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 |
AT&T
T
|
$148M |
| 2 |
Evergy
EVRG
|
$93M |
| 3 |
Arch Capital
ACGL
|
$36.6M |
| 4 |
Alibaba
BABA
|
$28M |
| 5 |
Wyndham Hotels & Resorts
WH
|
$25.3M |
Top Sells
| 1 |
TWX
Time Warner Inc
TWX
|
$348M |
| 2 |
Apple
AAPL
|
$328M |
| 3 |
MON
Monsanto Co
MON
|
$264M |
| 4 |
Microsoft
MSFT
|
$176M |
| 5 |
Amazon
AMZN
|
$145M |
Sector Composition
| 1 | Technology | 16.79% |
| 2 | Financials | 15.93% |
| 3 | Healthcare | 12.2% |
| 4 | Consumer Discretionary | 10.21% |
| 5 | Communication Services | 9.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$3.45T
| $3.99B | 3.08% | 21,560,737 -1,773,431 | -8% | -$328M |
|
|
2
Microsoft
MSFT
$3.77T
| $3.26B | 2.52% | 33,067,332 -1,785,137 | -5% | -$176M |
|
|
3
Amazon
AMZN
$2.44T
| $2.76B | 2.13% | 1,624,058 -85,386 | -5% | -$145M |
|
4
Meta Platforms (Facebook)
META
$1.86T
| $1.94B | 1.49% | 9,970,770 -166,713 | -2% | -$32.4M |
|
5
Exxon Mobil
XOM
$487B
| $1.66B | 1.28% | 20,125,733 -1,152,880 | -5% | -$95.4M |
|
6
JPMorgan Chase
JPM
$829B
| $1.55B | 1.19% | 14,831,279 -1,061,163 | -7% | -$111M |
|
7
Johnson & Johnson
JNJ
$427B
| $1.54B | 1.18% | 12,650,488 -625,369 | -5% | -$75.9M |
|
8
Alphabet (Google) Class C
GOOG
$2.58T
| $1.5B | 1.15% | 1,340,877 -62,467 | -4% | -$69.7M |
|
|
9
Alphabet (Google) Class A
GOOGL
$2.57T
| $1.45B | 1.12% | 1,282,720 -56,716 | -4% | -$64M |
|
|
10
AT&T
T
$209B
| $1.28B | 0.99% | 39,849,825 +4,605,192 | +13% | +$148M |
|
11
Bank of America
BAC
$376B
| $1.16B | 0.89% | 40,982,899 -3,113,241 | -7% | -$87.8M |
|
12
Chevron
CVX
$324B
| $1.13B | 0.87% | 8,925,196 -376,241 | -4% | -$47.6M |
|
13
Verizon
VZ
$186B
| $1.11B | 0.86% | 22,094,095 -338,205 | -2% | -$17M |
|
14
Intel
INTC
$107B
| $1.09B | 0.84% | 21,831,784 -2,163,587 | -9% | -$108M |
|
15
Wells Fargo
WFC
$263B
| $1.08B | 0.84% | 19,560,639 -1,247,523 | -6% | -$69.2M |
|
16
Berkshire Hathaway Class B
BRK.B
$1.09T
| $1.08B | 0.83% | 5,777,338 -378,141 | -6% | -$70.6M |
|
17
UnitedHealth
UNH
$281B
| $1.06B | 0.82% | 4,334,758 -275,048 | -6% | -$67.5M |
|
18
Visa
V
$683B
| $1.03B | 0.79% | 7,765,930 -552,728 | -7% | -$73.2M |
|
|
19
Alibaba
BABA
$322B
| $1.02B | 0.79% | 5,495,835 +150,816 | +3% | +$28M |
|
20
Pfizer
PFE
$141B
| $993M | 0.77% | 27,363,785 -1,830,752 | -6% | -$66.4M |
|
21
Home Depot
HD
$405B
| $991M | 0.76% | 5,076,231 -367,988 | -7% | -$71.8M |
|
22
Cisco
CSCO
$274B
| $976M | 0.75% | 22,684,419 -1,781,665 | -7% | -$76.7M |
|
23
Procter & Gamble
PG
$368B
| $961M | 0.74% | 12,305,685 -503,469 | -4% | -$39.3M |
|
24
Mastercard
MA
$538B
| $803M | 0.62% | 4,085,465 -276,510 | -6% | -$54.3M |
|
25
Coca-Cola
KO
$297B
| $782M | 0.6% | 17,836,777 -802,532 | -4% | -$35.2M |
|