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
|
+$637M |
| 2 |
Apple
AAPL
|
+$587M |
| 3 |
Amazon
AMZN
|
+$559M |
| 4 |
AstraZeneca
AZN
|
+$329M |
| 5 |
Snowflake
SNOW
|
+$289M |
Top Sells
| 1 |
ALXN
Alexion Pharmaceuticals Inc
ALXN
|
+$323M |
| 2 |
MXIM
Maxim Integrated Products
MXIM
|
+$273M |
| 3 |
WORK
Slack Technologies, Inc.
WORK
|
+$121M |
| 4 |
PFPT
Proofpoint, Inc.
PFPT
|
+$98.6M |
| 5 |
JD.com
JD
|
+$87.5M |
Sector Composition
| 1 | Technology | 25.04% |
| 2 | Financials | 13.72% |
| 3 | Healthcare | 12.6% |
| 4 | Consumer Discretionary | 10.97% |
| 5 | Communication Services | 9.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2001
Pennant Group
PNTG
$871M
| $2.13M | ﹤0.01% |
75,704
+8,095
| +12% | +$227K |
|
2002
SiriusPoint
SPNT
$2.16B
| $2.12M | ﹤0.01% |
228,879
+35,984
| +19% | +$333K |
|
2003
Clearway Energy Class C
CWEN
$3.37B
| $2.12M | ﹤0.01% |
69,909
+7,819
| +13% | +$237K |
|
2004
Interface
TILE
$1.71B
| $2.11M | ﹤0.01% |
138,977
+11,709
| +9% | +$177K |
|
2005
Cassava Sciences
SAVA
$100M
| $2.1M | ﹤0.01% |
33,795
+24,849
| +278% | +$1.54M |
|
|
AVTA
2006
DELISTED
Avantax, Inc. Common Stock
AVTA
| $2.1M | ﹤0.01% |
134,507
+10,684
| +9% | +$167K |
|
2007
First Advantage
FA
$2.72B
| $2.09M | ﹤0.01% |
109,759
+27,759
| +34% | +$529K |
|
2008
Helios Technologies
HLIO
$1.8B
| $2.09M | ﹤0.01% |
25,456
+5,960
| +31% | +$489K |
|
2009
Artivion
AORT
$1.88B
| $2.08M | ﹤0.01% |
93,260
-78,744
| -46% | -$1.75M |
|
|
NARI
2010
DELISTED
Inari Medical, Inc. Common Stock
NARI
| $2.08M | ﹤0.01% |
25,624
+3,807
| +17% | +$309K |
|
2011
Heidrick & Struggles
HSII
$1.04B
| $2.07M | ﹤0.01% |
46,326
+3,985
| +9% | +$178K |
|
|
MNTV
2012
DELISTED
Momentive Global Inc. Common Stock
MNTV
| $2.07M | ﹤0.01% |
105,463
+26,571
| +34% | +$521K |
|
2013
Magnolia Oil & Gas
MGY
$4.39B
| $2.06M | ﹤0.01% |
115,764
+27,506
| +31% | +$489K |
|
|
DCT
2014
DELISTED
Duck Creek Technologies, Inc. Common Stock
DCT
| $2.06M | ﹤0.01% |
46,580
+7,405
| +19% | +$327K |
|
2015
Newmark Group
NMRK
$3.39B
| $2.04M | ﹤0.01% |
142,418
+33,795
| +31% | +$484K |
|
|
FSR
2016
DELISTED
Fisker Inc.
FSR
| $2.04M | ﹤0.01% |
139,065
+98,294
| +241% | +$1.44M |
|
2017
Harmonic Inc
HLIT
$1.14B
| $2.02M | ﹤0.01% |
231,310
+21,634
| +10% | +$189K |
|
|
MCHB
2018
Mechanics Bancorp Class A Common Stock
MCHB
$2.92B
| $2.02M | ﹤0.01% |
49,205
+3,416
| +7% | +$141K |
|
2019
Sotera Health
SHC
$4.61B
| $2.02M | ﹤0.01% |
77,167
+30,364
| +65% | +$794K |
|
2020
Photronics
PLAB
$1.35B
| $2.02M | ﹤0.01% |
147,938
+10,093
| +7% | +$138K |
|
2021
Live Oak Bancshares
LOB
$1.67B
| $2.01M | ﹤0.01% |
31,622
+20,050
| +173% | +$1.28M |
|
2022
Monarch Casino & Resort
MCRI
$1.86B
| $2.01M | ﹤0.01% |
30,043
+2,790
| +10% | +$187K |
|
2023
Array Technologies
ARRY
$1.19B
| $2.01M | ﹤0.01% |
108,424
+22,523
| +26% | +$417K |
|
2024
InMode
INMD
$939M
| $2.01M | ﹤0.01% |
25,160
+22,352
| +796% | +$1.78M |
|
2025
PennyMac Financial
PFSI
$6.43B
| $2M | ﹤0.01% |
32,711
+10,418
| +47% | +$637K |
|