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 |
Coinbase
COIN
|
+$81.3M |
| 2 |
Amazon
AMZN
|
+$70.6M |
| 3 |
Johnson & Johnson
JNJ
|
+$63.6M |
| 4 |
Moody's
MCO
|
+$60.2M |
| 5 |
Realty Income
O
|
+$58.5M |
Top Sells
| 1 |
Apple
AAPL
|
+$345M |
| 2 |
Microsoft
MSFT
|
+$144M |
| 3 |
SPLK
Splunk Inc
SPLK
|
+$140M |
| 4 |
Chevron
CVX
|
+$134M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$103M |
Sector Composition
| 1 | Technology | 30.2% |
| 2 | Financials | 12.53% |
| 3 | Healthcare | 12.22% |
| 4 | Consumer Discretionary | 9.63% |
| 5 | Communication Services | 8.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2001
Tompkins Financial
TMP
$1B
| $1.69M | ﹤0.01% |
33,583
-333
| -1% | -$16.7K |
|
2002
JELD-WEN Holding
JELD
$537M
| $1.69M | ﹤0.01% |
79,382
+1,006
| +1% | +$21.4K |
|
2003
Keros Therapeutics
KROS
$636M
| $1.69M | ﹤0.01% |
25,455
+6,579
| +35% | +$436K |
|
|
ZUO
2004
DELISTED
Zuora, Inc.
ZUO
| $1.67M | ﹤0.01% |
183,252
-5,150
| -3% | -$47K |
|
2005
Syndax Pharmaceuticals
SNDX
$1.34B
| $1.66M | ﹤0.01% |
69,778
+14,656
| +27% | +$349K |
|
2006
Mesa Laboratories
MLAB
$339M
| $1.66M | ﹤0.01% |
15,130
-68
| -0.4% | -$7.46K |
|
2007
Standard Motor Products
SMP
$889M
| $1.66M | ﹤0.01% |
49,451
+501
| +1% | +$16.8K |
|
2008
Newmark Group
NMRK
$3.41B
| $1.66M | ﹤0.01% |
149,457
+4,087
| +3% | +$45.3K |
|
2009
iShares TIPS Bond ETF
TIP
$14B
| $1.65M | ﹤0.01% |
15,420
-11,550
| -43% | -$1.24M |
|
2010
Aurora
AUR
$10.5B
| $1.65M | ﹤0.01% |
585,370
+38,887
| +7% | +$110K |
|
2011
Reynolds Consumer Products
REYN
$4.84B
| $1.65M | ﹤0.01% |
57,703
+1,500
| +3% | +$42.8K |
|
2012
Opendoor
OPEN
$6.68B
| $1.64M | ﹤0.01% |
540,944
-1,103
| -0.2% | -$3.34K |
|
2013
Levi Strauss
LEVI
$8.67B
| $1.64M | ﹤0.01% |
81,972
+3,616
| +5% | +$72.3K |
|
2014
RxSight
RXST
$381M
| $1.64M | ﹤0.01% |
31,755
+10,209
| +47% | +$527K |
|
2015
Green Dot
GDOT
$751M
| $1.64M | ﹤0.01% |
175,518
-5,203
| -3% | -$48.5K |
|
2016
Ducommun
DCO
$1.39B
| $1.64M | ﹤0.01% |
31,888
+439
| +1% | +$22.5K |
|
|
KREF
2017
KKR Real Estate Finance Trust
KREF
$630M
| $1.63M | ﹤0.01% |
162,478
+3,136
| +2% | +$31.5K |
|
2018
Vera Therapeutics
VERA
$1.52B
| $1.63M | ﹤0.01% |
37,712
+12,722
| +51% | +$549K |
|
2019
LegalZoom.com
LZ
$1.9B
| $1.63M | ﹤0.01% |
121,879
+21,280
| +21% | +$284K |
|
2020
Agios Pharmaceuticals
AGIO
$2.14B
| $1.62M | ﹤0.01% |
55,486
+505
| +0.9% | +$14.8K |
|
2021
Central Pacific Financial
CPF
$826M
| $1.62M | ﹤0.01% |
82,008
-307
| -0.4% | -$6.06K |
|
|
CHUY
2022
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
| $1.61M | ﹤0.01% |
47,651
-561
| -1% | -$18.9K |
|
2023
Gogo Inc
GOGO
$1.31B
| $1.6M | ﹤0.01% |
182,026
+11,936
| +7% | +$105K |
|
2024
Enhabit
EHAB
$399M
| $1.6M | ﹤0.01% |
137,062
-308
| -0.2% | -$3.59K |
|
2025
Vertex
VERX
$3.84B
| $1.59M | ﹤0.01% |
50,069
+2,035
| +4% | +$64.6K |
|