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 |
Tesla
TSLA
|
$734M |
| 2 |
Apple
AAPL
|
$407M |
| 3 |
Microsoft
MSFT
|
$404M |
| 4 |
Amazon
AMZN
|
$316M |
| 5 |
NVIDIA
NVDA
|
$307M |
Top Sells
| 1 |
Johnson & Johnson
JNJ
|
$114M |
| 2 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$76.2M |
| 3 |
Exxon Mobil
XOM
|
$69.4M |
| 4 |
Eli Lilly
LLY
|
$65.7M |
| 5 |
Cloudflare
NET
|
$53.2M |
Sector Composition
| 1 | Technology | 31.2% |
| 2 | Financials | 13.98% |
| 3 | Healthcare | 10.92% |
| 4 | Consumer Discretionary | 9.75% |
| 5 | Communication Services | 8.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$3.45T
| $25B | 6.81% | 112,660,205 +1,831,236 | +2% | +$407M |
|
|
2
Microsoft
MSFT
$3.77T
| $19.6B | 5.35% | 52,326,408 +1,076,273 | +2% | +$404M |
|
|
3
NVIDIA
NVDA
$4.25T
| $19.1B | 5.19% | 175,969,797 +2,830,578 | +2% | +$307M |
|
|
4
Amazon
AMZN
$2.44T
| $10.6B | 2.88% | 55,553,715 +1,662,197 | +3% | +$316M |
|
5
Meta Platforms (Facebook)
META
$1.86T
| $8.03B | 2.19% | 13,928,021 +199,388 | +1% | +$115M |
|
6
Alphabet (Google) Class A
GOOGL
$2.57T
| $6.13B | 1.67% | 39,611,849 +324,398 | +0.8% | +$50.2M |
|
7
Broadcom
AVGO
$1.4T
| $5.53B | 1.5% | 32,999,863 +162,283 | +0.5% | +$27.2M |
|
|
8
Alphabet (Google) Class C
GOOG
$2.58T
| $5.19B | 1.41% | 33,248,557 +287,221 | +0.9% | +$44.9M |
|
|
9
Tesla
TSLA
$1.08T
| $4.95B | 1.35% | 19,090,420 +2,831,578 | +17% | +$734M |
|
10
JPMorgan Chase
JPM
$829B
| $4.65B | 1.27% | 18,950,050 +339,387 | +2% | +$83.3M |
|
|
11
Eli Lilly
LLY
$657B
| $4.55B | 1.24% | 5,505,548 -79,497 | -1% | -$65.7M |
|
12
Visa
V
$683B
| $4.16B | 1.13% | 11,867,973 +484,704 | +4% | +$170M |
|
13
Berkshire Hathaway Class B
BRK.B
$1.09T
| $3.29B | 0.89% | 6,168,940 -54,179 | -0.9% | -$28.9M |
|
14
UnitedHealth
UNH
$281B
| $3.12B | 0.85% | 5,953,782 -53,178 | -0.9% | -$27.9M |
|
15
Mastercard
MA
$538B
| $3.06B | 0.83% | 5,577,682 +26,422 | +0.5% | +$14.5M |
|
|
16
Johnson & Johnson
JNJ
$427B
| $2.96B | 0.8% | 17,819,419 -690,014 | -4% | -$114M |
|
17
Procter & Gamble
PG
$368B
| $2.78B | 0.76% | 16,300,065 +68,027 | +0.4% | +$11.6M |
|
18
Costco
COST
$418B
| $2.51B | 0.68% | 2,658,383 +45,752 | +2% | +$43.3M |
|
19
Netflix
NFLX
$513B
| $2.46B | 0.67% | 2,635,217 +47,229 | +2% | +$44M |
|
20
AbbVie
ABBV
$372B
| $2.45B | 0.67% | 11,681,928 +97,315 | +0.8% | +$20.4M |
|
21
Walmart
WMT
$774B
| $2.36B | 0.64% | 26,850,170 +1,479,604 | +6% | +$130M |
|
|
22
Exxon Mobil
XOM
$487B
| $2.31B | 0.63% | 19,451,690 -583,711 | -3% | -$69.4M |
|
23
Home Depot
HD
$405B
| $2.26B | 0.62% | 6,167,938 +58,933 | +1% | +$21.6M |
|
24
Cisco
CSCO
$274B
| $2.2B | 0.6% | 35,572,835 -109,856 | -0.3% | -$6.78M |
|
25
Coca-Cola
KO
$297B
| $1.93B | 0.53% | 26,995,758 +75,507 | +0.3% | +$5.41M |
|