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 |
Apple
AAPL
|
+$1.06B |
| 2 |
Microsoft
MSFT
|
+$1.01B |
| 3 |
Amazon
AMZN
|
+$910M |
| 4 |
Johnson & Johnson
JNJ
|
+$428M |
| 5 |
JPMorgan Chase
JPM
|
+$382M |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$309M |
| 2 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
+$260M |
| 3 |
iShares MSCI South Korea ETF
EWY
|
+$157M |
| 4 |
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
|
+$121M |
| 5 |
SCG
Scana
SCG
|
+$62.3M |
Sector Composition
| 1 | Technology | 17.64% |
| 2 | Financials | 15.01% |
| 3 | Healthcare | 13.13% |
| 4 | Consumer Discretionary | 10.52% |
| 5 | Communication Services | 9.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
SAVE
2001
DELISTED
Spirit Airlines, Inc.
SAVE
| $888K | ﹤0.01% |
16,786
+1,530
| +10% | +$80.9K |
|
2002
Amkor Technology
AMKR
$6.29B
| $885K | ﹤0.01% |
103,654
+1,694
| +2% | +$14.5K |
|
|
IBTX
2003
DELISTED
Independent Bank Group, Inc.
IBTX
| $885K | ﹤0.01% |
17,249
+9,222
| +115% | +$473K |
|
2004
Halozyme
HALO
$8.99B
| $884K | ﹤0.01% |
54,941
-13,766
| -20% | -$221K |
|
2005
Red Robin
RRGB
$121M
| $880K | ﹤0.01% |
30,553
-917
| -3% | -$26.4K |
|
|
DF
2006
DELISTED
Dean Foods Company
DF
| $879K | ﹤0.01% |
290,023
-5,467
| -2% | -$16.6K |
|
2007
Ironwood Pharmaceuticals
IRWD
$213M
| $866K | ﹤0.01% |
76,461
+1,140
| +2% | +$12.9K |
|
|
ADSW
2008
DELISTED
Advanced Disposal Services, Inc.
ADSW
| $864K | ﹤0.01% |
30,829
+1,989
| +7% | +$55.7K |
|
2009
Agilysys
AGYS
$2.97B
| $862K | ﹤0.01% |
40,725
+3,288
| +9% | +$69.6K |
|
2010
IAMGOLD
IAG
$6.42B
| $853K | ﹤0.01% |
246,066
| – | – |
|
|
FSB
2011
DELISTED
Franklin Financial Network, Inc.
FSB
| $852K | ﹤0.01% |
29,369
+3,378
| +13% | +$98K |
|
2012
Kosmos Energy
KOS
$799M
| $850K | ﹤0.01% |
136,503
+8,256
| +6% | +$51.4K |
|
|
WW
2013
DELISTED
WW International
WW
| $848K | ﹤0.01% |
42,084
-125
| -0.3% | -$2.52K |
|
2014
Motorcar Parts of America
MPAA
$305M
| $846K | ﹤0.01% |
44,801
+3,766
| +9% | +$71.1K |
|
2015
TruBridge
TBRG
$302M
| $844K | ﹤0.01% |
28,414
+2,342
| +9% | +$69.6K |
|
|
AERI
2016
DELISTED
Aerie Pharmaceuticals, Inc.
AERI
| $842K | ﹤0.01% |
17,739
+147
| +0.8% | +$6.98K |
|
2017
TechTarget
TTGT
$427M
| $840K | ﹤0.01% |
51,620
+4,721
| +10% | +$76.8K |
|
2018
Otter Tail
OTTR
$3.48B
| $837K | ﹤0.01% |
16,809
+311
| +2% | +$15.5K |
|
|
DPLO
2019
DELISTED
DIPLOMAT PHARMACY, INC.
DPLO
| $837K | ﹤0.01% |
143,978
+12,614
| +10% | +$73.3K |
|
2020
Hawkins
HWKN
$3.62B
| $836K | ﹤0.01% |
45,428
+4,040
| +10% | +$74.3K |
|
2021
PhenixFIN
PFX
| $833K | ﹤0.01% |
13,281
+1,102
| +9% | +$69.1K |
|
2022
Ring Energy
REI
$219M
| $831K | ﹤0.01% |
141,594
+20,893
| +17% | +$123K |
|
|
TRTN
2023
DELISTED
Triton International Limited
TRTN
| $830K | ﹤0.01% |
26,695
+6,455
| +32% | +$201K |
|
|
PEGI
2024
DELISTED
Pattern Energy Group Inc. Class A
PEGI
| $828K | ﹤0.01% |
37,609
+660
| +2% | +$14.5K |
|
2025
Acco Brands
ACCO
$361M
| $826K | ﹤0.01% |
96,477
+37,984
| +65% | +$325K |
|