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 |
Prologis
PLD
|
+$230M |
| 2 |
TSMC
TSM
|
+$62.9M |
| 3 |
Exelon
EXC
|
+$42.1M |
| 4 |
Ovintiv
OVV
|
+$37M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$36M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$817M |
| 2 |
Apple
AAPL
|
+$800M |
| 3 |
Brookfield
BN
|
+$271M |
| 4 |
Amazon
AMZN
|
+$232M |
| 5 |
DRE
Duke Realty Corp.
DRE
|
+$232M |
Sector Composition
| 1 | Technology | 23.31% |
| 2 | Healthcare | 15.26% |
| 3 | Financials | 13.4% |
| 4 | Consumer Discretionary | 8.81% |
| 5 | Industrials | 8.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1976
Novartis
NVS
$240B
| $1.58M | ﹤0.01% |
17,469
+3,523
| +25% | +$320K |
|
1977
Travere Therapeutics
TVTX
$2.09B
| $1.58M | ﹤0.01% |
75,293
+11,211
| +17% | +$236K |
|
1978
Confluent
CFLT
$6.63B
| $1.58M | ﹤0.01% |
71,190
-948
| -1% | -$21.1K |
|
1979
Standard Motor Products
SMP
$889M
| $1.58M | ﹤0.01% |
45,446
+1,332
| +3% | +$46.4K |
|
1980
Lazard
LAZ
$5.25B
| $1.58M | ﹤0.01% |
45,599
-2,560
| -5% | -$88.8K |
|
1981
Sapiens International
SPNS
$2.4B
| $1.57M | ﹤0.01% |
86,069
-31,315
| -27% | -$571K |
|
1982
Dillards
DDS
$8.97B
| $1.57M | ﹤0.01% |
4,857
-114
| -2% | -$36.8K |
|
1983
Clearwater Paper
CLW
$344M
| $1.55M | ﹤0.01% |
41,012
+786
| +2% | +$29.7K |
|
1984
Pacific Biosciences
PACB
$351M
| $1.55M | ﹤0.01% |
189,524
-6,267
| -3% | -$51.3K |
|
1985
Calavo Growers
CVGW
$489M
| $1.55M | ﹤0.01% |
52,646
+1,014
| +2% | +$29.8K |
|
1986
Alpha and Omega Semiconductor
AOSL
$853M
| $1.55M | ﹤0.01% |
54,090
+1,415
| +3% | +$40.4K |
|
1987
Helios Technologies
HLIO
$1.8B
| $1.54M | ﹤0.01% |
28,354
-704
| -2% | -$38.3K |
|
|
BFS
1988
Saul Centers
BFS
$785M
| $1.54M | ﹤0.01% |
37,940
+519
| +1% | +$21.1K |
|
1989
American Vanguard Corp
AVD
$160M
| $1.54M | ﹤0.01% |
70,834
-512
| -0.7% | -$11.1K |
|
|
HSKA
1990
DELISTED
Heska Corp
HSKA
| $1.53M | ﹤0.01% |
24,640
+535
| +2% | +$33.3K |
|
1991
Ryan Specialty Holdings
RYAN
$6.61B
| $1.53M | ﹤0.01% |
36,863
+3,883
| +12% | +$161K |
|
1992
Cohen & Steers
CNS
$3.65B
| $1.52M | ﹤0.01% |
23,612
-512
| -2% | -$33.1K |
|
1993
SiriusPoint
SPNT
$2.22B
| $1.52M | ﹤0.01% |
258,208
+3,669
| +1% | +$21.6K |
|
1994
BJ's Restaurants
BJRI
$684M
| $1.52M | ﹤0.01% |
57,620
+1,356
| +2% | +$35.8K |
|
1995
Genesco
GCO
$358M
| $1.52M | ﹤0.01% |
33,024
-752
| -2% | -$34.6K |
|
1996
Ethan Allen Interiors
ETD
$742M
| $1.52M | ﹤0.01% |
57,518
+1,858
| +3% | +$49.1K |
|
1997
BioLife Solutions
BLFS
$1.22B
| $1.51M | ﹤0.01% |
83,012
+2,282
| +3% | +$41.5K |
|
1998
Companhia Siderúrgica Nacional
SID
$2.01B
| $1.51M | ﹤0.01% |
547,459
| – | – |
|
1999
Certara
CERT
$1.81B
| $1.51M | ﹤0.01% |
93,771
-1,519
| -2% | -$24.4K |
|
|
CHS
2000
DELISTED
Chicos FAS, Inc.
CHS
| $1.5M | ﹤0.01% |
304,182
+7,113
| +2% | +$35K |
|