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Asset Manager ← All Institutions

Man Group plc

Q4 2025 · Filed 2026-02-17
Market Value
$50.9B
+1.1%
Holdings
2,070
-1
New Purchases
312
Added To
766
Closed
255
Reduced
730
Top 10 Concentration
20.2%
Turnover
27.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVV 0.73% 0.00% +0.73% $370M
AMZN 2.29% 1.88% +0.41% $1.2B
TEL 0.56% 0.15% +0.41% $285M
HDB 0.33% 0.00% +0.32% $166M
MFC 0.44% 0.13% +0.31% $226M
F-PD 0.38% 0.08% +0.30% $194M
T 0.35% 0.07% +0.29% $180M
VICI 0.63% 0.37% +0.26% $321M
LLY 0.76% 0.50% +0.26% $388M
MSI 0.29% 0.04% +0.26% $149M
ETN 0.57% 0.33% +0.24% $292M
SHW 0.24% 0.02% +0.22% $123M
ABBV 0.81% 0.59% +0.22% $413M
TOTB.DE 0.21% 0.00% +0.21% $109M
GRMN 0.32% 0.12% +0.20% $165M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPY 0.82% 1.60% -0.78% $419M
SFM 0.06% 0.30% -0.25% $29M
ACN 0.17% 0.39% -0.22% $87M
CI 0.13% 0.33% -0.21% $65M
RSG 0.11% 0.30% -0.20% $55M
STT 0.22% 0.40% -0.18% $110M
META 1.38% 1.56% -0.18% $702M
WMT 0.15% 0.33% -0.17% $77M
SYF 0.23% 0.40% -0.17% $119M
DIS 0.39% 0.55% -0.16% $199M
UNP 0.02% 0.18% -0.15% $12M
AER 0.21% 0.36% -0.15% $107M
BABA 0.32% 0.47% -0.15% $162M
VRT 0.05% 0.20% -0.15% $28M
V 0.49% 0.63% -0.14% $248M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 64 $17.6B 34.5%
Large Cap 734 $27.4B 53.9%
Mid Cap 697 $5.0B 9.8%
Small Cap 474 $864M 1.7%
Micro Cap 101 $66M 0.1%

Portfolio Analytics

Avg Market Cap
$44.9B
Median Market Cap
$6.0B
Avg P/E
32.3
Median P/E
21.3
Avg Dividend Yield
0.02%
Avg Beta
1.08
# Stocks
2,023
# ETFs / Funds
47

Top Holdings (2,070 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 4.16% 11,370,457 $2.1B $186.50 $2M +17,260 +0.1%
2 MSFT 3.23% 3,402,359 $1.6B $483.62 -$16M +193,798 +6.0%
3 AAPL 3.20% 5,993,760 $1.6B $271.86 $62M -162,287 -2.6%
4 AMZN 2.29% 5,060,281 $1.2B $230.82 $219M +739,872 +17.1%
5 GOOGL 1.69% 2,745,726 $859M $313.00 $88M -427,000 -13.5%
6 AVGO 1.40% 2,056,882 $712M $346.10 $39M +15,877 +0.8%
7 META 1.38% 1,063,217 $702M $660.09 -$85M -7,933 -0.7%
8 GOOG 1.04% 1,687,581 $530M $313.80 $97M -88,316 -5.0%
9 MA 0.94% 837,229 $478M $570.88 -$23M -44,067 -5.0%
10 BMY 0.88% 8,317,538 $449M $53.94 $32M -910,622 -9.9%
11 COST 0.88% 519,645 $448M $862.34 $77M +118,814 +29.6%
12 SPY 0.82% 614,856 $419M $681.92 -$388M -596,783 -49.2%
13 BSX 0.82% 4,392,725 $419M $95.35 $44M +548,788 +14.3%
14 ABBV 0.81% 1,808,707 $413M $228.49 $115M +518,767 +40.2%
15 LLY 0.76% 361,060 $388M $1,074.68 $134M +28,319 +8.5%
16 IVV 0.73% 540,865 $370M $684.94 +540,865 NEW
17 ADBE 0.72% 1,053,533 $369M $349.99 -$47M -124,091 -10.5%
18 ADSK 0.71% 1,229,946 $364M $296.01 $60M +273,765 +28.6%
19 TSLA 0.70% 787,125 $354M $449.72 -$14M -40,624 -4.9%
20 KGC 0.69% 12,526,669 $353M $28.16 $63M +882,373 +7.6%
21 GE 0.67% 1,099,774 $339M $308.03 $22M +46,887 +4.5%
22 TSM 0.66% 1,097,577 $334M $303.89 $9M -63,675 -5.5%
23 VICI 0.63% 11,406,537 $321M $28.12 $135M +5,720,867 +100.6%
24 BKNG 0.62% 59,088 $316M $5,355.33 -$4M -317 -0.5%
25 ANET 0.58% 2,258,305 $296M $131.03 $62M +653,510 +40.7%
26 ETN 0.57% 916,125 $292M $318.51 $126M +473,076 +106.8%
27 TEL 0.56% 1,252,434 $285M $227.51 $209M +904,468 +259.9%
28 NOW 0.54% 1,799,035 $276M $153.19 $49M +1,553,185 +631.8%
29 JPM 0.54% 847,101 $273M $322.22 $41M +111,622 +15.2%
30 IBN 0.53% 9,070,256 $270M $29.80 $67M +2,331,490 +34.6%
31 UBER 0.52% 3,266,787 $267M $81.71 $52M +1,072,354 +48.9%
32 APH 0.50% 1,879,486 $254M $135.14 $103M +655,590 +53.6%
33 V 0.49% 706,385 $248M $350.71 -$70M -223,146 -24.0%
34 INDA 0.48% 4,501,107 $243M $54.05 $13M +76,197 +1.7%
35 TT 0.47% 619,707 $241M $389.20 -$39M -43,143 -6.5%
36 LRCX 0.47% 1,407,311 $241M $171.18 $34M -141,347 -9.1%
37 C 0.47% 2,044,981 $239M $116.69 $9M -220,885 -9.8%
38 NFLX 0.46% 2,522,330 $236M $93.76 -$12M +2,315,148 +1117.5%
39 KEYS 0.45% 1,125,891 $229M $203.19 $42M +55,936 +5.2%
40 GM 0.44% 2,778,464 $226M $81.32 $6M -828,659 -23.0%
41 MFC 0.44% 6,205,598 $226M $36.35 $160M +4,101,390 +194.9%
42 AME 0.44% 1,097,509 $225M $205.31 $78M +312,489 +39.8%
43 PCG 0.44% 13,888,031 $223M $16.07 $73M +3,936,397 +39.6%
44 CMCSA 0.44% 7,457,314 $223M $29.89 -$41M -928,363 -11.1%
45 QCOM 0.43% 1,266,936 $217M $171.05 -$49M -330,996 -20.7%
46 HUBS 0.42% 535,882 $215M $401.30 $22M +123,249 +29.9%
47 AMD 0.42% 1,000,435 $214M $214.16 $17M -216,462 -17.8%
48 GILD 0.42% 1,725,112 $212M $122.74 $17M -31,479 -1.8%
49 MU 0.42% 741,636 $212M $285.41 $53M -203,748 -21.6%
50 CAH 0.41% 1,020,795 $210M $205.50 -$42M -584,554 -36.4%
51 DIS 0.39% 1,745,789 $199M $113.77 -$80M -689,501 -28.3%
52 AMT 0.39% 1,120,762 $197M $175.57 $81M +517,719 +85.8%
53 F-PD 0.38% 14,806,201 $194M $13.12 $153M +11,390,453 +333.5%
54 MRK 0.38% 1,843,528 $194M $105.26 -$22M -727,383 -28.3%
55 NEM 0.38% 1,913,471 $191M $99.85 -$35M -763,455 -28.5%
56 CDNS 0.37% 597,455 $187M $312.58 $84M +305,469 +104.6%
57 T 0.35% 7,255,743 $180M $24.84 $147M +6,095,400 +525.3%
58 MCK 0.35% 218,042 $179M $820.29 -$57M -87,450 -28.6%
59 VRTX 0.34% 380,735 $173M $453.36 $31M +17,961 +5.0%
60 BAC 0.34% 3,103,975 $171M $55.00 $1M -178,489 -5.4%
61 HIG 0.33% 1,229,111 $169M $137.80 $44M +286,582 +30.4%
62 REGN 0.33% 218,112 $168M $771.87 $16M -53,595 -19.7%
63 HDB 0.33% 4,550,345 $166M $36.54 $165M +4,514,559 +12615.4%
64 HON 0.33% 848,599 $166M $195.09 $9M +104,158 +14.0%
65 WPM 0.32% 1,406,726 $165M $117.52 $56M +429,151 +43.9%
66 GRMN 0.32% 812,390 $165M $202.85 $105M +567,711 +232.0%
67 HYG 0.32% 2,032,513 $164M $80.63 -$537K +7,404 +0.4%
68 BABA 0.32% 1,106,553 $162M $146.58 -$74M -214,444 -16.2%
69 VEEV 0.31% 715,977 $160M $223.23 $40M +315,139 +78.6%
70 GFI 0.31% 3,650,799 $159M $43.66 $66M +1,421,121 +63.7%
71 B 0.31% 3,651,738 $159M $43.55 $55M +474,629 +14.9%
72 PLTR 0.31% 881,333 $157M $177.75 -$38M -183,489 -17.2%
73 PG 0.30% 1,057,981 $152M $143.31 $94M +685,726 +184.2%
74 INTU 0.30% 227,295 $151M $662.42 -$31M -38,368 -14.4%
75 PYPL 0.29% 2,565,181 $150M $58.38 $59M +1,214,635 +89.9%
76 MSI 0.29% 389,373 $149M $383.32 $131M +350,453 +900.4%
77 STN 0.29% 1,579,537 $149M $94.49 $66M +803,322 +103.5%
78 TJX 0.29% 959,691 $147M $153.61 $8M -1,956 -0.2%
79 CCJ 0.29% 1,599,017 $146M $91.49 $4M -99,711 -5.9%
80 ECL 0.29% 555,187 $146M $262.52 -$4M +8,322 +1.5%
81 CRM 0.28% 536,666 $142M $264.91 -$68M -348,778 -39.4%
82 NRG 0.27% 863,484 $138M $159.24 $61M +388,802 +81.9%
83 EW 0.27% 1,610,036 $137M $85.25 -$16M -357,397 -18.2%
84 AXP 0.26% 359,590 $133M $369.95 -$15M -87,568 -19.6%
85 NU 0.25% 7,529,936 $126M $16.74 $31M +1,624,142 +27.5%
86 MET 0.25% 1,596,495 $126M $78.94 $74M +961,641 +151.5%
87 ROK 0.25% 321,449 $125M $389.07 $20M +20,760 +6.9%
88 SCHW 0.25% 1,251,088 $125M $99.91 -$14M -206,601 -14.2%
89 PODD 0.24% 434,568 $124M $284.24 -$19M -27,033 -5.9%
90 TMUS 0.24% 606,965 $123M $203.04 -$66M -182,029 -23.1%
91 SHW 0.24% 380,258 $123M $324.03 $113M +350,929 +1196.5%
92 CCI 0.24% 1,381,297 $123M $88.87 -$32M -220,203 -13.8%
93 NTES 0.24% 874,835 $120M $137.62 -$40M -180,287 -17.1%
94 SYF 0.23% 1,427,882 $119M $83.43 -$85M -1,444,285 -50.3%
95 MRVL 0.23% 1,401,754 $119M $84.98 $40M +459,024 +48.7%
96 RBLX 0.23% 1,443,054 $117M $81.03 $12M +685,355 +90.5%
97 JNJ 0.23% 563,937 $117M $206.95 $12M -183 -0.0%
98 GD 0.23% 344,370 $116M $336.66 -$13M -33,453 -8.8%
99 NDAQ 0.23% 1,191,561 $116M $97.13 -$32M -477,502 -28.6%
100 MNST 0.22% 1,491,389 $114M $76.67 -$38M -775,807 -34.2%

Options Breakdown

161 Calls $3.1B Call Value 158 Puts $3.3B Put Value 1.07 P/C Ratio

Top Calls

SymbolSharesValueStatus
NVDA 1,796,000 $335M
AAPL 1,137,300 $309M
SPY 387,200 $264M
MSFT 488,200 $236M
GOOGL 648,700 $203M
AMZN 729,000 $168M
TSLA 244,700 $110M
AVGO 311,700 $108M
META 130,500 $86M
LLY 66,300 $71M

Top Puts

SymbolSharesValueStatus
NVDA 2,167,000 $404M
SPY 572,200 $390M
AAPL 1,129,700 $307M
MSFT 487,100 $236M
GOOGL 643,200 $201M
AMZN 732,800 $169M
TSLA 244,700 $110M
AVGO 314,700 $109M
META 131,300 $87M
LLY 66,300 $71M

New Positions

SymbolValue% Port
IVV $370M 0.73%
TOTB.DE $109M 0.21%
CMA $38M 0.07%
DEC $27M 0.05%
LMND $26M 0.05%
CDTX $26M 0.05%
OKLO $24M 0.05%
MASI $19M 0.04%
SSRM $19M 0.04%
CWAN $17M 0.03%
KEY $16M 0.03%
WHR $16M 0.03%
MRCY $14M 0.03%
UUUU $14M 0.03%
INVH $13M 0.03%

Sold Out Positions

SymbolValue% Port
EXR —%
HRB —%
RSI —%
ARES —%
ASX —%
FLR —%
ETD —%
MTDR —%
UAA —%
OEC —%
EGP —%
ESRT —%
INN —%
MUX —%
WU —%
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