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 |
UBS Group
UBS
|
+$813M |
| 2 |
Alcon
ALC
|
+$368M |
| 3 |
Stellantis
STLA
|
+$301M |
| 4 |
Ferrovial SE
FER
|
+$289M |
| 5 |
CRH
CRH
|
+$267M |
Top Sells
| 1 |
Apple
AAPL
|
+$818M |
| 2 |
Microsoft
MSFT
|
+$412M |
| 3 |
PXD
Pioneer Natural Resource Co.
PXD
|
+$394M |
| 4 |
Amazon
AMZN
|
+$234M |
| 5 |
GE Aerospace
GE
|
+$228M |
Sector Composition
| 1 | Technology | 32.51% |
| 2 | Financials | 12.19% |
| 3 | Healthcare | 11.56% |
| 4 | Consumer Discretionary | 9.43% |
| 5 | Communication Services | 8.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2001
Vermilion Energy
VET
$1.14B
| $1.73M | ﹤0.01% |
157,256
+13,730
| +10% | +$151K |
|
2002
Victory Capital Holdings
VCTR
$4.58B
| $1.73M | ﹤0.01% |
36,165
+9,587
| +36% | +$458K |
|
2003
Dillards
DDS
$8.97B
| $1.72M | ﹤0.01% |
3,916
-381
| -9% | -$168K |
|
2004
Geron
GERN
$810M
| $1.72M | ﹤0.01% |
406,655
+10,603
| +3% | +$45K |
|
2005
Hain Celestial
HAIN
$194M
| $1.72M | ﹤0.01% |
248,757
-6,176
| -2% | -$42.7K |
|
2006
Central Pacific Financial
CPF
$826M
| $1.72M | ﹤0.01% |
81,046
-962
| -1% | -$20.4K |
|
|
INVX
2007
Innovex International, Inc.
INVX
$1.14B
| $1.72M | ﹤0.01% |
92,262
-2,020
| -2% | -$37.6K |
|
2008
Heritage Financial
HFWA
$833M
| $1.71M | ﹤0.01% |
94,663
-3,626
| -4% | -$65.4K |
|
2009
Novavax
NVAX
$1.3B
| $1.7M | ﹤0.01% |
134,622
+21,991
| +20% | +$278K |
|
2010
Under Armour Class C
UA
$2.04B
| $1.7M | ﹤0.01% |
260,653
-24,103
| -8% | -$157K |
|
2011
Pediatrix Medical
MD
$1.45B
| $1.7M | ﹤0.01% |
225,410
-5,146
| -2% | -$38.9K |
|
2012
B&G Foods
BGS
$360M
| $1.7M | ﹤0.01% |
210,505
-9,235
| -4% | -$74.6K |
|
2013
Upstart Holdings
UPST
$6.07B
| $1.7M | ﹤0.01% |
71,901
-448
| -0.6% | -$10.6K |
|
|
ADAM
2014
Adamas Trust, Inc. Common Stock
ADAM
$644M
| $1.69M | ﹤0.01% |
289,762
+46,486
| +19% | +$271K |
|
2015
Shoe Carnival
SCVL
$636M
| $1.69M | ﹤0.01% |
45,835
-733
| -2% | -$27K |
|
2016
Clear Secure
YOU
$3.58B
| $1.68M | ﹤0.01% |
89,635
+18,875
| +27% | +$353K |
|
|
DO
2017
DELISTED
Diamond Offshore Drilling, Inc.
DO
| $1.68M | ﹤0.01% |
108,151
+1,394
| +1% | +$21.6K |
|
2018
iShares Core S&P Mid-Cap ETF
IJH
$101B
| $1.67M | ﹤0.01% |
28,600
+17,850
| +166% | +$1.04M |
|
2019
ProAssurance
PRA
$1.22B
| $1.67M | ﹤0.01% |
136,943
-580
| -0.4% | -$7.09K |
|
2020
Denison Mines
DNN
$2.12B
| $1.67M | ﹤0.01% |
833,656
+21,739
| +3% | +$43.5K |
|
|
KREF
2021
KKR Real Estate Finance Trust
KREF
$630M
| $1.67M | ﹤0.01% |
184,359
+21,881
| +13% | +$198K |
|
2022
Reynolds Consumer Products
REYN
$4.84B
| $1.66M | ﹤0.01% |
59,430
+1,727
| +3% | +$48.3K |
|
2023
Magnite
MGNI
$3.4B
| $1.66M | ﹤0.01% |
124,770
+1,461
| +1% | +$19.4K |
|
2024
Bristow Group
VTOL
$1.09B
| $1.66M | ﹤0.01% |
49,452
+2,342
| +5% | +$78.5K |
|
2025
Beam Therapeutics
BEAM
$2.08B
| $1.66M | ﹤0.01% |
70,639
-2,919
| -4% | -$68.4K |
|