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 |
International Flavors & Fragrances
IFF
|
+$110M |
| 2 |
Microsoft
MSFT
|
+$83.5M |
| 3 |
Pinterest
PINS
|
+$68.9M |
| 4 |
CrowdStrike
CRWD
|
+$68.3M |
| 5 |
Roku
ROKU
|
+$67.1M |
Top Sells
| 1 |
Apple
AAPL
|
+$282M |
| 2 |
Alibaba
BABA
|
+$243M |
| 3 |
TIF
Tiffany & Co.
TIF
|
+$148M |
| 4 |
Amazon
AMZN
|
+$110M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$96.1M |
Sector Composition
| 1 | Technology | 23.16% |
| 2 | Financials | 13.54% |
| 3 | Healthcare | 12.15% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Communication Services | 9.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2001
iShares MSCI EAFE ETF
EFA
$67.1B
| $1.88M | ﹤0.01% |
24,810
-3,000
| -11% | -$228K |
|
|
ERF
2002
DELISTED
Enerplus Corporation
ERF
| $1.88M | ﹤0.01% |
374,627
+92,869
| +33% | +$466K |
|
|
DCT
2003
DELISTED
Duck Creek Technologies, Inc. Common Stock
DCT
| $1.88M | ﹤0.01% |
41,569
+38,594
| +1,297% | +$1.74M |
|
|
RAD
2004
DELISTED
Rite Aid Corporation
RAD
| $1.87M | ﹤0.01% |
91,426
+48,213
| +112% | +$987K |
|
2005
Amphastar Pharmaceuticals
AMPH
$1.3B
| $1.86M | ﹤0.01% |
101,407
+546
| +0.5% | +$10K |
|
2006
American Public Education
APEI
$645M
| $1.85M | ﹤0.01% |
52,002
+9,887
| +23% | +$352K |
|
2007
Atlantic Union Bankshares
AUB
$5.05B
| $1.85M | ﹤0.01% |
48,297
+1,497
| +3% | +$57.4K |
|
2008
Virgin Galactic
SPCE
$191M
| $1.85M | ﹤0.01% |
3,023
+213
| +8% | +$130K |
|
2009
ATN International
ATNI
$250M
| $1.85M | ﹤0.01% |
37,669
+2,702
| +8% | +$133K |
|
2010
Lennar Class B
LEN.B
$34B
| $1.85M | ﹤0.01% |
23,607
-13,822
| -37% | -$1.08M |
|
2011
Hyatt Hotels
H
$13.7B
| $1.84M | ﹤0.01% |
22,208
+626
| +3% | +$51.8K |
|
2012
Civitas Resources
CIVI
$3.02B
| $1.83M | ﹤0.01% |
51,293
+811
| +2% | +$29K |
|
2013
Design Therapeutics
DSGN
$343M
| $1.83M | ﹤0.01% |
+60,500
| New | +$1.83M |
|
2014
nCino
NCNO
$3.48B
| $1.83M | ﹤0.01% |
27,428
+17,751
| +183% | +$1.18M |
|
2015
Hawkins
HWKN
$3.62B
| $1.82M | ﹤0.01% |
54,333
+137
| +0.3% | +$4.59K |
|
|
HMSY
2016
DELISTED
HMS Holdings Corp.
HMSY
| $1.82M | ﹤0.01% |
49,257
-233,414
| -83% | -$8.63M |
|
|
GPMT
2017
Granite Point Mortgage Trust
GPMT
$142M
| $1.82M | ﹤0.01% |
151,688
-464
| -0.3% | -$5.56K |
|
2018
Hamilton Lane
HLNE
$6.53B
| $1.82M | ﹤0.01% |
20,503
+4,614
| +29% | +$408K |
|
2019
Comtech Telecommunications
CMTL
$69.1M
| $1.81M | ﹤0.01% |
72,960
+3,636
| +5% | +$90.4K |
|
2020
Golar LNG
GLNG
$4.16B
| $1.8M | ﹤0.01% |
176,155
+72,420
| +70% | +$741K |
|
2021
Hudbay
HBM
$5.35B
| $1.8M | ﹤0.01% |
263,107
-2,599
| -1% | -$17.8K |
|
|
PENG
2022
Penguin Solutions, Inc. Ordinary Shares
PENG
$1.36B
| $1.8M | ﹤0.01% |
78,094
+1,632
| +2% | +$37.6K |
|
2023
Digi International
DGII
$1.33B
| $1.79M | ﹤0.01% |
94,430
+10,716
| +13% | +$204K |
|
2024
PTC Therapeutics
PTCT
$4.85B
| $1.79M | ﹤0.01% |
37,789
-2,528
| -6% | -$120K |
|
2025
Clearway Energy Class C
CWEN
$3.39B
| $1.77M | ﹤0.01% |
62,858
+8,275
| +15% | +$233K |
|