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 | |
|---|---|---|---|---|---|---|
2601
Telus
TU
$15.3B
| $206K | ﹤0.01% |
14,362
+372
| +3% | +$5.46K |
|
|
GPGI
2602
GPGI Inc
GPGI
$4.35B
| $205K | ﹤0.01% |
18,897
-3,932
| -17% | -$48.2K |
|
2603
Silicon Motion
SIMO
$8.68B
| $204K | ﹤0.01% |
4,034
-558
| -12% | -$30.2K |
|
2604
ARKO Corp
ARKO
$635M
| $204K | ﹤0.01% |
51,590
-4,217
| -8% | -$24.6K |
|
2605
Westrock Coffee
WEST
$803M
| $204K | ﹤0.01% |
28,215
+153
| +0.5% | +$1K |
|
2606
Atlanticus Holdings
ATLC
$1.52B
| $204K | ﹤0.01% |
3,981
+3,463
| +669% | +$189K |
|
2607
SGHC Ltd
SGHC
$6.63B
| $202K | ﹤0.01% |
31,416
+22
| +0.1% | +$158 |
|
2608
Latham Group
SWIM
$880M
| $201K | ﹤0.01% |
31,299
| – | – |
|
2609
Birkenstock
BIRK
$7.07B
| $201K | ﹤0.01% |
4,382
+1,224
| +39% | +$64.5K |
|
2610
Vivid Seats
SEAT
$85.4M
| $201K | ﹤0.01% |
3,393
| – | – |
|
2611
Teekay Tankers
TNK
$2.68B
| $200K | ﹤0.01% |
5,236
-1,909
| -27% | -$77.3K |
|
|
CUK
2612
DELISTED
Carnival PLC
CUK
| $200K | ﹤0.01% |
11,428
+4,511
| +65% | +$97.2K |
|
2613
Butterfly Network
BFLY
$2.35B
| $200K | ﹤0.01% |
+87,530
| New | +$313K |
|
2614
Ubiquiti
UI
$34.3B
| $199K | ﹤0.01% |
643
+126
| +24% | +$44.5K |
|
2615
Aveanna Healthcare
AVAH
$2.07B
| $198K | ﹤0.01% |
36,590
+181
| +0.5% | +$854 |
|
2616
Grupo Aeroportuario del Sureste
ASR
$8.3B
| $198K | ﹤0.01% |
724
-41
| -5% | -$11.2K |
|
2617
Legacy Housing
LEGH
$694M
| $195K | ﹤0.01% |
7,742
| – | – |
|
|
LUCK
2618
Lucky Strike Entertainment
LUCK
$911M
| $194K | ﹤0.01% |
19,843
| – | – |
|
|
MOMO
2619
Hello Group
MOMO
$866M
| $191K | ﹤0.01% |
30,264
| – | – |
|
2620
ChargePoint
CHPT
$161M
| $187K | ﹤0.01% |
15,493
-2,231
| -13% | -$37.2K |
|
|
SAIL
2621
SailPoint Inc
SAIL
$10.6B
| $187K | ﹤0.01% |
+10,000
| New | +$218K |
|
2622
Universal Logistics Holdings
ULH
$529M
| $183K | ﹤0.01% |
6,976
| – | – |
|
2623
Greif Class B
GEF.B
$4.21B
| $182K | ﹤0.01% |
3,078
| – | – |
|
2624
Oric Pharmaceuticals
ORIC
$1.4B
| $181K | ﹤0.01% |
32,458
-470
| -1% | -$4.11K |
|
2625
Entrada Therapeutics
TRDA
$267M
| $180K | ﹤0.01% |
19,899
| – | – |
|
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.