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 |
Canadian Pacific Kansas City
CP
|
$481M |
| 2 |
Ferrari
RACE
|
$294M |
| 3 |
Sempra
SRE
|
$250M |
| 4 |
Thomson Reuters
TRI
|
$138M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$122M |
Top Sells
| 1 |
Microsoft
MSFT
|
$725M |
| 2 |
Apple
AAPL
|
$640M |
| 3 |
Amazon
AMZN
|
$356M |
| 4 |
NVIDIA
NVDA
|
$311M |
| 5 |
Johnson & Johnson
JNJ
|
$265M |
Sector Composition
| 1 | Technology | 28.17% |
| 2 | Healthcare | 13.3% |
| 3 | Financials | 12.04% |
| 4 | Consumer Discretionary | 9.96% |
| 5 | Industrials | 7.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Morgan Stanley
MS
$240B
| $691M | 0.24% | 8,464,847 -373,726 | -4% | -$30.5M |
|
77
Marsh & McLennan
MMC
$101B
| $690M | 0.24% | 3,625,100 -124,139 | -3% | -$23.6M |
|
78
Royal Bank of Canada
RY
$205B
| $686M | 0.24% | 7,811,313 +366,087 | +5% | +$32.1M |
|
79
TJX Companies
TJX
$152B
| $685M | 0.24% | 7,708,186 -380,072 | -5% | -$33.8M |
|
80
Regeneron Pharmaceuticals
REGN
$61.5B
| $675M | 0.24% | 820,208 -26,921 | -3% | -$22.2M |
|
81
United Parcel Service
UPS
$74.1B
| $672M | 0.23% | 4,313,784 -230,075 | -5% | -$35.9M |
|
82
Mondelez International
MDLZ
$79.5B
| $672M | 0.23% | 9,679,761 -397,285 | -4% | -$27.6M |
|
83
CVS Health
CVS
$92.8B
| $670M | 0.23% | 9,601,953 -293,403 | -3% | -$20.5M |
|
84
Stryker
SYK
$150B
| $656M | 0.23% | 2,401,115 -80,103 | -3% | -$21.9M |
|
85
Blackrock
BLK
$175B
| $651M | 0.23% | 1,006,830 -35,530 | -3% | -$23M |
|
86
Deere & Co
DE
$130B
| $648M | 0.23% | 1,716,412 -102,652 | -6% | -$38.7M |
|
87
Starbucks
SBUX
$100B
| $638M | 0.22% | 6,991,647 -643,796 | -8% | -$58.8M |
|
88
Toronto Dominion Bank
TD
$129B
| $635M | 0.22% | 10,496,272 +493,235 | +5% | +$29.9M |
|
89
Cigna
CI
$80.3B
| $630M | 0.22% | 2,203,211 -84,508 | -4% | -$24.2M |
|
90
Lam Research
LRCX
$127B
| $619M | 0.22% | 987,805 -26,197 | -3% | -$16.4M |
|
91
American Express
AXP
$231B
| $618M | 0.22% | 4,140,616 -194,589 | -4% | -$29M |
|
92
Enbridge
ENB
$105B
| $614M | 0.21% | 18,437,902 +1,015,792 | +6% | +$33.8M |
|
93
Duke Energy
DUK
$95.3B
| $614M | 0.21% | 6,959,164 -314,494 | -4% | -$27.8M |
|
94
Zoetis
ZTS
$69.3B
| $609M | 0.21% | 3,501,431 -157,946 | -4% | -$27.5M |
|
95
Public Storage
PSA
$51.7B
| $606M | 0.21% | 2,298,991 -44,459 | -2% | -$11.7M |
|
96
Chubb
CB
$110B
| $599M | 0.21% | 2,879,023 -101,862 | -3% | -$21.2M |
|
97
Boston Scientific
BSX
$156B
| $594M | 0.21% | 11,253,368 -251,576 | -2% | -$13.3M |
|
98
Southern Company
SO
$102B
| $583M | 0.2% | 9,010,308 -362,563 | -4% | -$23.5M |
|
99
CSX Corp
CSX
$60.6B
| $570M | 0.2% | 18,534,952 -756,891 | -4% | -$23.3M |
|
100
Blackstone
BX
$134B
| $562M | 0.2% | 5,246,005 +106,251 | +2% | +$11.4M |
|