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 |
Microsoft
MSFT
|
+$438M |
| 2 |
Tesla
TSLA
|
+$419M |
| 3 |
Apple
AAPL
|
+$419M |
| 4 |
Amazon
AMZN
|
+$344M |
| 5 |
Broadcom
AVGO
|
+$204M |
Top Sells
| 1 |
Canadian Pacific Kansas City
CP
|
+$469M |
| 2 |
Thomson Reuters
TRI
|
+$125M |
| 3 |
Chevron
CVX
|
+$91.9M |
| 4 |
SJR
Shaw Communications Inc.
SJR
|
+$67.2M |
| 5 |
Dell
DELL
|
+$59.7M |
Sector Composition
| 1 | Technology | 28.76% |
| 2 | Healthcare | 13.34% |
| 3 | Financials | 11.75% |
| 4 | Consumer Discretionary | 10.07% |
| 5 | Industrials | 7.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1976
Standard Motor Products
SMP
$889M
| $1.8M | ﹤0.01% |
47,892
+3,007
| +7% | +$113K |
|
1977
Deutsche Bank
DB
$71.6B
| $1.8M | ﹤0.01% |
+170,385
| New | +$1.8M |
|
1978
Huron Consulting
HURN
$2.44B
| $1.79M | ﹤0.01% |
21,070
+152
| +0.7% | +$12.9K |
|
1979
Guess, Inc.
GES
$869M
| $1.78M | ﹤0.01% |
91,528
-3,709
| -4% | -$72.1K |
|
1980
Ambac
AMBC
$413M
| $1.77M | ﹤0.01% |
124,240
+15,571
| +14% | +$222K |
|
1981
HealthStream
HSTM
$855M
| $1.77M | ﹤0.01% |
71,958
+14,039
| +24% | +$345K |
|
1982
Beam Therapeutics
BEAM
$2.08B
| $1.76M | ﹤0.01% |
55,263
-891
| -2% | -$28.5K |
|
1983
Mobileye
MBLY
$11.1B
| $1.76M | ﹤0.01% |
+45,861
| New | +$1.76M |
|
1984
Joby Aviation
JOBY
$12B
| $1.76M | ﹤0.01% |
171,120
+67,513
| +65% | +$693K |
|
1985
Tootsie Roll Industries
TR
$2.92B
| $1.76M | ﹤0.01% |
52,586
+5,757
| +12% | +$192K |
|
1986
SunCoke Energy
SXC
$654M
| $1.73M | ﹤0.01% |
219,757
+17,406
| +9% | +$137K |
|
|
BKCC
1987
DELISTED
BlackRock Capital Investment Corporation
BKCC
| $1.72M | ﹤0.01% |
523,256
+24,788
| +5% | +$81.4K |
|
1988
CCC Intelligent Solutions
CCCS
$6.37B
| $1.71M | ﹤0.01% |
152,361
+4,487
| +3% | +$50.3K |
|
1989
Laureate Education
LAUR
$4.33B
| $1.7M | ﹤0.01% |
140,990
+8,524
| +6% | +$103K |
|
1990
Delek US
DK
$1.68B
| $1.7M | ﹤0.01% |
71,071
+1,000
| +1% | +$24K |
|
1991
Viper Energy
VNOM
$6.51B
| $1.7M | ﹤0.01% |
63,406
+56,302
| +793% | +$1.51M |
|
1992
Cerus
CERS
$236M
| $1.7M | ﹤0.01% |
690,721
+223,115
| +48% | +$549K |
|
1993
Banc of California
BANC
$2.62B
| $1.7M | ﹤0.01% |
146,511
+12,542
| +9% | +$145K |
|
|
TBI
1994
Trueblue
TBI
$179M
| $1.69M | ﹤0.01% |
95,488
-5,347
| -5% | -$94.7K |
|
1995
Ethan Allen Interiors
ETD
$742M
| $1.69M | ﹤0.01% |
59,591
+2,758
| +5% | +$78K |
|
1996
Clearfield
CLFD
$453M
| $1.68M | ﹤0.01% |
35,484
+5,458
| +18% | +$258K |
|
1997
Kelly Services Class A
KELYA
$481M
| $1.68M | ﹤0.01% |
95,408
+4,477
| +5% | +$78.8K |
|
1998
Orthofix Medical
OFIX
$589M
| $1.67M | ﹤0.01% |
92,553
+11,351
| +14% | +$205K |
|
1999
Towne Bank
TOWN
$2.83B
| $1.67M | ﹤0.01% |
71,878
+11,459
| +19% | +$266K |
|
|
NGD
2000
New Gold Inc
NGD
$5.16B
| $1.67M | ﹤0.01% |
1,534,551
+290,869
| +23% | +$317K |
|