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 |
Microsoft
MSFT
|
$142M |
| 2 |
Apple
AAPL
|
$52.4M |
| 3 |
Exxon Mobil
XOM
|
$40.1M |
| 4 |
Weyerhaeuser
WY
|
$37.7M |
| 5 |
Extra Space Storage
EXR
|
$35.5M |
Top Sells
| 1 |
CB
CHUBB CORPORATION
CB
|
$162M |
| 2 |
BRCM
BROADCOM CORP CL-A
BRCM
|
$140M |
| 3 |
PCP
PRECISION CASTPARTS CORP
PCP
|
$136M |
| 4 |
GMCR
KEURIG GREEN MTN INC
GMCR
|
$45.3M |
| 5 |
PRE
PARTNERRE LTD
PRE
|
$40.8M |
Sector Composition
| 1 | Financials | 15.33% |
| 2 | Technology | 13.14% |
| 3 | Healthcare | 12.88% |
| 4 | Communication Services | 10.05% |
| 5 | Consumer Staples | 9.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Bank of America
BAC
$376B
| $657M | 0.73% | 48,567,933 +1,066,593 | +2% | +$14.4M |
|
27
Comcast
CMCSA
$125B
| $651M | 0.72% | 10,661,656 +196,415 | +2% | +$12M |
|
28
Visa
V
$683B
| $641M | 0.71% | 8,375,957 -173,595 | -2% | -$13.3M |
|
29
Cisco
CSCO
$274B
| $634M | 0.7% | 22,258,293 +195,434 | +0.9% | +$5.56M |
|
30
UnitedHealth
UNH
$281B
| $598M | 0.66% | 4,637,990 -23,849 | -0.5% | -$3.07M |
|
31
Citigroup
C
$178B
| $590M | 0.65% | 14,126,657 +289,283 | +2% | +$12.1M |
|
32
Oracle
ORCL
$635B
| $571M | 0.63% | 13,950,962 +53,352 | +0.4% | +$2.18M |
|
33
McDonald's
MCD
$224B
| $567M | 0.63% | 4,510,986 -136,019 | -3% | -$17.1M |
|
34
Altria Group
MO
$113B
| $554M | 0.61% | 8,847,496 -336,400 | -4% | -$21.1M |
|
35
Gilead Sciences
GILD
$140B
| $543M | 0.6% | 5,910,692 -110,324 | -2% | -$10.1M |
|
36
Walmart
WMT
$774B
| $535M | 0.59% | 7,814,266 +203,692 | +3% | +$14M |
|
37
CVS Health
CVS
$92.8B
| $515M | 0.57% | 4,961,136 +92,196 | +2% | +$9.56M |
|
38
Amgen
AMGN
$155B
| $489M | 0.54% | 3,263,086 +32,086 | +1% | +$4.81M |
|
39
Bristol-Myers Squibb
BMY
$96B
| $485M | 0.54% | 7,584,986 +100,013 | +1% | +$6.39M |
|
40
3M
MMM
$82.8B
| $448M | 0.5% | 2,687,848 +51,078 | +2% | +$8.51M |
|
41
AbbVie
ABBV
$372B
| $411M | 0.46% | 7,198,053 -216,926 | -3% | -$12.4M |
|
42
Schlumberger
SLB
$55B
| $405M | 0.45% | 5,484,334 +210,392 | +4% | +$15.5M |
|
43
Mastercard
MA
$538B
| $395M | 0.44% | 4,178,642 +88,996 | +2% | +$8.41M |
|
44
Berkshire Hathaway Class A
BRK.A
$1.09T
| $393M | 0.44% | 1,842 -11 | -0.6% | -$2.35M |
|
45
Simon Property Group
SPG
$59B
| $393M | 0.43% | 1,889,914 +59,855 | +3% | +$12.4M |
|
46
Starbucks
SBUX
$100B
| $389M | 0.43% | 6,514,681 -149,886 | -2% | -$8.95M |
|
47
Royal Bank of Canada
RY
$205B
| $384M | 0.42% | 6,629,849 +120,297 | +2% | +$6.96M |
|
48
United Parcel Service
UPS
$74.1B
| $364M | 0.4% | 3,454,253 +40,784 | +1% | +$4.3M |
|
49
Honeywell
HON
$139B
| $363M | 0.4% | 3,241,609 +71,312 | +2% | +$7.99M |
|
50
Qualcomm
QCOM
$173B
| $362M | 0.4% | 7,071,165 +166,659 | +2% | +$8.52M |
|