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 |
Alphabet (Google) Class A
GOOGL
|
$1.01B |
| 2 |
Nike
NKE
|
$182M |
| 3 |
Hewlett Packard
HPE
|
$127M |
| 4 |
Comcast
CMCSA
|
$84.8M |
| 5 |
Synchrony
SYF
|
$83.6M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$826M |
| 2 |
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
|
$91.2M |
| 3 |
SIAL
SIGMA - ALDRICH CORP
SIAL
|
$75.7M |
| 4 |
ALTR
ALTERA CORP
ALTR
|
$62.5M |
| 5 |
Apple
AAPL
|
$48.2M |
Sector Composition
| 1 | Financials | 16.44% |
| 2 | Healthcare | 13.78% |
| 3 | Technology | 12.76% |
| 4 | Communication Services | 9.72% |
| 5 | Consumer Discretionary | 9.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$3.45T
| $2.46B | 2.78% | 23,368,302 -457,646 | -2% | -$48.2M |
|
2
Microsoft
MSFT
$3.77T
| $1.76B | 1.99% | 31,662,868 +654,655 | +2% | +$36.3M |
|
3
Exxon Mobil
XOM
$487B
| $1.61B | 1.82% | 20,655,596 +325,667 | +2% | +$25.4M |
|
4
Johnson & Johnson
JNJ
$427B
| $1.36B | 1.54% | 13,222,905 +250,106 | +2% | +$25.7M |
|
5
GE Aerospace
GE
$292B
| $1.29B | 1.46% | 41,352,761 -1,496,762 | -3% | -$46.6M |
|
6
Wells Fargo
WFC
$263B
| $1.21B | 1.37% | 22,272,201 +22,591 | +0.1% | +$1.23M |
|
7
AT&T
T
$209B
| $1.18B | 1.33% | 34,253,745 +456,550 | +1% | +$15.7M |
|
8
Amazon
AMZN
$2.44T
| $1.11B | 1.25% | 1,636,788 +119,317 | +8% | +$80.6M |
|
9
JPMorgan Chase
JPM
$829B
| $1.09B | 1.23% | 16,505,030 -19,149 | -0.1% | -$1.26M |
|
10
Procter & Gamble
PG
$368B
| $1.02B | 1.15% | 12,811,542 +297,544 | +2% | +$23.6M |
|
|
11
Alphabet (Google) Class A
GOOGL
$2.57T
| $1.01B | 1.14% | +1,300,902 | New | +$1.01B |
|
|
12
Alphabet (Google) Class C
GOOG
$2.58T
| $978M | 1.11% | 1,288,440 -1,088,526 | -46% | -$826M |
|
13
Verizon
VZ
$186B
| $963M | 1.09% | 20,831,060 +275,332 | +1% | +$12.7M |
|
14
Meta Platforms (Facebook)
META
$1.86T
| $949M | 1.07% | 9,068,130 +722,149 | +9% | +$75.6M |
|
15
Pfizer
PFE
$141B
| $933M | 1.05% | 28,897,601 +58,844 | +0.2% | +$1.9M |
|
16
Chevron
CVX
$324B
| $847M | 0.96% | 9,419,274 +106,826 | +1% | +$9.61M |
|
17
Coca-Cola
KO
$297B
| $806M | 0.91% | 18,765,293 +329,220 | +2% | +$14.1M |
|
18
Bank of America
BAC
$376B
| $800M | 0.9% | 47,501,340 -316,835 | -0.7% | -$5.33M |
|
19
Intel
INTC
$107B
| $765M | 0.86% | 22,196,097 +322,667 | +1% | +$11.1M |
|
20
Home Depot
HD
$405B
| $764M | 0.86% | 5,773,090 +280,118 | +5% | +$37M |
|
21
Walt Disney
DIS
$213B
| $726M | 0.82% | 6,913,178 -221,775 | -3% | -$23.3M |
|
22
Citigroup
C
$178B
| $716M | 0.81% | 13,837,374 +23,584 | +0.2% | +$1.22M |
|
23
Merck
MRK
$210B
| $712M | 0.8% | 13,474,465 +64,886 | +0.5% | +$3.43M |
|
24
Berkshire Hathaway Class B
BRK.B
$1.09T
| $683M | 0.77% | 5,169,212 +127,204 | +3% | +$16.8M |
|
25
Visa
V
$683B
| $663M | 0.75% | 8,549,552 +533,943 | +7% | +$41.4M |
|