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 |
Prologis
PLD
|
+$230M |
| 2 |
TSMC
TSM
|
+$62.9M |
| 3 |
Exelon
EXC
|
+$42.1M |
| 4 |
Ovintiv
OVV
|
+$37M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$36M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$817M |
| 2 |
Apple
AAPL
|
+$800M |
| 3 |
Brookfield
BN
|
+$271M |
| 4 |
Amazon
AMZN
|
+$232M |
| 5 |
DRE
Duke Realty Corp.
DRE
|
+$232M |
Sector Composition
| 1 | Technology | 23.31% |
| 2 | Healthcare | 15.26% |
| 3 | Financials | 13.4% |
| 4 | Consumer Discretionary | 8.81% |
| 5 | Industrials | 8.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2001
Revolution Medicines
RVMD
$8.7B
| $1.49M | ﹤0.01% |
62,732
+9,733
| +18% | +$232K |
|
2002
Flywire
FLYW
$1.63B
| $1.48M | ﹤0.01% |
60,621
+3,367
| +6% | +$82.4K |
|
2003
Liberty Media Series A
FWONA
$22.5B
| $1.48M | ﹤0.01% |
28,972
+2,522
| +10% | +$129K |
|
2004
Nomad Foods
NOMD
$2.12B
| $1.48M | ﹤0.01% |
85,957
-10,095
| -11% | -$174K |
|
2005
8x8 Inc
EGHT
$286M
| $1.48M | ﹤0.01% |
342,522
-3,967
| -1% | -$17.1K |
|
2006
Maravai LifeSciences
MRVI
$386M
| $1.48M | ﹤0.01% |
103,397
+2,255
| +2% | +$32.3K |
|
2007
United Fire Group
UFCS
$807M
| $1.48M | ﹤0.01% |
53,980
+1,050
| +2% | +$28.7K |
|
|
DOOR
2008
DELISTED
MASONITE INTERNATIONAL CORP
DOOR
| $1.48M | ﹤0.01% |
18,313
-1,298
| -7% | -$105K |
|
2009
HealthStream
HSTM
$855M
| $1.46M | ﹤0.01% |
58,957
+1,338
| +2% | +$33.2K |
|
2010
Enviri
NVRI
$983M
| $1.46M | ﹤0.01% |
232,635
+3,720
| +2% | +$23.4K |
|
2011
Bumble
BMBL
$710M
| $1.46M | ﹤0.01% |
69,395
-246
| -0.4% | -$5.18K |
|
2012
Dorian LPG
LPG
$1.35B
| $1.46M | ﹤0.01% |
76,966
+3,299
| +4% | +$62.5K |
|
|
CLDT
2013
Chatham Lodging
CLDT
$348M
| $1.45M | ﹤0.01% |
118,310
+2,828
| +2% | +$34.7K |
|
2014
TransAlta
TAC
$3.75B
| $1.45M | ﹤0.01% |
162,168
-6,653
| -4% | -$59.5K |
|
2015
Resources Connection
RGP
$172M
| $1.45M | ﹤0.01% |
78,799
+2,756
| +4% | +$50.7K |
|
2016
Kelly Services Class A
KELYA
$481M
| $1.45M | ﹤0.01% |
85,532
+1,577
| +2% | +$26.7K |
|
2017
CEVA Inc
CEVA
$564M
| $1.44M | ﹤0.01% |
56,444
+1,268
| +2% | +$32.4K |
|
|
NEX
2018
DELISTED
NexTier Oilfield Solutions Inc.
NEX
| $1.44M | ﹤0.01% |
156,257
+6,179
| +4% | +$57.1K |
|
|
BCIC
2019
BCP Investment Corporation Common Stock
BCIC
$159M
| $1.44M | ﹤0.01% |
63,117
| – | – |
|
2020
Interface
TILE
$1.66B
| $1.43M | ﹤0.01% |
145,065
+1,084
| +0.8% | +$10.7K |
|
2021
Phreesia
PHR
$1.45B
| $1.43M | ﹤0.01% |
44,221
+1,852
| +4% | +$59.9K |
|
2022
Simulations Plus
SLP
$303M
| $1.42M | ﹤0.01% |
38,930
+943
| +2% | +$34.5K |
|
2023
Scorpio Tankers
STNG
$2.99B
| $1.42M | ﹤0.01% |
26,408
-1,086
| -4% | -$58.4K |
|
2024
CommScope
COMM
$3.61B
| $1.42M | ﹤0.01% |
192,899
+2,676
| +1% | +$19.7K |
|
2025
Bristow Group
VTOL
$1.09B
| $1.41M | ﹤0.01% |
52,145
+1,750
| +3% | +$47.5K |
|