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 |
AstraZeneca
AZN
|
+$4.96B |
| 2 |
SUNB
Sunbelt Rentals Holdings
SUNB
|
+$201M |
| 3 |
Palo Alto Networks
PANW
|
+$141M |
| 4 |
Johnson & Johnson
JNJ
|
+$141M |
| 5 |
Rayonier
RYN
|
+$112M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$605M |
| 2 |
Broadcom
AVGO
|
+$425M |
| 3 |
NVIDIA
NVDA
|
+$412M |
| 4 |
Microsoft
MSFT
|
+$347M |
| 5 |
CYBR
CyberArk
CYBR
|
+$238M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 32.6% |
| 2 | Financials | 12.66% |
| 3 | Healthcare | 10.78% |
| 4 | Communication Services | 9.19% |
| 5 | Consumer Discretionary | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2701
Peoples Financial Services
PFIS
$695M
| $45K | ﹤0.01% |
843
-21
| -2% | -$1.11K |
|
|
DRUG
2702
Bright Minds Biosciences
DRUG
$700M
| $45K | ﹤0.01% |
616
+69
| +13% | +$5.55K |
|
|
CDNL
2703
Cardinal Infrastructure Group
CDNL
$1.26B
| $44.6K | ﹤0.01% |
+1,125
| New | +$32.6K |
|
2704
Third Coast Bancshares
TCBX
$709M
| $44.2K | ﹤0.01% |
1,168
| – | – |
|
2705
Genie Energy
GNE
$378M
| $43.8K | ﹤0.01% |
3,097
-43
| -1% | -$610 |
|
2706
National CineMedia
NCMI
$354M
| $43.7K | ﹤0.01% |
14,327
| – | – |
|
|
BAND
2707
Bandwidth Inc
BAND
$1.91B
| $43.5K | ﹤0.01% |
2,440
-131
| -5% | -$1.92K |
|
|
NFBK
2708
DELISTED
Northfield Bancorp
NFBK
| $43.5K | ﹤0.01% |
3,209
-102
| -3% | -$1.31K |
|
|
CBC
2709
Central Bancompany Inc
CBC
$7.68B
| $43.2K | ﹤0.01% |
1,802
-8,198
| -82% | -$198K |
|
2710
Spok Holdings
SPOK
$221M
| $43.1K | ﹤0.01% |
3,954
| – | – |
|
2711
Cooper-Standard Automotive
CPS
$504M
| $43.1K | ﹤0.01% |
1,545
| – | – |
|
2712
Arteris
AIP
$1.4B
| $42.8K | ﹤0.01% |
2,606
-55
| -2% | -$872 |
|
|
BETA
2713
Beta Technologies Inc
BETA
$4.2B
| $42.8K | ﹤0.01% |
2,912
-4,909
| -63% | -$101K |
|
2714
Civista Bancshares
CIVB
$594M
| $42.6K | ﹤0.01% |
1,870
+229
| +14% | +$5.3K |
|
|
LBRX
2715
LB Pharmaceuticals
LBRX
$1B
| $42.5K | ﹤0.01% |
1,723
-155
| -8% | -$3.58K |
|
2716
Cass Information Systems
CASS
$698M
| $42.3K | ﹤0.01% |
962
-315
| -25% | -$13.9K |
|
|
ORBS
2717
Eightco Holdings
ORBS
$234M
| $42.1K | ﹤0.01% |
45,175
-29,908
| -40% | -$38.3K |
|
2718
Carter Bankshares
CARE
$756M
| $41.8K | ﹤0.01% |
1,792
-340
| -16% | -$7.09K |
|
2719
Midland States Bancorp
MSBI
$669M
| $41.7K | ﹤0.01% |
1,867
| – | – |
|
2720
Greenlight Captial
GLRE
$563M
| $41.5K | ﹤0.01% |
2,402
+305
| +15% | +$4.44K |
|
2721
Mativ Holdings
MATV
$448M
| $41.5K | ﹤0.01% |
4,771
| – | – |
|
2722
Mesa Laboratories
MLAB
$539M
| $41.5K | ﹤0.01% |
469
-79
| -14% | -$6.81K |
|
2723
Hingham Institution for Saving
HIFS
$614M
| $41.2K | ﹤0.01% |
144
-1
| -0.7% | -$292 |
|
2724
Idaho Strategic Resources
IDR
$449M
| $41K | ﹤0.01% |
1,276
-227
| -15% | -$8.81K |
|
2725
Critical Metals Corp
CRML
$853M
| $40.8K | ﹤0.01% |
5,138
+782
| +18% | +$9.01K |
|
Similar funds
Legal & General Group's Q1 2026 Portfolio in Review
As of Q1 2026, Legal & General Group held 3,422 positions worth $432B, down 4.1% from $451B the previous quarter. Its ten largest holdings account for 32% of the portfolio.
Trading was light in Q1 2026: portfolio turnover was 2.7%. Legal & General Group opened 34 new positions and exited 60, leaving the 3,422-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 35% a quarter earlier, followed by Financials and Healthcare.
- Legal & General Group's largest Q1 2026 buy was Sunbelt Rentals Holdings: 2,857,761 shares worth $179M.
- Legal & General Group added most to AstraZeneca in Q1 2026, an estimated $4.96B increase.
- Legal & General Group's biggest Q1 2026 reduction was Apple, cutting an estimated $605M.
- Legal & General Group fully exited CyberArk in Q1 2026, selling an estimated $238M.
- Legal & General Group's ten largest holdings make up 32% of its $432B portfolio in Q1 2026.
- Legal & General Group opened 34 new positions and closed 60 in Q1 2026.
- Legal & General Group's portfolio value fell 4.1% quarter-over-quarter to $432B.
Based on Legal & General Group's 13F filing for Q1 2026, filed 8 May 2026.