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 |
AT&T
T
|
$148M |
| 2 |
Evergy
EVRG
|
$93M |
| 3 |
Arch Capital
ACGL
|
$36.6M |
| 4 |
Alibaba
BABA
|
$28M |
| 5 |
Wyndham Hotels & Resorts
WH
|
$25.3M |
Top Sells
| 1 |
TWX
Time Warner Inc
TWX
|
$348M |
| 2 |
Apple
AAPL
|
$328M |
| 3 |
MON
Monsanto Co
MON
|
$264M |
| 4 |
Microsoft
MSFT
|
$176M |
| 5 |
Amazon
AMZN
|
$145M |
Sector Composition
| 1 | Technology | 16.79% |
| 2 | Financials | 15.93% |
| 3 | Healthcare | 12.2% |
| 4 | Consumer Discretionary | 10.21% |
| 5 | Communication Services | 9.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
NextEra Energy, Inc.
NEE
$148B
| $466M | 0.36% | 2,792,059 +57,093 | +2% | +$9.54M |
|
52
Abbott
ABT
$231B
| $460M | 0.36% | 7,549,223 -350,061 | -4% | -$21.4M |
|
53
Costco
COST
$418B
| $457M | 0.35% | 2,184,550 -91,074 | -4% | -$19M |
|
54
Altria Group
MO
$113B
| $454M | 0.35% | 7,999,753 -502,325 | -6% | -$28.5M |
|
55
Bristol-Myers Squibb
BMY
$96B
| $441M | 0.34% | 7,971,978 -66,471 | -0.8% | -$3.68M |
|
56
Gilead Sciences
GILD
$140B
| $434M | 0.34% | 6,133,081 -451,480 | -7% | -$32M |
|
57
Schlumberger
SLB
$55B
| $423M | 0.33% | 6,303,553 -298,244 | -5% | -$20M |
|
58
Booking.com
BKNG
$181B
| $422M | 0.33% | 208,000 -12,161 | -6% | -$24.7M |
|
59
Royal Bank of Canada
RY
$205B
| $420M | 0.32% | 5,584,129 -251,750 | -4% | -$18.9M |
|
60
Broadcom
AVGO
$1.4T
| $419M | 0.32% | 1,728,845 +3,872 | +0.2% | +$940K |
|
61
Berkshire Hathaway Class A
BRK.A
$1.09T
| $418M | 0.32% | 1,482 -29 | -2% | -$8.18M |
|
62
PayPal
PYPL
$67.1B
| $409M | 0.32% | 4,909,628 -105,762 | -2% | -$8.81M |
|
63
RTX Corp
RTX
$212B
| $408M | 0.32% | 3,265,698 -149,099 | -4% | -$18.6M |
|
64
Simon Property Group
SPG
$59B
| $403M | 0.31% | 2,370,598 -84,812 | -3% | -$14.4M |
|
65
Eli Lilly
LLY
$657B
| $399M | 0.31% | 4,679,603 -36,105 | -0.8% | -$3.08M |
|
66
Enbridge
ENB
$105B
| $398M | 0.31% | 11,156,728 +552,015 | +5% | +$19.7M |
|
67
Duke Energy
DUK
$95.3B
| $398M | 0.31% | 5,037,516 +95,960 | +2% | +$7.59M |
|
68
Salesforce
CRM
$245B
| $397M | 0.31% | 2,913,633 -85,497 | -3% | -$11.7M |
|
69
American Tower
AMT
$95.5B
| $392M | 0.3% | 2,721,988 +78,653 | +3% | +$11.3M |
|
70
Toronto Dominion Bank
TD
$128B
| $392M | 0.3% | 6,783,102 -313,655 | -4% | -$18.1M |
|
71
Qualcomm
QCOM
$173B
| $390M | 0.3% | 6,948,349 -602,861 | -8% | -$33.8M |
|
72
ConocoPhillips
COP
$124B
| $380M | 0.29% | 5,459,313 -450,865 | -8% | -$31.4M |
|
73
Thermo Fisher Scientific
TMO
$186B
| $368M | 0.28% | 1,776,334 -77,317 | -4% | -$16M |
|
74
Lowe's Companies
LOW
$145B
| $368M | 0.28% | 3,848,780 -340,796 | -8% | -$32.6M |
|
75
United Parcel Service
UPS
$74.1B
| $361M | 0.28% | 3,400,411 -214,061 | -6% | -$22.7M |
|