Image source: Getty Images <\/p>\n
I believe in having a diversified portfolio, so mine\u2019s packed with many different FTSE 100<\/strong> shares. I\u2019m confident each will deliver a healthy return over time. But I\u2019m especially excited about the wealth I might make from three in particular.<\/p>\n These are Legal & General <\/strong>(LSE:LGEN), Ashtead Group <\/strong>(LSE:AHT) and Games Workshop <\/strong>(LSE:GAW). Right now, I hold more shares in this trio of FTSE stocks than any other UK or US share, trust or fund.<\/p>\n But why have I bet big on these blue-chip beauties and think they\u2019re worth considering? Read on to find out.<\/p>\n I added more Games Workshop shares to my portfolio this month following recent price weakness. As a result, it represents the third-largest single holding in my Self-Invested Personal Pension (SIPP).<\/p>\n Over the last 10 years, the tabletop gaming specialist\u2019s delivered an average annual return of 45%. That smashes the broader FTSE 100\u2019s corresponding 9%.<\/p>\n Can it continue delivering these sorts of titanic returns though? Some have their doubts, citing market maturity and rising competition as a threat to future growth.<\/p>\n I could be wrong but I\u2019m not buying into this argument. I feel that Games Workshop\u2019s Warhammer brand give it a competitive edge others haven\u2019t found a way to match. I\u2019m optimistic they won\u2019t, given its standout quality and deep connection with hobbyists.<\/p>\n Games Workshop\u2019s profits leapt 11% in the six months to November, underlining its market-leading position and strong sector growth. As it prepares to rev up film and TV licensing sales with Amazon<\/strong>, I\u2019m hopeful about further big returns.<\/p>\n Ashtead hasn\u2019t been having such a smooth ride of late. Its share price has been more volatile over the last year though \u2014 thanks to outperformance in previous years \u2014 it\u2019s still delivered an average yearly return of 19% during the past decade.<\/p>\n The US\u2019s second-biggest rental equipment supplier\u2019s struggled amid a construction market downturn. Things could remain tough if economic conditions worsen.<\/p>\n But I\u2019m hopeful Ashtead\u2019s shares will rebound, potentially as soon as this year as interest rates drop. A raft of major new infrastructure projects Stateside should supercharge plant demand, as could booming data centre construction and investment in US onshoring.<\/p>\n Ashtead\u2019s strong balance sheet could help it seize this opportunity with further acquisitions too.<\/p>\n I bought Legal & General shares as a way to supercharge my passive income. Today, it\u2019s the largest single holding in my SIPP, narrowly beating Ashtead.<\/p>\n Over the last decade it\u2019s been a brilliant dividend share for me, regularly offering a yield that smashes the 3%-4% long-term average for FTSE 100 shares.<\/p>\n Can the company be a top dividend payer though, even as tough economic conditions are likely to impact its profits? I think it should be able to \u2014 dividends have risen each year since 2011, and City analysts expect them to increase again this year.<\/p>\n As a result, the dividend yield\u2019s an enormous 8%. This is supported by the company\u2019s huge Solvency II capital ratio of 217%.<\/p>\n With capital gains combined, the company\u2019s delivered a total average yearly return of 7% over the last decade. That\u2019s good rather than spectacular, admittedly. But I\u2019m optimistic that rapidly changing demographics and rising interest in financial planning will supercharge this figure during the next 10 years.<\/p>\n The post These are my 3 biggest FTSE 100 SIPP holdings. Here\u2019s why!<\/a> appeared first on The Motley Fool UK<\/a>.<\/p>\n More reading<\/strong><\/p>\n Royston Wild<\/a> has positions in Ashtead Group Plc, Games Workshop Group Plc, and Legal & General Group Plc. The Motley Fool UK has recommended Ashtead Group Plc and Games Workshop Group Plc. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors.<\/a><\/p>\n Motley Fool UK 2026<\/p>\n","protected":false},"excerpt":{"rendered":"Image source: Getty Images I believe in having a diversified portfolio, so mine\u2019s packed with many different FTSE…\n","protected":false},"author":2,"featured_media":721423,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[3,4],"tags":[215325,748,393,1880,208500,4884,32323,1144,712,176134,16,15,1764],"class_list":["post-721422","post","type-post","status-publish","format-standard","has-post-thumbnail","category-uk","category-united-kingdom","tag-ashtead-group","tag-britain","tag-england","tag-ftse-100","tag-games-workshop","tag-great-britain","tag-legal-general","tag-northern-ireland","tag-scotland","tag-sipp","tag-uk","tag-united-kingdom","tag-wales"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@uk\/115960287312582384","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts\/721422","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/comments?post=721422"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts\/721422\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/media\/721423"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/media?parent=721422"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/categories?post=721422"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/tags?post=721422"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}