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
|
+$288M |
| 2 |
Tesla
TSLA
|
+$262M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$161M |
| 4 |
Charles Schwab
SCHW
|
+$108M |
| 5 |
Amazon
AMZN
|
+$103M |
Top Sells
| 1 |
Alibaba
BABA
|
+$86.7M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$79.8M |
| 3 |
ETFC
E*Trade Financial Corporation
ETFC
|
+$70.9M |
| 4 |
Pfizer
PFE
|
+$70.8M |
| 5 |
AMTD
TD Ameritrade Holding Corp
AMTD
|
+$64.4M |
Sector Composition
| 1 | Technology | 23.77% |
| 2 | Financials | 12.8% |
| 3 | Healthcare | 12.45% |
| 4 | Consumer Discretionary | 12.23% |
| 5 | Communication Services | 9.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2001
Codexis
CDXS
$219M
| $1.48M | ﹤0.01% |
67,568
+13,573
| +25% | +$296K |
|
2002
MediaAlpha
MAX
$688M
| $1.47M | ﹤0.01% |
+37,566
| New | +$1.47M |
|
2003
ATN International
ATNI
$238M
| $1.46M | ﹤0.01% |
34,967
+7
| +0% | +$292 |
|
|
PS
2004
DELISTED
Pluralsight, Inc. Class A Common Stock
PS
| $1.45M | ﹤0.01% |
69,337
-30,796
| -31% | -$646K |
|
2005
PennyMac Financial
PFSI
$6.44B
| $1.45M | ﹤0.01% |
22,137
-3,239
| -13% | -$213K |
|
2006
Celestica
CLS
$27.8B
| $1.45M | ﹤0.01% |
179,977
-8,773
| -5% | -$70.7K |
|
2007
WSFS Financial
WSFS
$3.13B
| $1.44M | ﹤0.01% |
32,096
-719
| -2% | -$32.3K |
|
|
PENG
2008
Penguin Solutions, Inc. Ordinary Shares
PENG
$1.36B
| $1.44M | ﹤0.01% |
76,462
+390
| +0.5% | +$7.34K |
|
|
CHUY
2009
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
| $1.44M | ﹤0.01% |
54,320
| – | – |
|
2010
Comtech Telecommunications
CMTL
$69.1M
| $1.44M | ﹤0.01% |
69,324
+812
| +1% | +$16.8K |
|
|
VNE
2011
DELISTED
Veoneer, Inc.
VNE
| $1.43M | ﹤0.01% |
67,229
-448
| -0.7% | -$9.54K |
|
|
AZEK
2012
DELISTED
The AZEK Co
AZEK
| $1.43M | ﹤0.01% |
37,178
+25,408
| +216% | +$977K |
|
2013
Schrodinger
SDGR
$1.37B
| $1.43M | ﹤0.01% |
18,034
+2,909
| +19% | +$230K |
|
2014
Laureate Education
LAUR
$4.33B
| $1.42M | ﹤0.01% |
97,579
-3,364
| -3% | -$49K |
|
2015
Hawkins
HWKN
$3.62B
| $1.42M | ﹤0.01% |
54,196
| – | – |
|
|
SLCA
2016
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
| $1.42M | ﹤0.01% |
201,594
+2,449
| +1% | +$17.2K |
|
|
CLDT
2017
Chatham Lodging
CLDT
$348M
| $1.41M | ﹤0.01% |
130,823
-5,485
| -4% | -$59.2K |
|
2018
Atea Pharmaceuticals
AVIR
$249M
| $1.39M | ﹤0.01% |
+33,330
| New | +$1.39M |
|
2019
Hilltop Holdings
HTH
$2.18B
| $1.39M | ﹤0.01% |
50,515
+16,368
| +48% | +$450K |
|
|
ARGO
2020
DELISTED
Argo Group International Holdings, Ltd.
ARGO
| $1.39M | ﹤0.01% |
31,826
-1,470
| -4% | -$64.2K |
|
|
RC
2021
Ready Capital
RC
$689M
| $1.39M | ﹤0.01% |
111,493
-878
| -0.8% | -$10.9K |
|
2022
WesBanco
WSBC
$3.03B
| $1.39M | ﹤0.01% |
46,307
-1,164
| -2% | -$34.9K |
|
2023
Donnelley Financial Solutions
DFIN
$1.5B
| $1.38M | ﹤0.01% |
81,466
-901
| -1% | -$15.3K |
|
2024
Agios Pharmaceuticals
AGIO
$2.14B
| $1.38M | ﹤0.01% |
31,792
-15,332
| -33% | -$665K |
|
|
CVA
2025
DELISTED
Covanta Holding Corporation
CVA
| $1.38M | ﹤0.01% |
104,894
-2,350
| -2% | -$30.9K |
|