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 |
NVIDIA
NVDA
|
$18.3B |
| 2 |
UBS Group
UBS
|
$813M |
| 3 |
Chipotle Mexican Grill
CMG
|
$534M |
| 4 |
Alcon
ALC
|
$368M |
| 5 |
Stellantis
STLA
|
$301M |
Top Sells
| 1 |
Apple
AAPL
|
$818M |
| 2 |
Microsoft
MSFT
|
$412M |
| 3 |
PXD
Pioneer Natural Resource Co.
PXD
|
$394M |
| 4 |
Amazon
AMZN
|
$234M |
| 5 |
UnitedHealth
UNH
|
$203M |
Sector Composition
| 1 | Technology | 32.51% |
| 2 | Financials | 12.19% |
| 3 | Healthcare | 11.56% |
| 4 | Consumer Discretionary | 9.43% |
| 5 | Communication Services | 8.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$3.45T
| $23B | 6.5% | 109,213,462 -3,883,548 | -3% | -$818M |
|
|
2
Microsoft
MSFT
$3.77T
| $22B | 6.21% | 49,144,592 -921,552 | -2% | -$412M |
|
|
3
NVIDIA
NVDA
$4.25T
| $20.4B | 5.75% | 164,792,315 +148,169,768 | +891% | +$18.3B |
|
|
4
Amazon
AMZN
$2.44T
| $10.3B | 2.9% | 53,173,441 -1,210,633 | -2% | -$234M |
|
5
Alphabet (Google) Class A
GOOGL
$2.57T
| $7.3B | 2.06% | 40,096,226 -916,555 | -2% | -$167M |
|
6
Meta Platforms (Facebook)
META
$1.86T
| $7.15B | 2.02% | 14,177,326 -352,359 | -2% | -$178M |
|
|
7
Alphabet (Google) Class C
GOOG
$2.58T
| $6.11B | 1.73% | 33,300,876 -1,047,670 | -3% | -$192M |
|
8
Eli Lilly
LLY
$657B
| $5.15B | 1.46% | 5,691,548 -197,059 | -3% | -$178M |
|
9
Broadcom
AVGO
$1.4T
| $5.04B | 1.42% | 3,137,562 -10,933 | -0.3% | -$17.6M |
|
10
JPMorgan Chase
JPM
$829B
| $3.77B | 1.06% | 18,628,099 -160,034 | -0.9% | -$32.4M |
|
11
Tesla
TSLA
$1.08T
| $3.38B | 0.95% | 17,078,423 -203,309 | -1% | -$40.2M |
|
|
12
UnitedHealth
UNH
$281B
| $3.24B | 0.92% | 6,367,712 -398,121 | -6% | -$203M |
|
13
Visa
V
$683B
| $3.01B | 0.85% | 11,470,594 -129,250 | -1% | -$33.9M |
|
14
Procter & Gamble
PG
$368B
| $2.76B | 0.78% | 16,763,864 +370,496 | +2% | +$61.1M |
|
15
Johnson & Johnson
JNJ
$427B
| $2.72B | 0.77% | 18,577,206 +71,348 | +0.4% | +$10.4M |
|
16
Mastercard
MA
$538B
| $2.6B | 0.73% | 5,892,208 -54,008 | -0.9% | -$23.8M |
|
17
Berkshire Hathaway Class B
BRK.B
$1.09T
| $2.58B | 0.73% | 6,353,425 -374,480 | -6% | -$152M |
|
18
Exxon Mobil
XOM
$487B
| $2.47B | 0.7% | 21,451,566 +1,034,230 | +5% | +$119M |
|
19
Costco
COST
$418B
| $2.4B | 0.68% | 2,825,149 -74,257 | -3% | -$63.1M |
|
20
Merck
MRK
$210B
| $2.31B | 0.65% | 18,687,107 -555,928 | -3% | -$68.8M |
|
21
Home Depot
HD
$405B
| $2.23B | 0.63% | 6,486,738 -122,657 | -2% | -$42.2M |
|
22
AbbVie
ABBV
$372B
| $2.03B | 0.57% | 11,853,037 -348,841 | -3% | -$59.8M |
|
23
Coca-Cola
KO
$297B
| $1.89B | 0.53% | 29,645,218 -451,655 | -2% | -$28.7M |
|
24
Cisco
CSCO
$274B
| $1.87B | 0.53% | 39,424,912 +220,150 | +0.6% | +$10.5M |
|
25
Walmart
WMT
$774B
| $1.87B | 0.53% | 27,642,980 -1,082,020 | -4% | -$73.3M |
|