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Legal & General Group

Legal & General Group Portfolio holdings

AUM $432B
1-Year Est. Return 29.4%
 

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
+3.98%
1 Year Est. Return
+29.4%
3 Year Est. Return
+97.7%
5 Year Est. Return
+129.51%
10 Year Est. Return
+472.83%
AUM
$378B
AUM Growth
-$2.18B
Cap. Flow
-$8.43B
Cap. Flow %
-2.23%
Top 10 Hldgs %
33.03%
Holding
3,439
New
34
Increased
1,418
Reduced
1,301
Closed
49

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$300M
2
INDA icon
iShares MSCI India ETF
INDA
+$280M
3
WFC icon
Wells Fargo
WFC
+$263M
4
SPOT icon
Spotify
SPOT
+$185M
5
MSFT icon
Microsoft
MSFT
+$158M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$880M
2
AAPL icon
Apple
AAPL
+$847M
3
CSCO icon
Cisco
CSCO
+$301M
4
AVGO icon
Broadcom
AVGO
+$283M
5
UNH icon
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
AXIA.PR
2601
DELISTED
AXIA Energia American Depositary Shares Preferred Class B1
AXIA.PR
$310K ﹤0.01%
62,510
– –
DSGR icon
2602
Distribution Solutions Group
DSGR
$1.61B
$307K ﹤0.01%
8,924
-2,529
-22% -$97.1K
HOUS
2603
DELISTED
Anywhere Real Estate
HOUS
$305K ﹤0.01%
92,334
– –
CRCT icon
2604
Cricut
CRCT
$1.26B
$303K ﹤0.01%
53,149
+7,811
+17% +$46.9K
BATRA icon
2605
Atlanta Braves Holdings Series A
BATRA
$3.43B
$300K ﹤0.01%
7,360
– –
GNE icon
2606
Genie Energy
GNE
$382M
$299K ﹤0.01%
19,166
+1,375
+8% +$21.6K
PHAT icon
2607
Phathom Pharmaceuticals
PHAT
$712M
$296K ﹤0.01%
36,438
+2,060
+6% +$25.5K
FNA
2608
DELISTED
Paragon 28, Inc.
FNA
$295K ﹤0.01%
28,554
– –
SVRA icon
2609
Savara
SVRA
$1.19B
$293K ﹤0.01%
95,577
– –
GPGI
2610
GPGI Inc
GPGI
$4.19B
$291K ﹤0.01%
22,829
+19,697
+629% +$249K
PACK icon
2611
Ranpak Holdings
PACK
$471M
$290K ﹤0.01%
42,192
– –
ATEX icon
2612
Anterix
ATEX
$1.89B
$290K ﹤0.01%
9,446
-2,921
-24% -$97.1K
HVT icon
2613
Haverty Furniture Companies
HVT
$458M
$286K ﹤0.01%
12,830
– –
TNK icon
2614
Teekay Tankers
TNK
$2.66B
$284K ﹤0.01%
7,145
+2,353
+49% +$109K
TRC icon
2615
Tejon Ranch
TRC
$447M
$282K ﹤0.01%
17,713
– –
NTB icon
2616
Bank of N.T. Butterfield & Son
NTB
$2.46B
$281K ﹤0.01%
7,697
+374
+5% +$14K
PLPC icon
2617
Preformed Line Products
PLPC
$2.31B
$281K ﹤0.01%
2,198
-8
-0.4% -$1.04K
ATXS
2618
DELISTED
Astria Therapeutics
ATXS
$281K ﹤0.01%
31,418
+2,222
+8% +$23.6K
CTOS icon
2619
Custom Truck One Source
CTOS
$2.4B
$277K ﹤0.01%
57,537
-859
-1% -$3.89K
MERC icon
2620
Mercer International
MERC
$35.8M
$275K ﹤0.01%
42,331
– –
GDS icon
2621
GDS Holdings
GDS
$6.25B
$274K ﹤0.01%
11,531
– –
YMAB
2622
DELISTED
Y-mAbs Therapeutics
YMAB
$274K ﹤0.01%
34,942
+1,138
+3% +$13.9K
PGY icon
2623
Pagaya Technologies
PGY
$1.75B
$273K ﹤0.01%
29,329
-5,496
-16% -$58K
GRPN icon
2624
Groupon
GRPN
$944M
$272K ﹤0.01%
22,406
– –
ZEUS
2625
DELISTED
Olympic Steel
ZEUS
$271K ﹤0.01%
8,247
– –
103 104
105
106 107

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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.