M&G Plc Top Holdings and 13F Report (2025) About M&G PlcInvestment ActivityM&G Plc has $20.90 billion in total holdings as of March 31, 2025.M&G Plc owns shares of 435 different stocks, but just 66 companies or ETFs make up 80% of its holdings.Approximately 9.64% of the portfolio was purchased this quarter.About 40.70% of the portfolio was sold this quarter.This quarter, M&G Plc has purchased 418 new stocks and bought additional shares in 116 stocks.M&G Plc sold shares of 169 stocks and completely divested from 48 stocks this quarter.Largest Holdings NUTANIX INC $4,972,843,032Microsoft $946,960,875Amcor $693,832,220Meta Platforms $536,186,880Methanex $446,492,585 Largest New Holdings this Quarter 464286822 - iShares MSCI Mexico ETF $235,695,504 Holding003135106 - AMAZON COM INC $150,322,300 Holding460146103 - International Paper $64,521,899 Holding19260QAF4 - COINBASE GLOBAL INC $28,310,100 Holding37940XAU6 - GLOBAL PMTS INC $27,823,060 Holding Largest Purchases this Quarter iShares MSCI Mexico ETF 4,625,108 shares (about $235.70M)Microsoft 595,014 shares (about $223.13M)AMAZON COM INC 791,170 shares (about $150.32M)Meta Platforms 221,633 shares (about $127.66M)Amcor 10,009,751 shares (about $100.10M) Largest Sales this Quarter NUTANIX INC 14,958,000 shares (about $6.48B)Amazon.com 643,143 shares (about $122.20M)Marsh & McLennan Companies 488,486 shares (about $119.19M)Franco-Nevada 536,619 shares (about $84.29M)CME Group 270,905 shares (about $71.79M) Sector Allocation Over TimeMap of 500 Largest Holdings ofM&G Plc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNUTANIX INC$4,972,843,032$6,481,117,546 ▼-56.6%11,477,00023.8%NOTE 0.250%10/0MSFTMicrosoft$946,960,875$223,130,250 ▲30.8%2,525,2294.5%Computer and TechnologyAMCRAmcor$693,832,220$100,097,510 ▲16.9%69,383,2223.3%IndustrialsMETAMeta Platforms$536,186,880$127,660,608 ▲31.2%930,8802.6%Computer and TechnologyMEOHMethanex$446,492,585$1,820,000 ▼-0.4%12,756,9312.1%Basic MaterialsBMYBristol-Myers Squibb$418,224,479$62,180,594 ▼-12.9%6,856,1392.0%MedicalNEENextEra Energy$389,659,502$69,072,066 ▲21.5%5,488,1621.9%UtilitiesGOOGLAlphabet$381,058,355$33,590,980 ▲9.7%2,458,4411.8%Computer and TechnologyELVElevance Health$346,390,935$12,068,640 ▲3.6%796,3011.7%MedicalAVGOBroadcom$291,626,589$38,210,936 ▼-11.6%1,746,2671.4%Computer and TechnologyVFCVF$280,530,592$32,276,352 ▲13.0%17,533,1621.3%Consumer DiscretionaryUNHUnitedHealth Group$264,428,740$3,408,096 ▼-1.3%504,6351.3%MedicalEQIXEquinix$245,572,540$60,209,755 ▲32.5%301,3161.2%FinanceFNVFranco-Nevada$237,283,115$84,289,027 ▼-26.2%1,510,6431.1%Basic MaterialsEWWiShares MSCI Mexico ETF$235,695,504$235,695,504 ▲New Holding4,625,1081.1%ETFMDTMedtronic$226,609,830$14,244,120 ▼-5.9%2,517,8871.1%MedicalVVisa$225,712,900$52,941,700 ▼-19.0%644,8941.1%Business ServicesLOWLowe's Companies$217,289,742$4,136,915 ▲1.9%932,5741.0%Retail/WholesaleACNAccenture$212,855,760$27,509,040 ▲14.8%682,2301.0%Computer and TechnologyCCICrown Castle$210,039,960$47,443,552 ▼-18.4%2,019,6151.0%FinanceAMTAmerican Tower$199,385,634$16,150,748 ▼-7.5%914,6131.0%FinanceARESAres Management$189,972,216$35,989,275 ▲23.4%1,292,3280.9%FinanceBEKEKE$180,375,540$38,040 ▼0.0%9,018,7770.9%Computer and TechnologyKVUEKenvue$165,135,696$28,051,056 ▲20.5%6,880,6540.8%Consumer StaplesANSSANSYS$158,204,556$8,637,933 ▼-5.2%499,0680.8%Computer and TechnologyKOCoca-Cola$156,921,984$63,725,472 ▼-28.9%2,179,4720.8%Consumer StaplesAMAZON COM INC$150,322,300$150,322,300 ▲New Holding791,1700.7%COMCMECME Group$148,256,635$71,789,825 ▼-32.6%559,4590.7%FinanceQCOMQUALCOMM$142,898,910$2,611,686 ▼-1.8%927,9150.7%Computer and TechnologyHTHTH World Group$141,134,428$17,784,161 ▲14.4%3,814,4440.7%Consumer DiscretionaryJCIJohnson Controls International$138,801,440$7,877,200 ▼-5.4%1,735,0180.7%ConstructionAREAlexandria Real Estate Equities$134,983,734$15,872,310 ▼-10.5%1,451,4380.6%FinanceENBEnbridge$132,567,019$12,259,776 ▼-8.5%2,980,2930.6%EnergyRSGRepublic Services$132,305,514$14,308,976 ▼-9.8%546,7170.6%Business ServicesAMGNAmgen$130,487,760$7,051,200 ▼-5.1%418,2300.6%MedicalORCLOracle$119,218,820$5,607,840 ▲4.9%851,5630.6%Computer and TechnologyAXPAmerican Express$115,434,894$6,143,422 ▼-5.1%429,1260.6%FinanceUBSUBS Group$115,216,163$10,107,093 ▼-8.1%3,772,8130.6%FinanceCSXCSX$110,202,088$5,403,860 ▲5.2%3,800,0720.5%TransportationEXCExelon$106,703,670$26,296,682 ▼-19.8%2,319,6450.5%UtilitiesEBAYeBay$100,322,168$5,601,704 ▼-5.3%1,475,3260.5%Retail/WholesaleMAMastercard$98,488,204$21,807,660 ▼-18.1%179,7230.5%Business ServicesHALOZYME THERAPEUTICS INC$98,321,1490.0%26,661,0000.5%NOTE 1.000% 8/1AESAES$96,844,464$8,195,652 ▼-7.8%8,070,3720.5%UtilitiesEIXEdison International$95,955,417$44,966,673 ▲88.2%1,626,3630.5%UtilitiesAWKAmerican Water Works$93,004,828$14,601,828 ▼-13.6%628,4110.4%UtilitiesATATAtour Lifestyle$92,752,352$10,302,012 ▼-10.0%3,312,5840.4%Consumer DiscretionaryATHMAutohome$91,006,328$7,108,304 ▼-7.2%3,250,2260.4%Computer and TechnologyBDXBecton, Dickinson and Company$90,174,017$4,779,001 ▼-5.0%393,7730.4%MedicalJPMJPMorgan Chase & Co.$89,709,935$5,571,055 ▼-5.8%366,1630.4%FinanceHDHome Depot$89,170,776$3,551,664 ▼-3.8%243,6360.4%Retail/WholesaleLINDE PLC$86,456,980$3,892,032 ▼-4.3%185,5300.4%SHSESEversource Energy$82,174,676$10,240,168 ▼-11.1%1,325,3980.4%UtilitiesDFSDiscover Financial Services$81,448,668$3,918,636 ▼-4.6%476,3080.4%FinanceHDBHDFC Bank$79,140,930$4,887,762 ▼-5.8%1,199,1050.4%FinanceOKEONEOK$77,088,429$1,345,905 ▲1.8%778,6710.4%EnergyBNBrookfield$68,689,712$3,433,404 ▲5.3%1,320,9560.3%FinanceABBVAbbVie$66,995,040$14,731,920 ▼-18.0%319,0240.3%MedicalBKBank of New York Mellon$65,674,896$2,725,128 ▼-4.0%781,8440.3%FinanceSRESempra$65,195,963$18,656,883 ▲40.1%918,2530.3%UtilitiesIPInternational Paper$64,521,899$64,521,899 ▲New Holding1,210,9470.3%Basic MaterialsTRPTC Energy$62,208,918$21,639,928 ▼-25.8%1,323,5940.3%EnergyMUMicron Technology$61,406,949$48,754,626 ▲385.3%705,8270.3%Computer and TechnologyUBER TECHNOLOGIES INC$59,617,740$1,163,880 ▲2.0%48,867,0000.3%NOTE 0.875%12/0TMOThermo Fisher Scientific$58,873,062$3,668,268 ▼-5.9%118,2190.3%MedicalWYWeyerhaeuser$58,774,532$1,248,566 ▼-2.1%2,026,7080.3%ConstructionSEAGATE HDD CAYMAN$58,006,800$6,058,800 ▲11.7%48,339,0000.3%NOTE 3.500% 6/0AAPLApple$57,304,638$6,878,448 ▼-10.7%258,1290.3%Computer and TechnologyMANHManhattan Associates$56,759,224$8,015,090 ▲16.4%328,0880.3%Computer and TechnologyBABAAlibaba Group$56,688,720$17,996,352 ▼-24.1%429,4600.3%Retail/WholesaleINTCIntel$56,344,549$53,337,851 ▼-48.6%2,449,7630.3%Computer and TechnologyBIDUBaidu$54,059,200$6,611,028 ▲13.9%587,6000.3%Computer and TechnologyMSIMotorola Solutions$52,370,784$6,871,782 ▲15.1%119,5680.3%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$50,863,728$10,202,360 ▲25.1%306,4080.2%Computer and TechnologyDGXQuest Diagnostics$50,851,593$3,383,211 ▼-6.2%300,8970.2%MedicalMORNMorningstar$50,603,100$2,397,900 ▼-4.5%168,6770.2%Business ServicesBGNEBeiGene$50,600,432$1,939,904 ▼-3.7%186,0310.2%MedicalLANTHEUS HLDGS INC$49,749,0300.0%35,283,0000.2%NOTE 2.625%12/1MRKMerck & Co., Inc.$48,688,560$1,317,960 ▼-2.6%540,9840.2%MedicalADBEAdobe$48,351,360$2,787,456 ▼-5.5%125,9150.2%Computer and TechnologyCCJCameco$47,772,937$8,887,582 ▲22.9%1,165,0200.2%Basic MaterialsMNSOMINISO Group$47,709,360$24,259,266 ▼-33.7%2,650,5200.2%Retail/WholesaleCHENIERE ENERGY INC$47,439,546$8,413,482 ▼-15.1%205,3660.2%COM NEWLULULululemon Athletica$43,355,600$4,929,011 ▲12.8%153,2000.2%Consumer DiscretionaryNVDANVIDIA$42,278,112$3,988,764 ▼-8.6%391,4640.2%Computer and TechnologyINTUIntuit$42,071,280$13,803,334 ▲48.8%68,5200.2%Computer and TechnologyPDDPDD$41,410,802$475,658 ▼-1.1%350,9390.2%Retail/WholesaleREXRRexford Industrial Realty$41,311,101$892,710 ▲2.2%1,059,2590.2%FinanceCSCOCisco Systems$41,055,160$6,683,910 ▼-14.0%662,1800.2%Computer and TechnologySTXSeagate Technology$39,533,075$11,719,545 ▲42.1%465,0950.2%Computer and TechnologyGGGGraco$39,443,376$1,974,336 ▼-4.8%469,5640.2%IndustrialsCVECenovus Energy$39,249,838$3,451,032 ▼-8.1%2,823,6530.2%EnergyBALLBall$38,799,020$1,412,476 ▼-3.5%746,1350.2%IndustrialsFERROVIAL SE$38,475,407$3,699,240 ▼-8.8%867,1850.2%ORD SHSONOnsemi$38,162,513$7,113,131 ▲22.9%930,7930.2%Computer and TechnologyWFCWells Fargo & Company$37,950,048$4,285,080 ▼-10.1%527,0840.2%FinanceLAM RESEARCH CORP$37,853,712$19,382,887 ▲104.9%518,5440.2%COM NEWGRMNGarmin$37,304,036$22,785 ▲0.1%171,9080.2%Computer and TechnologyJNJJohnson & Johnson$35,931,862$7,590,184 ▼-17.4%216,4570.2%MedicalPGRProgressive$35,656,019$1,002,103 ▲2.9%125,9930.2%FinanceShowing largest 100 holdings. 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