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M&G Plc 13F 持仓明细(2026-03-31) · 小隐寺数据中心
M&G Plc
报告期 2026-03-31 · CIK 0001802539
持仓数
380
前50大市值合计
$13.87B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 28
增持 38
减持 55
清仓 29
方向
标的
Δ市值
现股数(环比)
建仓
—
AMCOR PLC
+$1.01B
25,183,844
清仓
—
AMCOR PLC
-$919.9M
0
-100%
建仓
—
ASTRAZENECA PLC
+$816.8M
4,204,199
减持
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
MEOH
METHANEX CORP
+$236.9M
12,453,376
-2%
减持
—
ALIBABA GROUP HLDG LTD
-$152.0M
15,343,000
-47%
减持
ELV
ELEVANCE HEALTH INC FORMERLY
-$134.1M
295,942
-53%
减持
LRCX
LAM RESEARCH CORP
-$132.8M
297,231
-74%
增持
INTU
INTUIT
+$115.8M
415,944
+331%
增持
MSFT
MICROSOFT CORP
-$114.3M
2,861,372
+18%
减持
QCOM
QUALCOMM INC
-$94.8M
1,674,676
-8%
增持
AVGO
BROADCOM INC
+$94.2M
1,187,993
+50%
减持
HDB
HDFC BANK LTD
-$88.1M
6,544,365
-4%
增持
—
MAGNUM ICE CREAM CO NV
+$83.7M
14,172,252
+80%
减持
SNPS
SYNOPSYS INC
-$74.5M
476,285
-15%
减持
—
TOTALENERGIES SE
+$74.5M
3,118,948
-6%
减持
CME
CME GROUP INC
-$69.8M
684,081
-31%
减持
BFAM
BRIGHT HORIZONS FAM SOL IN D
-$66.1M
18,761
-97%
增持
—
ACCENTURE PLC IRELAND
-$64.4M
1,078,492
+4%
减持
UNH
UNITEDHEALTH GROUP INC
-$56.3M
847,584
-2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$53.7M
376,718
-9%
增持
—
MEDTRONIC PLC
+$49.0M
3,359,670
+33%
减持
HTHT
H WORLD GROUP LTD
-$48.5M
4,677,290
-22%
增持
META
META PLATFORMS INC
-$46.4M
930,993
+6%
减持
LOW
LOWES COS INC
-$43.4M
754,374
-18%
减持
BDX
BECTON DICKINSON & CO
-$39.3M
883,053
-4%
减持
EQIX
EQUINIX INC
+$37.8M
282,809
-9%
减持
ORCL
ORACLE CORP
-$36.2M
52,078
-77%
清仓
CCI
CROWN CASTLE INC
-$34.0M
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$33.7M
5,764,140
-19%
减持
A
AGILENT TECHNOLOGIES INC
-$29.4M
721,114
-12%
增持
ARES
ARES MANAGEMENT CORPORATION
-$28.7M
1,548,714
+27%
减持
COF
CAPITAL ONE FINL CORP
-$27.7M
189,403
-26%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$27.1M
777,173
+30%
减持
ADSK
AUTODESK INC
-$26.4M
217,096
-18%
清仓
—
ENPHASE ENERGY INC
-$26.1M
0
-100%
减持
IP
INTERNATIONAL PAPER CO
-$25.9M
2,559,390
-16%
减持
—
H WORLD GROUP LTD
-$25.2M
6,234,000
-76%
减持
IPGP
IPG PHOTONICS CORP
+$23.9M
596,812
-4%
减持
—
JOHNSON CONTROLS INTERNATION
-$23.9M
2,000,914
-16%
增持
CEG
CONSTELLATION ENERGY CORP
+$23.0M
137,088
+216%
减持
MA
MASTERCARD INCORPORATED
-$22.8M
190,750
-8%
清仓
—
AIRBNB INC
-$22.1M
0
-100%
增持
AXP
AMERICAN EXPRESS CO
-$21.9M
386,758
+3%
增持
VFC
V F CORP
-$21.5M
25,786,464
+1%
清仓
—
BILL HOLDINGS INC
-$19.9M
0
-100%
增持
BALL
BALL CORP
+$19.3M
2,417,014
+4%
建仓
—
SPIRIT AEROSYSTEMS INC
+$18.9M
12,924,000
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$18.6M
361,809
+6%
建仓
DELL
DELL TECHNOLOGIES INC
+$18.5M
113,058
建仓
—
TRIP COM GROUP LTD
+$17.7M
17,226,000
清仓
KO
COCA COLA CO
-$17.7M
0
-100%
减持
CVE
CENOVUS ENERGY INC
-$16.7M
1,478,058
-56%
减持
—
ITRON INC
-$16.7M
18,161,000
-48%
增持
—
UBS GROUP AG
-$16.5M
4,980,760
+11%
建仓
OVV
OVINTIV INC
+$16.4M
278,068
清仓
TPR
TAPESTRY INC
-$16.3M
0
-100%
建仓
SE
SEA LTD
+$16.2M
195,140
增持
ATHM
AUTOHOME INC
-$16.2M
3,473,398
+2%
减持
ADBE
ADOBE INC
-$16.2M
110,041
-10%
建仓
INSM
INSMED INC
+$16.1M
98,221
减持
REXR
REXFORD INDL RLTY INC
-$15.6M
570,915
-35%
减持
JPM
JPMORGAN CHASE & CO
-$15.2M
284,971
-7%
增持
TMUS
T-MOBILE US INC
+$15.0M
189,705
+55%
减持
—
NXP SEMICONDUCTORS N V
-$14.7M
8,533
-89%
建仓
HOOD
ROBINHOOD MKTS INC
+$14.6M
211,202
减持
ON
ON SEMICONDUCTOR CORP
+$14.5M
2,467,162
-4%
清仓
CLS
CELESTICA INC
-$14.5M
0
-100%
建仓
—
TECHNIPFMC PLC
+$14.4M
208,876
建仓
KLAC
KLA CORP
+$14.4M
9,790
增持
LULU
LULULEMON ATHLETICA INC
-$14.3M
282,749
+2%
清仓
MTB
M & T BK CORP
-$14.3M
0
-100%
减持
ZTS
ZOETIS INC
-$14.2M
173,608
-37%
建仓
GEV
GE VERNOVA INC
+$14.1M
16,205
清仓
ATEC
ALPHATEC HLDGS INC
-$14.1M
0
-100%
建仓
NTAP
NETAPP INC
+$14.0M
137,421
清仓
LRN
STRIDE INC
-$14.0M
0
-100%
建仓
—
FTAI AVIATION LTD
+$14.0M
57,151
清仓
VLY
VALLEY NATL BANCORP
-$14.0M
0
-100%
清仓
GLW
CORNING INC
-$13.9M
0
-100%
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$13.7M
0
-100%
清仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$13.5M
0
-100%
清仓
COCO
VITA COCO CO INC
-$13.4M
0
-100%
清仓
SFM
SPROUTS FMRS MKT INC
-$13.4M
0
-100%
建仓
ATRO
ASTRONICS CORP
+$13.3M
198,707
减持
ANET
ARISTA NETWORKS INC
-$13.1M
17,523
-85%
清仓
EXLS
EXLSERVICE HOLDINGS INC
-$13.1M
0
-100%
建仓
—
FLUTTER ENTMT PLC
+$13.1M
128,271
建仓
MBLY
MOBILEYE GLOBAL INC
+$12.8M
1,825,912
清仓
NET
CLOUDFLARE INC
-$12.8M
0
-100%
清仓
CSL
CARLISLE COS INC
-$12.7M
0
-100%
减持
PDD
PDD HOLDINGS INC
-$12.6M
236,634
-27%
减持
—
LINDE PLC
+$12.5M
211,771
-2%
建仓
—
THOMSON REUTERS CORP
+$12.5M
137,596
建仓
ALNY
ALNYLAM PHARMACEUTICALS INC
+$12.5M
37,656
建仓
RYAN
RYAN SPECIALTY HOLDINGS INC
+$12.4M
365,841
建仓
WDAY
WORKDAY INC
+$12.4M
95,416
建仓
WING
WINGSTOP INC
+$12.4M
79,995
减持
KOS
KOSMOS ENERGY LTD
+$12.4M
7,031,872
-20%
清仓
VRSK
VERISK ANALYTICS INC
-$12.3M
0
-100%
增持
BAC
BANK AMERICA CORP
+$12.3M
427,833
+172%
减持
TTEK
TETRA TECH INC NEW
-$12.2M
2,318,534
-4%
增持
—
DEUTSCHE BK AG
+$12.2M
445,054
+2398%
增持
HUM
HUMANA INC
+$12.1M
90,712
+550%
建仓
ROKU
ROKU INC
+$12.1M
127,026
清仓
—
NUTANIX INC
-$11.7M
0
-100%
清仓
—
SPORTRADAR GROUP AG
-$11.7M
0
-100%
建仓
TARS
TARSUS PHARMACEUTICALS INC
+$11.6M
166,364
减持
NOW
SERVICENOW INC
-$11.3M
77,765
-39%
建仓
ARQT
ARCUTIS BIOTHERAPEUTICS INC
+$11.3M
469,082
增持
VEEV
VEEVA SYS INC
+$11.2M
67,418
+2092%
清仓
MSCI
MSCI INC
-$11.2M
0
-100%
建仓
WAT
WATERS CORP
+$11.1M
37,326
清仓
SEIC
SEI INVTS CO
-$11.0M
0
-100%
增持
—
GARMIN LTD
+$11.0M
357,219
+1%
增持
GOOGL
ALPHABET INC
-$10.8M
1,615,529
+6%
清仓
GWRE
GUIDEWIRE SOFTWARE INC
-$10.8M
0
-100%
减持
—
SEAGATE HDD CAYMAN
+$10.7M
9,479,000
-8%
减持
CARR
CARRIER GLOBAL CORPORATION
-$10.5M
438,019
-34%
增持
NVDA
NVIDIA CORPORATION
-$10.4M
1,460,195
+3%
减持
MELI
MERCADOLIBRE INC
-$10.4M
28,952
-3%
增持
OWL
BLUE OWL CAPITAL INC
-$10.3M
1,942,998
+5%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$10.3M
248,974
+40%
增持
SNOW
SNOWFLAKE INC
+$10.2M
78,665
+940%
减持
MANH
MANHATTAN ASSOCIATES INC
-$10.1M
212,921
-4%
清仓
CE
CELANESE CORP DEL
-$10.0M
0
-100%
减持
AES
AES CORP
-$9.9M
1,306,173
-35%
建仓
VSNT
VERSANT MEDIA GROUP INC
+$9.8M
265,104
清仓
—
MACOM TECH SOLUTIONS HLDGS I
-$9.8M
0
-100%
增持
WFC
WELLS FARGO & CO
-$9.7M
3,906,676
+13%
增持
AEIS
ADVANCED ENERGY INDS
+$9.7M
30,359
+4556%
增持
CRM
SALESFORCE INC
-$9.7M
517,317
+29%
减持
KVUE
KENVUE INC
-$9.5M
7,579,318
-7%
建仓
DIS
DISNEY WALT CO
+$9.4M
98,418
减持
EBAY
EBAY INC.
-$9.3M
2,246,015
-9%
增持
PYPL
PAYPAL HLDGS INC
+$9.2M
556,768
+103%
增持
—
UBER TECHNOLOGIES INC
+$8.9M
49,978,000
+26%
减持
MU
MICRON TECHNOLOGY INC
-$8.8M
162,948
-27%
减持
TECK
TECK RESOURCES LTD
-$8.6M
495,769
-31%
减持
MORN
MORNINGSTAR INC
-$8.6M
149,783
-4%
减持
SIMO
SILICON MOTION TECHNOLOGY CO
-$8.5M
92,229
-55%
增持
EXC
EXELON CORP
+$8.3M
1,589,929
+0%
增持
—
GLOBANT S A
+$8.2M
317,897
+219%
增持
PONY
PONY AI INC
+$8.1M
1,638,326
+269%
增持
BABA
ALIBABA GROUP HLDG LTD
+$8.0M
333,056
+46%
减持
OKE
ONEOK INC NEW
-$7.9M
753,104
-26%
清仓
—
ITRON INC
-$7.7M
0
-100%
减持
LNG
CHENIERE ENERGY INC
+$7.6M
467,428
-28%
减持
FNV
FRANCO NEV CORP
+$7.1M
889,974
-13%
减持
NEE
NEXTERA ENERGY INC
-$7.1M
4,034,446
-16%
增持
VZ
VERIZON COMMUNICATIONS INC
+$6.9M
595,953
+7%
