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 |
Linde
LIN
|
$381M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$309M |
| 3 |
Alibaba
BABA
|
$306M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$240M |
| 5 |
Meta Platforms (Facebook)
META
|
$229M |
Top Sells
| 1 |
AET
Aetna Inc
AET
|
$325M |
| 2 |
ESRX
Express Scripts Holding Company
ESRX
|
$303M |
| 3 |
PX
Praxair Inc
PX
|
$213M |
| 4 |
COL
Rockwell Collins
COL
|
$103M |
| 5 |
ANDV
Andeavor
ANDV
|
$96.2M |
Sector Composition
| 1 | Technology | 16.38% |
| 2 | Financials | 15.21% |
| 3 | Healthcare | 13.81% |
| 4 | Consumer Discretionary | 10.01% |
| 5 | Communication Services | 9.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Broadcom
AVGO
$1.4T
| $476M | 0.37% | 1,873,502 +91,163 | +5% | +$23.2M |
|
52
Honeywell
HON
$139B
| $474M | 0.37% | 3,586,190 +191,120 | +6% | +$25.2M |
|
53
Texas Instruments
TXN
$184B
| $463M | 0.36% | 4,899,566 +317,883 | +7% | +$30M |
|
54
Duke Energy
DUK
$95.3B
| $461M | 0.36% | 5,346,182 +166,615 | +3% | +$14.4M |
|
55
American Tower
AMT
$95.5B
| $449M | 0.35% | 2,836,291 +98,071 | +4% | +$15.5M |
|
56
Salesforce
CRM
$245B
| $448M | 0.35% | 3,267,533 +275,597 | +9% | +$37.7M |
|
57
Bristol-Myers Squibb
BMY
$96B
| $445M | 0.35% | 8,568,445 +474,820 | +6% | +$24.7M |
|
58
Thermo Fisher Scientific
TMO
$186B
| $442M | 0.34% | 1,977,270 +130,064 | +7% | +$29.1M |
|
59
Berkshire Hathaway Class A
BRK.A
$1.09T
| $442M | 0.34% | 1,445 -19 | -1% | -$5.81M |
|
60
PayPal
PYPL
$67.1B
| $442M | 0.34% | 5,254,802 +322,719 | +7% | +$27.1M |
|
61
Philip Morris
PM
$260B
| $436M | 0.34% | 6,532,959 +72,203 | +1% | +$4.82M |
|
62
Starbucks
SBUX
$100B
| $421M | 0.33% | 6,545,000 +91,187 | +1% | +$5.87M |
|
63
RTX Corp
RTX
$212B
| $412M | 0.32% | 3,868,010 +538,226 | +16% | +$57.3M |
|
64
Gilead Sciences
GILD
$140B
| $410M | 0.32% | 6,552,231 +408,910 | +7% | +$25.6M |
|
65
Simon Property Group
SPG
$59B
| $409M | 0.32% | 2,435,788 +56,839 | +2% | +$9.55M |
|
66
Altria Group
MO
$113B
| $402M | 0.31% | 8,142,832 +83,052 | +1% | +$4.1M |
|
67
Cigna
CI
$80.3B
| $396M | 0.31% | 2,085,872 +857,418 | +70% | +$163M |
|
68
Booking.com
BKNG
$181B
| $386M | 0.3% | 223,987 +15,585 | +7% | +$26.8M |
|
|
69
Linde
LIN
$224B
| $381M | 0.3% | +2,465,565 | New | +$381M |
|
70
Lowe's Companies
LOW
$145B
| $378M | 0.29% | 4,093,938 +287,874 | +8% | +$26.6M |
|
71
NVIDIA
NVDA
$4.24T
| $378M | 0.29% | 2,828,197 +225,412 | +9% | +$30.1M |
|
72
Elevance Health
ELV
$71.8B
| $376M | 0.29% | 1,429,978 +107,132 | +8% | +$28.1M |
|
73
Enbridge
ENB
$105B
| $371M | 0.29% | 11,957,073 +1,465,501 | +14% | +$45.5M |
|
74
ConocoPhillips
COP
$124B
| $364M | 0.28% | 5,835,200 +304,352 | +6% | +$19M |
|
75
Qualcomm
QCOM
$173B
| $360M | 0.28% | 6,331,540 -434,464 | -6% | -$24.7M |
|