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 | |
|---|---|---|---|---|---|---|
51
Duke Energy
DUK
$95.3B
| $353M | 0.39% | 4,378,699 -3,820 | -0.1% | -$308K |
|
52
RTX Corp
RTX
$212B
| $350M | 0.39% | 3,499,510 -77,842 | -2% | -$7.79M |
|
53
Eli Lilly
LLY
$657B
| $343M | 0.38% | 4,759,670 -58,524 | -1% | -$4.21M |
|
54
Toronto Dominion Bank
TD
$129B
| $342M | 0.38% | 7,905,688 +288,896 | +4% | +$12.5M |
|
|
CELG
55
DELISTED
Celgene Corp
CELG
| $333M | 0.37% | 3,325,160 +46,095 | +1% | +$4.61M |
|
56
Boeing
BA
$177B
| $323M | 0.36% | 2,543,874 -14,778 | -0.6% | -$1.88M |
|
57
Lowe's Companies
LOW
$145B
| $323M | 0.36% | 4,261,019 +5,668 | +0.1% | +$429K |
|
58
Nike
NKE
$114B
| $322M | 0.36% | 5,237,851 -105,681 | -2% | -$6.5M |
|
59
US Bancorp
USB
$76B
| $321M | 0.36% | 7,907,393 +82,481 | +1% | +$3.35M |
|
60
Costco
COST
$418B
| $321M | 0.35% | 2,033,974 -13,990 | -0.7% | -$2.2M |
|
|
WBA
61
DELISTED
Walgreens Boots Alliance
WBA
| $315M | 0.35% | 3,744,612 +80,978 | +2% | +$6.82M |
|
62
American International
AIG
$45.1B
| $315M | 0.35% | 5,818,463 -271,578 | -4% | -$14.7M |
|
63
Southern Company
SO
$102B
| $313M | 0.35% | 6,046,780 -28,698 | -0.5% | -$1.48M |
|
64
Lockheed Martin
LMT
$106B
| $303M | 0.34% | 1,368,474 -26,527 | -2% | -$5.88M |
|
65
Union Pacific
UNP
$133B
| $298M | 0.33% | 3,749,100 +92,506 | +3% | +$7.36M |
|
66
Mondelez International
MDLZ
$79.5B
| $294M | 0.33% | 7,319,486 -175,361 | -2% | -$7.04M |
|
67
Goldman Sachs
GS
$226B
| $291M | 0.32% | 1,852,638 +27,575 | +2% | +$4.33M |
|
68
Abbott
ABT
$231B
| $286M | 0.32% | 6,842,742 -972 | -0% | -$40.7K |
|
69
Colgate-Palmolive
CL
$67.9B
| $279M | 0.31% | 3,953,265 +50,393 | +1% | +$3.56M |
|
70
Scotiabank
BNS
$77.6B
| $278M | 0.31% | 5,658,384 +202,256 | +4% | +$9.92M |
|
71
Public Storage
PSA
$51.7B
| $272M | 0.3% | 987,591 +10,276 | +1% | +$2.83M |
|
72
NextEra Energy, Inc.
NEE
$148B
| $268M | 0.3% | 2,268,138 +56,865 | +3% | +$6.73M |
|
|
TWC
73
DELISTED
TIME WARNER CABLE INC NEW COM STK
TWC
| $268M | 0.3% | 1,310,448 -23,706 | -2% | -$4.85M |
|
74
ConocoPhillips
COP
$124B
| $267M | 0.3% | 6,639,417 +542,800 | +9% | +$21.9M |
|
75
Booking.com
BKNG
$181B
| $263M | 0.29% | 204,290 +2,414 | +1% | +$3.11M |
|