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 |
Alibaba
BABA
|
+$192M |
| 2 |
Baidu
BIDU
|
+$53.7M |
| 3 |
Lumen
LUMN
|
+$38.8M |
| 4 |
JD.com
JD
|
+$28.6M |
| 5 |
CME Group
CME
|
+$28.3M |
Top Sells
| 1 |
Apple
AAPL
|
+$174M |
| 2 |
British American Tobacco
BTI
|
+$145M |
| 3 |
Aptiv
APTV
|
+$141M |
| 4 |
Edwards Lifesciences
EW
|
+$122M |
| 5 |
BCR
CR Bard Inc.
BCR
|
+$122M |
Sector Composition
| 1 | Financials | 17.16% |
| 2 | Technology | 15.52% |
| 3 | Healthcare | 12.53% |
| 4 | Consumer Discretionary | 9.49% |
| 5 | Industrials | 9.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2001
iShares Russell 1000 ETF
IWB
$44.6B
| $734K | ﹤0.01% |
4,940
-390
| -7% | -$57.9K |
|
2002
Shenandoah Telecom
SHEN
$728M
| $734K | ﹤0.01% |
21,724
-290
| -1% | -$9.8K |
|
2003
Tactile Systems Technology
TCMD
$296M
| $734K | ﹤0.01% |
25,305
+23,316
| +1,172% | +$676K |
|
2004
Central Garden & Pet
CENT
$2.28B
| $722K | ﹤0.01% |
23,200
+307
| +1% | +$9.55K |
|
|
XLRN
2005
DELISTED
Acceleron Pharma Inc.
XLRN
| $721K | ﹤0.01% |
16,956
+1,094
| +7% | +$46.5K |
|
|
MVC
2006
DELISTED
MVC Capital, Inc.
MVC
| $720K | ﹤0.01% |
67,684
+4,894
| +8% | +$52.1K |
|
2007
WSFS Financial
WSFS
$3.15B
| $719K | ﹤0.01% |
15,016
-294
| -2% | -$14.1K |
|
|
LTM
2008
DELISTED
LATAM Airlines Group S.A American Depositary Shares (Each representing 1 Common Share)
LTM
| $718K | ﹤0.01% |
51,682
-3,600
| -7% | -$50K |
|
|
STRP
2009
DELISTED
Straight Path Communications Inc.
STRP
| $712K | ﹤0.01% |
3,919
-43
| -1% | -$7.81K |
|
2010
Grupo Aeroportuario del Sureste
ASR
$10.4B
| $711K | ﹤0.01% |
3,900
| – | – |
|
|
MLNX
2011
DELISTED
Mellanox Technologies, Ltd.
MLNX
| $711K | ﹤0.01% |
10,988
+4,400
| +67% | +$285K |
|
2012
Steelcase
SCS
$1.92B
| $709K | ﹤0.01% |
46,627
+1,644
| +4% | +$25K |
|
2013
RB Global
RBA
$22B
| $708K | ﹤0.01% |
23,570
+3,300
| +16% | +$99.1K |
|
|
TRTN
2014
DELISTED
Triton International Limited
TRTN
| $702K | ﹤0.01% |
18,693
+388
| +2% | +$14.6K |
|
|
VRTV
2015
DELISTED
VERITIV CORPORATION
VRTV
| $700K | ﹤0.01% |
24,217
+1,377
| +6% | +$39.8K |
|
2016
Park National Corp
PRK
$2.72B
| $691K | ﹤0.01% |
6,626
+1,492
| +29% | +$156K |
|
2017
Zumiez
ZUMZ
$356M
| $690K | ﹤0.01% |
33,116
-252
| -0.8% | -$5.25K |
|
2018
Park Aerospace
PKE
$377M
| $688K | ﹤0.01% |
35,002
+1,484
| +4% | +$29.2K |
|
2019
Peabody Energy
BTU
$2.25B
| $682K | ﹤0.01% |
17,295
+993
| +6% | +$39.2K |
|
2020
Ubiquiti
UI
$36.6B
| $681K | ﹤0.01% |
9,587
-491
| -5% | -$34.9K |
|
|
EOCC
2021
DELISTED
Enel Generacion Chile S.A.
EOCC
| $679K | ﹤0.01% |
25,266
-3,700
| -13% | -$99.4K |
|
2022
Petrobras Class A
PBR.A
$75.1B
| $678K | ﹤0.01% |
68,966
| – | – |
|
2023
Cato Corp
CATO
$89.6M
| $677K | ﹤0.01% |
42,505
-404
| -0.9% | -$6.44K |
|
2024
Red Rock Resorts
RRR
$3.66B
| $675K | ﹤0.01% |
19,876
-756
| -4% | -$25.7K |
|
2025
Surmodics
SRDX
$459M
| $669K | ﹤0.01% |
23,854
-655
| -3% | -$18.4K |
|