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 |
Kinder Morgan
KMI
|
$179M |
| 2 |
Edison International
EIX
|
$39.3M |
| 3 |
Fidelity National Financial
FNF
|
$37.7M |
| 4 |
Amphenol
APH
|
$28.8M |
| 5 |
AT&T
T
|
$28.7M |
Top Sells
| 1 |
Apple
AAPL
|
$117M |
| 2 |
Intel
INTC
|
$43.1M |
| 3 |
Microsoft
MSFT
|
$42M |
| 4 |
THI
TIM HORTONS INC COM, CANADA
THI
|
$40.6M |
| 5 |
Exxon Mobil
XOM
|
$40.3M |
Sector Composition
| 1 | Financials | 16.43% |
| 2 | Healthcare | 13.76% |
| 3 | Technology | 13.16% |
| 4 | Industrials | 9.38% |
| 5 | Energy | 9.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
American Express
AXP
$231B
| $337M | 0.4% | 3,616,726 -121,866 | -3% | -$11.3M |
|
52
US Bancorp
USB
$76B
| $336M | 0.4% | 7,483,714 -101,151 | -1% | -$4.55M |
|
53
HP
HPQ
$26.7B
| $336M | 0.4% | 8,381,249 -434,033 | -5% | -$17.4M |
|
54
Boeing
BA
$177B
| $332M | 0.39% | 2,552,544 -104,686 | -4% | -$13.6M |
|
55
American International
AIG
$45.1B
| $331M | 0.39% | 5,909,179 -278,838 | -5% | -$15.6M |
|
56
Mastercard
MA
$538B
| $329M | 0.39% | 3,817,010 -104,251 | -3% | -$8.98M |
|
57
United Parcel Service
UPS
$74.1B
| $321M | 0.38% | 2,888,663 -95,086 | -3% | -$10.6M |
|
58
Biogen
BIIB
$19.4B
| $319M | 0.38% | 940,927 -30,274 | -3% | -$10.3M |
|
59
Simon Property Group
SPG
$59B
| $317M | 0.37% | 1,740,286 -15,627 | -0.9% | -$2.85M |
|
60
Duke Energy
DUK
$95.3B
| $317M | 0.37% | 3,792,011 -35,992 | -0.9% | -$3.01M |
|
61
Eli Lilly
LLY
$657B
| $310M | 0.36% | 4,489,497 -95,012 | -2% | -$6.56M |
|
62
Abbott
ABT
$231B
| $309M | 0.36% | 6,869,719 -232,708 | -3% | -$10.5M |
|
63
Honeywell
HON
$139B
| $304M | 0.36% | 3,044,171 -77,630 | -2% | -$7.76M |
|
64
Medtronic
MDT
$119B
| $304M | 0.36% | 4,203,142 -96,159 | -2% | -$6.94M |
|
|
65
Kinder Morgan
KMI
$60B
| $302M | 0.36% | 7,148,025 +4,228,597 | +145% | +$179M |
|
|
TWX
66
DELISTED
Time Warner Inc
TWX
| $299M | 0.35% | 3,502,747 -158,056 | -4% | -$13.5M |
|
67
Lowe's Companies
LOW
$145B
| $280M | 0.33% | 4,063,452 -182,997 | -4% | -$12.6M |
|
68
Scotiabank
BNS
$77.6B
| $279M | 0.33% | 4,870,189 -26,957 | -0.6% | -$1.54M |
|
|
DD
69
DELISTED
Du Pont De Nemours E I
DD
| $278M | 0.33% | 3,759,363 -121,771 | -3% | -$9M |
|
|
WBA
70
DELISTED
Walgreens Boots Alliance
WBA
| $276M | 0.32% | 3,619,023 -93,306 | -3% | -$7.11M |
|
|
ESRX
71
DELISTED
Express Scripts Holding Company
ESRX
| $270M | 0.32% | 3,191,640 -63,290 | -2% | -$5.36M |
|
72
Occidental Petroleum
OXY
$46.9B
| $265M | 0.31% | 3,293,607 -22,398 | -0.7% | -$1.81M |
|
73
Mondelez International
MDLZ
$79.5B
| $263M | 0.31% | 7,249,582 -98,137 | -1% | -$3.57M |
|
74
Colgate-Palmolive
CL
$67.9B
| $257M | 0.3% | 3,709,375 -132,634 | -3% | -$9.18M |
|
75
Costco
COST
$418B
| $256M | 0.3% | 1,804,441 -47,540 | -3% | -$6.74M |
|