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 |
Apple
AAPL
|
+$619M |
| 2 |
Microsoft
MSFT
|
+$486M |
| 3 |
Broadcom
AVGO
|
+$479M |
| 4 |
Cisco
CSCO
|
+$238M |
| 5 |
Meta Platforms (Facebook)
META
|
+$235M |
Top Sells
| 1 |
ATVI
Activision Blizzard Inc.
ATVI
|
+$450M |
| 2 |
VMW
VMware, Inc
VMW
|
+$293M |
| 3 |
SGEN
Seagen Inc. Common Stock
SGEN
|
+$189M |
| 4 |
SPLK
Splunk Inc
SPLK
|
+$168M |
| 5 |
Danaher
DHR
|
+$135M |
Sector Composition
| 1 | Technology | 29.63% |
| 2 | Healthcare | 12.35% |
| 3 | Financials | 12.25% |
| 4 | Consumer Discretionary | 9.98% |
| 5 | Industrials | 7.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1926
First Merchants
FRME
$2.31B
| $2.12M | ﹤0.01% |
57,109
+623
| +1% | +$23.1K |
|
1927
MarineMax
HZO
$556M
| $2.12M | ﹤0.01% |
54,394
-537
| -1% | -$20.9K |
|
|
KREF
1928
KKR Real Estate Finance Trust
KREF
$630M
| $2.11M | ﹤0.01% |
159,342
+2,531
| +2% | +$33.5K |
|
1929
WNS Holdings
WNS
$3.25B
| $2.11M | ﹤0.01% |
33,322
-19,355
| -37% | -$1.22M |
|
|
ADAM
1930
Adamas Trust, Inc. Common Stock
ADAM
$644M
| $2.11M | ﹤0.01% |
246,801
-3,472
| -1% | -$29.6K |
|
1931
Viper Energy
VNOM
$6.51B
| $2.1M | ﹤0.01% |
66,952
+1,034
| +2% | +$32.4K |
|
1932
Gates Industrial
GTES
$6.6B
| $2.1M | ﹤0.01% |
156,460
+8,280
| +6% | +$111K |
|
1933
SSR Mining
SSRM
$4.54B
| $2.1M | ﹤0.01% |
194,634
+11,618
| +6% | +$125K |
|
|
PRSU
1934
Pursuit Attractions and Hospitality, Inc.
PRSU
$1.04B
| $2.09M | ﹤0.01% |
57,700
+3
| +0% | +$109 |
|
1935
Nabors Industries
NBR
$617M
| $2.09M | ﹤0.01% |
25,586
-254
| -1% | -$20.7K |
|
1936
Stellantis
STLA
$26.9B
| $2.09M | ﹤0.01% |
89,504
-8,738
| -9% | -$204K |
|
1937
Hertz
HTZ
$1.99B
| $2.08M | ﹤0.01% |
200,652
-17,629
| -8% | -$183K |
|
1938
PagerDuty
PD
$1.53B
| $2.08M | ﹤0.01% |
89,802
+1,798
| +2% | +$41.6K |
|
1939
Heritage Financial
HFWA
$833M
| $2.08M | ﹤0.01% |
97,176
-1,236
| -1% | -$26.4K |
|
1940
Nuvalent
NUVL
$5.8B
| $2.07M | ﹤0.01% |
28,182
+5,895
| +26% | +$434K |
|
1941
Kelly Services Class A
KELYA
$481M
| $2.07M | ﹤0.01% |
95,901
-1,050
| -1% | -$22.7K |
|
1942
TransAlta
TAC
$3.75B
| $2.07M | ﹤0.01% |
247,680
+54,588
| +28% | +$456K |
|
1943
AvidXchange
AVDX
$2.06B
| $2.07M | ﹤0.01% |
166,803
+32,108
| +24% | +$398K |
|
1944
Celldex Therapeutics
CLDX
$1.62B
| $2.06M | ﹤0.01% |
52,012
+11,168
| +27% | +$443K |
|
1945
Ambac
AMBC
$413M
| $2.06M | ﹤0.01% |
124,907
+5,103
| +4% | +$84.1K |
|
1946
Insteel Industries
IIIN
$749M
| $2.06M | ﹤0.01% |
53,729
+677
| +1% | +$25.9K |
|
1947
Klaviyo
KVYO
$9.36B
| $2.05M | ﹤0.01% |
73,917
+68,917
| +1,378% | +$1.91M |
|
1948
RLX Technology
RLX
$3.18B
| $2.05M | ﹤0.01% |
1,023,070
| – | – |
|
1949
Tompkins Financial
TMP
$1B
| $2.04M | ﹤0.01% |
33,916
+461
| +1% | +$27.8K |
|
1950
OR Royalties Inc.
OR
$6.76B
| $2.04M | ﹤0.01% |
142,425
+7,000
| +5% | +$100K |
|