StockDriftsStockDriftsTop 50 M&G Plc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMCR | AMCOR PLC | 5.93% | 27.73M | $1.19B | +10.12%(+2.55M) | $45.99(+2.28%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.53% | 2.44M | $910.2M | -14.72%(-421.18K) | $410.42(+22.50%) | 2026-06-30 | |
| AZN | ASTRAZENECA PLC | 4.17% | 4.48M | $838.2M | +6.62%(+278.51K) | $190.62(-15.01%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.02% | 1.61M | $607.2M | +35.21%(+418.35K) | $280.53(+49.85%) | 2026-06-30 | |
| MEOH | METHANEX CORP | 2.83% | 12.35M | $567.9M | -0.87%(-107.80K) | $46.00(+20.10%) | 2026-06-30 | |
| META | META PLATFORMS INC | 2.44% | 869.8K | $489.7M | -6.57%(-61.20K) | $491.34(+21.46%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.36% | 1.33M | $474.5M | -17.72%(-286.29K) | $158.55(+121.67%) | 2026-06-30 | |
| VFC | V F CORP | 2.19% | 25.83M | $439.2M | +0.19%(+48.06K) | $16.31(-8.39%) | 2026-06-30 | |
| NEE | NEXTERA ENERGY INC | 1.8% | 4.11M | $361.4M | +1.79%(+72.31K) | $65.33(+30.99%) | 2026-06-30 | |
| WFC | WELLS FARGO & CO | 1.6% | 3.88M | $322.1M | -0.65%(-25.56K) | $79.36(+11.05%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (9 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +18.17% |
| Top 20 Holdings Unweighted | — | — | — | — | +23.10% |
M&G Plc reports $20.12B in US-listed equity holdings across 370 positions in its most recent 13F filing. Its largest disclosed positions are AMCR (5.9%), MSFT (4.5%) and AZN (4.2%). The top 20 holdings account for 45.06% of reported assets. Its disclosed equity book has returned +18.17% cumulatively over 9 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track M&G Plc, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from M&G Plc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1802539). View M&G Plc’s 13F filings on SEC