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 |
Apple
AAPL
|
$2B |
| 2 |
Alphabet (Google) Class C
GOOG
|
$677M |
| 3 |
Union Pacific
UNP
|
$199M |
| 4 |
CELG
Celgene Corp
CELG
|
$144M |
| 5 |
EOG Resources
EOG
|
$127M |
Top Sells
| 1 |
BEAM
BEAM INC COM STK (DE)
BEAM
|
$55.6M |
| 2 |
Microsoft
MSFT
|
$37.8M |
| 3 |
IBM
IBM
|
$35.2M |
| 4 |
Exxon Mobil
XOM
|
$33.1M |
| 5 |
LSI
LSI CORPORATION
LSI
|
$29.4M |
Sector Composition
| 1 | Financials | 16.06% |
| 2 | Healthcare | 13.06% |
| 3 | Technology | 12.73% |
| 4 | Energy | 11.25% |
| 5 | Industrials | 9.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$3.45T
| $2.36B | 2.74% | 25,350,428 +21,531,077 | +564% | +$2B |
|
|
2
Exxon Mobil
XOM
$487B
| $1.95B | 2.27% | 19,328,745 -328,552 | -2% | -$33.1M |
|
|
3
Alphabet (Google) Class C
GOOG
$2.58T
| $1.37B | 1.59% | 2,357,942 +1,167,937 | +98% | +$677M |
|
|
4
Microsoft
MSFT
$3.77T
| $1.36B | 1.58% | 32,557,855 -906,457 | -3% | -$37.8M |
|
5
Johnson & Johnson
JNJ
$427B
| $1.34B | 1.57% | 12,852,482 +214,887 | +2% | +$22.5M |
|
6
Wells Fargo
WFC
$263B
| $1.21B | 1.41% | 23,039,359 -272,847 | -1% | -$14.3M |
|
7
GE Aerospace
GE
$292B
| $1.18B | 1.37% | 44,767,831 -984,222 | -2% | -$25.9M |
|
8
Chevron
CVX
$324B
| $1.17B | 1.36% | 8,947,953 -134,418 | -1% | -$17.5M |
|
9
JPMorgan Chase
JPM
$829B
| $1.01B | 1.17% | 17,465,026 -229,645 | -1% | -$13.2M |
|
10
Verizon
VZ
$186B
| $975M | 1.14% | 19,915,800 +1,196,880 | +6% | +$58.6M |
|
11
Procter & Gamble
PG
$368B
| $969M | 1.13% | 12,333,007 -109,044 | -0.9% | -$8.57M |
|
12
AT&T
T
$209B
| $929M | 1.08% | 26,274,111 +1,660,469 | +7% | +$58.7M |
|
13
Pfizer
PFE
$141B
| $929M | 1.08% | 31,298,267 +235,891 | +0.8% | +$7M |
|
14
Merck
MRK
$210B
| $803M | 0.94% | 13,884,016 +200,919 | +1% | +$11.6M |
|
|
15
IBM
IBM
$227B
| $801M | 0.93% | 4,418,276 -194,423 | -4% | -$35.2M |
|
16
Coca-Cola
KO
$297B
| $773M | 0.9% | 18,261,840 -677,159 | -4% | -$28.7M |
|
17
Bank of America
BAC
$376B
| $773M | 0.9% | 50,285,673 -404,888 | -0.8% | -$6.22M |
|
18
Intel
INTC
$107B
| $686M | 0.8% | 22,184,964 -504,644 | -2% | -$15.6M |
|
19
Citigroup
C
$178B
| $669M | 0.78% | 14,203,901 -140,153 | -1% | -$6.6M |
|
20
Schlumberger
SLB
$55B
| $641M | 0.75% | 5,434,066 -152,425 | -3% | -$18M |
|
21
Walt Disney
DIS
$213B
| $624M | 0.73% | 7,274,536 -170,168 | -2% | -$14.6M |
|
22
PepsiCo
PEP
$204B
| $611M | 0.71% | 6,835,577 -112,868 | -2% | -$10.1M |
|
23
Philip Morris
PM
$260B
| $592M | 0.69% | 7,021,387 -165,217 | -2% | -$13.9M |
|
24
Oracle
ORCL
$635B
| $590M | 0.69% | 14,568,522 -336,799 | -2% | -$13.7M |
|
25
Berkshire Hathaway Class B
BRK.B
$1.09T
| $588M | 0.68% | 4,644,340 +18,496 | +0.4% | +$2.34M |
|