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 | |
|---|---|---|---|---|---|---|
2801
Rayonier Advanced Materials
RYAM
$610M
| $31.7K | ﹤0.01% |
5,506
| – | – |
|
|
LAND
2802
Gladstone Land Corp
LAND
$360M
| $31.4K | ﹤0.01% |
2,984
-25,995
| -90% | -$285K |
|
2803
Sierra Bancorp
BSRR
$525M
| $31.1K | ﹤0.01% |
1,116
| – | – |
|
2804
Byrna Technologies
BYRN
$101M
| $31.1K | ﹤0.01% |
1,846
| – | – |
|
|
FFWM
2805
DELISTED
First Foundation Inc
FFWM
| $30.9K | ﹤0.01% |
5,957
| – | – |
|
2806
Gray Television
GTN
$552M
| $30.9K | ﹤0.01% |
7,149
-66,868
| -90% | -$263K |
|
2807
Bowman Consulting
BWMN
$477M
| $30.7K | ﹤0.01% |
1,408
-149
| -10% | -$3.47K |
|
2808
AngioDynamics
ANGO
$649M
| $30.6K | ﹤0.01% |
3,255
| – | – |
|
2809
Copa Holdings
CPA
$5.8B
| $30.5K | ﹤0.01% |
330
| – | – |
|
2810
Cerence
CRNC
$414M
| $30.5K | ﹤0.01% |
3,862
+374
| +11% | +$4.6K |
|
2811
ASP Isotopes
ASPI
$558M
| $30.4K | ﹤0.01% |
6,484
+945
| +17% | +$4.71K |
|
2812
American Public Education
APEI
$940M
| $30.4K | ﹤0.01% |
1,362
| – | – |
|
2813
Titan Machinery
TITN
$445M
| $30.3K | ﹤0.01% |
1,778
| – | – |
|
2814
Domo
DOMO
$184M
| $30.2K | ﹤0.01% |
3,888
| – | – |
|
2815
Southern California Bancorp
BCAL
$682M
| $30.1K | ﹤0.01% |
2,097
| – | – |
|
|
PBPB
2816
DELISTED
Potbelly
PBPB
| $29.8K | ﹤0.01% |
3,133
| – | – |
|
2817
Theravance Biopharma
TBPH
$877M
| $29.8K | ﹤0.01% |
3,332
-37,886
| -92% | -$353K |
|
|
CLDT
2818
Chatham Lodging
CLDT
$586M
| $29.7K | ﹤0.01% |
4,170
-40,159
| -91% | -$333K |
|
2819
ACNB Corp
ACNB
$655M
| $29.6K | ﹤0.01% |
720
| – | – |
|
2820
Cerus
CERS
$474M
| $29.2K | ﹤0.01% |
21,025
| – | – |
|
|
HOUS
2821
DELISTED
Anywhere Real Estate
HOUS
| $29.2K | ﹤0.01% |
8,758
-83,576
| -91% | -$296K |
|
2822
8x8 Inc
EGHT
$332M
| $29.1K | ﹤0.01% |
14,552
+1,330
| +10% | +$3.43K |
|
2823
Tejon Ranch
TRC
$451M
| $29K | ﹤0.01% |
1,830
-15,883
| -90% | -$253K |
|
2824
Nano X Imaging
NNOX
$73.8M
| $28.8K | ﹤0.01% |
5,769
| – | – |
|
|
PSTL
2825
Postal Realty Trust
PSTL
$699M
| $28.7K | ﹤0.01% |
2,008
| – | – |
|
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.