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Legal & General Group

Legal & General Group Portfolio holdings

AUM $480B
1-Year Est. Return 42.84%
 

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.

This Quarter Est. Return
+26.34%
1 Year Est. Return
+42.84%
3 Year Est. Return
+128.88%
5 Year Est. Return
+165.95%
10 Year Est. Return
+599.56%
AUM
$480B
AUM Growth
+$47.2B
Cap. Flow
-$16.2B
Cap. Flow %
-3.39%
Top 10 Hldgs %
32.16%
Holding
3,572
New
210
Increased
1,460
Reduced
1,423
Closed
181

Top Buys

Rank Stock Value
1
HONA
Honeywell Aerospace
HONA
+$356M
2
SNDK
Sandisk
SNDK
+$255M
3
SPCX
SpaceX
SPCX
+$198M
4
WDC icon
Western Digital
WDC
+$185M
5
LITE icon
Lumentum
LITE
+$148M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$2.12B
2
AAPL icon
Apple
AAPL
+$835M
3
MSFT icon
Microsoft
MSFT
+$480M
4
XOM icon
ExxonMobil
XOM
+$474M
5
AMZN icon
Amazon
AMZN
+$428M

Sector Composition

Rank Sector Weight
1 Technology 37.48%
2 Financials 12.1%
3 Healthcare 10.13%
4 Communication Services 8.83%
5 Consumer Discretionary 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
STKL
3526
DELISTED
SunOpta
STKL
– –
-100,575
Closed -$651K
STRS
3527
DELISTED
STRATUS PPTYS INC
STRS
– –
-605
Closed -$18.5K
SUZ icon
3528
Suzano
SUZ
$11.4B
– –
-55,121
Closed -$551K
SWKH
3529
DELISTED
SWK Holdings
SWKH
– –
-315
Closed -$5.36K
TERN
3530
DELISTED
Terns Pharmaceuticals
TERN
– –
-46,691
Closed -$2.46M
TGB
3531
Trekor Metals
TGB
$3.26B
– –
-260,609
Closed -$1.68M
THR
3532
DELISTED
Thermon Group Holdings
THR
– –
-27,351
Closed -$1.38M
TMCI icon
3533
Treace Medical Concepts
TMCI
$301M
– –
-4,434
Closed -$5.96K
TPH
3534
DELISTED
Tri Pointe Homes
TPH
– –
-211,794
Closed -$9.9M
TTEC icon
3535
TTEC Holdings
TTEC
$66.1M
– –
-1,691
Closed -$4.24K
TUSK icon
3536
Mammoth Energy Services
TUSK
$154M
– –
-2,179
Closed -$5.34K
TZOO icon
3537
Travelzoo
TZOO
$62.8M
– –
-573
Closed -$3.39K
UBFO
3538
DELISTED
United Security Bancshares
UBFO
– –
-1,247
Closed -$13.1K
UDMY
3539
DELISTED
Udemy
UDMY
– –
-84,469
Closed -$390K
UGP icon
3540
Ultrapar
UGP
$7.94B
– –
-135,500
Closed -$746K
UNB icon
3541
Union Bankshares
UNB
$118M
– –
-330
Closed -$8.03K
VGAS icon
3542
Verde Clean Fuels
VGAS
$29.3M
– –
-583
Closed -$977
VIRC icon
3543
Virco
VIRC
$96.3M
– –
-898
Closed -$5.5K
VIV icon
3544
Telefônica Brasil
VIV
$18.9B
– –
-84,000
Closed -$1.34M
VONG icon
3545
Vanguard Russell 1000 Growth ETF
VONG
$46B
– –
-19
Closed -$2.08K
VRE
3546
DELISTED
Veris Residential
VRE
– –
-1,523,128
Closed -$28.7M
VRM icon
3547
Vroom Inc
VRM
$56.5M
– –
-96
Closed -$1.28K
VT icon
3548
Vanguard Total World Stock ETF
VT
$82.1B
– –
-128,257
Closed -$17.7M
WALD icon
3549
Waldencast
WALD
$165M
– –
-3,853
Closed -$3.66K
ZVIA icon
3550
Zevia
ZVIA
$96.7M
– –
-5,048
Closed -$5.98K
139 140 141
142
143

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Legal & General Group's Q2 2026 Portfolio in Review

As of Q2 2026, Legal & General Group held 3,572 positions worth $480B, up 11% from $432B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Legal & General Group withdrew a net $16.2B in Q2 2026, closing 181 positions and reducing 1,423 holdings. Its most notable exit was Coterra Energy, an estimated $159M position sold in full.

By sector, the portfolio is most concentrated in Technology at 37% of assets, up from 33% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Legal & General Group opened a new position in Honeywell Aerospace worth $356M.

  • Legal & General Group's largest Q2 2026 buy was Honeywell Aerospace: 1,612,255 shares worth $356M.
  • Legal & General Group added most to Sandisk in Q2 2026, an estimated $255M increase.
  • Legal & General Group's biggest Q2 2026 reduction was NVIDIA, cutting an estimated $2.12B.
  • Legal & General Group fully exited Coterra Energy in Q2 2026, selling an estimated $159M.
  • Legal & General Group's ten largest holdings make up 32% of its $480B portfolio in Q2 2026.
  • Legal & General Group opened 210 new positions and closed 181 in Q2 2026.
  • Legal & General Group's portfolio value rose 11% quarter-over-quarter to $480B.

Based on Legal & General Group's 13F filing for Q2 2026, filed 14 Aug 2026.