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 |
Apple
AAPL
|
+$1.21B |
| 2 |
Microsoft
MSFT
|
+$892M |
| 3 |
Amazon
AMZN
|
+$698M |
| 4 |
Advanced Micro Devices
AMD
|
+$377M |
| 5 |
Tesla
TSLA
|
+$362M |
Top Sells
| 1 |
XLNX
Xilinx Inc
XLNX
|
+$492M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$328M |
| 3 |
Exelon
EXC
|
+$126M |
| 4 |
Baidu
BIDU
|
+$112M |
| 5 |
MCFE
McAfee Corp. Class A Common Stock
MCFE
|
+$95.7M |
Sector Composition
| 1 | Technology | 25.92% |
| 2 | Financials | 13.2% |
| 3 | Healthcare | 12.91% |
| 4 | Consumer Discretionary | 10.49% |
| 5 | Communication Services | 8.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2001
Pilgrim's Pride
PPC
$10.4B
| $1.92M | ﹤0.01% |
76,472
-5,508
| -7% | -$138K |
|
2002
Cohen & Steers
CNS
$3.65B
| $1.92M | ﹤0.01% |
22,299
+1,127
| +5% | +$96.8K |
|
2003
WisdomTree
WT
$2.11B
| $1.91M | ﹤0.01% |
324,521
-1,992
| -0.6% | -$11.7K |
|
2004
iHeartMedia
IHRT
$389M
| $1.9M | ﹤0.01% |
100,336
+511
| +0.5% | +$9.68K |
|
2005
Rocket Companies
RKT
$44.4B
| $1.9M | ﹤0.01% |
170,789
+69,662
| +69% | +$775K |
|
|
MNTV
2006
DELISTED
Momentive Global Inc. Common Stock
MNTV
| $1.89M | ﹤0.01% |
116,481
+10,182
| +10% | +$166K |
|
2007
Heidrick & Struggles
HSII
$1.03B
| $1.88M | ﹤0.01% |
47,606
-422
| -0.9% | -$16.7K |
|
2008
Simulations Plus
SLP
$303M
| $1.88M | ﹤0.01% |
36,865
-390
| -1% | -$19.9K |
|
|
MGP
2009
DELISTED
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
| $1.88M | ﹤0.01% |
48,498
+6,172
| +15% | +$239K |
|
2010
WhiteHorse Finance
WHF
$203M
| $1.87M | ﹤0.01% |
124,399
+2,778
| +2% | +$41.8K |
|
2011
McGrath RentCorp
MGRC
$3.01B
| $1.86M | ﹤0.01% |
21,935
+87
| +0.4% | +$7.39K |
|
2012
Kelly Services Class A
KELYA
$481M
| $1.86M | ﹤0.01% |
85,737
-12,084
| -12% | -$262K |
|
2013
Bristow Group
VTOL
$1.09B
| $1.86M | ﹤0.01% |
50,177
-764
| -1% | -$28.3K |
|
2014
World Acceptance Corp
WRLD
$900M
| $1.85M | ﹤0.01% |
9,653
-312
| -3% | -$59.9K |
|
2015
CBIZ
CBZ
$3.01B
| $1.85M | ﹤0.01% |
44,111
+3,571
| +9% | +$150K |
|
2016
WesBanco
WSBC
$3.03B
| $1.84M | ﹤0.01% |
53,669
-467
| -0.9% | -$16K |
|
2017
Myers Industries
MYE
$587M
| $1.84M | ﹤0.01% |
85,354
-1,029
| -1% | -$22.2K |
|
|
NP
2018
DELISTED
Neenah, Inc. Common Stock
NP
| $1.84M | ﹤0.01% |
46,354
-449
| -1% | -$17.8K |
|
2019
Inogen
INGN
$231M
| $1.84M | ﹤0.01% |
56,670
-504
| -0.9% | -$16.3K |
|
|
FSR
2020
DELISTED
Fisker Inc.
FSR
| $1.84M | ﹤0.01% |
142,195
-981
| -0.7% | -$12.7K |
|
2021
Central Pacific Financial
CPF
$826M
| $1.83M | ﹤0.01% |
65,726
-1,166
| -2% | -$32.5K |
|
|
SASR
2022
DELISTED
Sandy Spring Bancorp Inc
SASR
| $1.83M | ﹤0.01% |
40,777
+120
| +0.3% | +$5.39K |
|
2023
AppFolio
APPF
$9.9B
| $1.83M | ﹤0.01% |
16,140
+1,436
| +10% | +$163K |
|
2024
John B. Sanfilippo & Son
JBSS
$737M
| $1.83M | ﹤0.01% |
21,896
-217
| -1% | -$18.1K |
|
2025
Tootsie Roll Industries
TR
$2.92B
| $1.83M | ﹤0.01% |
57,064
-669
| -1% | -$21.4K |
|