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 |
NVIDIA
NVDA
|
+$415M |
| 2 |
Tesla
TSLA
|
+$360M |
| 3 |
Capital One
COF
|
+$328M |
| 4 |
Johnson & Johnson
JNJ
|
+$168M |
| 5 |
EMA
Emera Incorporated
EMA
|
+$164M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$1.14B |
| 2 |
Apple
AAPL
|
+$1.03B |
| 3 |
DFS
Discover Financial Services
DFS
|
+$296M |
| 4 |
Eli Lilly
LLY
|
+$215M |
| 5 |
Amazon
AMZN
|
+$205M |
Sector Composition
| 1 | Technology | 34.3% |
| 2 | Financials | 13.54% |
| 3 | Consumer Discretionary | 9.84% |
| 4 | Healthcare | 9.2% |
| 5 | Communication Services | 8.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2001
Flywire
FLYW
$1.63B
| $1.83M | ﹤0.01% |
156,169
+22,370
| +17% | +$262K |
|
2002
iShares TIPS Bond ETF
TIP
$14B
| $1.82M | ﹤0.01% |
16,580
-14,683
| -47% | -$1.62M |
|
|
OS
2003
OneStream, Inc. Class A Common Stock
OS
$3.54B
| $1.82M | ﹤0.01% |
64,201
+28,703
| +81% | +$812K |
|
2004
Bombardier Recreational Products
DOOO
$4.7B
| $1.82M | ﹤0.01% |
37,495
+2,840
| +8% | +$138K |
|
2005
Kymera Therapeutics
KYMR
$3.36B
| $1.81M | ﹤0.01% |
41,523
+1,486
| +4% | +$64.8K |
|
2006
Seadrill
SDRL
$2.04B
| $1.81M | ﹤0.01% |
69,010
+58,467
| +555% | +$1.53M |
|
2007
Ethan Allen Interiors
ETD
$742M
| $1.81M | ﹤0.01% |
64,907
+5,812
| +10% | +$162K |
|
2008
IDEAYA Biosciences
IDYA
$2.16B
| $1.81M | ﹤0.01% |
85,923
+1,234
| +1% | +$25.9K |
|
2009
Teladoc Health
TDOC
$1.36B
| $1.8M | ﹤0.01% |
206,660
+8,133
| +4% | +$70.8K |
|
2010
Nicolet Bankshares
NIC
$2B
| $1.77M | ﹤0.01% |
14,321
+527
| +4% | +$65.1K |
|
2011
Madison Square Garden
MSGE
$2.1B
| $1.76M | ﹤0.01% |
44,109
-2,131
| -5% | -$85.2K |
|
2012
Angi Inc
ANGI
$760M
| $1.76M | ﹤0.01% |
115,328
+115,146
| +63,267% | +$1.76M |
|
2013
Constellium
CSTM
$2.08B
| $1.76M | ﹤0.01% |
132,088
+97,426
| +281% | +$1.3M |
|
2014
Bloomin' Brands
BLMN
$577M
| $1.75M | ﹤0.01% |
203,794
-4,418
| -2% | -$38K |
|
2015
Liberty Broadband Class A
LBRDA
$8.65B
| $1.75M | ﹤0.01% |
17,925
+1,486
| +9% | +$145K |
|
2016
Beam Therapeutics
BEAM
$2.08B
| $1.75M | ﹤0.01% |
102,646
+8,023
| +8% | +$136K |
|
2017
V2X
VVX
$1.7B
| $1.75M | ﹤0.01% |
35,959
+11,417
| +47% | +$554K |
|
2018
Ichor Holdings
ICHR
$579M
| $1.74M | ﹤0.01% |
88,830
-916
| -1% | -$18K |
|
2019
Shenandoah Telecom
SHEN
$744M
| $1.74M | ﹤0.01% |
127,677
-113
| -0.1% | -$1.54K |
|
2020
Levi Strauss
LEVI
$8.67B
| $1.74M | ﹤0.01% |
94,280
+1,711
| +2% | +$31.6K |
|
2021
Helen of Troy
HELE
$554M
| $1.74M | ﹤0.01% |
61,413
-1,116
| -2% | -$31.7K |
|
2022
Cable One
CABO
$968M
| $1.74M | ﹤0.01% |
12,828
+58
| +0.5% | +$7.88K |
|
2023
Trustco Bank Corp NY
TRST
$746M
| $1.74M | ﹤0.01% |
52,031
+2,337
| +5% | +$78.1K |
|
2024
Eagle Bancorp
EGBN
$615M
| $1.73M | ﹤0.01% |
89,008
-1,249
| -1% | -$24.3K |
|
|
STR
2025
DELISTED
Sitio Royalties
STR
| $1.73M | ﹤0.01% |
94,305
-3,322
| -3% | -$61.1K |
|