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 |
Bristol-Myers Squibb
BMY
|
$293M |
| 2 |
Alibaba
BABA
|
$263M |
| 3 |
Truist Financial
TFC
|
$198M |
| 4 |
Microsoft
MSFT
|
$172M |
| 5 |
Amazon
AMZN
|
$139M |
Top Sells
| 1 |
CELG
Celgene Corp
CELG
|
$415M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
$186M |
| 3 |
VIAB
Viacom Inc. Class B
VIAB
|
$73.8M |
| 4 |
Oracle
ORCL
|
$24.9M |
| 5 |
CBLK
Carbon Black, Inc. Common Stock
CBLK
|
$23.8M |
Sector Composition
| 1 | Technology | 19.23% |
| 2 | Financials | 15.12% |
| 3 | Healthcare | 12.68% |
| 4 | Consumer Discretionary | 10.28% |
| 5 | Communication Services | 8.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Prudential Financial
PRU
$37.2B
| $250M | 0.12% |
2,662,285
+4,116
| +0.2% | +$386K |
|
202
Digital Realty Trust
DLR
$55.7B
| $249M | 0.12% |
2,081,873
+89,499
| +4% | +$10.7M |
|
203
Essex Property Trust
ESS
$17.3B
| $249M | 0.12% |
826,393
+13,061
| +2% | +$3.93M |
|
204
General Dynamics
GD
$86.8B
| $248M | 0.12% |
1,405,317
+23,097
| +2% | +$4.07M |
|
205
Moody's
MCO
$89.5B
| $247M | 0.12% |
1,041,346
+27,757
| +3% | +$6.59M |
|
206
Yum! Brands
YUM
$40.1B
| $245M | 0.12% |
2,430,156
+63,535
| +3% | +$6.4M |
|
207
Occidental Petroleum
OXY
$45.2B
| $244M | 0.12% |
5,921,258
+16,839
| +0.3% | +$694K |
|
208
Bank of Montreal
BMO
$90.3B
| $243M | 0.12% |
3,134,408
+84,123
| +3% | +$6.53M |
|
209
FedEx
FDX
$53.7B
| $243M | 0.12% |
1,608,276
+28,836
| +2% | +$4.36M |
|
210
Trane Technologies
TT
$92.1B
| $242M | 0.12% |
1,820,575
+16,163
| +0.9% | +$2.15M |
|
211
Roper Technologies
ROP
$55.8B
| $241M | 0.11% |
680,818
+13,517
| +2% | +$4.79M |
|
212
Edison International
EIX
$21B
| $241M | 0.11% |
3,192,115
+122,454
| +4% | +$9.23M |
|
213
Ameren
AEE
$27.2B
| $239M | 0.11% |
3,117,505
+72,659
| +2% | +$5.58M |
|
214
Ventas
VTR
$30.9B
| $239M | 0.11% |
4,139,255
+37,001
| +0.9% | +$2.14M |
|
215
Brookfield
BN
$99.5B
| $237M | 0.11% |
7,661,649
+222,453
| +3% | +$6.89M |
|
216
Suncor Energy
SU
$48.5B
| $236M | 0.11% |
7,185,569
+11,602
| +0.2% | +$381K |
|
217
Johnson Controls International
JCI
$69.5B
| $234M | 0.11% |
5,747,065
-44,317
| -0.8% | -$1.8M |
|
218
Boston Properties
BXP
$12.2B
| $234M | 0.11% |
1,697,052
+60,675
| +4% | +$8.36M |
|
219
Marriott International Class A Common Stock
MAR
$71.9B
| $230M | 0.11% |
1,519,079
+31,296
| +2% | +$4.74M |
|
220
Electronic Arts
EA
$42.2B
| $226M | 0.11% |
2,103,641
+17,669
| +0.8% | +$1.9M |
|
221
eBay
EBAY
$42.3B
| $223M | 0.11% |
6,183,229
-160,074
| -3% | -$5.78M |
|
222
Amphenol
APH
$135B
| $220M | 0.1% |
8,133,448
+170,728
| +2% | +$4.62M |
|
223
Canadian Pacific Kansas City
CP
$70.3B
| $220M | 0.1% |
4,307,045
+101,985
| +2% | +$5.21M |
|
224
CMS Energy
CMS
$21.4B
| $220M | 0.1% |
3,497,676
+57,927
| +2% | +$3.64M |
|
225
Zimmer Biomet
ZBH
$20.9B
| $219M | 0.1% |
1,506,331
+61,870
| +4% | +$8.99M |
|