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 |
Comcast
CMCSA
|
$448M |
| 2 |
Enbridge
ENB
|
$137M |
| 3 |
Apple
AAPL
|
$132M |
| 4 |
B
Barrick Mining Corporation
B
|
$97M |
| 5 |
Microsoft
MSFT
|
$93.3M |
Top Sells
| 1 |
SE
Spectra Energy Corp Wi
SE
|
$159M |
| 2 |
STJ
St Jude Medical
STJ
|
$105M |
| 3 |
Hilton Worldwide
HLT
|
$83M |
| 4 |
LLTC
Linear Technology Corp
LLTC
|
$69.9M |
| 5 |
HAR
Harman International Industries
HAR
|
$33.4M |
Sector Composition
| 1 | Financials | 16.7% |
| 2 | Technology | 14.75% |
| 3 | Healthcare | 12.91% |
| 4 | Communication Services | 9.31% |
| 5 | Industrials | 9.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Walt Disney
DIS
$213B
| $849M | 0.72% | 7,491,041 +276,209 | +4% | +$31.3M |
|
27
Home Depot
HD
$405B
| $830M | 0.7% | 5,650,316 +227,458 | +4% | +$33.4M |
|
28
Philip Morris
PM
$260B
| $814M | 0.69% | 7,211,588 +268,119 | +4% | +$30.3M |
|
29
UnitedHealth
UNH
$281B
| $813M | 0.69% | 4,954,692 +254,545 | +5% | +$41.7M |
|
30
PepsiCo
PEP
$204B
| $793M | 0.67% | 7,086,034 +305,749 | +5% | +$34.2M |
|
31
Visa
V
$683B
| $777M | 0.66% | 8,737,753 +284,412 | +3% | +$25.3M |
|
32
Oracle
ORCL
$635B
| $669M | 0.57% | 14,988,020 +546,562 | +4% | +$24.4M |
|
33
Altria Group
MO
$113B
| $628M | 0.53% | 8,797,702 -19,944 | -0.2% | -$1.42M |
|
34
Walmart
WMT
$774B
| $619M | 0.53% | 8,594,967 +429,599 | +5% | +$31M |
|
35
Amgen
AMGN
$155B
| $596M | 0.51% | 3,630,744 +161,934 | +5% | +$26.6M |
|
36
Medtronic
MDT
$119B
| $555M | 0.47% | 6,895,339 +217,257 | +3% | +$17.5M |
|
37
McDonald's
MCD
$224B
| $550M | 0.47% | 4,241,304 +187,324 | +5% | +$24.3M |
|
38
3M
MMM
$82.8B
| $549M | 0.47% | 2,870,170 +105,515 | +4% | +$20.2M |
|
39
Schlumberger
SLB
$55B
| $524M | 0.45% | 6,715,534 +273,522 | +4% | +$21.4M |
|
40
AbbVie
ABBV
$372B
| $516M | 0.44% | 7,918,192 +312,055 | +4% | +$20.3M |
|
41
Mastercard
MA
$538B
| $508M | 0.43% | 4,519,619 +228,870 | +5% | +$25.7M |
|
42
Royal Bank of Canada
RY
$205B
| $472M | 0.4% | 6,489,802 -185,871 | -3% | -$13.5M |
|
43
Boeing
BA
$177B
| $471M | 0.4% | 2,660,244 +173,454 | +7% | +$30.7M |
|
44
Union Pacific
UNP
$133B
| $462M | 0.39% | 4,365,934 +150,498 | +4% | +$15.9M |
|
45
Bristol-Myers Squibb
BMY
$96B
| $447M | 0.38% | 8,213,428 +335,795 | +4% | +$18.3M |
|
|
CELG
46
DELISTED
Celgene Corp
CELG
| $446M | 0.38% | 3,587,623 +147,263 | +4% | +$18.3M |
|
47
Qualcomm
QCOM
$173B
| $445M | 0.38% | 7,759,308 +368,582 | +5% | +$21.1M |
|
48
Honeywell
HON
$139B
| $444M | 0.38% | 3,553,907 +160,784 | +5% | +$20.1M |
|
49
Gilead Sciences
GILD
$140B
| $435M | 0.37% | 6,407,463 +441,409 | +7% | +$30M |
|
50
Berkshire Hathaway Class A
BRK.A
$1.09T
| $433M | 0.37% | 1,735 -75 | -4% | -$18.7M |
|