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 |
Enbridge
ENB
|
+$137M |
| 2 |
Apple
AAPL
|
+$132M |
| 3 |
B
Barrick Mining Corporation
B
|
+$97M |
| 4 |
Microsoft
MSFT
|
+$93.3M |
| 5 |
Exxon Mobil
XOM
|
+$74.8M |
Top Sells
| 1 |
SE
Spectra Energy Corp Wi
SE
|
+$159M |
| 2 |
STJ
St Jude Medical
STJ
|
+$105M |
| 3 |
LLTC
Linear Technology Corp
LLTC
|
+$69.9M |
| 4 |
HAR
Harman International Industries
HAR
|
+$33.4M |
| 5 |
Xerox
XRX
|
+$20.3M |
Sector Composition
| 1 | Financials | 16.7% |
| 2 | Technology | 14.75% |
| 3 | Healthcare | 12.91% |
| 4 | Communication Services | 9.31% |
| 5 | Industrials | 9.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2001
Myers Industries
MYE
$587M
| $568K | ﹤0.01% |
35,902
+86
| +0.2% | +$1.36K |
|
2002
Pacira BioSciences
PCRX
$1.22B
| $563K | ﹤0.01% |
12,332
-171
| -1% | -$7.81K |
|
2003
Gladstone Capital
GLAD
$525M
| $560K | ﹤0.01% |
29,518
+4,319
| +17% | +$81.9K |
|
|
INFN
2004
DELISTED
Infinera Corporation Common Stock
INFN
| $557K | ﹤0.01% |
54,446
+11,828
| +28% | +$121K |
|
2005
MACOM Technology Solutions
MTSI
$9.82B
| $554K | ﹤0.01% |
11,546
+5,846
| +103% | +$281K |
|
2006
Park Aerospace
PKE
$372M
| $549K | ﹤0.01% |
30,676
-1,073
| -3% | -$19.2K |
|
2007
Surmodics
SRDX
$457M
| $548K | ﹤0.01% |
22,754
+506
| +2% | +$12.2K |
|
2008
Future Fuel
FF
$169M
| $545K | ﹤0.01% |
38,433
+758
| +2% | +$10.7K |
|
2009
Monarch Casino & Resort
MCRI
$1.9B
| $544K | ﹤0.01% |
18,412
+136
| +0.7% | +$4.02K |
|
2010
Premier
PINC
$2.2B
| $544K | ﹤0.01% |
17,103
+9,991
| +140% | +$318K |
|
2011
Shoe Carnival
SCVL
$636M
| $541K | ﹤0.01% |
44,014
-150
| -0.3% | -$1.84K |
|
|
BBG
2012
DELISTED
Bill Barrett Corp
BBG
| $541K | ﹤0.01% |
119,205
-111
| -0.1% | -$504 |
|
2013
iShares MSCI Canada ETF
EWC
$3.26B
| $535K | ﹤0.01% |
19,900
+13,030
| +190% | +$350K |
|
|
HIFR
2014
DELISTED
InfraREIT, Inc.
HIFR
| $532K | ﹤0.01% |
29,511
+3,628
| +14% | +$65.4K |
|
2015
Zumiez
ZUMZ
$347M
| $527K | ﹤0.01% |
28,767
-107
| -0.4% | -$1.96K |
|
2016
Digi International
DGII
$1.33B
| $525K | ﹤0.01% |
44,112
+1,482
| +3% | +$17.6K |
|
2017
Nokia
NOK
$24.3B
| $524K | ﹤0.01% |
96,540
| – | – |
|
|
STAY
2018
DELISTED
Extended Stay America, Inc. Paired Share Unit
STAY
| $520K | ﹤0.01% |
32,601
+23,383
| +254% | +$373K |
|
|
AMRI
2019
DELISTED
Albany Molecular Research Inc
AMRI
| $520K | ﹤0.01% |
37,076
-80
| -0.2% | -$1.12K |
|
2020
Blackstone Mortgage Trust
BXMT
$3.35B
| $516K | ﹤0.01% |
16,665
+7,957
| +91% | +$246K |
|
2021
Liberty Media Series C
FWONK
$24.9B
| $514K | ﹤0.01% |
15,613
-117,186
| -88% | -$3.86M |
|
2022
Shenandoah Telecom
SHEN
$744M
| $513K | ﹤0.01% |
18,330
+1,447
| +9% | +$40.5K |
|
2023
Park National Corp
PRK
$2.72B
| $512K | ﹤0.01% |
4,862
-65
| -1% | -$6.85K |
|
|
HMHC
2024
DELISTED
Houghton Mifflin Harcourt Company
HMHC
| $512K | ﹤0.01% |
50,540
+7,740
| +18% | +$78.4K |
|
2025
World Acceptance Corp
WRLD
$900M
| $510K | ﹤0.01% |
9,856
-361
| -4% | -$18.7K |
|