 -0.9% $563.00 -5.6%
275 ICICI BANK LIMITED 174,902.0 $4.5M 0.02% -12K -6.4% $26.00
276 Q2 HLDGS INC 4,553,000.0 $4.5M 0.02% $0.99
277 REE AUTOMOTIVE LTD 4,248,429.0 $4.2M 0.02% $1.00
278 EMR EMERSON ELEC CO Industrials 30,347.0 $4.0M 0.02% $131.00 +3.0%
279 BKNG BOOKING HOLDINGS INC Consumer Cyclical 940.0 $4.0M 0.02% -75.0 -7.4% $4210.00 -96.2%
280 RDDT REDDIT INC Communication Services 28,541.0 $3.9M 0.02% -2K -7.9% $135.00 +8.7%
Page 14 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%