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Allspring Mid Cap Growth Fund Q4 2025 Performance Insights, Portfolio Drivers & Decisions

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⚡ Quantum Brief
Allspring’s Q4 2025 report highlights Teva Pharmaceutical’s turnaround, driven by its "pivot to growth" strategy, expanding biosimilars and reviving generics to achieve positive revenue growth. Teva surpassed revenue forecasts and improved cost efficiency, prompting S&P to upgrade its credit rating, signaling stronger financial health amid market volatility. Natera’s women’s health division dominated noninvasive prenatal testing, leveraging high margins to fund innovation in other segments, boosting its market position. Post-pandemic air travel demand forced airlines to extend aging fleet lifespans, increasing maintenance needs—a trend likely benefiting related industrial and service sectors. The fund exited certain positions due to heightened volatility and reduced visibility, reallocating capital to higher-conviction opportunities for better risk-adjusted returns.
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Allspring Global Investments33 FollowersFollow5ShareSavePlay(8min)CommentsSummaryUnder its pivot to growth strategy, Teva has expanded its biosimilars portfolio and strengthened its generics business, returning that segment to positive growth.In the latest quarter, Teva exceeded revenue expectations and achieved meaningful cost efficiencies, prompting S&P to upgrade its credit rating.The women’s health division has dominant market share in noninvasive prenatal testing market, generating wide margins that have fueled innovation across other segments.The post-pandemic surge in air travel has led airlines to keep aging fleets in service longer, driving higher maintenance needs.Given heightened volatility and deteriorating visibility, we exited the position in favor of higher-conviction opportunities. hirun/iStock via Getty Images The following segment was excerpted from the Allspring Mid Cap Growth Fund Q4 2025 Commentary. Fund performance and attribution Top Contributors and Detractors to Quarter-End Fund Performance Contributors Teva Pharmaceutical Industries Ltd. (TEVA) Natera, Inc. ( This article was written byAllspring Global Investments33 FollowersFollowAllspring is a company committed to thoughtful investing, purposeful planning, and the desire to elevate investing to be worth more. Allspring is reimagining investment management to be worth more—creating an investment, distribution, and operational experience that changes the game for clients. Note: This account is not managed or monitored by Allspring, and any messages sent via Seeking Alpha will not receive a response. For inquiries or communication, please use Allspring's official channels.

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