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Disclosery

M&G PLC: UBS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M&G PLC on UBS, newest first. How the timeline and the estimate are built.

M&G PLC held 5,307,939 UBS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,307,939 shares
    Change vs previous 13F +327,179 shares

    1.31% of the 13F portfolio, value $262,659,383.

    13F-HR 0001193125-26-337122 filed by M&G PLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,980,760 shares
    Change vs previous 13F +479,982 shares

    1% of the 13F portfolio, value $193,155,594.

    13F-HR 0001193125-26-220581 filed by M&G PLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,500,778 shares
    Change vs previous 13F +389,283 shares

    1.08% of the 13F portfolio, value $209,618,393.

    13F-HR 0001193125-26-048106 filed by M&G PLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,111,495 shares
    Change vs previous 13F -301,567 shares

    0.91% of the 13F portfolio, value $170,416,529.

    13F-HR 0001193125-25-271464 filed by M&G PLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,413,062 shares
    Change vs previous 13F +640,249 shares

    0.83% of the 13F portfolio, value $150,234,171.

    13F-HR 0000950123-25-007299 filed by M&G PLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,772,813 shares
    Change vs previous 13F -330,962 shares

    0.55% of the 13F portfolio, value $115,216,163.

    13F-HR 0000950123-25-004800 filed by M&G PLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,103,775 shares
    Change vs previous 13F -404,172 shares

    0.77% of the 13F portfolio, value $125,280,223.

    13F-HR 0000950123-25-001525 filed by M&G PLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,507,947 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $138,593,219.

    13F-HR 0000950123-24-010111 filed by M&G PLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).