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Asset Manager ← All Institutions

Man Group plc

Q3 2025 · Filed 2025-11-14
Market Value
$50.4B
+12.0%
Holdings
2,071
+54
New Purchases
318
Added To
769
Closed
313
Reduced
667
Top 10 Concentration
20.4%
Turnover
30.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 3.11% 2.57% +0.54% $1.6B
NVDA 4.20% 3.70% +0.50% $2.1B
GOOG 0.86% 0.55% +0.31% $433M
TSLA 0.73% 0.49% +0.25% $368M
MSFT 3.30% 3.05% +0.24% $1.7B
AMD 0.39% 0.16% +0.23% $197M
BSX 0.74% 0.51% +0.23% $375M
AME 0.29% 0.06% +0.23% $148M
AMP 0.27% 0.04% +0.23% $136M
RSG 0.30% 0.08% +0.23% $153M
REGN 0.30% 0.09% +0.21% $153M
MU 0.31% 0.11% +0.21% $158M
BAC 0.34% 0.13% +0.20% $169M
DIS 0.55% 0.35% +0.20% $279M
CCI 0.31% 0.11% +0.20% $155M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPY 1.60% 2.61% -1.01% $807M
CRM 0.42% 0.78% -0.37% $210M
HUM 0.04% 0.32% -0.27% $22M
CLX 0.06% 0.30% -0.25% $28M
MSCI 0.07% 0.32% -0.24% $37M
OKE 0.04% 0.28% -0.24% $22M
MRVL 0.16% 0.40% -0.24% $79M
CNC 0.04% 0.27% -0.23% $22M
EA 0.23% 0.45% -0.22% $116M
FTNT 0.13% 0.35% -0.22% $64M
EQIX 0.14% 0.35% -0.22% $69M
0HQN.L 0.08% 0.28% -0.20% $40M
GPN 0.00% 0.20% -0.20% $245K
HD 0.19% 0.39% -0.20% $95M
CCEP 0.01% 0.21% -0.20% $3M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 62 $17.1B 33.9%
Large Cap 729 $26.7B 53.0%
Mid Cap 684 $5.6B 11.2%
Small Cap 493 $882M 1.8%
Micro Cap 103 $42M 0.1%

Portfolio Analytics

Avg Market Cap
$44.2B
Median Market Cap
$5.9B
Avg P/E
33.3
Median P/E
21.7
Avg Dividend Yield
0.02%
Avg Beta
1.07
# Stocks
2,021
# ETFs / Funds
50

Top Holdings (2,071 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 4.20% 11,353,197 $2.1B $186.58 $454M +816,666 +7.8%
2 MSFT 3.30% 3,208,561 $1.7B $517.95 $288M +447,131 +16.2%
3 AAPL 3.11% 6,156,047 $1.6B $254.63 $410M +516,580 +9.2%
4 AMZN 1.88% 4,320,409 $949M $219.57 $137M +621,568 +16.8%
5 SPY 1.60% 1,211,639 $807M $666.18 -$367M -688,385 -36.2%
6 META 1.56% 1,071,150 $787M $734.38 $148M +206,377 +23.9%
7 GOOGL 1.53% 3,172,726 $771M $243.10 $104M -613,357 -16.2%
8 AVGO 1.34% 2,041,005 $673M $329.91 $97M -51,183 -2.5%
9 MA 0.99% 881,296 $501M $568.81 $78M +128,870 +17.1%
10 GOOG 0.86% 1,775,897 $433M $243.55 $184M +377,524 +27.0%
11 BMY 0.83% 9,228,160 $416M $45.10 $71M +1,762,315 +23.6%
12 ADBE 0.82% 1,177,624 $415M $352.75 $77M +303,145 +34.7%
13 BSX 0.74% 3,843,937 $375M $97.63 $146M +1,706,494 +79.8%
14 COST 0.74% 400,831 $371M $925.63 $83M +110,166 +37.9%
15 TSLA 0.73% 827,749 $368M $444.72 $150M +140,578 +20.5%
16 TSM 0.64% 1,161,252 $324M $279.29 $86M +107,831 +10.2%
17 BKNG 0.64% 59,405 $321M $5,399.27 $8M +5,380 +10.0%
18 V 0.63% 929,531 $317M $341.38 $78M +254,883 +37.8%
19 GE 0.63% 1,052,887 $317M $300.82 $107M +236,200 +28.9%
20 ADSK 0.60% 956,181 $304M $317.67 $55M +153,809 +19.2%
21 ABBV 0.59% 1,289,940 $299M $231.54 $106M +254,429 +24.6%
22 KGC 0.57% 11,644,296 $289M $24.85 $28M -5,095,673 -30.4%
23 TT 0.56% 662,850 $280M $421.96 $6M +36,595 +5.8%
24 DIS 0.55% 2,435,290 $279M $114.50 $121M +1,163,631 +91.5%
25 QCOM 0.53% 1,597,932 $266M $166.36 -$33M -281,157 -15.0%
26 CMCSA 0.52% 8,385,677 $263M $31.42 -$2M +936,324 +12.6%
27 LLY 0.50% 332,741 $254M $763.00 $8M +17,166 +5.4%
28 CAH 0.50% 1,605,349 $252M $156.96 $38M +331,783 +26.1%
29 NFLX 0.49% 207,182 $248M $1,198.92 $14M +31,972 +18.2%
30 BABA 0.47% 1,320,997 $236M $178.73 $58M -245,761 -15.7%
31 MCK 0.47% 305,492 $236M $772.54 $61M +66,168 +27.6%
32 ANET 0.46% 1,604,795 $234M $145.71 $62M -72,457 -4.3%
33 JPM 0.46% 735,479 $232M $315.43 $100M +279,127 +61.2%
34 INDA 0.46% 4,424,910 $230M $52.06 $21M +669,410 +17.8%
35 C 0.46% 2,265,866 $230M $101.50 $29M -97,780 -4.1%
36 NOW 0.45% 245,850 $226M $920.28 $51M +75,106 +44.0%
37 NEM 0.45% 2,676,926 $226M $84.31 $112M +733,109 +37.7%
38 GM 0.44% 3,607,123 $220M $60.97 $77M +700,757 +24.1%
39 MRK 0.43% 2,570,911 $216M $83.93 -$18M -377,191 -12.8%
40 UBER 0.43% 2,194,433 $215M $97.97 -$48M -619,682 -22.0%
41 CRM 0.42% 885,444 $210M $237.00 -$143M -409,393 -31.6%
42 LRCX 0.41% 1,548,658 $207M $133.90 $97M +419,911 +37.2%
43 SYF 0.40% 2,872,167 $204M $71.05 $29M +251,419 +9.6%
44 IBN 0.40% 6,738,766 $204M $30.23 $17M +1,182,908 +21.3%
45 STT 0.40% 1,737,923 $202M $116.01 -$5M -200,519 -10.3%
46 AMD 0.39% 1,216,897 $197M $161.79 $127M +721,350 +145.6%
47 ACN 0.39% 794,807 $196M $246.60 $65M +355,917 +81.1%
48 GILD 0.39% 1,756,591 $195M $111.00 $20M +181,636 +11.5%
49 PLTR 0.39% 1,064,822 $194M $182.42 $72M +165,515 +18.4%
50 HUBS 0.38% 412,633 $193M $467.80 $54M +163,478 +65.6%
51 TMUS 0.37% 788,994 $189M $239.38 -$4M -20,463 -2.5%
52 KEYS 0.37% 1,069,955 $187M $174.92 $22M +59,556 +5.9%
53 VICI 0.37% 5,685,670 $185M $32.61 $75M +2,297,085 +67.8%
54 AER 0.36% 1,506,871 $182M $121.00 $43M +314,767 +26.4%
55 INTU 0.36% 265,663 $181M $682.91 -$53M -31,983 -10.8%
56 BAC 0.34% 3,282,464 $169M $51.59 $110M +2,021,400 +160.3%
57 CSCO 0.33% 2,466,427 $169M $68.42 $53M +802,394 +48.2%
58 CI 0.33% 582,895 $168M $288.25 -$8M +50,712 +9.5%
59 ETN 0.33% 443,049 $166M $374.25 $64M +157,946 +55.4%
60 HYG 0.33% 2,025,109 $164M $81.19 -$10M -134,212 -6.2%
61 WMT 0.33% 1,591,166 $164M $103.06 $45M +375,356 +30.9%
62 INCY 0.33% 1,933,547 $164M $84.81 $54M +322,877 +20.1%
63 EME 0.32% 247,702 $161M $649.54 -$22M -94,492 -27.6%
64 NTES 0.32% 1,055,122 $160M $151.99 $28M +71,966 +7.3%
65 PINS 0.32% 4,983,427 $160M $32.17 $98M +3,239,222 +185.7%
66 MU 0.31% 945,384 $158M $167.32 $110M +557,759 +143.9%
67 HON 0.31% 744,441 $157M $210.50 $96M +484,660 +186.6%
68 CCI 0.31% 1,601,500 $155M $96.49 $106M +1,126,221 +237.0%
69 RSG 0.30% 667,603 $153M $229.48 $119M +528,540 +380.1%
70 EW 0.30% 1,967,433 $153M $77.77 $24M +313,494 +18.9%
71 REGN 0.30% 271,707 $153M $562.27 $113M +195,724 +257.6%
72 MNST 0.30% 2,267,196 $153M $67.31 $30M +311,959 +16.0%
73 TGT 0.30% 1,694,180 $152M $89.70 $89M +1,054,484 +164.8%
74 SFM 0.30% 1,394,724 $152M $108.80 -$50M +172,256 +14.1%
75 APH 0.30% 1,223,896 $151M $123.75 $46M +153,991 +14.4%
76 PCG 0.30% 9,951,634 $150M $15.08 -$5M -1,180,507 -10.6%
77 ECL 0.30% 546,865 $150M $273.86 $4M +4,485 +0.8%
78 AXP 0.29% 447,158 $149M $332.16 -$11M -52,834 -10.6%
79 NDAQ 0.29% 1,669,063 $148M $88.45 $69M +791,766 +90.2%
80 AME 0.29% 785,020 $148M $188.00 $120M +631,649 +411.8%
81 ADI 0.28% 581,511 $143M $245.70 $85M +340,099 +140.9%
82 PODD 0.28% 461,601 $143M $308.73 $22M +77,219 +20.1%
83 CCJ 0.28% 1,698,728 $142M $83.86 $87M +948,068 +126.3%
84 VRTX 0.28% 362,774 $142M $391.64 $85M +235,156 +184.3%
85 SCHW 0.28% 1,457,689 $139M $95.47 $90M +919,329 +170.8%
86 TJX 0.28% 961,647 $139M $144.54 $71M +410,940 +74.6%
87 AMP 0.27% 276,822 $136M $491.25 $117M +241,665 +687.4%
88 PEP 0.27% 955,076 $134M $140.44 -$42M -376,412 -28.3%
89 GD 0.26% 377,823 $129M $341.00 -$6M -83,762 -18.1%
90 BIIB 0.26% 918,025 $129M $140.08 $29M +124,743 +15.7%
91 HIG 0.25% 942,529 $126M $133.39 -$9M -122,320 -11.5%
92 EIX 0.25% 2,264,808 $125M $55.28 $6M -49,316 -2.1%
93 VEEV 0.24% 400,838 $119M $297.91 $34M +103,588 +34.9%
94 JNK 0.23% 1,195,264 $117M $97.99 $9M +83,762 +7.5%
95 EA 0.23% 576,241 $116M $201.70 -$88M -703,008 -55.0%
96 AMT 0.23% 603,043 $116M $192.32 $35M +234,982 +63.8%
97 INFY 0.23% 7,014,907 $114M $16.27 -$14M +110,255 +1.6%
98 ZTS 0.23% 777,496 $114M $146.32 $42M +318,613 +69.4%
99 AIG 0.22% 1,427,910 $112M $78.54 $92M +1,196,090 +516.0%
100 EXC 0.22% 2,488,834 $112M $45.01 -$20M -545,891 -18.0%

Options Breakdown

152 Calls $3.1B Call Value 153 Puts $2.7B Put Value 0.88 P/C Ratio

Top Calls

SymbolSharesValueStatus
NVDA 1,836,300 $343M
AAPL 1,202,700 $306M
MSFT 582,200 $302M
SPY 297,200 $198M
AMZN 740,100 $163M
GOOGL 591,600 $144M
AVGO 384,000 $127M
META 166,000 $122M
TSLA 225,600 $100M
ORCL 250,400 $70M

Top Puts

SymbolSharesValueStatus
AAPL 1,167,300 $297M
NVDA 1,581,200 $295M
MSFT 510,600 $264M
SPY 292,400 $195M
AMZN 609,000 $134M
GOOGL 494,600 $120M
AVGO 346,000 $114M
META 145,700 $107M
TSLA 181,300 $81M
ORCL 234,400 $66M

New Positions

SymbolValue% Port
TEL $76M 0.15%
NSC $60M 0.12%
QS $44M 0.09%
VRNA $44M 0.09%
ADM $41M 0.08%
JOBY $40M 0.08%
GLXY $39M 0.08%
MRUS $34M 0.07%
GTLS $33M 0.07%
IREN $28M 0.06%
LNW $27M 0.05%
SEZL $25M 0.05%
TEM $24M 0.05%
NTRS $23M 0.05%
CRDO $22M 0.04%

Sold Out Positions

SymbolValue% Port
ABM —%
BDX —%
UAMY —%
AAP —%
EVC —%
LYV —%
CPS —%
ABG —%
NUS —%
CNR —%
KW —%
CWT —%
RM —%
UCB —%
SPB —%
View SEC EDGAR Filings for Man Group plc →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms