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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 19 of 19  ·  380 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 CUBE CUBESMART Real Estate 6,652.0 $246K 0.00% +388.0 +6.2% $37.00 +8.4%
362 UDR UDR INC Real Estate 7,223.0 $246K 0.00% NEW $34.00 +11.3%
363 AHR AMERICAN HEALTHCARE REIT INC Real Estate 5,193.0 $244K 0.00% +230.0 +4.6% $47.00 +6.7%
364 PSA PUBLIC STORAGE OPER CO Real Estate 889.0 $241K 0.00% +55.0 +6.6% $271.00 +11.8%
365 GOOD GLADSTONE COMMERCIAL CORP Real Estate 21,669.0 $238K 0.00% NEW $11.00 +17.2%
366 TRMB TRIMBLE INC Technology 3,660.0 $238K 0.00% $65.00 -13.9%
367 EPR EPR PPTYS Real Estate 4,649.0 $232K 0.00% NEW $50.00 +17.4%
368 UMH UMH PPTYS INC Real Estate 16,263.0 $228K 0.00% NEW $14.00 +9.9%
369 MAA MID-AMER APT CMNTYS INC Real Estate 1,821.0 $222K 0.00% +64.0 +3.6% $122.00 +6.6%
370 INVH INVITATION HOMES INC Real Estate 8,874.0 $222K 0.00% +393.0 +4.6% $25.00 +16.1%
371 D DOMINION ENERGY INC Utilities 3,293.0 $204K 0.00% $62.00 +10.1%
372 AMH AMERICAN HOMES 4 RENT Real Estate 7,212.0 $202K 0.00% +319.0 +4.6% $28.00 +14.7%
373 PTC PTC INC Technology 1,352.0 $192K 0.00% +529.0 +64.3% $142.00 +4.2%
374 NEXTPOWER INC 1,506.0 $182K 0.00% NEW $121.00
375 UNP UNION PAC CORP Industrials 645.0 $157K 0.00% -66.0 -9.3% $243.00 +9.4%
376 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 1,923.0 $156K 0.00% NEW $81.00 -13.5%
377 PSIX POWER SOLUTIONS INTL INC Industrials 2,254.0 $137K 0.00% NEW $61.00 -39.4%
378 TREX TREX INC Industrials 3,511.0 $126K 0.00% $36.00 +6.2%
379 ITRI ITRON INC Technology 1,313.0 $118K 0.00% +359.0 +37.6% $90.00 -9.1%
380 FREIGHTOS LTD 495,000.0 $75K $0.15
Page 19 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%