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M&G PLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1802539

$20.12B

disclosed book value

371

positions

5.9%

largest position share

Positions, as of 2026-06-30

top 100 of 371 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1AMCOR PLC27.7M$1.19B5.9%
2MSFTMICROSOFT CORP2.4M$910.2M4.5%
3ASTRAZENECA PLC4.5M$838.2M4.2%
4AVGOBROADCOM INC1.6M$607.2M3%
5MEOHMETHANEX CORP12.3M$567.9M2.8%
6METAMETA PLATFORMS INC869,789$489.7M2.4%
7GOOGLALPHABET INC1.3M$474.5M2.4%
8VFCV F CORP25.8M$439.2M2.2%
9NEENEXTERA ENERGY INC4.1M$361.4M1.8%
10WFCWELLS FARGO & CO3.9M$322.1M1.6%
11UNHUNITEDHEALTH GROUP INC745,287$310.0M1.5%
12BMYBRISTOL-MYERS SQUIBB CO5.3M$306.9M1.5%
13MEDTRONIC PLC3.9M$304.3M1.5%
14VVISA INC843,989$289.5M1.4%
15AAPLAPPLE INC993,209$287.0M1.4%
16JOHNSON CONTROLS INTERNATION2.0M$285.8M1.4%
17NVDANVIDIA CORPORATION1.4M$281.2M1.4%
18UBS GROUP AG5.3M$262.7M1.3%
19RSGREPUBLIC SVCS INC1.2M$262.3M1.3%
20MAGNUM ICE CREAM CO NV15.2M$261.2M1.3%
21HTHTH WORLD GROUP LTD6.1M$255.8M1.3%
22CMECME GROUP INC1.1M$244.8M1.2%
23EQIXEQUINIX INC226,467$236.0M1.2%
24EBAYEBAY INC.2.1M$232.4M1.2%
25FNVFRANCO NEV CORP1.1M$230.5M1.1%
26TOTALENERGIES SE3.0M$229.5M1.1%
27TSMTAIWAN SEMICONDUCTOR MANUFAC451,917$216.0M1.1%
28TMOTHERMO FISHER SCIENTIFIC INC428,783$214.8M1.1%
29SNPSSYNOPSYS INC439,688$196.1M1%
30ONON SEMICONDUCTOR CORP1.9M$181.5M0.9%
31ARESARES MANAGEMENT CORPORATION1.6M$181.4M0.9%
32AMTAMERICAN TOWER CORP1.1M$174.1M0.9%
33EWWISHARES INC2.3M$169.9M0.8%
34HDBHDFC BANK LTD6.5M$168.7M0.8%
35DGXQUEST DIAGNOSTICS INC795,650$168.7M0.8%
36ACCENTURE PLC IRELAND1.3M$164.4M0.8%
37QCOMQUALCOMM INC879,560$162.7M0.8%
38AMZNAMAZON COM INC659,488$157.0M0.8%
39ATATATOUR LIFESTYLE HLDGS LTD4.6M$146.1M0.7%
40ABBVABBVIE INC579,447$146.0M0.7%
41BALLBALL CORP2.3M$145.1M0.7%
42LNGCHENIERE ENERGY INC598,659$143.1M0.7%
43CSXCSX CORP2.9M$140.8M0.7%
44SEAGATE TECHNOLOGY HLDNGS PL139,501$134.6M0.7%
45BDXBECTON DICKINSON & CO887,713$134.0M0.7%
46AXPAMERICAN EXPRESS CO361,273$122.1M0.6%
47MSAMSA SAFETY INC690,334$120.8M0.6%
48ABTABBOTT LABORATORIES1.3M$120.6M0.6%
49AWKAMERICAN WTR WKS CO INC NEW881,347$116.3M0.6%
50ELVELEVANCE HEALTH INC FORMERLY295,118$114.2M0.6%
51INTUINTUIT435,218$113.6M0.6%
52LINDE PLC205,681$106.8M0.5%
53AMGNAMGEN INC289,819$104.9M0.5%
54ENBENBRIDGE INC1.9M$103.9M0.5%
55CYBERARK SOFTWARE LTD61.6M$102.3M0.5%
56IPINTERNATIONAL PAPER CO2.6M$96.5M0.5%
57AAGILENT TECHNOLOGIES INC717,273$95.4M0.5%
58MAMASTERCARD INCORPORATED182,375$93.7M0.5%
59CEGCONSTELLATION ENERGY CORP375,534$93.1M0.5%
60JPMJPMORGAN CHASE & CO270,161$88.3M0.4%
61LOWLOWES COS INC391,828$86.2M0.4%
62EXCEXELON CORP1.8M$85.5M0.4%
63BNBROOKFIELD CORP2.0M$84.7M0.4%
64TTEKTETRA TECH INC NEW2.8M$80.5M0.4%
65GARMIN LTD334,033$79.5M0.4%
66CRMSALESFORCE INC484,068$76.0M0.4%
67UBER 0.875 12/01/28 2028UBER TECHNOLOGIES INC61.3M$73.0M0.4%
68ATHMAUTOHOME INC3.8M$71.9M0.4%
69ILMNILLUMINA INC404,208$71.1M0.4%
70IPGPIPG PHOTONICS CORP596,441$69.8M0.3%
71BNYBANK OF NY MELLON CORP479,257$69.5M0.3%
72MUMICRON TECHNOLOGY INC60,062$69.3M0.3%
73STX 3.5 06/01/28SEAGATE HDD CAYMAN5.9M$68.7M0.3%
74BRKRBRUKER CORP1.1M$67.5M0.3%
75WYWEYERHAEUSER CO2.7M$65.1M0.3%
76ONCBEONE MEDICINES LTD223,445$63.7M0.3%
77ESEVERSOURCE ENERGY865,942$62.3M0.3%
78KVUEKENVUE INC3.3M$61.8M0.3%
79MSIMOTOROLA SOLUTIONS INC148,446$61.6M0.3%
80SRESEMPRA659,782$61.4M0.3%
81APHAMPHENOL CORP345,661$60.8M0.3%
82ROYAL CARIBBEAN GROUP178,389$56.7M0.3%
83LULULULULEMON ATHLETICA INC488,048$55.6M0.3%
84ADSKAUTODESK INC281,558$54.6M0.3%
85OKEONEOK INC NEW565,430$49.2M0.2%
86CCITIGROUP INC343,138$48.0M0.2%
87MELIMERCADOLIBRE INC28,104$47.7M0.2%
88ALCON AG689,802$46.9M0.2%
89TRPTC ENERGY CORP680,856$44.9M0.2%
90RIVN 3.625 10/15/30RIVIAN AUTOMOTIVE INC41.9M$44.8M0.2%
91LNTH 2.625 12/15/27LANTHEUS HLDGS INC30.4M$44.8M0.2%
92BABAALIBABA GROUP HLDG LTD459,843$44.1M0.2%
93CSCOCISCO SYS INC371,882$43.5M0.2%
94HALO 0.25 03/01/27HALOZYME THERAPEUTICS INC39.0M$43.3M0.2%
95STELLANTIS N.V7.1M$40.7M0.2%
96CCJCAMECO CORP523,054$38.8M0.2%
97CTSHCOGNIZANT TECHNOLOGY SOLUTIO953,221$37.2M0.2%
98FERROVIAL NV537,348$36.8M0.2%
99BOX INC37.5M$36.7M0.2%
100TMUST-MOBILE US INC215,578$36.2M0.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.