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 | |
|---|---|---|---|---|---|---|
2701
Tyra Biosciences
TYRA
$1.58B
| $130K | ﹤0.01% |
9,340
| – | – |
|
2702
Omega Flex
OFLX
$312M
| $125K | ﹤0.01% |
2,988
-11
| -0.4% | -$535 |
|
2703
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
| $125K | ﹤0.01% |
3,300
-23,800
| -88% | -$944K |
|
2704
Alector
ALEC
$199M
| $125K | ﹤0.01% |
66,172
+5,319
| +9% | +$20K |
|
2705
Vista Energy
VIST
$7.32B
| $123K | ﹤0.01% |
2,269
+562
| +33% | +$29K |
|
2706
Angi Inc
ANGI
$196M
| $122K | ﹤0.01% |
7,320
-1,615
| -18% | -$34.4K |
|
|
EU
2707
enCore Energy
EU
$243M
| $120K | ﹤0.01% |
35,315
+5,322
| +18% | +$20K |
|
2708
American Coastal Insurance
ACIC
$493M
| $119K | ﹤0.01% |
8,819
+2,212
| +33% | +$27.6K |
|
2709
Tango Therapeutics
TNGX
$4.41B
| $117K | ﹤0.01% |
37,961
| – | – |
|
2710
Innodata
INOD
$2.04B
| $116K | ﹤0.01% |
2,937
-148
| -5% | -$4.66K |
|
2711
Graham Corp
GHM
$1.31B
| $116K | ﹤0.01% |
2,599
+536
| +26% | +$20.1K |
|
2712
Costamare
CMRE
$1.77B
| $114K | ﹤0.01% |
8,909
+1,900
| +27% | +$26.1K |
|
2713
The RealReal
REAL
$1.5B
| $114K | ﹤0.01% |
10,421
+320
| +3% | +$1.7K |
|
2714
Talkspace
TALK
$874M
| $112K | ﹤0.01% |
36,146
+11,809
| +49% | +$35.9K |
|
|
SMLR
2715
DELISTED
Semler Scientific
SMLR
| $111K | ﹤0.01% |
2,056
+813
| +65% | +$37.4K |
|
|
FLNA
2716
Filana Therapeutics
FLNA
$48.1M
| $109K | ﹤0.01% |
46,368
+742
| +2% | +$13K |
|
2717
Voyager Therapeutics
VYGR
$201M
| $109K | ﹤0.01% |
19,245
+7,597
| +65% | +$49K |
|
2718
Tactile Systems Technology
TCMD
$665M
| $107K | ﹤0.01% |
6,257
+1,558
| +33% | +$25K |
|
2719
MaxCyte
MXCT
$126M
| $107K | ﹤0.01% |
26,126
-74,444
| -74% | -$281K |
|
2720
Banco Santander Chile
BSAC
$16.6B
| $104K | ﹤0.01% |
5,507
| – | – |
|
2721
Nordic American Tanker
NAT
$1.37B
| $100K | ﹤0.01% |
40,074
+6,712
| +20% | +$20.6K |
|
2722
NVE Corp
NVEC
$609M
| $98.9K | ﹤0.01% |
1,215
+121
| +11% | +$9.49K |
|
2723
Willdan Group
WLDN
$1.3B
| $98.9K | ﹤0.01% |
2,597
+542
| +26% | +$23.3K |
|
2724
Matrix Service
MTRX
$335M
| $98.6K | ﹤0.01% |
8,236
+1,881
| +30% | +$23.1K |
|
2725
Ardmore Shipping
ASC
$683M
| $97.3K | ﹤0.01% |
8,010
+1,252
| +19% | +$17K |
|
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.