Legal & General Group Portfolio holdings
Legal & General Group Plc, founded in 1836 by six lawyers in London, is a British multinational financial services company headquartered in London, renowned for its leadership in insurance, pensions, and investment management. Managing trillions in assets, the firm operates through key divisions like Legal & General Investment Management (LGIM), one of the UK’s largest asset managers, focusing on index funds, active strategies, and sustainable investing for institutional clients like pension funds. It also provides life insurance, retirement products, and general insurance, serving millions of customers with a strong emphasis on long-term financial security and infrastructure investment, such as affordable housing. With a heritage of stability and a modern push toward ESG (environmental, social, governance) principles, Legal & General remains a cornerstone of the UK financial landscape with a growing global presence.
Top Buys
| 1 |
Intuitive Surgical
ISRG
|
$531M |
| 2 |
Arista Networks
ANET
|
$179M |
| 3 |
Johnson & Johnson
JNJ
|
$162M |
| 4 |
Microchip Technology
MCHP
|
$147M |
| 5 |
Realty Income
O
|
$147M |
Top Sells
| 1 |
Microsoft
MSFT
|
$272M |
| 2 |
KSU
Kansas City Southern
KSU
|
$251M |
| 3 |
JD.com
JD
|
$183M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$180M |
| 5 |
Amazon
AMZN
|
$138M |
Sector Composition
| 1 | Technology | 26.6% |
| 2 | Financials | 12.78% |
| 3 | Healthcare | 12.54% |
| 4 | Consumer Discretionary | 11.03% |
| 5 | Communication Services | 8.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
W.P. Carey
WPC
$14.5B
| $165M | 0.05% |
2,008,261
-11,943
| -0.6% | -$980K |
|
402
DocuSign
DOCU
$15B
| $164M | 0.05% |
1,079,296
-41,185
| -4% | -$6.27M |
|
403
Vulcan Materials
VMC
$38.6B
| $164M | 0.05% |
791,119
-51,096
| -6% | -$10.6M |
|
404
Martin Marietta Materials
MLM
$37.2B
| $163M | 0.05% |
369,853
-25,527
| -6% | -$11.2M |
|
405
Expedia Group
EXPE
$26.2B
| $162M | 0.05% |
899,047
+1,845
| +0.2% | +$333K |
|
406
Cincinnati Financial
CINF
$23.9B
| $162M | 0.05% |
1,420,758
-74,324
| -5% | -$8.47M |
|
407
Raymond James Financial
RJF
$33.6B
| $161M | 0.05% |
1,607,819
-81,064
| -5% | -$8.14M |
|
408
CoStar Group
CSGP
$37.3B
| $160M | 0.05% |
2,030,210
-128,148
| -6% | -$10.1M |
|
409
Fortive
FTV
$16B
| $159M | 0.05% |
2,088,681
-76,461
| -4% | -$5.83M |
|
410
Western Digital
WDC
$28.4B
| $158M | 0.05% |
2,428,616
-15,997
| -0.7% | -$1.04M |
|
411
Ulta Beauty
ULTA
$23.9B
| $158M | 0.05% |
382,456
+24,533
| +7% | +$10.1M |
|
412
Kellanova
K
$27.4B
| $157M | 0.05% |
2,434,967
-27,072
| -1% | -$1.74M |
|
413
Enphase Energy
ENPH
$4.84B
| $156M | 0.05% |
854,832
-3,399
| -0.4% | -$622K |
|
414
Airbnb
ABNB
$78.1B
| $156M | 0.05% |
937,816
+256,073
| +38% | +$42.6M |
|
415
Equity Lifestyle Properties
ELS
$11.5B
| $156M | 0.05% |
1,780,825
-20,827
| -1% | -$1.83M |
|
416
Suncor Energy
SU
$50.1B
| $156M | 0.05% |
6,226,345
-513,261
| -8% | -$12.9M |
|
417
J.M. Smucker
SJM
$11.7B
| $156M | 0.05% |
1,146,731
-49,932
| -4% | -$6.78M |
|
418
Palantir
PLTR
$373B
| $155M | 0.05% |
8,507,008
+213,838
| +3% | +$3.89M |
|
419
Generac Holdings
GNRC
$10.5B
| $154M | 0.05% |
437,025
-18,628
| -4% | -$6.56M |
|
420
Jacobs Solutions
J
$17.4B
| $154M | 0.05% |
1,103,701
+1,446
| +0.1% | +$201K |
|
421
Host Hotels & Resorts
HST
$11.7B
| $154M | 0.05% |
8,828,490
+37,129
| +0.4% | +$646K |
|
422
LyondellBasell Industries
LYB
$18B
| $152M | 0.05% |
1,653,336
-61,268
| -4% | -$5.65M |
|
423
Regions Financial
RF
$24B
| $152M | 0.05% |
6,984,218
-193,665
| -3% | -$4.22M |
|
424
Cencora
COR
$57.2B
| $152M | 0.05% |
1,141,405
+43,590
| +4% | +$5.79M |
|
425
Kimco Realty
KIM
$15.1B
| $152M | 0.05% |
6,148,179
+411,150
| +7% | +$10.1M |
|