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
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$300M |
| 2 |
iShares MSCI India ETF
INDA
|
+$280M |
| 3 |
Wells Fargo
WFC
|
+$263M |
| 4 |
Spotify
SPOT
|
+$185M |
| 5 |
Microsoft
MSFT
|
+$158M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$880M |
| 2 |
Apple
AAPL
|
+$847M |
| 3 |
Cisco
CSCO
|
+$301M |
| 4 |
Broadcom
AVGO
|
+$283M |
| 5 |
UnitedHealth
UNH
|
+$259M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 33.86% |
| 2 | Financials | 13.2% |
| 3 | Consumer Discretionary | 10.31% |
| 4 | Healthcare | 10.03% |
| 5 | Communication Services | 8.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
ATSG
2476
DELISTED
Air Transport Services Group
ATSG
| $473K | ﹤0.01% |
21,522
-2,394
| -10% | -$47.4K |
|
2477
Kura Oncology
KURA
$876M
| $470K | ﹤0.01% |
53,980
-110
| -0.2% | -$1.58K |
|
2478
Bally's
BALY
$634M
| $470K | ﹤0.01% |
26,250
-5,804
| -18% | -$102K |
|
2479
Erasca
ERAS
$6.28B
| $469K | ﹤0.01% |
186,825
+64,574
| +53% | +$177K |
|
2480
Riskified
RSKD
$710M
| $468K | ﹤0.01% |
98,965
| – | – |
|
|
OPTU
2481
Optimum Communications Inc
OPTU
$309M
| $467K | ﹤0.01% |
193,793
-35,360
| -15% | -$88.3K |
|
|
ENFN
2482
DELISTED
Enfusion, Inc.
ENFN
| $466K | ﹤0.01% |
45,289
+3,938
| +10% | +$38.1K |
|
2483
Polestar Automotive Holding UK
PSNY
$2B
| $465K | ﹤0.01% |
14,755
+14,645
| +13,314% | +$531K |
|
2484
Tiptree Inc
TIPT
$674M
| $464K | ﹤0.01% |
22,265
| – | – |
|
2485
Seneca Foods Class A
SENEA
$1.22B
| $458K | ﹤0.01% |
5,783
-1,495
| -21% | -$103K |
|
|
CMRC
2486
Commerce.com Inc Series 1
CMRC
$176M
| $458K | ﹤0.01% |
74,786
| – | – |
|
2487
iShares MSCI Canada ETF
EWC
$6.48B
| $457K | ﹤0.01% |
11,350
-7,300
| -39% | -$304K |
|
2488
UWM Holdings
UWMC
$475M
| $457K | ﹤0.01% |
77,809
-16,808
| -18% | -$109K |
|
|
GOOS
2489
Canada Goose Holdings
GOOS
$848M
| $457K | ﹤0.01% |
45,472
| – | – |
|
|
NFBK
2490
DELISTED
Northfield Bancorp
NFBK
| $455K | ﹤0.01% |
39,180
-340
| -0.9% | -$4.23K |
|
2491
Capital City Bank Group
CCBG
$881M
| $451K | ﹤0.01% |
12,315
-4,246
| -26% | -$157K |
|
|
NXDR
2492
Nextdoor Holdings
NXDR
$1.04B
| $449K | ﹤0.01% |
189,457
+54,633
| +41% | +$136K |
|
2493
Peapack-Gladstone Financial
PGC
$800M
| $447K | ﹤0.01% |
13,953
| – | – |
|
2494
Novartis
NVS
$298B
| $446K | ﹤0.01% |
4,586
+339
| +8% | +$36.1K |
|
2495
Scorpio Tankers
STNG
$3.83B
| $446K | ﹤0.01% |
8,978
+1,583
| +21% | +$90.3K |
|
2496
Immunome
IMNM
$2.91B
| $446K | ﹤0.01% |
41,993
-90
| -0.2% | -$1.09K |
|
2497
Ituran Location and Control
ITRN
$1.02B
| $444K | ﹤0.01% |
14,265
| – | – |
|
|
RDUS
2498
DELISTED
Radius Recycling
RDUS
| $442K | ﹤0.01% |
29,008
| – | – |
|
2499
EverQuote
EVER
$900M
| $439K | ﹤0.01% |
21,985
+1,012
| +5% | +$19.1K |
|
2500
Clean Energy Fuels
CLNE
$353M
| $439K | ﹤0.01% |
174,851
| – | – |
|
Similar funds
Legal & General Group's Q4 2024 Portfolio in Review
As of Q4 2024, Legal & General Group held 3,439 positions worth $378B, down 0.57% from $380B the previous quarter. Its ten largest holdings account for 33% of the portfolio.
Trading was light in Q4 2024: portfolio turnover was 2.4%. Legal & General Group opened 34 new positions and exited 49, leaving the 3,439-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 34% of assets, up from 33% a quarter earlier, followed by Financials and Consumer Discretionary.
- Legal & General Group's largest Q4 2024 buy was iShares MSCI India ETF: 5,080,058 shares worth $267M.
- Legal & General Group added most to Amazon in Q4 2024, an estimated $300M increase.
- Legal & General Group's biggest Q4 2024 reduction was NVIDIA, cutting an estimated $880M.
- Legal & General Group fully exited Marathon Oil Corporation in Q4 2024, selling an estimated $82.7M.
- Legal & General Group's ten largest holdings make up 33% of its $378B portfolio in Q4 2024.
- Legal & General Group opened 34 new positions and closed 49 in Q4 2024.
- Legal & General Group's portfolio value fell 0.57% quarter-over-quarter to $378B.
Based on Legal & General Group's 13F filing for Q4 2024, filed 13 Feb 2025.