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 |
Microsoft
MSFT
|
+$985M |
| 2 |
Apple
AAPL
|
+$632M |
| 3 |
NVIDIA
NVDA
|
+$455M |
| 4 |
Meta Platforms (Facebook)
META
|
+$416M |
| 5 |
Amazon
AMZN
|
+$374M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Tesla
TSLA
|
+$377M |
| 2 |
HES
Hess
HES
|
+$252M |
| 3 |
ANSS
Ansys
ANSS
|
+$216M |
| 4 |
JNPR
Juniper Networks
JNPR
|
+$104M |
| 5 |
Welltower
WELL
|
+$94.7M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 35.5% |
| 2 | Financials | 13.17% |
| 3 | Consumer Discretionary | 9.84% |
| 4 | Communication Services | 9.37% |
| 5 | Healthcare | 8.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Yum! Brands
YUM
$41.6B
| $342M | 0.08% |
2,248,162
+129,966
| +6% | +$19.1M |
|
252
Hartford Financial Services
HIG
$39.4B
| $341M | 0.08% |
2,553,541
+55,740
| +2% | +$7.15M |
|
253
L3Harris
LHX
$53.3B
| $340M | 0.08% |
1,112,548
+90,509
| +9% | +$24.7M |
|
254
Ferguson
FERG
$49.5B
| $338M | 0.08% |
1,505,034
-40,985
| -3% | -$9.28M |
|
255
Ross Stores
ROST
$81.2B
| $337M | 0.08% |
2,208,863
+97,837
| +5% | +$14M |
|
256
Cardinal Health
CAH
$56B
| $336M | 0.08% |
2,138,565
-211,202
| -9% | -$32.6M |
|
257
CBRE Group
CBRE
$43.8B
| $334M | 0.08% |
2,121,144
+52,985
| +3% | +$8.2M |
|
258
Chipotle Mexican Grill
CMG
$43.7B
| $332M | 0.07% |
8,473,938
+391,587
| +5% | +$17.6M |
|
259
Monolithic Power Systems
MPWR
$66.1B
| $330M | 0.07% |
358,429
+7,855
| +2% | +$6.37M |
|
260
Iron Mountain
IRM
$37.8B
| $328M | 0.07% |
3,215,455
-67,821
| -2% | -$6.53M |
|
261
Equity Residential
EQR
$25.4B
| $327M | 0.07% |
5,045,443
+273,673
| +6% | +$17.9M |
|
262
Hewlett Packard
HPE
$70.5B
| $325M | 0.07% |
13,241,459
+36,765
| +0.3% | +$813K |
|
263
Valero Energy
VLO
$87.1B
| $324M | 0.07% |
1,904,181
+43,237
| +2% | +$6.45M |
|
264
Airbnb
ABNB
$90.5B
| $324M | 0.07% |
2,664,350
+79,669
| +3% | +$10.3M |
|
265
W.W. Grainger
GWW
$60.5B
| $322M | 0.07% |
337,999
-2,266
| -0.7% | -$2.28M |
|
266
Edwards Lifesciences
EW
$51.3B
| $319M | 0.07% |
4,106,769
-117,123
| -3% | -$9.15M |
|
267
Vertiv
VRT
$107B
| $318M | 0.07% |
2,110,852
+104,921
| +5% | +$14M |
|
268
Coca-Cola Europacific Partners
CCEP
$48B
| $318M | 0.07% |
3,514,931
-105,268
| -3% | -$9.77M |
|
269
PACCAR
PCAR
$70.2B
| $318M | 0.07% |
3,235,823
-75,794
| -2% | -$7.48M |
|
270
Verisk Analytics
VRSK
$24.6B
| $317M | 0.07% |
1,261,699
+62,533
| +5% | +$17.2M |
|
271
Dell
DELL
$299B
| $316M | 0.07% |
2,231,007
+68,815
| +3% | +$8.93M |
|
272
Ameriprise Financial
AMP
$49.6B
| $312M | 0.07% |
634,413
+65,687
| +12% | +$33.7M |
|
273
Phillips 66
PSX
$81.2B
| $310M | 0.07% |
2,276,036
+33,397
| +1% | +$4.28M |
|
274
WEC Energy
WEC
$35.3B
| $309M | 0.07% |
2,697,248
+87,446
| +3% | +$9.48M |
|
275
Vistra
VST
$47.4B
| $309M | 0.07% |
1,576,420
+35,221
| +2% | +$6.98M |
|
Similar funds
Legal & General Group's Q3 2025 Portfolio in Review
As of Q3 2025, Legal & General Group held 3,464 positions worth $446B, up 11% from $403B the previous quarter. Its ten largest holdings account for 35% of the portfolio.
Trading was light in Q3 2025: portfolio turnover was 3.1%. Legal & General Group opened 48 new positions and exited 58, leaving the 3,464-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 36% of assets, up from 34% a quarter earlier, followed by Financials and Consumer Discretionary.
- Legal & General Group's largest Q3 2025 buy was iShares 10+ Year Investment Grade Corporate Bond ETF: 910,591 shares worth $46.9M.
- Legal & General Group added most to Microsoft in Q3 2025, an estimated $985M increase.
- Legal & General Group's biggest Q3 2025 reduction was Tesla, cutting an estimated $377M.
- Legal & General Group fully exited Hess in Q3 2025, selling an estimated $252M.
- Legal & General Group's ten largest holdings make up 35% of its $446B portfolio in Q3 2025.
- Legal & General Group opened 48 new positions and closed 58 in Q3 2025.
- Legal & General Group's portfolio value rose 11% quarter-over-quarter to $446B.
Based on Legal & General Group's 13F filing for Q3 2025, filed 13 Nov 2025.