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 |
AT&T
T
|
$148M |
| 2 |
Evergy
EVRG
|
$93M |
| 3 |
Arch Capital
ACGL
|
$36.6M |
| 4 |
Alibaba
BABA
|
$28M |
| 5 |
Wyndham Hotels & Resorts
WH
|
$25.3M |
Top Sells
| 1 |
TWX
Time Warner Inc
TWX
|
$348M |
| 2 |
Apple
AAPL
|
$328M |
| 3 |
MON
Monsanto Co
MON
|
$264M |
| 4 |
Microsoft
MSFT
|
$176M |
| 5 |
Amazon
AMZN
|
$145M |
Sector Composition
| 1 | Technology | 16.79% |
| 2 | Financials | 15.93% |
| 3 | Healthcare | 12.2% |
| 4 | Consumer Discretionary | 10.21% |
| 5 | Communication Services | 9.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
CVS Health
CVS
$92.8B
| $359M | 0.28% | 5,584,576 -18,421 | -0.3% | -$1.19M |
|
77
US Bancorp
USB
$76B
| $351M | 0.27% | 7,015,644 -444,070 | -6% | -$22.2M |
|
78
Goldman Sachs
GS
$226B
| $350M | 0.27% | 1,586,133 -80,019 | -5% | -$17.7M |
|
79
Caterpillar
CAT
$196B
| $342M | 0.26% | 2,518,093 -133,788 | -5% | -$18.2M |
|
80
Southern Company
SO
$102B
| $341M | 0.26% | 7,369,066 +187,429 | +3% | +$8.68M |
|
81
Baidu
BIDU
$32.8B
| $331M | 0.26% | 1,361,263 +51,048 | +4% | +$12.4M |
|
82
Starbucks
SBUX
$100B
| $314M | 0.24% | 6,429,134 -262,953 | -4% | -$12.8M |
|
83
EOG Resources
EOG
$68.2B
| $314M | 0.24% | 2,520,304 -140,865 | -5% | -$17.5M |
|
84
TJX Companies
TJX
$152B
| $313M | 0.24% | 3,292,830 -117,149 | -3% | -$11.2M |
|
85
Dominion Energy
D
$51.1B
| $310M | 0.24% | 4,551,354 +34,408 | +0.8% | +$2.35M |
|
86
Elevance Health
ELV
$71.8B
| $307M | 0.24% | 1,288,368 -74,482 | -5% | -$17.7M |
|
87
Lockheed Martin
LMT
$106B
| $302M | 0.23% | 1,021,523 -80,020 | -7% | -$23.6M |
|
88
Crown Castle
CCI
$43.2B
| $302M | 0.23% | 2,798,217 +77,414 | +3% | +$8.35M |
|
89
American Express
AXP
$231B
| $299M | 0.23% | 3,054,463 -350,245 | -10% | -$34.3M |
|
90
PNC Financial Services
PNC
$81.7B
| $290M | 0.22% | 2,148,492 -130,664 | -6% | -$17.7M |
|
91
Canadian National Railway
CNI
$60.4B
| $290M | 0.22% | 3,543,319 -304 | -0% | -$24.8K |
|
92
Occidental Petroleum
OXY
$46.9B
| $289M | 0.22% | 3,457,539 -218,069 | -6% | -$18.2M |
|
93
CSX Corp
CSX
$60.6B
| $287M | 0.22% | 4,498,686 -74,845 | -2% | -$4.77M |
|
94
Automatic Data Processing
ADP
$123B
| $286M | 0.22% | 2,132,761 -128,546 | -6% | -$17.2M |
|
95
Charles Schwab
SCHW
$174B
| $283M | 0.22% | 5,537,302 +146,594 | +3% | +$7.5M |
|
96
Becton Dickinson
BDX
$55.3B
| $283M | 0.22% | 1,180,229 -95,910 | -8% | -$23M |
|
97
Chubb
CB
$110B
| $283M | 0.22% | 2,225,706 -55,994 | -2% | -$7.11M |
|
98
Biogen
BIIB
$19.4B
| $282M | 0.22% | 972,195 -49,251 | -5% | -$14.3M |
|
99
Danaher
DHR
$147B
| $282M | 0.22% | 2,857,696 -104,019 | -4% | -$10.3M |
|
100
TC Energy
TRP
$54.1B
| $280M | 0.22% | 6,471,892 +142,487 | +2% | +$6.16M |
|