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 |
Tesla
TSLA
|
+$734M |
| 2 |
Apple
AAPL
|
+$407M |
| 3 |
Microsoft
MSFT
|
+$404M |
| 4 |
Amazon
AMZN
|
+$316M |
| 5 |
NVIDIA
NVDA
|
+$307M |
Top Sells
| 1 |
Johnson & Johnson
JNJ
|
+$114M |
| 2 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$76.2M |
| 3 |
Exxon Mobil
XOM
|
+$69.4M |
| 4 |
Eli Lilly
LLY
|
+$65.7M |
| 5 |
Cloudflare
NET
|
+$53.2M |
Sector Composition
| 1 | Technology | 31.2% |
| 2 | Financials | 13.98% |
| 3 | Healthcare | 10.92% |
| 4 | Consumer Discretionary | 9.75% |
| 5 | Communication Services | 8.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2026
Trustco Bank Corp NY
TRST
$738M
| $1.51M | ﹤0.01% |
49,694
+577
| +1% | +$17.6K |
|
2027
Madison Square Garden
MSGE
$2.09B
| $1.51M | ﹤0.01% |
46,240
+2,494
| +6% | +$81.7K |
|
2028
CRA International
CRAI
$1.34B
| $1.51M | ﹤0.01% |
8,734
-282
| -3% | -$48.8K |
|
2029
Hertz
HTZ
$1.92B
| $1.51M | ﹤0.01% |
383,287
+40,773
| +12% | +$161K |
|
2030
Koppers
KOP
$564M
| $1.51M | ﹤0.01% |
53,796
-1,587
| -3% | -$44.4K |
|
2031
Dillards
DDS
$9.16B
| $1.5M | ﹤0.01% |
4,200
+118
| +3% | +$42.3K |
|
2032
Nicolet Bankshares
NIC
$1.99B
| $1.5M | ﹤0.01% |
13,794
+459
| +3% | +$50K |
|
2033
Bloomin' Brands
BLMN
$585M
| $1.49M | ﹤0.01% |
208,212
-7,708
| -4% | -$55.3K |
|
2034
Reynolds Consumer Products
REYN
$4.76B
| $1.49M | ﹤0.01% |
62,449
+1,159
| +2% | +$27.7K |
|
2035
Perimeter Solutions
PRM
$3.28B
| $1.49M | ﹤0.01% |
147,948
| – | – |
|
2036
Gogo Inc
GOGO
$1.28B
| $1.49M | ﹤0.01% |
172,445
-5,455
| -3% | -$47K |
|
2037
NuScale Power
SMR
$5.23B
| $1.48M | ﹤0.01% |
104,813
+11,926
| +13% | +$169K |
|
2038
Viking Holdings
VIK
$27.7B
| $1.47M | ﹤0.01% |
+37,073
| New | +$1.47M |
|
2039
Vermilion Energy
VET
$1.16B
| $1.47M | ﹤0.01% |
181,180
+7,203
| +4% | +$58.3K |
|
2040
RLX Technology
RLX
$3.17B
| $1.46M | ﹤0.01% |
775,923
-34,909
| -4% | -$65.7K |
|
2041
Arcus Biosciences
RCUS
$1.23B
| $1.46M | ﹤0.01% |
185,559
+36,352
| +24% | +$285K |
|
2042
Liberty Live Group Series A
LLYVA
$8.9B
| $1.46M | ﹤0.01% |
21,656
+1,138
| +6% | +$76.5K |
|
2043
Weibo
WB
$3.11B
| $1.45M | ﹤0.01% |
153,393
-10,055
| -6% | -$95.2K |
|
2044
Jack in the Box
JACK
$370M
| $1.45M | ﹤0.01% |
53,327
-454
| -0.8% | -$12.3K |
|
2045
Ducommun
DCO
$1.37B
| $1.45M | ﹤0.01% |
24,984
-56
| -0.2% | -$3.25K |
|
2046
Phreesia
PHR
$1.4B
| $1.45M | ﹤0.01% |
56,711
+132
| +0.2% | +$3.37K |
|
2047
Golden Entertainment
GDEN
$640M
| $1.45M | ﹤0.01% |
54,827
-1,810
| -3% | -$47.8K |
|
2048
WhiteHorse Finance
WHF
$203M
| $1.44M | ﹤0.01% |
150,042
-8,056
| -5% | -$77.6K |
|
2049
Levi Strauss
LEVI
$8.94B
| $1.44M | ﹤0.01% |
92,569
+2,686
| +3% | +$41.9K |
|
2050
AdvanSix
ASIX
$566M
| $1.44M | ﹤0.01% |
63,661
-2,352
| -4% | -$53.3K |
|