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 | |
|---|---|---|---|---|---|---|
2526
Quanterix
QTRX
$115M
| $418K | ﹤0.01% |
39,367
+1,686
| +4% | +$20.5K |
|
2527
Kearny Financial
KRNY
$595M
| $418K | ﹤0.01% |
59,067
+10,694
| +22% | +$80.4K |
|
|
RPC
2528
Ridgepost Capital
RPC
$950M
| $416K | ﹤0.01% |
32,979
-12,866
| -28% | -$157K |
|
|
TGB
2529
Trekor Metals
TGB
$3.18B
| $416K | ﹤0.01% |
213,516
| – | – |
|
2530
Humacyte
HUMA
$193M
| $411K | ﹤0.01% |
81,405
+13,293
| +20% | +$65.8K |
|
2531
Arcturus Therapeutics
ARCT
$201M
| $410K | ﹤0.01% |
24,147
| – | – |
|
2532
Midland States Bancorp
MSBI
$691M
| $409K | ﹤0.01% |
16,748
| – | – |
|
|
DFTX
2533
Definium Therapeutics
DFTX
$5.83B
| $407K | ﹤0.01% |
58,437
+762
| +1% | +$5.24K |
|
2534
Grindr
GRND
$2.9B
| $404K | ﹤0.01% |
22,673
+19,914
| +722% | +$290K |
|
2535
SandRidge Energy
SD
$522M
| $404K | ﹤0.01% |
34,495
+9,721
| +39% | +$112K |
|
2536
FRP Holdings
FRPH
$417M
| $403K | ﹤0.01% |
13,166
| – | – |
|
2537
GigaCloud Technology
GCT
$1.84B
| $402K | ﹤0.01% |
21,685
+2,456
| +13% | +$56.8K |
|
2538
LendingTree
TREE
$447M
| $401K | ﹤0.01% |
10,349
+105
| +1% | +$5.03K |
|
2539
Intercorp Financial Services
IFS
$6.47B
| $401K | ﹤0.01% |
13,656
| – | – |
|
|
BOW
2540
Bowhead Specialty Holdings
BOW
$1.1B
| $399K | ﹤0.01% |
11,243
+4,501
| +67% | +$148K |
|
|
CLDT
2541
Chatham Lodging
CLDT
$573M
| $397K | ﹤0.01% |
44,329
| – | – |
|
2542
Covenant Logistics
CVLG
$857M
| $395K | ﹤0.01% |
14,490
| – | – |
|
2543
OrthoPediatrics
KIDS
$603M
| $393K | ﹤0.01% |
16,942
| – | – |
|
2544
Lindblad Expeditions
LIND
$2.15B
| $392K | ﹤0.01% |
33,032
+7,906
| +31% | +$90.6K |
|
2545
FuboTV Inc
FUBO
$262M
| $392K | ﹤0.01% |
25,903
| – | – |
|
2546
Stoke Therapeutics
STOK
$2.08B
| $390K | ﹤0.01% |
35,347
+1,540
| +5% | +$18.9K |
|
2547
Petco
WOOF
$780M
| $389K | ﹤0.01% |
101,983
+20,232
| +25% | +$91.5K |
|
2548
Arbutus Biopharma
ABUS
$905M
| $388K | ﹤0.01% |
118,693
-27,104
| -19% | -$99.7K |
|
2549
Theravance Biopharma
TBPH
$876M
| $388K | ﹤0.01% |
41,218
-12,857
| -24% | -$117K |
|
2550
South Plains Financial
SPFI
$833M
| $388K | ﹤0.01% |
11,154
-3,245
| -23% | -$118K |
|
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.