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 |
Kinder Morgan
KMI
|
$179M |
| 2 |
Edison International
EIX
|
$39.3M |
| 3 |
Fidelity National Financial
FNF
|
$37.7M |
| 4 |
Amphenol
APH
|
$28.8M |
| 5 |
AT&T
T
|
$28.7M |
Top Sells
| 1 |
Apple
AAPL
|
$117M |
| 2 |
Intel
INTC
|
$43.1M |
| 3 |
Microsoft
MSFT
|
$42M |
| 4 |
THI
TIM HORTONS INC COM, CANADA
THI
|
$40.6M |
| 5 |
Exxon Mobil
XOM
|
$40.3M |
Sector Composition
| 1 | Financials | 16.43% |
| 2 | Healthcare | 13.76% |
| 3 | Technology | 13.16% |
| 4 | Industrials | 9.38% |
| 5 | Energy | 9.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$3.45T
| $2.53B | 2.98% | 22,914,399 -1,060,967 | -4% | -$117M |
|
|
2
Exxon Mobil
XOM
$487B
| $1.68B | 1.97% | 18,127,002 -435,974 | -2% | -$40.3M |
|
|
3
Microsoft
MSFT
$3.77T
| $1.4B | 1.65% | 30,240,742 -905,194 | -3% | -$42M |
|
4
Johnson & Johnson
JNJ
$427B
| $1.27B | 1.49% | 12,117,251 -165,285 | -1% | -$17.3M |
|
5
Wells Fargo
WFC
$263B
| $1.18B | 1.39% | 21,600,785 -492,024 | -2% | -$27M |
|
6
Alphabet (Google) Class C
GOOG
$2.58T
| $1.18B | 1.38% | 2,225,096 -52,178 | -2% | -$27.6M |
|
7
GE Aerospace
GE
$292B
| $1.06B | 1.24% | 41,823,705 -1,056,314 | -2% | -$26.7M |
|
8
Procter & Gamble
PG
$368B
| $1.06B | 1.24% | 11,582,970 -112,498 | -1% | -$10.2M |
|
9
JPMorgan Chase
JPM
$829B
| $1.01B | 1.19% | 16,133,569 -343,823 | -2% | -$21.5M |
|
10
Chevron
CVX
$324B
| $955M | 1.12% | 8,515,595 -105,594 | -1% | -$11.8M |
|
11
Verizon
VZ
$186B
| $919M | 1.08% | 19,644,195 +371,069 | +2% | +$17.4M |
|
|
12
AT&T
T
$209B
| $914M | 1.08% | 27,209,282 +853,114 | +3% | +$28.7M |
|
13
Pfizer
PFE
$141B
| $892M | 1.05% | 28,625,342 -739,457 | -3% | -$23M |
|
14
Bank of America
BAC
$376B
| $839M | 0.99% | 46,887,691 -1,553,583 | -3% | -$27.8M |
|
|
15
Intel
INTC
$107B
| $757M | 0.89% | 20,845,587 -1,188,377 | -5% | -$43.1M |
|
16
Merck
MRK
$210B
| $721M | 0.85% | 12,697,137 -342,359 | -3% | -$19.4M |
|
17
Coca-Cola
KO
$297B
| $715M | 0.84% | 16,929,604 -368,797 | -2% | -$15.6M |
|
18
Citigroup
C
$178B
| $708M | 0.83% | 13,075,636 -473,806 | -3% | -$25.6M |
|
19
Berkshire Hathaway Class B
BRK.B
$1.09T
| $693M | 0.82% | 4,613,457 -70,787 | -2% | -$10.6M |
|
20
IBM
IBM
$227B
| $662M | 0.78% | 4,124,737 -109,814 | -3% | -$17.6M |
|
21
Walt Disney
DIS
$213B
| $628M | 0.74% | 6,662,466 -342,174 | -5% | -$32.2M |
|
22
Walmart
WMT
$774B
| $614M | 0.72% | 7,150,567 -123,733 | -2% | -$10.6M |
|
23
Meta Platforms (Facebook)
META
$1.86T
| $614M | 0.72% | 7,864,992 +141,532 | +2% | +$11M |
|
24
Oracle
ORCL
$635B
| $605M | 0.71% | 13,451,195 -593,739 | -4% | -$26.7M |
|
25
PepsiCo
PEP
$204B
| $590M | 0.69% | 6,240,780 -138,649 | -2% | -$13.1M |
|