Legal & General Group Plc

data from 30/09/2025

Capitalization

$ 445.762 B 10.65 %

Average holding period

32 ans

Performance

$ 298.669 B -11 932.35 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Legal & General Group Plc

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 NVDA NVIDIA CORPORATION 7.58% 33.809 B $ 181203035 2007/06/30 5.106 B $ 18.10 %
2025/09/30 AAPL APPLE INC 6.31% 28.124 B $ 110450842 2007/06/30 5.325 B $ 24.11 %
2025/09/30 MSFT MICROSOFT CORP 6.04% 26.911 B $ 51957350 2007/06/30 1.028 B $ 4.13 %
2025/09/30 AMZN AMAZON COM INC 2.77% 12.355 B $ 56268524 2007/06/30 9.831 M $ 0.08 %
2025/09/30 AVGO BROADCOM INC 2.48% 11.036 B $ 33450786 2018/06/30 1.774 B $ 19.68 %
2025/09/30 META META PLATFORMS INC 2.36% 10.525 B $ 14332168 2012/06/30 -51.099 M $ -0.50 %
2025/09/30 GOOGL ALPHABET INC 2.14% 9.542 B $ 39250829 2015/12/31 2.598 B $ 37.94 %
2025/09/30 TSLA TESLA INC 1.91% 8.511 B $ 19138014 2011/06/30 2.570 B $ 40.00 %
2025/09/30 GOOG ALPHABET INC 1.78% 7.936 B $ 32583332 2015/12/31 2.141 B $ 37.30 %
2025/09/30 JPM JPMORGAN CHASE & CO. 1.34% 5.964 B $ 18908978 2007/06/30 467.066 M $ 8.80 %
2025/09/30 V VISA INC 0.95% 4.253 B $ 12458913 2008/06/30 -164.847 M $ -3.85 %
2025/09/30 LLY ELI LILLY & CO 0.92% 4.108 B $ 5383999 2007/06/30 -86.440 M $ -2.12 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.81% 3.606 B $ 19450064 2007/06/30 618.027 M $ 21.39 %
2025/09/30 MA MASTERCARD INCORPORATED 0.74% 3.303 B $ 5806887 2007/12/31 38.276 M $ 1.22 %
2025/09/30 ORCL ORACLE CORP 0.74% 3.290 B $ 11696752 2007/06/30 708.443 M $ 28.64 %
2025/09/30 NFLX NETFLIX INC 0.70% 3.129 B $ 2610101 2010/06/30 -356.877 M $ -10.47 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.70% 3.114 B $ 6193345 2010/03/31 102.248 M $ 3.49 %
2025/09/30 WMT WALMART INC 0.63% 2.810 B $ 27268463 2007/06/30 139.043 M $ 5.40 %
2025/09/30 ABBV ABBVIE INC 0.62% 2.779 B $ 12004084 2013/03/31 528.570 M $ 24.74 %
2025/09/30 CSCO CISCO SYS INC 0.58% 2.578 B $ 37674954 2007/06/30 -33.734 M $ -1.38 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.57% 2.544 B $ 16556061 2007/06/30 -92.796 M $ -3.56 %
2025/09/30 HD HOME DEPOT INC 0.56% 2.505 B $ 6181165 2007/06/30 233.778 M $ 10.51 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.56% 2.500 B $ 13704938 2021/03/31 592.744 M $ 33.82 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.53% 2.352 B $ 2540548 2007/06/30 -166.400 M $ -6.50 %
2025/09/30 XOM EXXON MOBIL CORP 0.52% 2.300 B $ 20396334 2007/06/30 96.576 M $ 4.59 %
2025/09/30 BAC BANK AMERICA CORP 0.51% 2.266 B $ 43924104 2007/06/30 181.328 M $ 9.02 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.49% 2.162 B $ 6261750 2007/06/30 200.527 M $ 10.68 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.46% 2.061 B $ 7302722 2007/06/30 -89.936 M $ -4.28 %
2025/09/30 GE GE AEROSPACE 0.44% 1.945 B $ 6465804 2021/09/30 259.769 M $ 16.87 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.42% 1.873 B $ 11579113 2007/06/30 226.498 M $ 14.02 %
2025/09/30 KO COCA COLA CO 0.42% 1.860 B $ 28051787 2007/06/30 -120.857 M $ -6.26 %
2025/09/30 WFC WELLS FARGO CO NEW 0.40% 1.761 B $ 21009237 2007/06/30 76.258 M $ 4.62 %
2025/09/30 MRK MERCK & CO INC 0.39% 1.734 B $ 20659157 2009/12/31 93.030 M $ 6.03 %
2025/09/30 ABT ABBOTT LABS 0.39% 1.728 B $ 12900318 2007/06/30 -24.914 M $ -1.52 %
2025/09/30 CVX CHEVRON CORP NEW 0.38% 1.692 B $ 10892936 2007/06/30 109.807 M $ 8.45 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.38% 1.680 B $ 2110119 2007/06/30 184.419 M $ 12.52 %
2025/09/30 CRM SALESFORCE INC 0.35% 1.562 B $ 6591120 2008/03/31 -235.966 M $ -13.09 %
2025/09/30 QCOM QUALCOMM INC 0.34% 1.532 B $ 9207183 2007/06/30 65.098 M $ 4.46 %
2025/09/30 LRCX LAM RESEARCH CORP 0.33% 1.485 B $ 11088344 2024/12/31 397.761 M $ 37.56 %
2025/09/30 MCD MCDONALDS CORP 0.32% 1.446 B $ 4757967 2007/06/30 52.408 M $ 4.01 %
2025/09/30 C CITIGROUP INC 0.32% 1.405 B $ 13844014 2011/06/30 223.176 M $ 19.24 %
2025/09/30 T AT&T INC 0.31% 1.371 B $ 48559566 2007/06/30 -33.508 M $ -2.42 %
2025/09/30 AMAT APPLIED MATLS INC 0.30% 1.338 B $ 6537367 2007/06/30 140.612 M $ 11.84 %
2025/09/30 MS MORGAN STANLEY 0.30% 1.337 B $ 8411335 2007/06/30 147.269 M $ 12.85 %
2025/09/30 CAT CATERPILLAR INC 0.30% 1.337 B $ 2802068 2007/06/30 243.969 M $ 22.91 %
2025/09/30 INTU INTUIT 0.30% 1.332 B $ 1950392 2007/06/30 -199.223 M $ -13.30 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.29% 1.311 B $ 13386313 2019/06/30 58.462 M $ 5.01 %
2025/09/30 LIN LINDE PLC 0.29% 1.309 B $ 2755657 2023/03/31 14.472 M $ 1.24 %
2025/09/30 DIS DISNEY WALT CO 0.28% 1.270 B $ 11088656 2007/06/30 -102.733 M $ -7.67 %
2025/09/30 BKNG BOOKING HOLDINGS INC 0.28% 1.268 B $ 234870 2018/03/31 -87.927 M $ -6.74 %
2025/09/30 NEE NEXTERA ENERGY INC 0.28% 1.267 B $ 16787191 2010/06/30 99.634 M $ 8.74 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.28% 1.266 B $ 7802736 2008/06/30 -150.167 M $ -10.94 %
2025/09/30 NOW SERVICENOW INC 0.28% 1.252 B $ 1360815 2013/12/31 -144.072 M $ -10.49 %
2025/09/30 PEP PEPSICO INC 0.28% 1.250 B $ 8902664 2007/06/30 73.789 M $ 6.36 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.28% 1.239 B $ 28188066 2007/06/30 18.350 M $ 1.57 %
2025/09/30 PLD PROLOGIS INC. 0.28% 1.235 B $ 10782239 2011/06/30 102.108 M $ 8.94 %
2025/09/30 ACN ACCENTURE PLC IRELAND 0.27% 1.221 B $ 4951937 2016/12/31 -246.877 M $ -17.49 %
2025/09/30 RY ROYAL BK CDA 0.27% 1.220 B $ 8275134 2007/06/30 125.965 M $ 11.99 %
2025/09/30 MU MICRON TECHNOLOGY INC 0.27% 1.217 B $ 7275842 2007/06/30 314.659 M $ 35.76 %
2025/09/30 RTX RTX CORPORATION 0.27% 1.199 B $ 7167501 2020/06/30 134.697 M $ 14.59 %
2025/09/30 WELL WELLTOWER INC 0.27% 1.197 B $ 6720996 2015/09/30 178.127 M $ 15.88 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.27% 1.195 B $ 2462988 2007/06/30 186.056 M $ 19.62 %
2025/09/30 TXN TEXAS INSTRS INC 0.26% 1.161 B $ 6320503 2007/06/30 -154.910 M $ -11.51 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.26% 1.157 B $ 3483876 2007/06/30 44.821 M $ 4.13 %
2025/09/30 ANET ARISTA NETWORKS INC 0.26% 1.143 B $ 7847071 2024/12/31 357.415 M $ 42.42 %
2025/09/30 GILD GILEAD SCIENCES INC 0.25% 1.133 B $ 10210599 2007/06/30 1.273 M $ 0.12 %
2025/09/30 INTC INTEL CORP 0.25% 1.127 B $ 33589413 2007/06/30 371.302 M $ 49.78 %
2025/09/30 ADBE ADOBE INC 0.25% 1.108 B $ 3142035 2007/06/30 -105.580 M $ -8.82 %
2025/09/30 KLAC KLA CORP 0.25% 1.108 B $ 1027446 2007/06/30 183.576 M $ 20.41 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.25% 1.108 B $ 5440431 2014/12/31 -5.538 M $ -0.50 %
2025/09/30 APP APPLOVIN CORP 0.25% 1.099 B $ 1529734 2021/09/30 522.181 M $ 105.25 %
2025/09/30 UNP UNION PAC CORP 0.24% 1.084 B $ 4584144 2007/06/30 27.955 M $ 2.73 %
2025/09/30 SPGI S&P GLOBAL INC 0.24% 1.072 B $ 2202872 2016/06/30 -86.638 M $ -7.70 %
2025/09/30 BLK BLACKROCK INC 0.24% 1.065 B $ 913121 2024/12/31 101.892 M $ 11.11 %
2025/09/30 PFE PFIZER INC 0.24% 1.064 B $ 41741186 2007/06/30 47.672 M $ 5.12 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.24% 1.063 B $ 2376714 2007/12/31 -214.997 M $ -17.70 %
2025/09/30 AMGN AMGEN INC 0.24% 1.049 B $ 3716957 2007/06/30 10.583 M $ 1.07 %
2025/09/30 PGR PROGRESSIVE CORP 0.23% 1.036 B $ 4196111 2007/06/30 -79.610 M $ -7.46 %
2025/09/30 APH AMPHENOL CORP NEW 0.23% 1.031 B $ 8334138 2007/06/30 185.129 M $ 25.32 %
2025/09/30 BSX BOSTON SCIENTIFIC CORP 0.23% 1.021 B $ 10457175 2007/06/30 -97.734 M $ -9.11 %
2025/09/30 GEV GE VERNOVA INC 0.23% 1.016 B $ 1652711 2024/06/30 139.941 M $ 16.21 %
2025/09/30 LOW LOWES COS INC 0.22% 960.756 M $ 3822992 2007/06/30 110.178 M $ 13.27 %
2025/09/30 UBS UBS GROUP AG 0.21% 956.264 M $ 23403367 2022/09/30 177.989 M $ 21.29 %
2025/09/30 ETN EATON CORP PLC 0.21% 955.893 M $ 2554157 2016/12/31 40.936 M $ 4.83 %
2025/09/30 ENB ENBRIDGE INC 0.21% 949.643 M $ 18819541 2007/06/30 96.948 M $ 11.36 %
2025/09/30 ADI ANALOG DEVICES INC 0.21% 948.528 M $ 3860512 2007/06/30 29.058 M $ 3.23 %
2025/09/30 SHOP SHOPIFY INC 0.21% 919.665 M $ 6188885 2016/09/30 197.163 M $ 28.89 %
2025/09/30 MDT MEDTRONIC PLC 0.20% 903.229 M $ 9483711 2016/12/31 69.855 M $ 9.26 %
2025/09/30 CRWD CROWDSTRIKE HLDGS INC 0.20% 899.787 M $ 1834877 2020/03/31 -36.120 M $ -3.72 %
2025/09/30 AMT AMERICAN TOWER CORP NEW 0.20% 894.913 M $ 4653248 2012/03/31 -128.979 M $ -12.99 %
2025/09/30 DHR DANAHER CORPORATION 0.20% 882.677 M $ 4452118 2007/06/30 3.054 M $ 0.36 %
2025/09/30 EQIX EQUINIX INC 0.20% 876.111 M $ 1118573 2015/03/31 -14.082 M $ -1.54 %
2025/09/30 SCHW SCHWAB CHARLES CORP 0.19% 857.729 M $ 8984278 2007/06/30 36.251 M $ 4.64 %
2025/09/30 SYK STRYKER CORPORATION 0.19% 851.457 M $ 2303290 2007/06/30 -57.284 M $ -6.56 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING IN 0.19% 845.944 M $ 2882264 2007/06/30 -41.691 M $ -4.83 %
2025/09/30 TJX TJX COS INC NEW 0.19% 834.035 M $ 5770270 2007/06/30 119.801 M $ 17.05 %
2025/09/30 TMUS T-MOBILE US INC 0.19% 824.621 M $ 3444820 2013/06/30 3.690 M $ 0.47 %
2025/09/30 SO SOUTHERN CO 0.18% 808.628 M $ 8532530 2007/06/30 24.246 M $ 3.20 %
2025/09/30 COF CAPITAL ONE FINL CORP 0.18% 806.264 M $ 3792756 2007/06/30 -711.109 K $ -0.08 %
2025/09/30 HON HONEYWELL INTL INC 0.18% 802.957 M $ 3814512 2007/06/30 -83.383 M $ -9.61 %