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 |
Intuitive Surgical
ISRG
|
$531M |
| 2 |
Arista Networks
ANET
|
$179M |
| 3 |
Johnson & Johnson
JNJ
|
$162M |
| 4 |
Microchip Technology
MCHP
|
$147M |
| 5 |
Realty Income
O
|
$147M |
Top Sells
| 1 |
Microsoft
MSFT
|
$272M |
| 2 |
KSU
Kansas City Southern
KSU
|
$251M |
| 3 |
JD.com
JD
|
$183M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$180M |
| 5 |
Amazon
AMZN
|
$138M |
Sector Composition
| 1 | Technology | 26.6% |
| 2 | Financials | 12.78% |
| 3 | Healthcare | 12.54% |
| 4 | Consumer Discretionary | 11.03% |
| 5 | Communication Services | 8.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
American Tower
AMT
$95.5B
| $1.25B | 0.38% | 4,280,056 -71,536 | -2% | -$20.9M |
|
52
Advanced Micro Devices
AMD
$264B
| $1.18B | 0.36% | 8,199,448 -145,311 | -2% | -$20.9M |
|
53
AT&T
T
$209B
| $1.18B | 0.36% | 47,939,518 -1,233,111 | -3% | -$30.3M |
|
54
Wells Fargo
WFC
$263B
| $1.07B | 0.32% | 22,381,531 -911,666 | -4% | -$43.7M |
|
55
Applied Materials
AMAT
$128B
| $1.05B | 0.32% | 6,674,430 -289,525 | -4% | -$45.6M |
|
56
Oracle
ORCL
$635B
| $1.02B | 0.31% | 11,714,963 -819,572 | -7% | -$71.5M |
|
57
Medtronic
MDT
$119B
| $973M | 0.29% | 9,408,293 -303,715 | -3% | -$31.4M |
|
58
CVS Health
CVS
$92.8B
| $971M | 0.29% | 9,409,790 -91,573 | -1% | -$9.45M |
|
59
United Parcel Service
UPS
$74.1B
| $963M | 0.29% | 4,494,329 -128,664 | -3% | -$27.6M |
|
60
Amgen
AMGN
$155B
| $963M | 0.29% | 4,281,069 -83,395 | -2% | -$18.8M |
|
61
Bristol-Myers Squibb
BMY
$96B
| $947M | 0.29% | 15,189,593 -632,124 | -4% | -$39.4M |
|
62
Blackrock
BLK
$175B
| $945M | 0.29% | 1,032,345 -7,461 | -0.7% | -$6.83M |
|
63
Linde
LIN
$224B
| $941M | 0.28% | 2,717,369 -212,913 | -7% | -$73.8M |
|
64
Honeywell
HON
$139B
| $924M | 0.28% | 4,432,345 +48,098 | +1% | +$10M |
|
65
Morgan Stanley
MS
$240B
| $916M | 0.28% | 9,326,772 -315,816 | -3% | -$31M |
|
66
Starbucks
SBUX
$100B
| $907M | 0.27% | 7,752,069 +53,725 | +0.7% | +$6.28M |
|
67
Target
TGT
$43.6B
| $907M | 0.27% | 3,916,909 -123,374 | -3% | -$28.6M |
|
68
S&P Global
SPGI
$167B
| $898M | 0.27% | 1,902,831 -29,535 | -2% | -$13.9M |
|
69
Crown Castle
CCI
$43.2B
| $897M | 0.27% | 4,299,110 -96,191 | -2% | -$20.1M |
|
70
Elevance Health
ELV
$71.8B
| $887M | 0.27% | 1,914,014 -47,197 | -2% | -$21.9M |
|
71
Zoetis
ZTS
$69.3B
| $883M | 0.27% | 3,618,242 +2,781 | +0.1% | +$679K |
|
72
Goldman Sachs
GS
$226B
| $882M | 0.27% | 2,305,415 -25,567 | -1% | -$9.78M |
|
73
Equinix
EQIX
$76.9B
| $865M | 0.26% | 1,022,447 -10,616 | -1% | -$8.98M |
|
74
IBM
IBM
$227B
| $851M | 0.26% | 6,369,330 +54,919 | +0.9% | +$7.34M |
|
75
Citigroup
C
$178B
| $848M | 0.26% | 14,041,408 -500,235 | -3% | -$30.2M |
|