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 |
NVIDIA
NVDA
|
+$415M |
| 2 |
Tesla
TSLA
|
+$360M |
| 3 |
Capital One
COF
|
+$328M |
| 4 |
Johnson & Johnson
JNJ
|
+$168M |
| 5 |
EMA
Emera Incorporated
EMA
|
+$164M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$1.14B |
| 2 |
Apple
AAPL
|
+$1.03B |
| 3 |
DFS
Discover Financial Services
DFS
|
+$296M |
| 4 |
Eli Lilly
LLY
|
+$215M |
| 5 |
Amazon
AMZN
|
+$205M |
Sector Composition
| 1 | Technology | 34.3% |
| 2 | Financials | 13.54% |
| 3 | Consumer Discretionary | 9.84% |
| 4 | Healthcare | 9.2% |
| 5 | Communication Services | 8.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2301
Inter&Co
INTR
$3.97B
| $799K | ﹤0.01% |
107,453
+9,328
| +10% | +$69.4K |
|
2302
SI-BONE Inc
SIBN
$678M
| $798K | ﹤0.01% |
42,403
+5,888
| +16% | +$111K |
|
2303
Burke & Herbert Financial Services Corp
BHRB
$933M
| $798K | ﹤0.01% |
13,389
+538
| +4% | +$32K |
|
2304
Compass Minerals
CMP
$767M
| $796K | ﹤0.01% |
39,625
+5,292
| +15% | +$106K |
|
2305
Agilon Health
AGL
$448M
| $796K | ﹤0.01% |
346,031
+13,700
| +4% | +$31.5K |
|
2306
Blend Labs
BLND
$1.13B
| $795K | ﹤0.01% |
241,030
+37,373
| +18% | +$123K |
|
2307
Douglas Dynamics
PLOW
$756M
| $795K | ﹤0.01% |
26,968
+725
| +3% | +$21.4K |
|
2308
Syndax Pharmaceuticals
SNDX
$1.41B
| $792K | ﹤0.01% |
84,575
+3,937
| +5% | +$36.9K |
|
|
DQ
2309
Daqo New Energy
DQ
$1.74B
| $792K | ﹤0.01% |
52,173
| – | – |
|
2310
Byline Bancorp
BY
$1.31B
| $791K | ﹤0.01% |
29,577
+712
| +2% | +$19K |
|
|
BCIC
2311
BCP Investment Corporation Common Stock
BCIC
$161M
| $784K | ﹤0.01% |
62,625
| – | – |
|
2312
TFS Financial
TFSL
$3.77B
| $782K | ﹤0.01% |
60,358
+789
| +1% | +$10.2K |
|
2313
Geron
GERN
$842M
| $775K | ﹤0.01% |
550,871
+42,345
| +8% | +$59.5K |
|
|
PLYM
2314
Plymouth Industrial REIT
PLYM
$985M
| $774K | ﹤0.01% |
48,215
+4,229
| +10% | +$67.9K |
|
2315
CorMedix
CRMD
$970M
| $771K | ﹤0.01% |
62,620
+9,155
| +17% | +$113K |
|
2316
ODP
ODP
$622M
| $770K | ﹤0.01% |
42,461
-48,316
| -53% | -$876K |
|
2317
Independent Bank Corp
IBCP
$656M
| $759K | ﹤0.01% |
23,420
+3,060
| +15% | +$99.2K |
|
2318
Business First Bancshares
BFST
$726M
| $757K | ﹤0.01% |
30,725
+5,756
| +23% | +$142K |
|
2319
Ituran Location and Control
ITRN
$695M
| $752K | ﹤0.01% |
19,413
+3,696
| +24% | +$143K |
|
|
VERV
2320
DELISTED
Verve Therapeutics
VERV
| $750K | ﹤0.01% |
66,825
+7,356
| +12% | +$82.6K |
|
2321
Dyne Therapeutics
DYN
$1.9B
| $748K | ﹤0.01% |
78,533
+10,060
| +15% | +$95.8K |
|
2322
UWM Holdings
UWMC
$1.49B
| $746K | ﹤0.01% |
180,164
+71,555
| +66% | +$296K |
|
2323
Lifestance Health
LFST
$2.05B
| $746K | ﹤0.01% |
144,263
+3,331
| +2% | +$17.2K |
|
2324
iShares Core S&P 500 ETF
IVV
$676B
| $745K | ﹤0.01% |
1,200
-9,930
| -89% | -$6.16M |
|
2325
Simulations Plus
SLP
$289M
| $745K | ﹤0.01% |
42,678
-2,306
| -5% | -$40.2K |
|