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 |
Johnson & Johnson
JNJ
|
+$162M |
| 2 |
Realty Income
O
|
+$136M |
| 3 |
Canadian Pacific Kansas City
CP
|
+$133M |
| 4 |
VMW
VMware, Inc
VMW
|
+$115M |
| 5 |
Baidu
BIDU
|
+$84.5M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$272M |
| 2 |
KSU
Kansas City Southern
KSU
|
+$251M |
| 3 |
JD.com
JD
|
+$183M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$180M |
| 5 |
Amazon
AMZN
|
+$138M |
Sector Composition
| 1 | Technology | 26.6% |
| 2 | Financials | 12.78% |
| 3 | Healthcare | 12.54% |
| 4 | Consumer Discretionary | 11.03% |
| 5 | Communication Services | 8.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2001
Rush Enterprises Class A
RUSHA
$4.33B
| $2.16M | ﹤0.01% |
58,209
+246
| +0.4% | +$9.12K |
|
|
RC
2002
Ready Capital
RC
$689M
| $2.15M | ﹤0.01% |
137,701
+7,743
| +6% | +$121K |
|
2003
Evolent Health
EVH
$1.05B
| $2.14M | ﹤0.01% |
77,333
+570
| +0.7% | +$15.8K |
|
2004
Cerus
CERS
$236M
| $2.13M | ﹤0.01% |
313,399
-51,971
| -14% | -$354K |
|
|
NOVA
2005
DELISTED
Sunnova Energy
NOVA
| $2.13M | ﹤0.01% |
76,270
-389
| -0.5% | -$10.9K |
|
2006
Shift4
FOUR
$6B
| $2.13M | ﹤0.01% |
36,697
+895
| +2% | +$51.9K |
|
2007
SSR Mining
SSRM
$4.54B
| $2.12M | ﹤0.01% |
119,817
+561
| +0.5% | +$9.95K |
|
|
VIVO
2008
DELISTED
Meridian Bioscience Inc
VIVO
| $2.12M | ﹤0.01% |
103,866
+3,382
| +3% | +$69K |
|
2009
Vanda Pharmaceuticals
VNDA
$266M
| $2.12M | ﹤0.01% |
134,998
+4,676
| +4% | +$73.4K |
|
2010
Heritage Financial
HFWA
$833M
| $2.11M | ﹤0.01% |
86,442
+1,976
| +2% | +$48.3K |
|
2011
Mercury Insurance
MCY
$4.4B
| $2.11M | ﹤0.01% |
39,777
+15
| +0% | +$796 |
|
2012
Calavo Growers
CVGW
$489M
| $2.1M | ﹤0.01% |
49,598
+1,859
| +4% | +$78.8K |
|
2013
GrafTech
EAF
$261M
| $2.1M | ﹤0.01% |
17,754
-17
| -0.1% | -$2.01K |
|
2014
Heidrick & Struggles
HSII
$1.03B
| $2.1M | ﹤0.01% |
48,028
+1,702
| +4% | +$74.5K |
|
2015
iHeartMedia
IHRT
$389M
| $2.1M | ﹤0.01% |
99,825
+4,182
| +4% | +$88K |
|
2016
Shoals Technologies Group
SHLS
$1.15B
| $2.09M | ﹤0.01% |
85,829
+7,854
| +10% | +$191K |
|
|
KREF
2017
KKR Real Estate Finance Trust
KREF
$630M
| $2.08M | ﹤0.01% |
100,049
+13,016
| +15% | +$271K |
|
2018
TG Therapeutics
TGTX
$5.1B
| $2.08M | ﹤0.01% |
109,371
+328
| +0.3% | +$6.23K |
|
2019
Magnite
MGNI
$3.4B
| $2.07M | ﹤0.01% |
118,234
+6,984
| +6% | +$122K |
|
|
AXNX
2020
DELISTED
Axonics, Inc. Common Stock
AXNX
| $2.06M | ﹤0.01% |
36,866
+495
| +1% | +$27.7K |
|
2021
Caleres
CAL
$503M
| $2.06M | ﹤0.01% |
90,887
+3,147
| +4% | +$71.4K |
|
2022
Quanex
NX
$661M
| $2.05M | ﹤0.01% |
82,831
+2,556
| +3% | +$63.3K |
|
2023
Digi International
DGII
$1.33B
| $2.05M | ﹤0.01% |
83,474
+2,835
| +4% | +$69.7K |
|
2024
Amphastar Pharmaceuticals
AMPH
$1.3B
| $2.05M | ﹤0.01% |
87,875
+2,606
| +3% | +$60.7K |
|
2025
Forrester Research
FORR
$195M
| $2.04M | ﹤0.01% |
34,734
+870
| +3% | +$51.1K |
|