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 |
Tesla
TSLA
|
+$944M |
| 2 |
Microsoft
MSFT
|
+$439M |
| 3 |
Apple
AAPL
|
+$424M |
| 4 |
Amazon
AMZN
|
+$361M |
| 5 |
NVIDIA
NVDA
|
+$359M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Johnson & Johnson
JNJ
|
+$108M |
| 2 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$75.5M |
| 3 |
Eli Lilly
LLY
|
+$66.1M |
| 4 |
ExxonMobil
XOM
|
+$64.6M |
| 5 |
Cloudflare
NET
|
+$62.6M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 31.19% |
| 2 | Financials | 13.98% |
| 3 | Healthcare | 10.93% |
| 4 | Consumer Discretionary | 9.75% |
| 5 | Communication Services | 8.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
DCBO
2476
Docebo
DCBO
$566M
| $390K | ﹤0.01% |
13,566
| – | – |
|
|
TDAY
2477
USA Today Co
TDAY
$1.06B
| $389K | ﹤0.01% |
134,429
| – | – |
|
2478
ZipRecruiter
ZIP
$423M
| $388K | ﹤0.01% |
65,939
-146
| -0.2% | -$973 |
|
|
RPC
2479
Ridgepost Capital
RPC
$991M
| $388K | ﹤0.01% |
32,979
| – | – |
|
2480
NerdWallet
NRDS
$652M
| $386K | ﹤0.01% |
42,686
+1,391
| +3% | +$16.7K |
|
|
CMRC
2481
Commerce.com Inc Series 1
CMRC
$184M
| $386K | ﹤0.01% |
67,034
-7,752
| -10% | -$49.3K |
|
|
AXIA.PR
2482
DELISTED
AXIA Energia American Depositary Shares Preferred Class B1
AXIA.PR
| $386K | ﹤0.01% |
62,510
| – | – |
|
2483
OrthoPediatrics
KIDS
$595M
| $385K | ﹤0.01% |
15,630
-1,312
| -8% | -$32.4K |
|
2484
The RealReal
REAL
$1.5B
| $384K | ﹤0.01% |
71,240
+60,819
| +584% | +$461K |
|
|
OSG
2485
Octave Specialty Group
OSG
$222M
| $381K | ﹤0.01% |
43,542
-79,397
| -65% | -$836K |
|
2486
Summit Therapeutics
SMMT
$11.1B
| $380K | ﹤0.01% |
19,705
+9,644
| +96% | +$193K |
|
2487
AnaptysBio
ANAB
$1.68B
| $379K | ﹤0.01% |
20,363
+1,688
| +9% | +$28.2K |
|
2488
Acco Brands
ACCO
$407M
| $377K | ﹤0.01% |
90,036
-586
| -0.6% | -$2.88K |
|
|
HONE
2489
DELISTED
HarborOne Bancorp
HONE
| $376K | ﹤0.01% |
36,256
-502
| -1% | -$5.74K |
|
2490
Rush Enterprises Class B
RUSHB
$6.14B
| $375K | ﹤0.01% |
6,639
-1,119
| -14% | -$62.4K |
|
2491
Arvinas
ARVN
$572M
| $375K | ﹤0.01% |
53,387
-223
| -0.4% | -$3.49K |
|
|
BRSL
2492
Brightstar Lottery PLC
BRSL
$2.03B
| $370K | ﹤0.01% |
22,779
-1,781
| -7% | -$30.7K |
|
2493
Bar Harbor Bankshares
BHB
$666M
| $369K | ﹤0.01% |
12,498
| – | – |
|
2494
Ironwood Pharmaceuticals
IRWD
$714M
| $368K | ﹤0.01% |
250,272
-170,414
| -41% | -$406K |
|
2495
Green Plains
GPRE
$1.03B
| $366K | ﹤0.01% |
75,514
-107,061
| -59% | -$767K |
|
2496
indie Semiconductor
INDI
$854M
| $365K | ﹤0.01% |
179,487
+13,761
| +8% | +$47.9K |
|
2497
South Plains Financial
SPFI
$841M
| $364K | ﹤0.01% |
10,995
-159
| -1% | -$5.47K |
|
2498
Ibotta
IBTA
$774M
| $363K | ﹤0.01% |
8,603
-14
| -0.2% | -$820 |
|
|
NOA
2499
North American Construction
NOA
$395M
| $361K | ﹤0.01% |
22,919
| – | – |
|
2500
Capricor Therapeutics
CAPR
$237M
| $361K | ﹤0.01% |
38,068
+7,285
| +24% | +$101K |
|
Similar funds
Legal & General Group's Q1 2025 Portfolio in Review
As of Q1 2025, Legal & General Group held 3,412 positions worth $367B, down 2.8% from $378B the previous quarter. Its ten largest holdings account for 30% of the portfolio.
Trading was light in Q1 2025: portfolio turnover was 1.7%. Legal & General Group opened 22 new positions and exited 37, leaving the 3,412-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 31% of assets, down from 34% a quarter earlier, followed by Financials and Healthcare.
- Legal & General Group's largest Q1 2025 buy was Sandisk: 641,494 shares worth $30.5M.
- Legal & General Group added most to Tesla in Q1 2025, an estimated $944M increase.
- Legal & General Group's biggest Q1 2025 reduction was Johnson & Johnson, cutting an estimated $108M.
- Legal & General Group fully exited Arcadium Lithium plc in Q1 2025, selling an estimated $30.4M.
- Legal & General Group's ten largest holdings make up 30% of its $367B portfolio in Q1 2025.
- Legal & General Group opened 22 new positions and closed 37 in Q1 2025.
- Legal & General Group's portfolio value fell 2.8% quarter-over-quarter to $367B.
Based on Legal & General Group's 13F filing for Q1 2025, filed 15 May 2025.