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 | |
|---|---|---|---|---|---|---|
2051
iShares MSCI EAFE ETF
EFA
$67.3B
| $1.69M | ﹤0.01% |
22,300
-59,850
| -73% | -$4.52M |
|
2052
Barrett Business Services
BBSI
$1.22B
| $1.68M | ﹤0.01% |
38,670
+3,443
| +10% | +$150K |
|
2053
AtriCure
ATRC
$1.87B
| $1.68M | ﹤0.01% |
54,814
+4,968
| +10% | +$152K |
|
2054
Vita Coco
COCO
$2.22B
| $1.67M | ﹤0.01% |
45,334
+2,566
| +6% | +$94.7K |
|
2055
NuScale Power
SMR
$4.71B
| $1.67M | ﹤0.01% |
92,887
+19,831
| +27% | +$356K |
|
2056
Shenandoah Telecom
SHEN
$752M
| $1.67M | ﹤0.01% |
132,043
+1,346
| +1% | +$17K |
|
2057
Reynolds Consumer Products
REYN
$4.91B
| $1.65M | ﹤0.01% |
61,290
-1,239
| -2% | -$33.4K |
|
2058
Sprout Social
SPT
$848M
| $1.65M | ﹤0.01% |
53,831
+2,338
| +5% | +$71.8K |
|
2059
AMC Entertainment Holdings
AMC
$1.44B
| $1.65M | ﹤0.01% |
414,007
+99,662
| +32% | +$397K |
|
2060
Surgery Partners
SGRY
$2.83B
| $1.65M | ﹤0.01% |
77,737
+2,237
| +3% | +$47.4K |
|
2061
SSR Mining
SSRM
$4.62B
| $1.64M | ﹤0.01% |
235,274
+6,292
| +3% | +$43.9K |
|
2062
New Fortress Energy
NFE
$387M
| $1.64M | ﹤0.01% |
108,470
+38,972
| +56% | +$589K |
|
2063
Enovix
ENVX
$1.74B
| $1.64M | ﹤0.01% |
172,096
+2,845
| +2% | +$27.1K |
|
2064
Vermilion Energy
VET
$1.14B
| $1.64M | ﹤0.01% |
173,977
+9,921
| +6% | +$93.3K |
|
2065
Trustco Bank Corp NY
TRST
$755M
| $1.64M | ﹤0.01% |
49,117
+639
| +1% | +$21.3K |
|
2066
Helios Technologies
HLIO
$1.85B
| $1.63M | ﹤0.01% |
36,483
+2,708
| +8% | +$121K |
|
|
WSR
2067
Whitestone REIT
WSR
$670M
| $1.63M | ﹤0.01% |
114,829
+5,426
| +5% | +$76.9K |
|
2068
Celldex Therapeutics
CLDX
$1.67B
| $1.63M | ﹤0.01% |
64,334
+1,353
| +2% | +$34.2K |
|
2069
Dyne Therapeutics
DYN
$1.88B
| $1.61M | ﹤0.01% |
68,465
-37,982
| -36% | -$895K |
|
2070
Mativ Holdings
MATV
$680M
| $1.61M | ﹤0.01% |
147,975
+1,587
| +1% | +$17.3K |
|
2071
Kymera Therapeutics
KYMR
$3.3B
| $1.61M | ﹤0.01% |
40,047
+2,818
| +8% | +$113K |
|
2072
Denison Mines
DNN
$2.18B
| $1.61M | ﹤0.01% |
887,017
+19,539
| +2% | +$35.5K |
|
2073
Select Water Solutions
WTTR
$954M
| $1.59M | ﹤0.01% |
120,417
-3,508
| -3% | -$46.4K |
|
2074
Ducommun
DCO
$1.39B
| $1.59M | ﹤0.01% |
25,040
| – | – |
|
2075
United Fire Group
UFCS
$818M
| $1.59M | ﹤0.01% |
55,882
+3,629
| +7% | +$103K |
|