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 |
Fortive
FTV
|
$65.3M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$47.3M |
| 3 |
Exxon Mobil
XOM
|
$46.7M |
| 4 |
Dell
DELL
|
$43.9M |
| 5 |
Marriott International Class A Common Stock
MAR
|
$41.1M |
Top Sells
| 1 |
EMC
EMC CORPORATION
EMC
|
$242M |
| 2 |
Johnson Controls International
JCI
|
$136M |
| 3 |
Herc Holdings
HRI
|
$58.7M |
| 4 |
GE Aerospace
GE
|
$58.2M |
| 5 |
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
|
$56.1M |
Sector Composition
| 1 | Financials | 15.45% |
| 2 | Technology | 13.43% |
| 3 | Healthcare | 12.92% |
| 4 | Communication Services | 9.75% |
| 5 | Consumer Staples | 8.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Home Depot
HD
$405B
| $698M | 0.71% | 5,424,969 -152,164 | -3% | -$19.6M |
|
27
Philip Morris
PM
$260B
| $695M | 0.7% | 7,144,668 +669 | +0% | +$65K |
|
28
Citigroup
C
$178B
| $685M | 0.69% | 14,512,606 +13,890 | +0.1% | +$656K |
|
29
Visa
V
$683B
| $683M | 0.69% | 8,253,237 -184,697 | -2% | -$15.3M |
|
30
UnitedHealth
UNH
$281B
| $668M | 0.68% | 4,774,386 +136,785 | +3% | +$19.1M |
|
31
Walt Disney
DIS
$213B
| $664M | 0.67% | 7,153,004 +47,121 | +0.7% | +$4.38M |
|
32
Walmart
WMT
$774B
| $587M | 0.6% | 8,145,031 +129,750 | +2% | +$9.36M |
|
33
Oracle
ORCL
$635B
| $579M | 0.59% | 14,735,369 +359,993 | +3% | +$14.1M |
|
34
Amgen
AMGN
$155B
| $575M | 0.58% | 3,449,758 +26,550 | +0.8% | +$4.43M |
|
35
Altria Group
MO
$113B
| $566M | 0.57% | 8,945,763 +142,931 | +2% | +$9.04M |
|
36
3M
MMM
$82.8B
| $497M | 0.5% | 2,818,472 +70,006 | +3% | +$12.3M |
|
37
Schlumberger
SLB
$55B
| $495M | 0.5% | 6,294,736 +23,764 | +0.4% | +$1.87M |
|
38
Qualcomm
QCOM
$173B
| $488M | 0.49% | 7,118,938 +31,859 | +0.4% | +$2.18M |
|
39
McDonald's
MCD
$224B
| $479M | 0.48% | 4,148,130 -264,185 | -6% | -$30.5M |
|
40
AbbVie
ABBV
$372B
| $474M | 0.48% | 7,521,091 +50,873 | +0.7% | +$3.21M |
|
41
Gilead Sciences
GILD
$140B
| $471M | 0.48% | 5,955,397 +102,449 | +2% | +$8.11M |
|
42
CVS Health
CVS
$92.8B
| $452M | 0.46% | 5,082,645 +190,034 | +4% | +$16.9M |
|
43
Mastercard
MA
$538B
| $432M | 0.44% | 4,244,908 +26,340 | +0.6% | +$2.68M |
|
44
Simon Property Group
SPG
$59B
| $430M | 0.44% | 2,077,401 +85,124 | +4% | +$17.6M |
|
45
Bristol-Myers Squibb
BMY
$96B
| $427M | 0.43% | 7,911,168 -20,912 | -0.3% | -$1.13M |
|
46
Royal Bank of Canada
RY
$205B
| $417M | 0.42% | 6,740,624 -48,953 | -0.7% | -$3.03M |
|
|
47
Berkshire Hathaway Class A
BRK.A
$1.09T
| $403M | 0.41% | 1,864 -61 | -3% | -$13.2M |
|
48
Honeywell
HON
$139B
| $402M | 0.41% | 3,449,330 +74,862 | +2% | +$8.73M |
|
49
United Parcel Service
UPS
$74.1B
| $393M | 0.4% | 3,599,232 +101,748 | +3% | +$11.1M |
|
50
Union Pacific
UNP
$133B
| $393M | 0.4% | 4,031,434 +207,200 | +5% | +$20.2M |
|