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 | |
|---|---|---|---|---|---|---|
2726
Climb Global Solutions
CLMB
$519M
| $49.2K | ﹤0.01% |
1,776
-124
| -7% | -$3.83K |
|
2727
Chunghwa Telecom
CHT
$33B
| $48.6K | ﹤0.01% |
1,240
| – | – |
|
|
EU
2728
enCore Energy
EU
$243M
| $48.5K | ﹤0.01% |
35,315
| – | – |
|
|
ACCD
2729
DELISTED
Accolade Inc
ACCD
| $48.4K | ﹤0.01% |
6,932
-145
| -2% | -$971 |
|
|
CTO
2730
CTO Realty Growth
CTO
$815M
| $47.8K | ﹤0.01% |
2,477
+203
| +9% | +$3.94K |
|
2731
Anika Therapeutics
ANIK
$287M
| $47.8K | ﹤0.01% |
3,182
+68
| +2% | +$1.13K |
|
|
MTAL
2732
DELISTED
Metals Acquisition
MTAL
| $47.4K | ﹤0.01% |
4,952
-350
| -7% | -$3.7K |
|
|
MOFG
2733
DELISTED
MidWestOne Financial Group
MOFG
| $47.1K | ﹤0.01% |
1,592
+228
| +17% | +$6.88K |
|
2734
Trevi Therapeutics
TRVI
$2.64B
| $46.9K | ﹤0.01% |
7,462
+920
| +14% | +$4.39K |
|
2735
SmartFinancial
SMBK
$888M
| $45.9K | ﹤0.01% |
1,477
| – | – |
|
2736
Treace Medical Concepts
TMCI
$309M
| $45.5K | ﹤0.01% |
5,423
| – | – |
|
2737
Real Brokerage
REAX
$466M
| $45.1K | ﹤0.01% |
11,115
| – | – |
|
|
SFD
2738
Smithfield Foods
SFD
$9.99B
| $45K | ﹤0.01% |
+2,208
| New | +$45.1K |
|
2739
Omeros
OMER
$959M
| $44.9K | ﹤0.01% |
5,457
| – | – |
|
2740
Hippo Holdings
HIPO
$861M
| $44.8K | ﹤0.01% |
1,753
-110
| -6% | -$3.05K |
|
2741
Braskem
BAK
$913M
| $44.7K | ﹤0.01% |
11,635
| – | – |
|
2742
Red Violet
RDVT
$924M
| $44.6K | ﹤0.01% |
1,186
-89
| -7% | -$3.35K |
|
|
HTB
2743
HomeTrust Bancshares
HTB
$848M
| $43.9K | ﹤0.01% |
1,280
| – | – |
|
|
FARO
2744
DELISTED
Faro Technologies
FARO
| $43.8K | ﹤0.01% |
1,606
-5,230
| -77% | -$153K |
|
2745
Quanterix
QTRX
$190M
| $43.5K | ﹤0.01% |
6,688
-32,679
| -83% | -$273K |
|
|
HUYA
2746
Huya Inc
HUYA
$558M
| $42.9K | ﹤0.01% |
13,366
| – | – |
|
2747
UroGen Pharma
URGN
$2.29B
| $42.9K | ﹤0.01% |
3,875
-15,970
| -80% | -$170K |
|
2748
Paysafe
PSFE
$375M
| $42.8K | ﹤0.01% |
2,728
-230
| -8% | -$4.18K |
|
|
NOAH
2749
Noah Holdings
NOAH
$603M
| $42.6K | ﹤0.01% |
4,503
| – | – |
|
2750
CNB Financial Corp
CCNE
$1.03B
| $42.5K | ﹤0.01% |
1,911
| – | – |
|
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.