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 |
Enbridge
ENB
|
+$137M |
| 2 |
Apple
AAPL
|
+$132M |
| 3 |
B
Barrick Mining Corporation
B
|
+$97M |
| 4 |
Microsoft
MSFT
|
+$93.3M |
| 5 |
Exxon Mobil
XOM
|
+$74.8M |
Top Sells
| 1 |
SE
Spectra Energy Corp Wi
SE
|
+$159M |
| 2 |
STJ
St Jude Medical
STJ
|
+$105M |
| 3 |
LLTC
Linear Technology Corp
LLTC
|
+$69.9M |
| 4 |
HAR
Harman International Industries
HAR
|
+$33.4M |
| 5 |
Xerox
XRX
|
+$20.3M |
Sector Composition
| 1 | Financials | 16.7% |
| 2 | Technology | 14.75% |
| 3 | Healthcare | 12.91% |
| 4 | Communication Services | 9.31% |
| 5 | Industrials | 9.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2026
Ubiquiti
UI
$36.6B
| $507K | ﹤0.01% |
10,062
+958
| +11% | +$48.3K |
|
|
PES
2027
DELISTED
Pioneer Energy Services Corp.
PES
| $503K | ﹤0.01% |
125,966
-265
| -0.2% | -$1.06K |
|
2028
Powell Industries
POWL
$3.47B
| $501K | ﹤0.01% |
14,595
-147
| -1% | -$5.05K |
|
|
ARRY
2029
DELISTED
Array Biopharma Inc
ARRY
| $500K | ﹤0.01% |
56,110
+15,256
| +37% | +$136K |
|
2030
Forum Energy Technologies
FET
$320M
| $499K | ﹤0.01% |
1,210
+132
| +12% | +$54.4K |
|
2031
Halozyme
HALO
$8.99B
| $499K | ﹤0.01% |
38,531
-480
| -1% | -$6.22K |
|
2032
Performance Food Group
PFGC
$16.6B
| $499K | ﹤0.01% |
21,023
+7,919
| +60% | +$188K |
|
2033
TruBridge
TBRG
$302M
| $499K | ﹤0.01% |
17,840
-1,194
| -6% | -$33.4K |
|
2034
Sarepta Therapeutics
SRPT
$1.82B
| $498K | ﹤0.01% |
16,927
-222
| -1% | -$6.53K |
|
2035
WSFS Financial
WSFS
$3.13B
| $498K | ﹤0.01% |
10,836
+3,828
| +55% | +$176K |
|
|
BNCN
2036
DELISTED
BNC Bancorp
BNCN
| $498K | ﹤0.01% |
14,233
+4,322
| +44% | +$151K |
|
|
VALE.P
2037
DELISTED
Vale S A
VALE.P
| $497K | ﹤0.01% |
55,352
-106,400
| -66% | -$955K |
|
|
PEGI
2038
DELISTED
Pattern Energy Group Inc. Class A
PEGI
| $494K | ﹤0.01% |
24,567
+2,080
| +9% | +$41.8K |
|
|
XYZ
2039
Block, Inc.
XYZ
$44.4B
| $493K | ﹤0.01% |
28,540
+27,305
| +2,211% | +$472K |
|
2040
TransUnion
TRU
$17.9B
| $488K | ﹤0.01% |
12,737
+11,585
| +1,006% | +$444K |
|
|
ENV
2041
DELISTED
ENVESTNET, INC.
ENV
| $484K | ﹤0.01% |
15,020
-192
| -1% | -$6.19K |
|
2042
American Coastal Insurance
ACIC
$538M
| $482K | ﹤0.01% |
30,253
-141
| -0.5% | -$2.25K |
|
|
CLD
2043
DELISTED
Cloud Peak Energy Inc
CLD
| $481K | ﹤0.01% |
105,104
+18,900
| +22% | +$86.5K |
|
|
CRR
2044
DELISTED
Carbo Ceramics Inc.
CRR
| $474K | ﹤0.01% |
36,363
+1,389
| +4% | +$18.1K |
|
2045
FibroGen
FGEN
$48.6M
| $469K | ﹤0.01% |
761
-8
| -1% | -$4.93K |
|
2046
Wayfair
W
$11.4B
| $466K | ﹤0.01% |
11,529
+1,312
| +13% | +$53K |
|
|
KED
2047
DELISTED
Kayne Anderson Energy
KED
| $465K | ﹤0.01% |
23,851
+1,587
| +7% | +$30.9K |
|
|
MVC
2048
DELISTED
MVC Capital, Inc.
MVC
| $463K | ﹤0.01% |
51,552
+2,420
| +5% | +$21.7K |
|
2049
Otter Tail
OTTR
$3.48B
| $461K | ﹤0.01% |
12,158
-179
| -1% | -$6.79K |
|
2050
Braskem
BAK
$1.33B
| $460K | ﹤0.01% |
22,600
| – | – |
|