M&G Plc
Annual return '25
+11.2%
SPY '25
+17.7%
Alpha
-6.5ptsvs SPY
Invested
$19.4B
Holdings
375
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$PWR
QUANTA SVCS INC
Held since at least Q1 2024
5.6%
02
$MSFT
MICROSOFT CORP
Q1 2026: Increased +10.8% (23.9k → 26.5k shares)
5.5%
03
$AMCR
AMCOR PLC
Held since at least Q1 2024
5.2%
04
$AZN
ASTRAZENECA PLC
Q1 2026: Sold 50.0% (1.1k → 528 shares)
4.2%
05
$MEOH
METHANEX CORP
Held since at least Q1 2024
3.9%
06
$META
META PLATFORMS INC
Q4 2025: New position (1.3k shares)
2.8%
07
$GOOGL
ALPHABET INC
Q1 2026: Sold 11.2% (5.7k → 5.0k shares)
2.4%
08
$VFC
V F CORP
Held since at least Q1 2024
2.3%
09
$NEE
NEXTERA ENERGY INC
Q1 2026: Sold 1.0% (35.5k → 35.2k shares)
1.9%
10
$AVGO
BROADCOM INC
Q1 2026: Increased +3.4% (9.4k → 9.8k shares)
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:55 UTC.