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 |
Apple
AAPL
|
$8.7B |
| 2 |
Tesla
TSLA
|
$1.32B |
| 3 |
Zoom
ZM
|
$232M |
| 4 |
Match Group
MTCH
|
$117M |
| 5 |
Algonquin Power & Utilities
AQN
|
$65.4M |
Top Sells
| 1 |
Alibaba
BABA
|
$122M |
| 2 |
Microsoft
MSFT
|
$110M |
| 3 |
Fastly
FSLY
|
$91.7M |
| 4 |
Amazon
AMZN
|
$71.7M |
| 5 |
Meta Platforms (Facebook)
META
|
$69.2M |
Sector Composition
| 1 | Technology | 23.49% |
| 2 | Healthcare | 12.99% |
| 3 | Consumer Discretionary | 12.41% |
| 4 | Financials | 12.09% |
| 5 | Communication Services | 9.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Exxon Mobil
XOM
$487B
| $858M | 0.38% | 25,003,802 -692,008 | -3% | -$23.8M |
|
52
Chevron
CVX
$324B
| $853M | 0.38% | 11,852,280 -336,989 | -3% | -$24.3M |
|
53
Eli Lilly
LLY
$657B
| $843M | 0.38% | 5,693,145 -126,174 | -2% | -$18.7M |
|
54
Broadcom
AVGO
$1.4T
| $830M | 0.37% | 2,279,018 -52,521 | -2% | -$19.1M |
|
55
Oracle
ORCL
$635B
| $794M | 0.35% | 13,291,953 -552,479 | -4% | -$33M |
|
56
Lowe's Companies
LOW
$145B
| $788M | 0.35% | 4,753,725 -175,598 | -4% | -$29.1M |
|
57
United Parcel Service
UPS
$74.1B
| $717M | 0.32% | 4,300,192 -112,261 | -3% | -$18.7M |
|
58
Linde
LIN
$224B
| $715M | 0.32% | 3,002,492 -53,047 | -2% | -$12.6M |
|
59
IBM
IBM
$227B
| $698M | 0.31% | 5,735,198 -170,235 | -3% | -$20.7M |
|
60
Honeywell
HON
$139B
| $695M | 0.31% | 4,222,788 -176,552 | -4% | -$29.1M |
|
61
Crown Castle
CCI
$43.2B
| $659M | 0.29% | 3,957,157 +70,667 | +2% | +$11.8M |
|
62
Duke Energy
DUK
$95.3B
| $658M | 0.29% | 7,432,014 +69,956 | +1% | +$6.2M |
|
63
Dominion Energy
D
$51.1B
| $657M | 0.29% | 8,324,033 +191,681 | +2% | +$15.1M |
|
64
Philip Morris
PM
$260B
| $637M | 0.28% | 8,495,097 -281,668 | -3% | -$21.1M |
|
65
Starbucks
SBUX
$100B
| $611M | 0.27% | 7,116,092 -277,525 | -4% | -$23.8M |
|
66
Target
TGT
$43.6B
| $598M | 0.27% | 3,797,525 -67,908 | -2% | -$10.7M |
|
67
Advanced Micro Devices
AMD
$264B
| $589M | 0.26% | 7,179,284 +148,961 | +2% | +$12.2M |
|
68
3M
MMM
$82.8B
| $587M | 0.26% | 3,667,470 -82,531 | -2% | -$13.2M |
|
69
Southern Company
SO
$102B
| $586M | 0.26% | 10,811,823 +199,967 | +2% | +$10.8M |
|
70
Mondelez International
MDLZ
$79.5B
| $576M | 0.26% | 10,028,582 -161,112 | -2% | -$9.26M |
|
71
Gilead Sciences
GILD
$140B
| $575M | 0.26% | 9,104,511 -44,489 | -0.5% | -$2.81M |
|
72
Citigroup
C
$178B
| $573M | 0.26% | 13,295,633 -445,350 | -3% | -$19.2M |
|
73
S&P Global
SPGI
$167B
| $572M | 0.26% | 1,587,251 -37,055 | -2% | -$13.4M |
|
74
Wells Fargo
WFC
$263B
| $571M | 0.26% | 24,286,333 -653,311 | -3% | -$15.4M |
|
75
ServiceNow
NOW
$190B
| $571M | 0.26% | 1,176,630 +19,131 | +2% | +$9.28M |
|