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 |
Broadcom
AVGO
|
$5.39B |
| 2 |
NVIDIA
NVDA
|
$1.79B |
| 3 |
Apple
AAPL
|
$1.21B |
| 4 |
Microsoft
MSFT
|
$746M |
| 5 |
Brookfield
BN
|
$393M |
Top Sells
| 1 |
Ginkgo Bioworks
DNA
|
$206M |
| 2 |
Amazon
AMZN
|
$140M |
| 3 |
NextEra Energy, Inc.
NEE
|
$115M |
| 4 |
Caterpillar
CAT
|
$114M |
| 5 |
Costco
COST
|
$109M |
Sector Composition
| 1 | Technology | 32.79% |
| 2 | Financials | 12.5% |
| 3 | Healthcare | 11.46% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Communication Services | 7.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Union Pacific
UNP
$133B
| $1.16B | 0.31% | 4,713,530 -138,062 | -3% | -$34M |
|
52
S&P Global
SPGI
$167B
| $1.13B | 0.3% | 2,188,924 -12,575 | -0.6% | -$6.5M |
|
53
Pfizer
PFE
$141B
| $1.1B | 0.29% | 37,861,942 +702,070 | +2% | +$20.3M |
|
54
Lowe's Companies
LOW
$145B
| $1.1B | 0.29% | 4,043,666 -87,792 | -2% | -$23.8M |
|
55
Intuitive Surgical
ISRG
$170B
| $1.09B | 0.29% | 2,228,326 +28,220 | +1% | +$13.9M |
|
56
Goldman Sachs
GS
$226B
| $1.09B | 0.29% | 2,193,060 -32,230 | -1% | -$16M |
|
57
Walt Disney
DIS
$213B
| $1.08B | 0.28% | 11,253,268 +48,243 | +0.4% | +$4.64M |
|
|
58
Caterpillar
CAT
$196B
| $1.07B | 0.28% | 2,723,383 -290,222 | -10% | -$114M |
|
59
Equinix
EQIX
$76.9B
| $1.06B | 0.28% | 1,195,735 +50,253 | +4% | +$44.6M |
|
60
American Express
AXP
$231B
| $1.06B | 0.28% | 3,910,510 -81,417 | -2% | -$22.1M |
|
61
AT&T
T
$209B
| $1.06B | 0.28% | 48,097,205 +160,588 | +0.3% | +$3.53M |
|
62
Comcast
CMCSA
$125B
| $1.03B | 0.27% | 24,698,456 -495,097 | -2% | -$20.7M |
|
63
American Tower
AMT
$95.5B
| $1.02B | 0.27% | 4,401,755 -146,620 | -3% | -$34.1M |
|
64
Royal Bank of Canada
RY
$205B
| $1.01B | 0.26% | 8,055,286 -21,055 | -0.3% | -$2.63M |
|
65
Wells Fargo
WFC
$263B
| $973M | 0.26% | 17,231,429 -565,497 | -3% | -$31.9M |
|
66
Progressive
PGR
$145B
| $963M | 0.25% | 3,795,903 -65,132 | -2% | -$16.5M |
|
67
Palo Alto Networks
PANW
$127B
| $955M | 0.25% | 2,793,594 +141,218 | +5% | +$48.3M |
|
68
Booking.com
BKNG
$181B
| $940M | 0.25% | 223,100 -3,488 | -2% | -$14.7M |
|
69
Elevance Health
ELV
$71.8B
| $935M | 0.25% | 1,797,895 +16,642 | +0.9% | +$8.65M |
|
70
Boston Scientific
BSX
$156B
| $933M | 0.25% | 11,138,559 -255,140 | -2% | -$21.4M |
|
71
Welltower
WELL
$113B
| $913M | 0.24% | 7,127,541 -203,325 | -3% | -$26M |
|
72
Uber
UBER
$196B
| $905M | 0.24% | 12,041,247 -61,278 | -0.5% | -$4.61M |
|
73
Vertex Pharmaceuticals
VRTX
$100B
| $886M | 0.23% | 1,905,312 -67,063 | -3% | -$31.2M |
|
74
Lam Research
LRCX
$127B
| $873M | 0.23% | 1,069,372 +90,910 | +9% | +$74.2M |
|
75
Blackrock
BLK
$175B
| $872M | 0.23% | 918,527 -10,252 | -1% | -$9.73M |
|