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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 16 of 19  ·  380 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SO SOUTHERN CO Utilities 21,837.0 $2.1M 0.01% -1K -4.4% $97.00 -3.5%
302 MS MORGAN STANLEY Financial Services 12,635.0 $2.1M 0.01% $165.00 +21.5%
303 CRWD CROWDSTRIKE HLDGS INC Technology 5,298.0 $2.1M 0.01% NEW $390.00 +66.2%
304 PEP PEPSICO INC Consumer Defensive 12,867.0 $2.0M 0.01% $155.00 -4.0%
305 GOOG ALPHABET INC Communication Services 6,717.0 $1.9M 0.01% -727.0 -9.8% $287.00 +33.6%
306 GS GOLDMAN SACHS GROUP INC Financial Services 2,253.0 $1.9M 0.01% -183.0 -7.5% $846.00 +16.8%
307 RTX CORPORATION 9,750.0 $1.9M 0.01% NEW $193.00
308 MET METLIFE INC Financial Services 26,461.0 $1.9M 0.01% +9K +52.6% $71.00 +18.7%
309 SPGI S&P GLOBAL INC Financial Services 4,335.0 $1.8M 0.01% -131.0 -2.9% $425.00 -1.9%
310 IBM INTERNATIONAL BUSINESS MACHS Technology 7,130.0 $1.7M 0.01% +1K +21.9% $242.00 +4.5%
311 USB US BANCORP Financial Services 32,634.0 $1.7M 0.01% $52.00 +4.8%
312 RACE FERRARI N V Consumer Cyclical 4,986.0 $1.7M 0.01% $338.00 +1.1%
313 NXPI NXP SEMICONDUCTORS N V Technology 8,533.0 $1.7M 0.01% -67K -88.7% $197.00 +52.0%
314 PLTR PALANTIR TECHNOLOGIES INC Technology 11,508.0 $1.7M 0.01% +7K +176.2% $146.00 -6.1%
315 MGA MAGNA INTL INC Consumer Cyclical 29,773.0 $1.7M 0.01% -32K -52.1% $56.00 +12.7%
316 TXN TEXAS INSTRS INC Technology 8,223.0 $1.6M 0.01% $194.00 +57.2%
317 BIIB BIOGEN INC Healthcare 8,593.0 $1.6M 0.01% $183.00 +3.5%
318 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 18,761.0 $1.5M 0.01% -651K -97.2% $82.00 -17.6%
319 ORA ORMAT TECHNOLOGIES INC Utilities 13,451.0 $1.5M 0.01% $112.00 +19.5%
320 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,445.0 $1.4M 0.01% $996.00 +5.5%
Page 16 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%