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 | |
|---|---|---|---|---|---|---|
76
Philip Morris
PM
$260B
| $825M | 0.25% | 8,689,060 -64,292 | -0.7% | -$6.11M |
|
77
Public Storage
PSA
$51.7B
| $819M | 0.25% | 2,187,214 -19,342 | -0.9% | -$7.24M |
|
|
78
Intuitive Surgical
ISRG
$170B
| $817M | 0.25% | 2,274,106 +1,478,505 | +186% | +$531M |
|
79
ServiceNow
NOW
$190B
| $811M | 0.25% | 1,249,313 -4,121 | -0.3% | -$2.67M |
|
80
Duke Energy
DUK
$95.3B
| $810M | 0.24% | 7,720,715 -111,305 | -1% | -$11.7M |
|
81
Gilead Sciences
GILD
$140B
| $782M | 0.24% | 10,776,652 -24,955 | -0.2% | -$1.81M |
|
82
Enbridge
ENB
$105B
| $776M | 0.23% | 19,831,552 +481,925 | +2% | +$18.9M |
|
83
Charles Schwab
SCHW
$174B
| $775M | 0.23% | 9,217,206 -394,260 | -4% | -$33.2M |
|
84
Royal Bank of Canada
RY
$205B
| $762M | 0.23% | 7,168,993 -16,440 | -0.2% | -$1.75M |
|
85
American Express
AXP
$231B
| $756M | 0.23% | 4,618,538 -51,830 | -1% | -$8.48M |
|
86
Lam Research
LRCX
$127B
| $751M | 0.23% | 1,044,925 -39,697 | -4% | -$28.5M |
|
87
Toronto Dominion Bank
TD
$129B
| $748M | 0.23% | 9,747,869 +462,309 | +5% | +$35.5M |
|
88
Caterpillar
CAT
$196B
| $748M | 0.23% | 3,618,673 -83,612 | -2% | -$17.3M |
|
89
Automatic Data Processing
ADP
$123B
| $727M | 0.22% | 2,947,950 -102,097 | -3% | -$25.2M |
|
90
3M
MMM
$82.8B
| $727M | 0.22% | 4,090,301 -165,726 | -4% | -$29.4M |
|
91
CSX Corp
CSX
$60.6B
| $721M | 0.22% | 19,176,188 -803,342 | -4% | -$30.2M |
|
92
Shopify
SHOP
$184B
| $719M | 0.22% | 520,484 -9,204 | -2% | -$12.7M |
|
93
Mondelez International
MDLZ
$79.5B
| $708M | 0.21% | 10,674,254 -341,789 | -3% | -$22.7M |
|
94
Southern Company
SO
$102B
| $699M | 0.21% | 10,187,185 -338,142 | -3% | -$23.2M |
|
95
Blackstone
BX
$134B
| $689M | 0.21% | 5,327,314 -310,174 | -6% | -$40.1M |
|
96
GE Aerospace
GE
$292B
| $679M | 0.21% | 7,189,968 -157,565 | -2% | -$14.9M |
|
97
Estee Lauder
EL
$33B
| $674M | 0.2% | 1,819,925 +23,272 | +1% | +$8.62M |
|
98
Deere & Co
DE
$130B
| $673M | 0.2% | 1,961,606 -23,500 | -1% | -$8.06M |
|
99
Micron Technology
MU
$133B
| $660M | 0.2% | 7,083,053 -475,573 | -6% | -$44.3M |
|
100
RTX Corp
RTX
$212B
| $653M | 0.2% | 7,583,682 -601,156 | -7% | -$51.7M |
|