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 | |
|---|---|---|---|---|---|---|
|
DESP
2576
DELISTED
Despegar.com
DESP
| $253K | ﹤0.01% |
13,491
+292
| +2% | +$5.61K |
|
2577
GoodRx Holdings
GDRX
$1.26B
| $252K | ﹤0.01% |
57,214
| – | – |
|
2578
ArriVent BioPharma
AVBP
$1.44B
| $251K | ﹤0.01% |
13,593
-34
| -0.2% | -$832 |
|
2579
EyePoint Inc
EYPT
$1.2B
| $250K | ﹤0.01% |
46,134
-129
| -0.3% | -$903 |
|
2580
Distribution Solutions Group
DSGR
$1.61B
| $250K | ﹤0.01% |
8,924
| – | – |
|
2581
TaskUs
TASK
$669M
| $249K | ﹤0.01% |
18,249
-1,960
| -10% | -$29.5K |
|
2582
Custom Truck One Source
CTOS
$2.37B
| $243K | ﹤0.01% |
57,537
| – | – |
|
2583
Boston Omaha
BOC
$436M
| $236K | ﹤0.01% |
16,155
| – | – |
|
2584
Stoke Therapeutics
STOK
$2.11B
| $235K | ﹤0.01% |
35,347
| – | – |
|
|
TRML
2585
DELISTED
Tourmaline Bio
TRML
| $235K | ﹤0.01% |
15,443
| – | – |
|
2586
Digimarc Corp
DMRC
$178M
| $232K | ﹤0.01% |
18,090
+424
| +2% | +$12.1K |
|
|
FSUN
2587
FirstSun Capital Bancorp
FSUN
$1.96B
| $232K | ﹤0.01% |
+6,405
| New | +$255K |
|
2588
Target Hospitality
TH
$1.64B
| $231K | ﹤0.01% |
35,108
-527
| -1% | -$4.23K |
|
2589
Vitamin Cottage Natural Grocers
NGVC
$654M
| $230K | ﹤0.01% |
5,714
+4,762
| +500% | +$199K |
|
2590
Pulse Biosciences
PLSE
$3.02B
| $229K | ﹤0.01% |
14,218
-4,085
| -22% | -$76.1K |
|
2591
Phathom Pharmaceuticals
PHAT
$692M
| $229K | ﹤0.01% |
36,438
| – | – |
|
2592
Ranpak Holdings
PACK
$473M
| $229K | ﹤0.01% |
42,192
| – | – |
|
2593
Hagerty
HGTY
$1.39B
| $227K | ﹤0.01% |
25,148
| – | – |
|
|
LENZ
2594
LENZ Therapeutics
LENZ
$168M
| $225K | ﹤0.01% |
8,742
| – | – |
|
2595
Crawford & Co Class A
CRD.A
$669M
| $220K | ﹤0.01% |
19,277
-331
| -2% | -$3.86K |
|
2596
Riley Exploration Permian
REPX
$758M
| $219K | ﹤0.01% |
7,500
| – | – |
|
2597
Amer Sports
AS
$21.4B
| $216K | ﹤0.01% |
8,074
+3,420
| +73% | +$101K |
|
2598
Centuri Holdings
CTRI
$2.41B
| $215K | ﹤0.01% |
13,105
-45
| -0.3% | -$866 |
|
|
LAR
2599
Lithium Argentina AG
LAR
$1.14B
| $212K | ﹤0.01% |
99,928
-127,287
| -56% | -$321K |
|
|
BKV
2600
BKV Corp
BKV
$2.68B
| $211K | ﹤0.01% |
10,040
+8,794
| +706% | +$199K |
|
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.