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 |
Johnson & Johnson
JNJ
|
+$162M |
| 2 |
Realty Income
O
|
+$136M |
| 3 |
Canadian Pacific Kansas City
CP
|
+$133M |
| 4 |
VMW
VMware, Inc
VMW
|
+$115M |
| 5 |
Baidu
BIDU
|
+$84.5M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$272M |
| 2 |
KSU
Kansas City Southern
KSU
|
+$251M |
| 3 |
JD.com
JD
|
+$183M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$180M |
| 5 |
Amazon
AMZN
|
+$138M |
Sector Composition
| 1 | Technology | 26.6% |
| 2 | Financials | 12.78% |
| 3 | Healthcare | 12.54% |
| 4 | Consumer Discretionary | 11.03% |
| 5 | Communication Services | 8.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
BWIN
2326
Baldwin Insurance Group
BWIN
$2.22B
| $692K | ﹤0.01% |
19,150
+868
| +5% | +$31.4K |
|
2327
PhenixFIN
PFX
| $689K | ﹤0.01% |
16,577
| – | – |
|
2328
TFS Financial
TFSL
$3.75B
| $684K | ﹤0.01% |
38,291
| – | – |
|
2329
American Well
AMWL
$107M
| $683K | ﹤0.01% |
5,654
| – | – |
|
|
INFN
2330
DELISTED
Infinera Corporation Common Stock
INFN
| $681K | ﹤0.01% |
71,014
+3,152
| +5% | +$30.2K |
|
2331
UNIFI
UFI
$82.8M
| $679K | ﹤0.01% |
29,332
+1,307
| +5% | +$30.3K |
|
|
RVNC
2332
DELISTED
Revance Therapeutics, Inc.
RVNC
| $675K | ﹤0.01% |
41,362
+9,187
| +29% | +$150K |
|
2333
Travere Therapeutics
TVTX
$2.09B
| $663K | ﹤0.01% |
21,346
+108
| +0.5% | +$3.35K |
|
2334
Expensify
EXFY
$178M
| $659K | ﹤0.01% |
+15,000
| New | +$659K |
|
2335
Heron Therapeutics
HRTX
$193M
| $658K | ﹤0.01% |
72,046
+221
| +0.3% | +$2.02K |
|
2336
Enterprise Financial Services Corp
EFSC
$2.24B
| $655K | ﹤0.01% |
13,909
-375
| -3% | -$17.7K |
|
2337
Rocket Pharmaceuticals
RCKT
$341M
| $650K | ﹤0.01% |
29,768
+87
| +0.3% | +$1.9K |
|
2338
El Pollo Loco
LOCO
$304M
| $649K | ﹤0.01% |
45,748
+2,139
| +5% | +$30.3K |
|
2339
Oil States International
OIS
$341M
| $644K | ﹤0.01% |
129,633
+5,896
| +5% | +$29.3K |
|
2340
PJT Partners
PJT
$4.47B
| $639K | ﹤0.01% |
8,619
+107
| +1% | +$7.93K |
|
2341
Celldex Therapeutics
CLDX
$1.62B
| $638K | ﹤0.01% |
16,517
-253
| -2% | -$9.77K |
|
|
HT
2342
DELISTED
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest
HT
| $636K | ﹤0.01% |
69,408
+2,310
| +3% | +$21.2K |
|
2343
Seneca Foods Class A
SENEA
$751M
| $635K | ﹤0.01% |
13,249
+193
| +1% | +$9.25K |
|
2344
Theravance Biopharma
TBPH
$720M
| $634K | ﹤0.01% |
57,397
+14,648
| +34% | +$162K |
|
2345
Grid Dynamics Holdings
GDYN
$642M
| $631K | ﹤0.01% |
16,604
+834
| +5% | +$31.7K |
|
2346
Malibu Boats
MBUU
$629M
| $628K | ﹤0.01% |
9,144
+9
| +0.1% | +$618 |
|
2347
First Interstate BancSystem
FIBK
$3.43B
| $623K | ﹤0.01% |
15,315
| – | – |
|
2348
iShares Core S&P Mid-Cap ETF
IJH
$101B
| $623K | ﹤0.01% |
11,000
+1,750
| +19% | +$99.1K |
|
|
SILK
2349
DELISTED
Silk Road Medical, Inc. Common Stock
SILK
| $621K | ﹤0.01% |
14,565
+396
| +3% | +$16.9K |
|
|
CSW
2350
CSW Industrials, Inc.
CSW
$4.2B
| $618K | ﹤0.01% |
5,110
+25
| +0.5% | +$3.02K |
|