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 |
International Flavors & Fragrances
IFF
|
+$110M |
| 2 |
Microsoft
MSFT
|
+$83.5M |
| 3 |
Pinterest
PINS
|
+$68.9M |
| 4 |
CrowdStrike
CRWD
|
+$68.3M |
| 5 |
Roku
ROKU
|
+$67.1M |
Top Sells
| 1 |
Apple
AAPL
|
+$282M |
| 2 |
Alibaba
BABA
|
+$243M |
| 3 |
TIF
Tiffany & Co.
TIF
|
+$148M |
| 4 |
Amazon
AMZN
|
+$110M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$96.1M |
Sector Composition
| 1 | Technology | 23.16% |
| 2 | Financials | 13.54% |
| 3 | Healthcare | 12.15% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Communication Services | 9.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1926
TIM SA
TIMB
$10.3B
| $2.28M | ﹤0.01% |
200,968
| – | – |
|
1927
United Parks & Resorts
PRKS
$2.79B
| $2.28M | ﹤0.01% |
45,888
-6,316
| -12% | -$314K |
|
|
RUTH
1928
DELISTED
Ruth's Hospitality Group, Inc.
RUTH
| $2.27M | ﹤0.01% |
91,221
-124
| -0.1% | -$3.08K |
|
1929
Gladstone Capital
GLAD
$525M
| $2.26M | ﹤0.01% |
113,780
+3,666
| +3% | +$72.9K |
|
1930
Banc of California
BANC
$2.62B
| $2.26M | ﹤0.01% |
125,114
+1,409
| +1% | +$25.5K |
|
1931
Adtran
ADTN
$809M
| $2.25M | ﹤0.01% |
134,877
+1,741
| +1% | +$29K |
|
1932
Box
BOX
$4.7B
| $2.24M | ﹤0.01% |
97,712
+7,533
| +8% | +$173K |
|
|
PRTY
1933
DELISTED
Party City Holdco Inc.
PRTY
| $2.24M | ﹤0.01% |
384,264
+1
| +0% | +$6 |
|
1934
Moelis & Co
MC
$5.54B
| $2.23M | ﹤0.01% |
40,706
+3,084
| +8% | +$169K |
|
1935
Surmodics
SRDX
$457M
| $2.23M | ﹤0.01% |
39,714
+741
| +2% | +$41.5K |
|
1936
Caleres
CAL
$503M
| $2.22M | ﹤0.01% |
101,870
-2,449
| -2% | -$53.4K |
|
|
CBB
1937
DELISTED
Cincinnati Bell Inc.
CBB
| $2.22M | ﹤0.01% |
144,569
+813
| +0.6% | +$12.5K |
|
1938
Donnelley Financial Solutions
DFIN
$1.5B
| $2.22M | ﹤0.01% |
79,625
-1,841
| -2% | -$51.2K |
|
|
NAV
1939
DELISTED
Navistar International
NAV
| $2.22M | ﹤0.01% |
50,319
+3,668
| +8% | +$162K |
|
1940
Artisan Partners
APAM
$3.32B
| $2.22M | ﹤0.01% |
42,452
+3,753
| +10% | +$196K |
|
1941
MGP Ingredients
MGPI
$596M
| $2.21M | ﹤0.01% |
37,396
+25
| +0.1% | +$1.48K |
|
1942
Cardlytics
CDLX
$59.6M
| $2.2M | ﹤0.01% |
20,048
+14,020
| +233% | +$1.54M |
|
1943
WhiteHorse Finance
WHF
$203M
| $2.2M | ﹤0.01% |
144,756
-5,261
| -4% | -$79.9K |
|
1944
Harmonic Inc
HLIT
$1.13B
| $2.17M | ﹤0.01% |
276,111
+12,620
| +5% | +$99K |
|
1945
Monarch Casino & Resort
MCRI
$1.9B
| $2.16M | ﹤0.01% |
35,660
+821
| +2% | +$49.8K |
|
1946
Universal Electronics
UEIC
$62.3M
| $2.15M | ﹤0.01% |
39,081
+383
| +1% | +$21.1K |
|
1947
BOK Financial
BOKF
$7.06B
| $2.15M | ﹤0.01% |
24,032
+328
| +1% | +$29.3K |
|
|
MAGN
1948
Magnera Corporation
MAGN
$393M
| $2.15M | ﹤0.01% |
9,625
+234
| +2% | +$52.2K |
|
1949
Bumble
BMBL
$710M
| $2.14M | ﹤0.01% |
+34,348
| New | +$2.14M |
|
1950
Ambac
AMBC
$413M
| $2.14M | ﹤0.01% |
127,792
+272
| +0.2% | +$4.56K |
|