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 |
Trane Technologies
TT
|
+$172M |
| 2 |
AbbVie
ABBV
|
+$172M |
| 3 |
Otis Worldwide
OTIS
|
+$139M |
| 4 |
Fastly
FSLY
|
+$132M |
| 5 |
Blackrock
BLK
|
+$118M |
Top Sells
| 1 |
AGN
Allergan plc
AGN
|
+$372M |
| 2 |
RTN
Raytheon Company
RTN
|
+$235M |
| 3 |
Apple
AAPL
|
+$168M |
| 4 |
Microsoft
MSFT
|
+$101M |
| 5 |
NXP Semiconductors
NXPI
|
+$60.5M |
Sector Composition
| 1 | Technology | 22.88% |
| 2 | Healthcare | 13.29% |
| 3 | Financials | 12.68% |
| 4 | Consumer Discretionary | 11.36% |
| 5 | Communication Services | 9.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
BMCH
2001
DELISTED
BMC Stock Holdings, Inc
BMCH
| $931K | ﹤0.01% |
37,017
+896
| +2% | +$22.5K |
|
2002
Oil States International
OIS
$341M
| $930K | ﹤0.01% |
195,626
+17,124
| +10% | +$81.4K |
|
2003
V2X
VVX
$1.7B
| $929K | ﹤0.01% |
18,901
+227
| +1% | +$11.2K |
|
|
MDLA
2004
DELISTED
Medallia, Inc.
MDLA
| $929K | ﹤0.01% |
36,826
+13,901
| +61% | +$351K |
|
2005
Stellus Capital Investment Corp
SCM
$402M
| $928K | ﹤0.01% |
126,915
+18,431
| +17% | +$135K |
|
2006
Motorcar Parts of America
MPAA
$305M
| $921K | ﹤0.01% |
51,995
+3,009
| +6% | +$53.3K |
|
2007
Opko Health
OPK
$1.11B
| $915K | ﹤0.01% |
268,291
+13,422
| +5% | +$45.8K |
|
2008
Oxford Square Capital
OXSQ
$170M
| $914K | ﹤0.01% |
333,686
+64,835
| +24% | +$178K |
|
2009
Colliers International
CIGI
$8.48B
| $911K | ﹤0.01% |
15,932
-73
| -0.5% | -$4.17K |
|
|
SFE
2010
DELISTED
Safeguard Scientifics, Inc.
SFE
| $910K | ﹤0.01% |
130,019
+13,364
| +11% | +$93.5K |
|
2011
AdvanSix
ASIX
$576M
| $896K | ﹤0.01% |
76,238
+6,404
| +9% | +$75.3K |
|
2012
McGrath RentCorp
MGRC
$3.01B
| $892K | ﹤0.01% |
16,516
-70
| -0.4% | -$3.78K |
|
2013
Lennar Class B
LEN.B
$34B
| $891K | ﹤0.01% |
20,343
+6,926
| +52% | +$303K |
|
|
RC
2014
Ready Capital
RC
$689M
| $891K | ﹤0.01% |
102,590
+14,128
| +16% | +$123K |
|
2015
Ezcorp Inc
EZPW
$1.04B
| $880K | ﹤0.01% |
139,787
+10,624
| +8% | +$66.9K |
|
2016
TriMas Corp
TRS
$1.59B
| $877K | ﹤0.01% |
36,591
| – | – |
|
2017
First Merchants
FRME
$2.31B
| $868K | ﹤0.01% |
31,512
+137
| +0.4% | +$3.77K |
|
2018
Otter Tail
OTTR
$3.48B
| $867K | ﹤0.01% |
22,349
+110
| +0.5% | +$4.27K |
|
2019
DXP Enterprises
DXPE
$1.85B
| $864K | ﹤0.01% |
43,412
+3,447
| +9% | +$68.6K |
|
2020
Cimpress
CMPR
$1.4B
| $859K | ﹤0.01% |
11,261
-518
| -4% | -$39.5K |
|
2021
Schneider National
SNDR
$4.18B
| $859K | ﹤0.01% |
34,835
+715
| +2% | +$17.6K |
|
2022
WSFS Financial
WSFS
$3.13B
| $858K | ﹤0.01% |
29,914
| – | – |
|
2023
Marcus Corp
MCS
$504M
| $854K | ﹤0.01% |
64,346
+5,437
| +9% | +$72.2K |
|
2024
Future Fuel
FF
$169M
| $853K | ﹤0.01% |
71,332
+5,052
| +8% | +$60.4K |
|
2025
Mercer International
MERC
$206M
| $852K | ﹤0.01% |
104,411
+7,397
| +8% | +$60.4K |
|