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 |
Amazon
AMZN
|
+$322M |
| 2 |
Wells Fargo
WFC
|
+$271M |
| 3 |
iShares MSCI India ETF
INDA
|
+$267M |
| 4 |
Spotify
SPOT
|
+$193M |
| 5 |
Microsoft
MSFT
|
+$156M |
Top Sells
| 1 |
Apple
AAPL
|
+$900M |
| 2 |
NVIDIA
NVDA
|
+$857M |
| 3 |
Broadcom
AVGO
|
+$355M |
| 4 |
Cisco
CSCO
|
+$312M |
| 5 |
UnitedHealth
UNH
|
+$230M |
Sector Composition
| 1 | Technology | 33.87% |
| 2 | Financials | 13.19% |
| 3 | Consumer Discretionary | 10.31% |
| 4 | Healthcare | 10.02% |
| 5 | Communication Services | 8.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2001
American Axle
AXL
$718M
| $1.87M | ﹤0.01% |
320,682
-2,161
| -0.7% | -$12.6K |
|
2002
Atlanta Braves Holdings Series B
BATRK
$2.66B
| $1.87M | ﹤0.01% |
48,772
+598
| +1% | +$22.9K |
|
2003
Ironwood Pharmaceuticals
IRWD
$201M
| $1.86M | ﹤0.01% |
420,686
+11,764
| +3% | +$52.1K |
|
2004
Janux Therapeutics
JANX
$1.51B
| $1.85M | ﹤0.01% |
34,540
+12,509
| +57% | +$670K |
|
|
STR
2005
DELISTED
Sitio Royalties
STR
| $1.84M | ﹤0.01% |
96,109
+2,508
| +3% | +$48.1K |
|
2006
PagerDuty
PD
$1.55B
| $1.84M | ﹤0.01% |
100,659
+3,160
| +3% | +$57.7K |
|
2007
Universal Technical Institute
UTI
$1.54B
| $1.83M | ﹤0.01% |
71,226
+2,166
| +3% | +$55.7K |
|
2008
Brookfield Asset Management
BAM
$91.5B
| $1.82M | ﹤0.01% |
33,579
+4,127
| +14% | +$224K |
|
2009
Beam Therapeutics
BEAM
$2.18B
| $1.82M | ﹤0.01% |
73,342
+1,586
| +2% | +$39.3K |
|
2010
Baytex Energy
BTE
$1.83B
| $1.81M | ﹤0.01% |
705,253
-45,236
| -6% | -$116K |
|
2011
Fulgent Genetics
FLGT
$681M
| $1.81M | ﹤0.01% |
98,077
+6,651
| +7% | +$123K |
|
2012
Takeda Pharmaceutical
TAK
$48.4B
| $1.81M | ﹤0.01% |
136,715
-7,551
| -5% | -$100K |
|
2013
iShares MSCI South Korea ETF
EWY
$5.47B
| $1.81M | ﹤0.01% |
35,500
| – | – |
|
2014
Teladoc Health
TDOC
$1.37B
| $1.8M | ﹤0.01% |
198,222
+9,998
| +5% | +$90.9K |
|
2015
Geron
GERN
$842M
| $1.8M | ﹤0.01% |
508,872
+58,046
| +13% | +$205K |
|
2016
Merus
MRUS
$5.28B
| $1.8M | ﹤0.01% |
42,758
+4,105
| +11% | +$173K |
|
2017
Clarivate
CLVT
$2.94B
| $1.8M | ﹤0.01% |
353,419
+39,955
| +13% | +$203K |
|
2018
Koppers
KOP
$570M
| $1.79M | ﹤0.01% |
55,383
-3,158
| -5% | -$102K |
|
2019
Forward Air
FWRD
$920M
| $1.79M | ﹤0.01% |
55,612
-1,526
| -3% | -$49.2K |
|
2020
Golden Entertainment
GDEN
$649M
| $1.79M | ﹤0.01% |
56,637
-820
| -1% | -$25.9K |
|
|
TLN
2021
Talen Energy Corporation Common Stock
TLN
$18.3B
| $1.79M | ﹤0.01% |
8,872
-31,995
| -78% | -$6.45M |
|
2022
Bristow Group
VTOL
$1.1B
| $1.78M | ﹤0.01% |
52,030
-2,780
| -5% | -$95.4K |
|
2023
Marqeta
MQ
$2.68B
| $1.78M | ﹤0.01% |
470,747
+34,664
| +8% | +$131K |
|
2024
CNA Financial
CNA
$13B
| $1.78M | ﹤0.01% |
36,780
-3,731
| -9% | -$180K |
|
2025
Globalstar
GSAT
$3.84B
| $1.77M | ﹤0.01% |
56,995
+4,753
| +9% | +$148K |
|