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 |
Trane Technologies
TT
|
+$172M |
| 2 |
AbbVie
ABBV
|
+$172M |
| 3 |
Otis Worldwide
OTIS
|
+$139M |
| 4 |
Fastly
FSLY
|
+$132M |
| 5 |
Blackrock
BLK
|
+$118M |
Top Sells
| 1 |
AGN
Allergan plc
AGN
|
+$372M |
| 2 |
RTN
Raytheon Company
RTN
|
+$235M |
| 3 |
Apple
AAPL
|
+$168M |
| 4 |
Microsoft
MSFT
|
+$101M |
| 5 |
NXP Semiconductors
NXPI
|
+$60.5M |
Sector Composition
| 1 | Technology | 22.88% |
| 2 | Healthcare | 13.29% |
| 3 | Financials | 12.68% |
| 4 | Consumer Discretionary | 11.36% |
| 5 | Communication Services | 9.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
951
Essential Properties Realty Trust
EPRT
$5.88B
| $11M | 0.01% |
738,669
+60,591
| +9% | +$899K |
|
|
JWN
952
DELISTED
Nordstrom
JWN
| $11M | 0.01% |
706,975
-266,441
| -27% | -$4.13M |
|
953
Haemonetics
HAE
$2.59B
| $10.9M | 0.01% |
122,209
+29,521
| +32% | +$2.64M |
|
954
Ashland
ASH
$2.42B
| $10.9M | 0.01% |
158,078
+5,928
| +4% | +$410K |
|
955
American Airlines Group
AAL
$8.46B
| $10.8M | 0.01% |
828,263
-168,566
| -17% | -$2.2M |
|
956
Five Below
FIVE
$8.05B
| $10.8M | 0.01% |
100,806
+2,280
| +2% | +$244K |
|
957
3D Systems Corporation
DDD
$272M
| $10.7M | 0.01% |
1,531,847
+311,642
| +26% | +$2.18M |
|
958
Axon Enterprise
AXON
$58.7B
| $10.7M | 0.01% |
108,928
+16,973
| +18% | +$1.67M |
|
959
Fox Factory Holding Corp
FOXF
$1.17B
| $10.7M | 0.01% |
129,295
+14,463
| +13% | +$1.19M |
|
|
RAVN
960
DELISTED
Raven Industries Inc
RAVN
| $10.7M | 0.01% |
498,142
+129,103
| +35% | +$2.77M |
|
961
iShares Core S&P Small-Cap ETF
IJR
$85.1B
| $10.6M | 0.01% |
155,600
+44,000
| +39% | +$3.01M |
|
962
Maximus
MMS
$4.94B
| $10.6M | 0.01% |
150,758
-5,277
| -3% | -$372K |
|
|
ROIC
963
DELISTED
Retail Opportunity Investments Corp.
ROIC
| $10.6M | 0.01% |
931,469
+62,518
| +7% | +$708K |
|
964
Arrowhead Research
ARWR
$3.99B
| $10.5M | 0.01% |
243,954
+103,851
| +74% | +$4.49M |
|
965
UFP Industries
UFPI
$5.84B
| $10.5M | 0.01% |
212,652
+15,165
| +8% | +$751K |
|
|
CZR
966
DELISTED
Caesars Entertainment Corporation
CZR
| $10.5M | 0.01% |
867,465
+50,865
| +6% | +$617K |
|
967
Lamar Advertising Co
LAMR
$12.8B
| $10.5M | 0.01% |
157,485
-5,047
| -3% | -$337K |
|
968
U-Haul Holding Co
UHAL
$10.8B
| $10.5M | 0.01% |
347,730
-520
| -0.1% | -$15.7K |
|
|
OPI
969
Office Properties Income Trust
OPI
$18.7M
| $10.5M | 0.01% |
404,418
+38,140
| +10% | +$991K |
|
970
Cogent Communications
CCOI
$1.74B
| $10.5M | 0.01% |
135,406
+9,201
| +7% | +$712K |
|
971
Golub Capital BDC
GBDC
$3.92B
| $10.4M | 0.01% |
894,212
+131,380
| +17% | +$1.53M |
|
972
Mine Safety
MSA
$6.63B
| $10.4M | 0.01% |
91,013
+30,278
| +50% | +$3.46M |
|
|
ILPT
973
Industrial Logistics Properties Trust
ILPT
$415M
| $10.4M | 0.01% |
505,725
+50,246
| +11% | +$1.03M |
|
974
EnerSys
ENS
$3.92B
| $10.4M | 0.01% |
160,845
+23,073
| +17% | +$1.49M |
|
975
Entegris
ENTG
$12B
| $10.4M | 0.01% |
175,336
-39,518
| -18% | -$2.33M |
|