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 |
Ferguson
FERG
|
+$225M |
| 2 |
SentinelOne
S
|
+$101M |
| 3 |
Airbnb
ABNB
|
+$87.2M |
| 4 |
Ziff Davis
ZD
|
+$84.2M |
| 5 |
BlackBerry
BB
|
+$80.6M |
Top Sells
| 1 |
Apple
AAPL
|
+$712M |
| 2 |
Microsoft
MSFT
|
+$602M |
| 3 |
Amazon
AMZN
|
+$477M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$212M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$160M |
Sector Composition
| 1 | Technology | 24.29% |
| 2 | Healthcare | 14.37% |
| 3 | Financials | 13.06% |
| 4 | Consumer Discretionary | 10.12% |
| 5 | Industrials | 7.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2001
Coherus Oncology, Inc. Common Stock
CHRS
$150M
| $1.49M | ﹤0.01% |
155,052
+2,443
| +2% | +$23.5K |
|
2002
Northfield Bancorp
NFBK
$492M
| $1.49M | ﹤0.01% |
104,070
-942
| -0.9% | -$13.5K |
|
2003
Codexis
CDXS
$219M
| $1.48M | ﹤0.01% |
243,811
+67,175
| +38% | +$407K |
|
2004
Trustco Bank Corp NY
TRST
$746M
| $1.47M | ﹤0.01% |
46,838
+308
| +0.7% | +$9.68K |
|
2005
Helios Technologies
HLIO
$1.8B
| $1.47M | ﹤0.01% |
29,058
+722
| +3% | +$36.6K |
|
2006
Titan International
TWI
$552M
| $1.47M | ﹤0.01% |
120,970
+381
| +0.3% | +$4.62K |
|
|
MAXR
2007
DELISTED
Maxar Technologies Inc. Common Stock
MAXR
| $1.47M | ﹤0.01% |
78,278
-3,653
| -4% | -$68.4K |
|
2008
Appian
APPN
$2.28B
| $1.46M | ﹤0.01% |
35,805
-1,936
| -5% | -$79.1K |
|
2009
Metallus
MTUS
$697M
| $1.46M | ﹤0.01% |
97,498
+641
| +0.7% | +$9.61K |
|
2010
Upwork
UPWK
$2.24B
| $1.46M | ﹤0.01% |
107,216
-1,582
| -1% | -$21.6K |
|
2011
Myers Industries
MYE
$587M
| $1.45M | ﹤0.01% |
88,254
+750
| +0.9% | +$12.3K |
|
2012
Cassava Sciences
SAVA
$102M
| $1.45M | ﹤0.01% |
34,731
+365
| +1% | +$15.3K |
|
|
AZEK
2013
DELISTED
The AZEK Co
AZEK
| $1.45M | ﹤0.01% |
87,382
-3,073
| -3% | -$51.1K |
|
2014
CEVA Inc
CEVA
$564M
| $1.45M | ﹤0.01% |
55,176
-1,539
| -3% | -$40.4K |
|
|
CERE
2015
DELISTED
Cerevel Therapeutics Holdings, Inc. Common Stock
CERE
| $1.45M | ﹤0.01% |
51,147
+4,531
| +10% | +$128K |
|
|
TGI
2016
DELISTED
Triumph Group
TGI
| $1.44M | ﹤0.01% |
167,486
-6,334
| -4% | -$54.4K |
|
|
CHS
2017
DELISTED
Chicos FAS, Inc.
CHS
| $1.44M | ﹤0.01% |
297,069
+3,537
| +1% | +$17.1K |
|
2018
Standard Motor Products
SMP
$889M
| $1.43M | ﹤0.01% |
44,114
-1,246
| -3% | -$40.5K |
|
2019
Stem
STEM
$124M
| $1.43M | ﹤0.01% |
5,363
+717
| +15% | +$191K |
|
2020
Green Brick Partners
GRBK
$3.21B
| $1.42M | ﹤0.01% |
66,256
+50,470
| +320% | +$1.08M |
|
2021
Tootsie Roll Industries
TR
$2.92B
| $1.42M | ﹤0.01% |
46,473
-10,917
| -19% | -$333K |
|
2022
Relay Therapeutics
RLAY
$688M
| $1.41M | ﹤0.01% |
63,217
+2,640
| +4% | +$59.1K |
|
2023
ADT
ADT
$7.24B
| $1.41M | ﹤0.01% |
188,459
+31,397
| +20% | +$235K |
|
|
BFS
2024
Saul Centers
BFS
$785M
| $1.4M | ﹤0.01% |
37,421
+136
| +0.4% | +$5.1K |
|
2025
Liberty Energy
LBRT
$1.73B
| $1.4M | ﹤0.01% |
110,777
+43,688
| +65% | +$554K |
|