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 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$224M |
| 2 |
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
|
$61.5M |
| 3 |
Franklin Resources
BEN
|
$60.9M |
| 4 |
S
Sprint Corporation
S
|
$35.4M |
| 5 |
Coterra Energy
CTRA
|
$33.1M |
Top Sells
| 1 |
Weyerhaeuser
WY
|
$330M |
| 2 |
NWSA
NEWS CORPORATION CL-A
NWSA
|
$219M |
| 3 |
FON
SPRINT CORP FON COM
FON
|
$105M |
| 4 |
Apple
AAPL
|
$72.2M |
| 5 |
NWS
THE NEWS CORPORATION LTD CL-B
NWS
|
$61.4M |
Sector Composition
| 1 | Financials | 16.64% |
| 2 | Technology | 12.49% |
| 3 | Healthcare | 12.4% |
| 4 | Energy | 10.85% |
| 5 | Industrials | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$3.45T
| $1.9B | 2.5% | 3,979,540 -151,358 | -4% | -$72.2M |
|
2
Exxon Mobil
XOM
$487B
| $1.75B | 2.31% | 20,385,927 -92,752 | -0.5% | -$7.98M |
|
3
Microsoft
MSFT
$3.77T
| $1.14B | 1.51% | 34,376,678 -192,741 | -0.6% | -$6.42M |
|
4
GE Aerospace
GE
$292B
| $1.14B | 1.5% | 47,694,802 -616,905 | -1% | -$14.7M |
|
5
Chevron
CVX
$324B
| $1.13B | 1.48% | 9,261,552 +49,920 | +0.5% | +$6.07M |
|
6
Johnson & Johnson
JNJ
$427B
| $1.1B | 1.45% | 12,685,084 -127,784 | -1% | -$11.1M |
|
7
Alphabet (Google) Class C
GOOG
$2.58T
| $1.04B | 1.37% | 1,185,817 -2,740 | -0.2% | -$2.4M |
|
8
Wells Fargo
WFC
$263B
| $989M | 1.3% | 23,925,542 -13,131 | -0.1% | -$543K |
|
9
Procter & Gamble
PG
$368B
| $951M | 1.25% | 12,582,957 -44,765 | -0.4% | -$3.38M |
|
10
JPMorgan Chase
JPM
$829B
| $937M | 1.23% | 18,116,880 +17,847 | +0.1% | +$923K |
|
11
Pfizer
PFE
$141B
| $929M | 1.22% | 32,351,258 -1,904,721 | -6% | -$54.7M |
|
12
IBM
IBM
$227B
| $909M | 1.2% | 4,909,250 -75,346 | -2% | -$14M |
|
13
AT&T
T
$209B
| $869M | 1.15% | 25,703,248 -103,503 | -0.4% | -$3.5M |
|
14
Bank of America
BAC
$376B
| $746M | 0.98% | 54,049,584 +141,979 | +0.3% | +$1.96M |
|
15
Coca-Cola
KO
$297B
| $728M | 0.96% | 19,217,750 +62,671 | +0.3% | +$2.37M |
|
16
Citigroup
C
$178B
| $719M | 0.95% | 14,831,543 +159,349 | +1% | +$7.73M |
|
17
Merck
MRK
$210B
| $667M | 0.88% | 14,003,467 -500,698 | -3% | -$23.8M |
|
18
Philip Morris
PM
$260B
| $639M | 0.84% | 7,374,146 -209,829 | -3% | -$18.2M |
|
19
Verizon
VZ
$186B
| $630M | 0.83% | 13,503,700 +69,903 | +0.5% | +$3.26M |
|
20
PepsiCo
PEP
$204B
| $567M | 0.75% | 7,136,584 -42,637 | -0.6% | -$3.39M |
|
21
Walmart
WMT
$774B
| $557M | 0.73% | 7,533,446 -29,113 | -0.4% | -$2.15M |
|
22
Cisco
CSCO
$274B
| $554M | 0.73% | 23,657,775 -238,716 | -1% | -$5.59M |
|
23
Berkshire Hathaway Class B
BRK.B
$1.09T
| $533M | 0.7% | 4,693,061 +12,739 | +0.3% | +$1.45M |
|
24
Intel
INTC
$107B
| $527M | 0.69% | 22,974,479 +161,762 | +0.7% | +$3.71M |
|
25
Oracle
ORCL
$635B
| $521M | 0.69% | 15,699,027 -586,438 | -4% | -$19.5M |
|