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 |
Intuitive Surgical
ISRG
|
$531M |
| 2 |
Arista Networks
ANET
|
$179M |
| 3 |
Johnson & Johnson
JNJ
|
$162M |
| 4 |
Microchip Technology
MCHP
|
$147M |
| 5 |
Realty Income
O
|
$147M |
Top Sells
| 1 |
Microsoft
MSFT
|
$272M |
| 2 |
KSU
Kansas City Southern
KSU
|
$251M |
| 3 |
JD.com
JD
|
$183M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$180M |
| 5 |
Amazon
AMZN
|
$138M |
Sector Composition
| 1 | Technology | 26.6% |
| 2 | Financials | 12.78% |
| 3 | Healthcare | 12.54% |
| 4 | Consumer Discretionary | 11.03% |
| 5 | Communication Services | 8.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$3.45T
| $19B | 5.76% | 107,168,186 -444,504 | -0.4% | -$78.9M |
|
|
2
Microsoft
MSFT
$3.77T
| $17.2B | 5.2% | 51,121,967 -808,201 | -2% | -$272M |
|
|
3
Amazon
AMZN
$2.44T
| $9.07B | 2.74% | 2,719,622 -41,452 | -2% | -$138M |
|
4
Alphabet (Google) Class A
GOOGL
$2.57T
| $5.8B | 1.75% | 2,001,499 -32,918 | -2% | -$95.4M |
|
|
5
Alphabet (Google) Class C
GOOG
$2.58T
| $5.4B | 1.63% | 1,864,886 -18,997 | -1% | -$55M |
|
6
Tesla
TSLA
$1.08T
| $5.05B | 1.53% | 4,774,191 -83,612 | -2% | -$88.4M |
|
7
Meta Platforms (Facebook)
META
$1.86T
| $4.98B | 1.5% | 14,793,817 -199,025 | -1% | -$66.9M |
|
8
NVIDIA
NVDA
$4.25T
| $4.81B | 1.46% | 16,370,293 -103,687 | -0.6% | -$30.5M |
|
9
UnitedHealth
UNH
$281B
| $3.18B | 0.96% | 6,335,522 -136,278 | -2% | -$68.4M |
|
10
JPMorgan Chase
JPM
$829B
| $3.01B | 0.91% | 19,012,612 -478,464 | -2% | -$75.8M |
|
|
11
Johnson & Johnson
JNJ
$427B
| $2.98B | 0.9% | 17,420,146 +948,306 | +6% | +$162M |
|
12
Home Depot
HD
$405B
| $2.92B | 0.88% | 7,032,061 -168,752 | -2% | -$70M |
|
13
Procter & Gamble
PG
$368B
| $2.75B | 0.83% | 16,822,606 -515,466 | -3% | -$84.3M |
|
14
Visa
V
$683B
| $2.36B | 0.71% | 10,907,102 -279,467 | -2% | -$60.6M |
|
|
15
Berkshire Hathaway Class B
BRK.B
$1.09T
| $2.28B | 0.69% | 7,628,205 -603,312 | -7% | -$180M |
|
16
Pfizer
PFE
$141B
| $2.28B | 0.69% | 38,588,519 -291,953 | -0.8% | -$17.2M |
|
17
Bank of America
BAC
$376B
| $2.17B | 0.66% | 48,682,593 -1,995,132 | -4% | -$88.8M |
|
18
Cisco
CSCO
$274B
| $2.16B | 0.65% | 34,130,835 +27,311 | +0.1% | +$1.73M |
|
19
Mastercard
MA
$538B
| $2.1B | 0.64% | 5,851,571 -36,264 | -0.6% | -$13M |
|
20
Adobe
ADBE
$151B
| $1.93B | 0.58% | 3,407,037 -19,066 | -0.6% | -$10.8M |
|
21
Accenture
ACN
$162B
| $1.88B | 0.57% | 4,532,516 -69,677 | -2% | -$28.9M |
|
22
Walt Disney
DIS
$213B
| $1.76B | 0.53% | 11,367,718 -367,705 | -3% | -$57M |
|
23
Coca-Cola
KO
$297B
| $1.75B | 0.53% | 29,566,654 -544,995 | -2% | -$32.3M |
|
24
PepsiCo
PEP
$204B
| $1.74B | 0.52% | 9,990,490 -246,710 | -2% | -$42.9M |
|
25
Thermo Fisher Scientific
TMO
$186B
| $1.72B | 0.52% | 2,577,187 -123,129 | -5% | -$82.2M |
|