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 |
XYZ
Block, Inc.
XYZ
|
+$69.6M |
| 2 |
Williams Companies
WMB
|
+$53.9M |
| 3 |
Prologis
PLD
|
+$53M |
| 4 |
ABMD
Abiomed Inc
ABMD
|
+$47M |
| 5 |
Evergy
EVRG
|
+$46.1M |
Top Sells
| 1 |
GGP
GGP Inc.
GGP
|
+$110M |
| 2 |
XL
XL Group Ltd.
XL
|
+$72.4M |
| 3 |
Apple
AAPL
|
+$65.6M |
| 4 |
United Parcel Service
UPS
|
+$33.1M |
| 5 |
Royal Bank of Canada
RY
|
+$32.5M |
Sector Composition
| 1 | Technology | 17.7% |
| 2 | Financials | 15.6% |
| 3 | Healthcare | 13.13% |
| 4 | Consumer Discretionary | 10.05% |
| 5 | Industrials | 9.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1976
Atlantic Union Bankshares
AUB
$5.05B
| $927K | ﹤0.01% |
24,076
+2,933
| +14% | +$113K |
|
1977
Community Health Systems
CYH
$412M
| $926K | ﹤0.01% |
266,806
-532,060
| -67% | -$1.85M |
|
1978
Moelis & Co
MC
$5.54B
| $923K | ﹤0.01% |
16,844
+4,137
| +33% | +$227K |
|
1979
Ironwood Pharmaceuticals
IRWD
$213M
| $921K | ﹤0.01% |
59,613
| – | – |
|
1980
REX American Resources
REX
$1.01B
| $920K | ﹤0.01% |
36,639
+3,546
| +11% | +$89K |
|
|
BRS
1981
DELISTED
Bristow Group, Inc.
BRS
| $913K | ﹤0.01% |
75,364
+12,548
| +20% | +$152K |
|
|
BFX
1982
DELISTED
BowFlex Inc.
BFX
| $910K | ﹤0.01% |
64,824
+4,694
| +8% | +$65.9K |
|
1983
RB Global
RBA
$21.7B
| $904K | ﹤0.01% |
25,061
+953
| +4% | +$34.4K |
|
1984
UNIFI
UFI
$82.8M
| $895K | ﹤0.01% |
31,394
-2,098
| -6% | -$59.8K |
|
|
AVYA
1985
DELISTED
Avaya Holdings Corp. Common Stock
AVYA
| $895K | ﹤0.01% |
40,419
+23,689
| +142% | +$525K |
|
1986
Haverty Furniture Companies
HVT
$371M
| $887K | ﹤0.01% |
40,417
+2,437
| +6% | +$53.5K |
|
1987
TTEC Holdings
TTEC
$173M
| $884K | ﹤0.01% |
34,237
+1,110
| +3% | +$28.7K |
|
1988
Paylocity
PCTY
$9.36B
| $883K | ﹤0.01% |
10,992
+1,787
| +19% | +$144K |
|
|
OBE
1989
Obsidian Energy
OBE
$403M
| $881K | ﹤0.01% |
132,791
-4,934
| -4% | -$32.7K |
|
1990
Erie Indemnity
ERIE
$17.7B
| $868K | ﹤0.01% |
6,803
-182
| -3% | -$23.2K |
|
|
CDR
1991
DELISTED
Cedar Realty Trust, Inc
CDR
| $862K | ﹤0.01% |
28,335
+4,665
| +20% | +$142K |
|
|
ARNA
1992
DELISTED
Arena Pharmaceuticals Inc
ARNA
| $858K | ﹤0.01% |
18,634
+10,688
| +135% | +$492K |
|
1993
iRhythm Technologies
IRTC
$5.78B
| $857K | ﹤0.01% |
9,047
+5,329
| +143% | +$505K |
|
1994
Hawkins
HWKN
$3.62B
| $852K | ﹤0.01% |
41,430
+3,432
| +9% | +$70.6K |
|
1995
Shoe Carnival
SCVL
$636M
| $850K | ﹤0.01% |
44,434
+1,884
| +4% | +$36K |
|
|
CRC
1996
DELISTED
California Resources Corporation
CRC
| $847K | ﹤0.01% |
17,469
+10,121
| +138% | +$491K |
|
1997
Ubiquiti
UI
$36.6B
| $845K | ﹤0.01% |
8,552
| – | – |
|
1998
WesBanco
WSBC
$3.03B
| $844K | ﹤0.01% |
18,917
+3,681
| +24% | +$164K |
|
|
FCB
1999
DELISTED
FCB Financial Holdings, Inc.
FCB
| $842K | ﹤0.01% |
17,771
+4,305
| +32% | +$204K |
|
2000
Elanco Animal Health
ELAN
$9.21B
| $839K | ﹤0.01% |
+24,000
| New | +$839K |
|