Fund Holdings

M&G Plc

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
AMCOR PLC
COM NEW
025,183,844+25,183,84401,007,353,7605.21%+1,007,353,760
ASTRAZENECA PLC(AZN)04,204,199+4,204,1990816,771,4534.22%+816,771,453
METHANEX CORP(MEOH)12,756,93112,453,376-303,555510,277,240747,202,5603.86%+236,925,320
INTUIT(INTU)96,466415,944+319,47863,860,492179,687,8080.93%+115,827,316
BROADCOM INC(AVGO)792,1811,187,993+395,812274,094,626368,277,8301.90%+94,183,204
MAGNUM ICE CREAM CO NV(MICC)7,878,97914,172,252+6,293,273129,184,164212,920,0301.10%+83,735,866
TOTALENERGIES SE(TTE)3,309,4683,118,948-190,520217,438,989291,962,7551.51%+74,523,766
ISHARES INC2,257,7232,257,7230116,373,321169,848,5010.88%+53,475,180
MEDTRONIC PLC(MDT)2,533,7913,359,670+825,879243,243,936292,291,2901.51%+49,047,354
EQUINIX INC(EQIX)312,490282,809-29,681239,367,340277,152,8201.43%+37,785,480
AMERICAN WTR WKS CO INC NEW599,806777,173+177,36778,574,586105,695,5280.55%+27,120,942
IPG PHOTONICS CORP(IPGP)620,845596,812-24,03344,700,84068,633,3800.35%+23,932,540
CONSTELLATION ENERGY CORP(CEG)43,321137,088+93,76715,292,31338,247,5520.20%+22,955,239
BALL CORP2,326,8122,417,014+90,202123,321,036142,603,8260.74%+19,282,790
SPIRIT AEROSYSTEMS INC
NOTE
000018,869,0400.10%+18,869,040
TAIWAN SEMICONDUCTOR MANUFAC(TSM)341,062361,809+20,747103,682,848122,291,4420.63%+18,608,594
DELL TECHNOLOGIES INC(DELL)0113,058+113,058018,541,5120.10%+18,541,512
TRIP COM GROUP LTD(TCOM)000017,742,7800.09%+17,742,780
OVINTIV INC(OVV)0278,068+278,068016,406,0120.08%+16,406,012
SEA LTD(SE)0195,140+195,140016,196,6200.08%+16,196,620
INSMED INC(INSM)098,221+98,221016,108,2440.08%+16,108,244
T-MOBILE US INC(TMUS)122,305189,705+67,40024,827,91539,838,0500.21%+15,010,135
ROBINHOOD MKTS INC(HOOD)0211,202+211,202014,572,9380.08%+14,572,938
ON SEMICONDUCTOR CORP(ON)2,564,2222,467,162-97,060138,467,988152,964,0440.79%+14,496,056
TECHNIPFMC PLC(FTI)0208,876+208,876014,412,4440.07%+14,412,444
KLA CORP(KLAC)09,790+9,790014,410,8800.07%+14,410,880
GE VERNOVA INC(GEV)016,205+16,205014,146,9650.07%+14,146,965
NETAPP INC(NTAP)0137,421+137,421014,016,9420.07%+14,016,942
FTAI AVIATION LTD(FTAI)057,151+57,151014,001,9950.07%+14,001,995
ASTRONICS CORP0198,707+198,707013,313,3690.07%+13,313,369
FLUTTER ENTMT PLC(FLUT)0128,271+128,271013,083,6420.07%+13,083,642
MOBILEYE GLOBAL INC(MBLY)01,825,912+1,825,912012,781,3840.07%+12,781,384
LINDE PLC(LIN)217,136211,771-5,36592,494,307105,043,2160.54%+12,548,909
THOMSON REUTERS CORP0137,596+137,596012,465,2430.06%+12,465,243
ALNYLAM PHARMACEUTICALS INC(ALNY)037,656+37,656012,464,1360.06%+12,464,136
RYAN SPECIALTY HOLDINGS INC(RYAN)0365,841+365,841012,438,5940.06%+12,438,594
WORKDAY INC(WDAY)095,416+95,416012,404,0800.06%+12,404,080
WINGSTOP INC(WING)079,995+79,995012,399,2250.06%+12,399,225
KOSMOS ENERGY LTD(KOS)8,736,9237,031,872-1,705,0518,736,92321,095,6160.11%+12,358,693
BANK AMERICA CORP157,413427,833+270,4208,657,71520,963,8170.11%+12,306,102
DEUTSCHE BK AG
NAMEN AKT
17,813445,054+427,241691,97012,858,4030.07%+12,166,433
HUMANA INC(HUM)13,95190,712+76,7613,571,45615,693,1760.08%+12,121,720
ROKU INC(ROKU)0127,026+127,026012,067,4700.06%+12,067,470
TARSUS PHARMACEUTICALS INC(TARS)0166,364+166,364011,645,4800.06%+11,645,480
ARCUTIS BIOTHERAPEUTICS INC(ARQT)0469,082+469,082011,257,9680.06%+11,257,968
VEEVA SYS INC(VEEV)3,07567,418+64,343685,72511,865,5680.06%+11,179,843
WATERS CORP(WAT)037,326+37,326011,123,1480.06%+11,123,148
GARMIN LTD(GRMN)354,249357,219+2,97071,912,54782,874,8080.43%+10,962,261
SEAGATE HDD CAYMAN(STX)00034,358,58045,025,2500.23%+10,666,670
INTERCONTINENTAL EXCHANGE IN(ICE)177,895248,974+71,07928,818,99039,088,9180.20%+10,269,928
SNOWFLAKE INC(SNOW)7,56778,665+71,0981,657,17311,878,4150.06%+10,221,242
VERSANT MEDIA GROUP INC(VSNT)0265,104+265,10409,808,8480.05%+9,808,848
DISNEY WALT CO(DIS)098,418+98,41809,448,1280.05%+9,448,128
PAYPAL HLDGS INC(PYPL)273,767556,768+283,00115,878,48625,054,5600.13%+9,176,074
UBER TECHNOLOGIES INC(UBER)00051,530,70060,473,3800.31%+8,942,680
EXELON CORP(EXC)1,582,1041,589,929+7,82569,612,57677,906,5210.40%+8,293,945
GLOBANT S A
COM
99,560317,897+218,3376,471,40014,623,2620.08%+8,151,862
PONY AI INC(PONY)444,1571,638,326+1,194,1696,662,35514,744,9340.08%+8,082,579
ALIBABA GROUP HLDG LTD(BABA)228,645333,056+104,41133,610,81541,632,0000.22%+8,021,185
CHENIERE ENERGY INC(LNG)645,060467,428-177,632125,141,640132,749,5520.69%+7,607,912
FRANCO NEV CORP(FNV)1,025,755889,974-135,781212,994,400220,120,1131.14%+7,125,713
VERIZON COMMUNICATIONS INC(VZ)557,260595,953+38,69322,847,66029,797,6500.15%+6,949,990
ABBOTT LABORATORIES281,729407,784+126,05535,216,12542,001,7520.22%+6,785,627
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)0103,143+103,14306,291,7230.03%+6,291,723
VISA INC(V)733,971873,350+139,379257,623,821263,751,7001.36%+6,127,879
BRUKER CORP(BRKR)1,141,0511,655,672+514,62153,629,39759,604,1920.31%+5,974,795
AMAZON COM INC(AMZN)578,760671,420+92,660133,693,560139,655,3600.72%+5,961,800
BLACKBERRY LTD(BB)01,983,230+1,983,23005,949,6900.03%+5,949,690
DIVERSIFIED ENERGY CO(DEC)1,915,3251,759,706-155,61926,950,09632,484,2150.17%+5,534,119
HUNTINGTON BANCSHARES INC(HBAN)0316,027+316,02705,056,4320.03%+5,056,432
ADVANCED ENERGY INDS65215,459+14,807136,2684,993,2570.03%+4,856,989
ADVANCED ENERGY INDS(Put)014,900+14,90004,812,700+4,812,700
AMGEN INC(AMGN)459,393439,063-20,330150,221,511154,550,1760.80%+4,328,665
SMITHFIELD FOODS INC(SFD)197,823304,608+106,7854,352,1068,529,0240.04%+4,176,918
PATTERSON-UTI ENERGY INC(PTEN)0346,102+346,10203,807,1220.02%+3,807,122
AMERICAN TOWER CORP(AMT)1,075,1311,115,542+40,411189,223,056192,988,7661.00%+3,765,710
SHIFT4 PMTS INC(FOUR)(Call)083,000+83,00003,652,000+3,652,000
KROGER CO(KR)346,955349,465+2,51021,511,21025,161,4800.13%+3,650,270
BROOKFIELD CORP(BN)1,753,3132,098,614+345,30180,652,39883,944,5600.43%+3,292,162
HALLIBURTON CO(HAL)525,320461,545-63,77514,708,96018,000,2550.09%+3,291,295
FMC CORP(FMC)989,3701,000,411+11,04113,851,18017,006,9870.09%+3,155,807
CHECK POINT SOFTWARE TECH LT
ORD
133,535194,812+61,27724,837,51027,858,1160.14%+3,020,606
ATMOS ENERGY CORP(ATO)204,364201,418-2,94634,333,15237,262,3300.19%+2,929,178
VERTIV HOLDINGS CO(VRT)45,33440,810-4,5247,344,10810,243,3100.05%+2,899,202
TUTOR PERINI CORP(TPC)259,494262,357+2,86317,386,09820,201,4890.10%+2,815,391
BAIDU INC88,096126,402+38,30611,540,57614,030,6220.07%+2,490,046
JOHNSON & JOHNSON(JNJ)78,74776,011-2,73616,300,62918,546,6840.10%+2,246,055
PROCTER & GAMBLE CO(PG)015,204+15,20402,189,3760.01%+2,189,376
MONDELEZ INTL INC(MDLZ)221,241242,956+21,71511,947,01414,091,4480.07%+2,144,434
FERROVIAL SE
ORD SHS
520,190561,513+41,32333,567,26035,690,8430.18%+2,123,583
CROWDSTRIKE HLDGS INC(CRWD)05,298+5,29802,066,2200.01%+2,066,220
OWENS CORNING NEW(OC)58,91380,009+21,0966,598,2568,640,9720.04%+2,042,716
SEAGATE TECHNOLOGY HLDNGS PL(Put)
ORD SHS
30,90026,800-4,1008,497,50010,505,600+2,008,100
TRACTOR SUPPLY CO(TSCO)110,101165,064+54,9635,505,0507,427,8800.04%+1,922,830
SMURFIT WESTROCK PLC(SW)188,914232,071+43,1577,367,6469,282,8400.05%+1,915,194
MOSAIC CO(MOS)348,631394,962+46,3318,367,14410,269,0120.05%+1,901,868
CSX CORP(CSX)3,626,4573,230,134-396,323130,552,452132,435,4940.68%+1,883,042
RTX CORPORATION09,750+9,75001,881,7500.01%+1,881,750
BRIDGEBIO PHARMA INC(BBIO)00019,544,48021,382,2000.11%+1,837,720
PG&E CORP(PCG)799,289811,744+12,45512,788,62414,611,3920.08%+1,822,768
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