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 |
AT&T
T
|
+$148M |
| 2 |
Evergy
EVRG
|
+$93M |
| 3 |
Alibaba
BABA
|
+$28M |
| 4 |
Wyndham Hotels & Resorts
WH
|
+$25.3M |
| 5 |
FSCT
ForeScout Technologies, Inc. Common Stock
FSCT
|
+$22.9M |
Top Sells
| 1 |
TWX
Time Warner Inc
TWX
|
+$348M |
| 2 |
Apple
AAPL
|
+$328M |
| 3 |
MON
Monsanto Co
MON
|
+$264M |
| 4 |
Microsoft
MSFT
|
+$176M |
| 5 |
Amazon
AMZN
|
+$145M |
Sector Composition
| 1 | Technology | 16.79% |
| 2 | Financials | 15.93% |
| 3 | Healthcare | 12.2% |
| 4 | Consumer Discretionary | 10.21% |
| 5 | Communication Services | 9.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
MVC
2001
DELISTED
MVC Capital, Inc.
MVC
| $758K | ﹤0.01% |
79,748
+4,001
| +5% | +$38K |
|
|
BKS
2002
DELISTED
Barnes & Noble
BKS
| $758K | ﹤0.01% |
118,791
+9,411
| +9% | +$60.1K |
|
|
TAHO
2003
DELISTED
Tahoe Resources Inc
TAHO
| $754K | ﹤0.01% |
153,184
-25,704
| -14% | -$127K |
|
2004
Builders FirstSource
BLDR
$15.8B
| $753K | ﹤0.01% |
41,145
-1,971
| -5% | -$36.1K |
|
|
AYR
2005
DELISTED
Aircastle Limited
AYR
| $751K | ﹤0.01% |
36,627
-12,712
| -26% | -$261K |
|
2006
Eagle Bancorp
EGBN
$615M
| $748K | ﹤0.01% |
12,194
-791
| -6% | -$48.5K |
|
2007
Banco Santander Chile
BSAC
$12.1B
| $746K | ﹤0.01% |
23,743
-6,916
| -23% | -$217K |
|
2008
Moelis & Co
MC
$5.54B
| $745K | ﹤0.01% |
12,707
| – | – |
|
|
NGD
2009
New Gold Inc
NGD
$5.16B
| $745K | ﹤0.01% |
357,869
| – | – |
|
2010
Stantec
STN
$12.6B
| $740K | ﹤0.01% |
28,788
+597
| +2% | +$15.3K |
|
|
FMI
2011
DELISTED
Foundation Medicine, Inc.
FMI
| $740K | ﹤0.01% |
5,408
-325
| -6% | -$44.5K |
|
|
GCP
2012
DELISTED
GCP Applied Technologies Inc.
GCP
| $737K | ﹤0.01% |
25,446
-2,160
| -8% | -$62.6K |
|
|
CDR
2013
DELISTED
Cedar Realty Trust, Inc
CDR
| $737K | ﹤0.01% |
23,670
+1,362
| +6% | +$42.4K |
|
2014
PhenixFIN
PFX
| $736K | ﹤0.01% |
10,594
+686
| +7% | +$47.7K |
|
|
TSRO
2015
DELISTED
TESARO, Inc.
TSRO
| $735K | ﹤0.01% |
16,520
-27,136
| -62% | -$1.21M |
|
|
CYS
2016
DELISTED
CYS Investments Inc.
CYS
| $732K | ﹤0.01% |
97,571
-8,983
| -8% | -$67.4K |
|
2017
CVR Energy
CVI
$3.13B
| $730K | ﹤0.01% |
19,725
+11,044
| +127% | +$409K |
|
2018
TruBridge
TBRG
$302M
| $730K | ﹤0.01% |
22,124
+741
| +3% | +$24.5K |
|
|
GBT
2019
DELISTED
Global Blood Therapeutics, Inc.
GBT
| $728K | ﹤0.01% |
16,092
+793
| +5% | +$35.9K |
|
2020
eHealth
EHTH
$122M
| $726K | ﹤0.01% |
33,006
+3,014
| +10% | +$66.3K |
|
2021
Towne Bank
TOWN
$2.83B
| $725K | ﹤0.01% |
22,589
-6,639
| -23% | -$213K |
|
2022
Ubiquiti
UI
$36.6B
| $725K | ﹤0.01% |
8,552
+478
| +6% | +$40.5K |
|
2023
Halozyme
HALO
$8.99B
| $724K | ﹤0.01% |
42,937
-1,941
| -4% | -$32.7K |
|
|
DOOR
2024
DELISTED
MASONITE INTERNATIONAL CORP
DOOR
| $719K | ﹤0.01% |
10,011
-771
| -7% | -$55.4K |
|
2025
First Merchants
FRME
$2.31B
| $716K | ﹤0.01% |
15,428
-2,167
| -12% | -$101K |
|