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 |
Zoom
ZM
|
+$232M |
| 2 |
Match Group
MTCH
|
+$117M |
| 3 |
Algonquin Power & Utilities
AQN
|
+$65.4M |
| 4 |
Adobe
ADBE
|
+$53.8M |
| 5 |
KKR & Co
KKR
|
+$45.6M |
Top Sells
| 1 |
Apple
AAPL
|
+$515M |
| 2 |
Alibaba
BABA
|
+$122M |
| 3 |
IAC Inc
IAC
|
+$111M |
| 4 |
Microsoft
MSFT
|
+$110M |
| 5 |
Fastly
FSLY
|
+$91.7M |
Sector Composition
| 1 | Technology | 23.49% |
| 2 | Healthcare | 12.99% |
| 3 | Consumer Discretionary | 12.41% |
| 4 | Financials | 12.09% |
| 5 | Communication Services | 9.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1001
Arrowhead Research
ARWR
$4.11B
| $10.4M | ﹤0.01% |
241,963
-1,991
| -0.8% | -$85.7K |
|
1002
Hanover Insurance
THG
$6.51B
| $10.4M | ﹤0.01% |
111,731
+2,235
| +2% | +$208K |
|
1003
LivePerson
LPSN
$91.8M
| $10.4M | ﹤0.01% |
199,940
+254
| +0.1% | +$13.2K |
|
|
AAT
1004
American Assets Trust
AAT
$1.28B
| $10.4M | ﹤0.01% |
430,671
+32,785
| +8% | +$790K |
|
1005
NovoCure
NVCR
$1.42B
| $10.4M | ﹤0.01% |
93,173
+2,834
| +3% | +$315K |
|
1006
British American Tobacco
BTI
$125B
| $10.4M | ﹤0.01% |
286,674
| – | – |
|
|
ROIC
1007
DELISTED
Retail Opportunity Investments Corp.
ROIC
| $10.4M | ﹤0.01% |
993,935
+62,466
| +7% | +$651K |
|
1008
Ambarella
AMBA
$3.55B
| $10.3M | ﹤0.01% |
197,595
+8,291
| +4% | +$433K |
|
1009
Janus Henderson
JHG
$7.08B
| $10.3M | ﹤0.01% |
473,876
+1,170
| +0.2% | +$25.4K |
|
|
SVC
1010
Service Properties Trust
SVC
$486M
| $10.2M | ﹤0.01% |
1,278,710
+99,278
| +8% | +$789K |
|
|
BCPC
1011
Balchem Corporation
BCPC
$5.17B
| $10.2M | ﹤0.01% |
104,031
+386
| +0.4% | +$37.7K |
|
1012
Dick's Sporting Goods
DKS
$20.7B
| $10M | ﹤0.01% |
173,477
+5,892
| +4% | +$341K |
|
|
CLGX
1013
DELISTED
Corelogic, Inc.
CLGX
| $10M | ﹤0.01% |
148,021
+7,451
| +5% | +$504K |
|
1014
SPDR S&P 500 ETF Trust
SPY
$670B
| $10M | ﹤0.01% |
29,900
| – | – |
|
1015
SITE Centers
SITC
$474M
| $10M | ﹤0.01% |
1,781,654
+151,297
| +9% | +$850K |
|
|
AAN.A
1016
DELISTED
AARON'S INC CL-A
AAN.A
| $9.98M | ﹤0.01% |
176,171
-3,064
| -2% | -$174K |
|
1017
Genpact
G
$7.55B
| $9.94M | ﹤0.01% |
255,232
-2,882
| -1% | -$112K |
|
1018
Lithia Motors
LAD
$8.82B
| $9.86M | ﹤0.01% |
43,241
-37,751
| -47% | -$8.61M |
|
|
MRO
1019
DELISTED
Marathon Oil Corporation
MRO
| $9.83M | ﹤0.01% |
2,402,767
-1,508,773
| -39% | -$6.17M |
|
1020
StoneCo
STNE
$4.85B
| $9.79M | ﹤0.01% |
185,084
+35,762
| +24% | +$1.89M |
|
1021
Silicon Laboratories
SLAB
$4.45B
| $9.77M | ﹤0.01% |
99,846
-796
| -0.8% | -$77.9K |
|
|
VRE
1022
Veris Residential
VRE
$1.51B
| $9.74M | ﹤0.01% |
771,899
+185,597
| +32% | +$2.34M |
|
1023
Timken Company
TKR
$5.51B
| $9.73M | ﹤0.01% |
179,369
+1,377
| +0.8% | +$74.7K |
|
1024
Post Holdings
POST
$5.76B
| $9.7M | ﹤0.01% |
172,351
+5,516
| +3% | +$310K |
|
1025
Cleveland-Cliffs
CLF
$5.83B
| $9.66M | ﹤0.01% |
1,505,358
+10,288
| +0.7% | +$66K |
|