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 |
Coinbase
COIN
|
+$81.3M |
| 2 |
Amazon
AMZN
|
+$70.6M |
| 3 |
Johnson & Johnson
JNJ
|
+$63.6M |
| 4 |
Moody's
MCO
|
+$60.2M |
| 5 |
Realty Income
O
|
+$58.5M |
Top Sells
| 1 |
Apple
AAPL
|
+$345M |
| 2 |
Microsoft
MSFT
|
+$144M |
| 3 |
SPLK
Splunk Inc
SPLK
|
+$140M |
| 4 |
Chevron
CVX
|
+$134M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$103M |
Sector Composition
| 1 | Technology | 30.2% |
| 2 | Financials | 12.53% |
| 3 | Healthcare | 12.22% |
| 4 | Consumer Discretionary | 9.63% |
| 5 | Communication Services | 8.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
801
Hercules Capital
HTGC
$3.55B
| $22.4M | 0.01% |
1,214,282
+43,781
| +4% | +$808K |
|
802
National Storage Affiliates Trust
NSA
$2.49B
| $22.3M | 0.01% |
570,411
-39,074
| -6% | -$1.53M |
|
803
Bloom Energy
BE
$15.7B
| $22.2M | 0.01% |
1,976,467
-102,784
| -5% | -$1.16M |
|
804
IPG Photonics
IPGP
$3.49B
| $22.2M | 0.01% |
244,471
+14,113
| +6% | +$1.28M |
|
805
Badger Meter
BMI
$5.34B
| $22.1M | 0.01% |
136,337
+554
| +0.4% | +$89.6K |
|
|
X
806
DELISTED
US Steel
X
| $22M | 0.01% |
540,065
-10,925
| -2% | -$446K |
|
807
PVH
PVH
$3.95B
| $22M | 0.01% |
156,502
-10,368
| -6% | -$1.46M |
|
808
Compañía de Minas Buenaventura
BVN
$5.13B
| $22M | 0.01% |
1,383,834
-85,823
| -6% | -$1.36M |
|
809
Broadstone Net Lease
BNL
$3.55B
| $21.9M | 0.01% |
1,398,394
-28,388
| -2% | -$445K |
|
|
HTO
810
H2O America Common Stock
HTO
$1.76B
| $21.7M | 0.01% |
384,279
+18,354
| +5% | +$1.04M |
|
811
Black Hills Corp
BKH
$4.33B
| $21.7M | 0.01% |
397,955
+7,728
| +2% | +$422K |
|
|
LSXMK
812
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $21.7M | 0.01% |
730,553
-5,014
| -0.7% | -$149K |
|
813
Chemed
CHE
$6.67B
| $21.5M | 0.01% |
33,537
-1,855
| -5% | -$1.19M |
|
814
Watts Water Technologies
WTS
$9.47B
| $21.4M | 0.01% |
100,555
-6,168
| -6% | -$1.31M |
|
815
Curtiss-Wright
CW
$19.3B
| $21.3M | 0.01% |
83,285
-6,935
| -8% | -$1.77M |
|
816
Tenable Holdings
TENB
$3.7B
| $21M | 0.01% |
425,182
-28,869
| -6% | -$1.43M |
|
817
Chord Energy
CHRD
$6B
| $21M | 0.01% |
117,767
-4,668
| -4% | -$832K |
|
818
Aaon
AAON
$6.72B
| $20.9M | 0.01% |
237,328
-2,748
| -1% | -$242K |
|
819
Murphy USA
MUSA
$7.59B
| $20.9M | 0.01% |
49,874
+2,003
| +4% | +$840K |
|
820
Dentsply Sirona
XRAY
$2.78B
| $20.9M | 0.01% |
629,580
-542,917
| -46% | -$18M |
|
821
Franklin Electric
FELE
$4.31B
| $20.9M | 0.01% |
195,211
-9,075
| -4% | -$969K |
|
|
CHX
822
DELISTED
ChampionX
CHX
| $20.8M | 0.01% |
578,453
-80,844
| -12% | -$2.9M |
|
823
Installed Building Products
IBP
$7.38B
| $20.7M | 0.01% |
80,188
-2,512
| -3% | -$650K |
|
824
Four Corners Property Trust
FCPT
$2.66B
| $20.7M | 0.01% |
845,716
+5,051
| +0.6% | +$124K |
|
825
Comfort Systems
FIX
$27B
| $20.6M | 0.01% |
64,901
-769
| -1% | -$244K |
|