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 |
Kraft Heinz
KHC
|
$183M |
| 2 |
AT&T
T
|
$169M |
| 3 |
PayPal
PYPL
|
$143M |
| 4 |
Netflix
NFLX
|
$136M |
| 5 |
Apple
AAPL
|
$114M |
Top Sells
| 1 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
$204M |
| 2 |
DTV
DIRECTV COM STK (DE)
DTV
|
$189M |
| 3 |
HSP
HOSPIRA INC
HSP
|
$62.9M |
| 4 |
PLL
PALL CORP
PLL
|
$54.2M |
| 5 |
CTRX
CATAMARAN CORP COM STK (CDA)
CTRX
|
$46.1M |
Sector Composition
| 1 | Financials | 16.64% |
| 2 | Healthcare | 13.73% |
| 3 | Technology | 12.84% |
| 4 | Communication Services | 9.14% |
| 5 | Consumer Staples | 8.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Simon Property Group
SPG
$59B
| $326M | 0.4% | 1,775,440 +59,123 | +3% | +$10.9M |
|
52
United Parcel Service
UPS
$74.1B
| $321M | 0.39% | 3,253,784 +187,362 | +6% | +$18.5M |
|
53
Union Pacific
UNP
$133B
| $320M | 0.39% | 3,620,847 +86,351 | +2% | +$7.63M |
|
54
US Bancorp
USB
$76B
| $320M | 0.39% | 7,798,045 +246,439 | +3% | +$10.1M |
|
55
Goldman Sachs
GS
$226B
| $316M | 0.39% | 1,819,902 +45,227 | +3% | +$7.86M |
|
56
RTX Corp
RTX
$212B
| $310M | 0.38% | 3,487,478 +70,196 | +2% | +$6.25M |
|
57
Duke Energy
DUK
$95.3B
| $305M | 0.37% | 4,246,799 +91,813 | +2% | +$6.6M |
|
|
WBA
58
DELISTED
Walgreens Boots Alliance
WBA
| $305M | 0.37% | 3,664,554 +116,149 | +3% | +$9.65M |
|
59
Mondelez International
MDLZ
$79.5B
| $299M | 0.36% | 7,144,072 +133,031 | +2% | +$5.57M |
|
60
Nike
NKE
$114B
| $299M | 0.36% | 2,429,075 +152,582 | +7% | +$18.8M |
|
61
Honeywell
HON
$139B
| $297M | 0.36% | 3,132,112 +90,609 | +3% | +$8.58M |
|
62
Toronto Dominion Bank
TD
$129B
| $294M | 0.36% | 7,499,119 +154,912 | +2% | +$6.08M |
|
63
ConocoPhillips
COP
$124B
| $289M | 0.35% | 6,033,219 +236,185 | +4% | +$11.3M |
|
64
Biogen
BIIB
$19.4B
| $287M | 0.35% | 984,248 +35,383 | +4% | +$10.3M |
|
65
Lowe's Companies
LOW
$145B
| $280M | 0.34% | 4,060,805 +176,323 | +5% | +$12.2M |
|
66
Costco
COST
$418B
| $280M | 0.34% | 1,934,452 +131,379 | +7% | +$19M |
|
67
Abbott
ABT
$231B
| $278M | 0.34% | 6,907,805 +171,088 | +3% | +$6.88M |
|
68
Lockheed Martin
LMT
$106B
| $273M | 0.33% | 1,317,750 +18,658 | +1% | +$3.87M |
|
69
American Express
AXP
$231B
| $273M | 0.33% | 3,677,681 +70,454 | +2% | +$5.22M |
|
70
Southern Company
SO
$102B
| $267M | 0.33% | 5,984,092 +148,376 | +3% | +$6.63M |
|
|
ESRX
71
DELISTED
Express Scripts Holding Company
ESRX
| $257M | 0.31% | 3,173,738 -12,842 | -0.4% | -$1.04M |
|
72
Booking.com
BKNG
$181B
| $246M | 0.3% | 199,126 +4,706 | +2% | +$5.82M |
|
73
Colgate-Palmolive
CL
$67.9B
| $245M | 0.3% | 3,860,009 +114,523 | +3% | +$7.27M |
|
74
Ford
F
$46.8B
| $244M | 0.3% | 18,010,068 +586,971 | +3% | +$7.96M |
|
|
TWX
75
DELISTED
Time Warner Inc
TWX
| $244M | 0.3% | 3,546,710 +79,521 | +2% | +$5.47M |
|