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 |
NVIDIA
NVDA
|
+$1.79B |
| 2 |
Apple
AAPL
|
+$1.21B |
| 3 |
Microsoft
MSFT
|
+$746M |
| 4 |
Broadcom
AVGO
|
+$517M |
| 5 |
Brookfield
BN
|
+$393M |
Top Sells
| 1 |
Amazon
AMZN
|
+$140M |
| 2 |
NextEra Energy, Inc.
NEE
|
+$115M |
| 3 |
Caterpillar
CAT
|
+$114M |
| 4 |
Costco
COST
|
+$109M |
| 5 |
Flutter Entertainment
FLUT
|
+$108M |
Sector Composition
| 1 | Technology | 32.79% |
| 2 | Financials | 12.5% |
| 3 | Healthcare | 11.46% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Communication Services | 7.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2001
Tompkins Financial
TMP
$1B
| $1.88M | ﹤0.01% |
32,559
-628
| -2% | -$36.3K |
|
2002
Ezcorp Inc
EZPW
$1.04B
| $1.88M | ﹤0.01% |
167,829
+35,761
| +27% | +$401K |
|
2003
WhiteHorse Finance
WHF
$203M
| $1.87M | ﹤0.01% |
161,758
-22,925
| -12% | -$265K |
|
2004
B&G Foods
BGS
$360M
| $1.86M | ﹤0.01% |
209,933
-572
| -0.3% | -$5.08K |
|
2005
Pacira BioSciences
PCRX
$1.22B
| $1.86M | ﹤0.01% |
123,699
-2,333
| -2% | -$35.1K |
|
2006
Ero Copper
ERO
$1.75B
| $1.86M | ﹤0.01% |
83,332
| – | – |
|
2007
DXP Enterprises
DXPE
$1.85B
| $1.85M | ﹤0.01% |
34,739
-1,251
| -3% | -$66.8K |
|
2008
Capitol Federal Financial
CFFN
$839M
| $1.85M | ﹤0.01% |
316,789
-9,171
| -3% | -$53.6K |
|
2009
Green Dot
GDOT
$751M
| $1.85M | ﹤0.01% |
157,827
+7,925
| +5% | +$92.8K |
|
2010
TriplePoint Venture Growth BDC
TPVG
$267M
| $1.84M | ﹤0.01% |
261,068
-43,224
| -14% | -$305K |
|
2011
Shenandoah Telecom
SHEN
$744M
| $1.84M | ﹤0.01% |
130,697
-9,149
| -7% | -$129K |
|
|
CHUY
2012
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
| $1.84M | ﹤0.01% |
49,263
-604
| -1% | -$22.6K |
|
2013
Skyward Specialty Insurance
SKWD
$1.87B
| $1.84M | ﹤0.01% |
45,234
+18,025
| +66% | +$734K |
|
2014
Vir Biotechnology
VIR
$695M
| $1.84M | ﹤0.01% |
245,804
+2,408
| +1% | +$18K |
|
2015
MarineMax
HZO
$556M
| $1.83M | ﹤0.01% |
52,012
-2,099
| -4% | -$74K |
|
2016
Intellia Therapeutics
NTLA
$1.23B
| $1.83M | ﹤0.01% |
89,218
+1,660
| +2% | +$34.1K |
|
2017
Braze
BRZE
$3.35B
| $1.83M | ﹤0.01% |
56,658
+3,495
| +7% | +$113K |
|
2018
Golden Entertainment
GDEN
$638M
| $1.83M | ﹤0.01% |
57,457
-3,111
| -5% | -$98.9K |
|
2019
Klaviyo
KVYO
$9.36B
| $1.83M | ﹤0.01% |
51,597
-549
| -1% | -$19.4K |
|
|
HEES
2020
DELISTED
H&E Equipment Services
HEES
| $1.82M | ﹤0.01% |
37,405
+5,168
| +16% | +$252K |
|
2021
Nelnet
NNI
$4.46B
| $1.82M | ﹤0.01% |
16,039
-177
| -1% | -$20.1K |
|
2022
ProPetro Holding
PUMP
$484M
| $1.82M | ﹤0.01% |
237,182
-3,403
| -1% | -$26.1K |
|
2023
Stock Yards Bancorp
SYBT
$2.27B
| $1.81M | ﹤0.01% |
29,212
+688
| +2% | +$42.6K |
|
2024
PagerDuty
PD
$1.53B
| $1.81M | ﹤0.01% |
97,499
+2,510
| +3% | +$46.6K |
|
2025
Madison Square Garden
MSGE
$2.1B
| $1.8M | ﹤0.01% |
42,348
+1,416
| +3% | +$60.2K |
|