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 |
Microsoft
MSFT
|
$683M |
| 2 |
Apple
AAPL
|
$495M |
| 3 |
Amazon
AMZN
|
$475M |
| 4 |
CSX Corp
CSX
|
$421M |
| 5 |
Sherwin-Williams
SHW
|
$310M |
Top Sells
| 1 |
Alibaba
BABA
|
$2.29B |
| 2 |
VAR
Varian Medical Systems, Inc.
VAR
|
$135M |
| 3 |
JD.com
JD
|
$59.4M |
| 4 |
PRSP
Perspecta Inc. Common Stock
PRSP
|
$50.7M |
| 5 |
Verint Systems
VRNT
|
$50.7M |
Sector Composition
| 1 | Technology | 24.32% |
| 2 | Financials | 13.64% |
| 3 | Healthcare | 12.44% |
| 4 | Consumer Discretionary | 11.01% |
| 5 | Communication Services | 9.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$3.45T
| $14.2B | 4.74% | 103,466,388 +3,613,141 | +4% | +$495M |
|
|
2
Microsoft
MSFT
$3.77T
| $13.5B | 4.5% | 49,671,921 +2,522,485 | +5% | +$683M |
|
|
3
Amazon
AMZN
$2.44T
| $8.91B | 2.98% | 2,590,818 +138,185 | +6% | +$475M |
|
4
Meta Platforms (Facebook)
META
$1.86T
| $5.05B | 1.69% | 14,537,054 +742,330 | +5% | +$258M |
|
5
Alphabet (Google) Class A
GOOGL
$2.57T
| $4.74B | 1.58% | 1,940,270 +33,699 | +2% | +$82.3M |
|
|
6
Alphabet (Google) Class C
GOOG
$2.58T
| $4.56B | 1.52% | 1,818,123 +5,560 | +0.3% | +$13.9M |
|
7
NVIDIA
NVDA
$4.25T
| $3.17B | 1.06% | 3,960,065 +161,072 | +4% | +$129M |
|
8
Tesla
TSLA
$1.08T
| $3.05B | 1.02% | 4,491,234 +239,826 | +6% | +$163M |
|
9
JPMorgan Chase
JPM
$829B
| $2.95B | 0.99% | 18,967,688 +783,781 | +4% | +$122M |
|
10
Johnson & Johnson
JNJ
$427B
| $2.75B | 0.92% | 16,697,624 +142,050 | +0.9% | +$23.4M |
|
11
Visa
V
$683B
| $2.52B | 0.84% | 10,775,695 +370,062 | +4% | +$86.5M |
|
12
UnitedHealth
UNH
$281B
| $2.5B | 0.84% | 6,249,600 +297,337 | +5% | +$119M |
|
13
Procter & Gamble
PG
$368B
| $2.27B | 0.76% | 16,794,305 -275,488 | -2% | -$37.2M |
|
14
Home Depot
HD
$405B
| $2.26B | 0.76% | 7,086,283 +360,844 | +5% | +$115M |
|
15
Berkshire Hathaway Class B
BRK.B
$1.09T
| $2.26B | 0.75% | 8,117,406 +237,525 | +3% | +$66M |
|
16
PayPal
PYPL
$67.1B
| $2.12B | 0.71% | 7,282,539 +408,663 | +6% | +$119M |
|
17
Mastercard
MA
$538B
| $2.07B | 0.69% | 5,679,500 +196,507 | +4% | +$71.7M |
|
18
Bank of America
BAC
$376B
| $2B | 0.67% | 48,443,919 +2,542,462 | +6% | +$105M |
|
19
Walt Disney
DIS
$213B
| $1.97B | 0.66% | 11,232,229 +707,690 | +7% | +$124M |
|
20
Adobe
ADBE
$151B
| $1.94B | 0.65% | 3,307,486 +121,821 | +4% | +$71.3M |
|
21
Cisco
CSCO
$274B
| $1.68B | 0.56% | 31,695,632 +1,708,997 | +6% | +$90.5M |
|
22
Comcast
CMCSA
$125B
| $1.67B | 0.56% | 29,344,896 +1,574,642 | +6% | +$89.8M |
|
23
Intel
INTC
$107B
| $1.62B | 0.54% | 28,929,592 +1,912,040 | +7% | +$107M |
|
24
Coca-Cola
KO
$297B
| $1.59B | 0.53% | 29,464,176 +1,540,577 | +6% | +$83.4M |
|
25
Verizon
VZ
$186B
| $1.58B | 0.53% | 28,167,319 +1,374,838 | +5% | +$77M |
|