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 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
$31.8M |
| 2 |
Essex Property Trust
ESS
|
$31.6M |
| 3 |
VER
VEREIT, Inc.
VER
|
$31.3M |
| 4 |
Under Armour
UAA
|
$29.8M |
| 5 |
Hanesbrands
HBI
|
$25.8M |
Top Sells
| 1 |
Apple
AAPL
|
$139M |
| 2 |
FRX
FOREST LABORATORIES INC
FRX
|
$119M |
| 3 |
Exxon Mobil
XOM
|
$72M |
| 4 |
Microsoft
MSFT
|
$65.5M |
| 5 |
Johnson & Johnson
JNJ
|
$60.8M |
Sector Composition
| 1 | Financials | 16.2% |
| 2 | Healthcare | 13.32% |
| 3 | Technology | 13.19% |
| 4 | Energy | 10.35% |
| 5 | Industrials | 9.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$3.45T
| $2.42B | 2.9% | 23,975,366 -1,375,062 | -5% | -$139M |
|
|
2
Exxon Mobil
XOM
$487B
| $1.75B | 2.09% | 18,562,976 -765,769 | -4% | -$72M |
|
|
3
Microsoft
MSFT
$3.77T
| $1.44B | 1.73% | 31,145,936 -1,411,919 | -4% | -$65.5M |
|
4
Alphabet (Google) Class C
GOOG
$2.58T
| $1.33B | 1.59% | 2,277,274 -80,668 | -3% | -$47M |
|
|
5
Johnson & Johnson
JNJ
$427B
| $1.31B | 1.57% | 12,282,536 -569,946 | -4% | -$60.8M |
|
6
Wells Fargo
WFC
$263B
| $1.15B | 1.37% | 22,092,809 -946,550 | -4% | -$49.1M |
|
7
GE Aerospace
GE
$292B
| $1.1B | 1.32% | 42,880,019 -1,887,812 | -4% | -$48.4M |
|
8
Chevron
CVX
$324B
| $1.03B | 1.23% | 8,621,189 -326,764 | -4% | -$39M |
|
9
JPMorgan Chase
JPM
$829B
| $993M | 1.19% | 16,477,392 -987,634 | -6% | -$59.5M |
|
10
Procter & Gamble
PG
$368B
| $979M | 1.17% | 11,695,468 -637,539 | -5% | -$53.4M |
|
11
Verizon
VZ
$186B
| $964M | 1.16% | 19,273,126 -642,674 | -3% | -$32.1M |
|
12
AT&T
T
$209B
| $929M | 1.11% | 26,356,168 +82,057 | +0.3% | +$2.89M |
|
13
Pfizer
PFE
$141B
| $868M | 1.04% | 29,364,799 -1,933,468 | -6% | -$57.2M |
|
14
Bank of America
BAC
$376B
| $826M | 0.99% | 48,441,274 -1,844,399 | -4% | -$31.4M |
|
15
IBM
IBM
$227B
| $804M | 0.96% | 4,234,551 -183,725 | -4% | -$34.9M |
|
16
Merck
MRK
$210B
| $773M | 0.93% | 13,039,496 -844,520 | -6% | -$50.1M |
|
17
Intel
INTC
$107B
| $767M | 0.92% | 22,033,964 -151,000 | -0.7% | -$5.26M |
|
18
Coca-Cola
KO
$297B
| $738M | 0.88% | 17,298,401 -963,439 | -5% | -$41.1M |
|
19
Citigroup
C
$178B
| $702M | 0.84% | 13,549,442 -654,459 | -5% | -$33.9M |
|
20
Gilead Sciences
GILD
$140B
| $657M | 0.79% | 6,172,659 -244,185 | -4% | -$26M |
|
21
Berkshire Hathaway Class B
BRK.B
$1.09T
| $647M | 0.78% | 4,684,244 +39,904 | +0.9% | +$5.51M |
|
22
Walt Disney
DIS
$213B
| $624M | 0.75% | 7,004,640 -269,896 | -4% | -$24M |
|
23
Meta Platforms (Facebook)
META
$1.86T
| $610M | 0.73% | 7,723,460 -144,114 | -2% | -$11.4M |
|
24
PepsiCo
PEP
$204B
| $594M | 0.71% | 6,379,429 -456,148 | -7% | -$42.5M |
|
25
Walmart
WMT
$774B
| $556M | 0.67% | 7,274,300 -24,282 | -0.3% | -$1.86M |
|