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 |
Microsoft
MSFT
|
+$197M |
| 2 |
Amazon
AMZN
|
+$146M |
| 3 |
Alibaba
BABA
|
+$131M |
| 4 |
Prologis
PLD
|
+$130M |
| 5 |
Digital Realty Trust
DLR
|
+$93.4M |
Top Sells
| 1 |
Trane Technologies
TT
|
+$187M |
| 2 |
Apple
AAPL
|
+$167M |
| 3 |
WCG
Wellcare Health Plans, Inc.
WCG
|
+$111M |
| 4 |
LPT
Liberty Property Trust
LPT
|
+$105M |
| 5 |
ZAYO
Zayo Group Holdings, Inc.
ZAYO
|
+$25.3M |
Sector Composition
| 1 | Technology | 21.16% |
| 2 | Healthcare | 13.97% |
| 3 | Financials | 13.29% |
| 4 | Consumer Discretionary | 10.43% |
| 5 | Communication Services | 9.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2001
Nabors Industries
NBR
$617M
| $624K | ﹤0.01% |
32,009
+468
| +1% | +$9.12K |
|
2002
Dorian LPG
LPG
$1.35B
| $623K | ﹤0.01% |
71,645
+66,371
| +1,258% | +$577K |
|
|
PS
2003
DELISTED
Pluralsight, Inc. Class A Common Stock
PS
| $623K | ﹤0.01% |
56,711
+38
| +0.1% | +$417 |
|
2004
Motorcar Parts of America
MPAA
$305M
| $617K | ﹤0.01% |
48,986
-15
| -0% | -$189 |
|
2005
Saratoga Investment
SAR
$391M
| $617K | ﹤0.01% |
53,688
+1,156
| +2% | +$13.3K |
|
|
CPE
2006
DELISTED
Callon Petroleum Company
CPE
| $617K | ﹤0.01% |
112,647
-2
| -0% | -$11 |
|
|
ALLK
2007
DELISTED
Allakos
ALLK
| $616K | ﹤0.01% |
13,862
-5,623
| -29% | -$250K |
|
2008
Huron Consulting
HURN
$2.44B
| $615K | ﹤0.01% |
13,559
-949
| -7% | -$43K |
|
2009
uniQure
QURE
$904M
| $612K | ﹤0.01% |
12,899
+2,768
| +27% | +$131K |
|
2010
SFL Corp
SFL
$1.06B
| $612K | ﹤0.01% |
64,589
+7,986
| +14% | +$75.7K |
|
2011
Cooper-Standard Automotive
CPS
$667M
| $610K | ﹤0.01% |
59,333
-3,281
| -5% | -$33.7K |
|
2012
Celestica
CLS
$27.8B
| $607K | ﹤0.01% |
174,975
+19,857
| +13% | +$68.9K |
|
2013
ProPetro Holding
PUMP
$484M
| $607K | ﹤0.01% |
242,462
+3,709
| +2% | +$9.29K |
|
2014
Copa Holdings
CPA
$4.86B
| $605K | ﹤0.01% |
13,359
+1,213
| +10% | +$54.9K |
|
|
GTT
2015
DELISTED
GTT Communications, Inc.
GTT
| $602K | ﹤0.01% |
75,659
-1,583
| -2% | -$12.6K |
|
2016
Cato Corp
CATO
$91.1M
| $598K | ﹤0.01% |
56,019
+690
| +1% | +$7.37K |
|
2017
Powell Industries
POWL
$3.47B
| $598K | ﹤0.01% |
23,323
+9
| +0% | +$231 |
|
|
RC
2018
Ready Capital
RC
$689M
| $598K | ﹤0.01% |
88,462
+1,087
| +1% | +$7.35K |
|
2019
STAAR Surgical
STAA
$1.37B
| $595K | ﹤0.01% |
18,068
+2,921
| +19% | +$96.2K |
|
2020
PROS Holdings
PRO
$699M
| $594K | ﹤0.01% |
19,150
-1,397
| -7% | -$43.3K |
|
2021
TFS Financial
TFSL
$3.75B
| $594K | ﹤0.01% |
38,872
+8,163
| +27% | +$125K |
|
2022
MarineMax
HZO
$556M
| $591K | ﹤0.01% |
56,771
+1,088
| +2% | +$11.3K |
|
2023
Workiva
WK
$4.34B
| $590K | ﹤0.01% |
18,270
-1,724
| -9% | -$55.7K |
|
2024
Adaptive Biotechnologies
ADPT
$1.92B
| $589K | ﹤0.01% |
21,242
+19,730
| +1,305% | +$547K |
|
2025
Yeti Holdings
YETI
$2.88B
| $584K | ﹤0.01% |
29,895
+10,088
| +51% | +$197K |
|