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 | |
|---|---|---|---|---|---|---|
2826
Bowman Consulting
BWMN
$477M
| $38.8K | ﹤0.01% |
1,557
| – | – |
|
2827
Oil-Dri
ODC
$1.34B
| $38.7K | ﹤0.01% |
884
-122
| -12% | -$4.47K |
|
|
ESPR
2828
DELISTED
Esperion Therapeutics
ESPR
| $38.6K | ﹤0.01% |
17,541
| – | – |
|
2829
CryoPort
CYRX
$762M
| $38.1K | ﹤0.01% |
4,900
-43,876
| -90% | -$327K |
|
2830
Vitamin Cottage Natural Grocers
NGVC
$654M
| $37.8K | ﹤0.01% |
952
| – | – |
|
2831
Larimar Therapeutics
LRMR
$432M
| $37.6K | ﹤0.01% |
9,718
+1,659
| +21% | +$11K |
|
2832
Kodak
KODK
$983M
| $37.4K | ﹤0.01% |
5,697
| – | – |
|
|
EBTC
2833
DELISTED
Enterprise Bancorp
EBTC
| $37K | ﹤0.01% |
937
| – | – |
|
2834
LanzaTech
LNZA
$69.8M
| $37K | ﹤0.01% |
269
| – | – |
|
|
FFWM
2835
DELISTED
First Foundation Inc
FFWM
| $37K | ﹤0.01% |
5,957
| – | – |
|
2836
Hingham Institution for Saving
HIFS
$663M
| $36.6K | ﹤0.01% |
144
| – | – |
|
2837
Consensus Cloud Solutions
CCSI
$647M
| $36.5K | ﹤0.01% |
1,531
-185
| -11% | -$4.34K |
|
2838
Northrim BanCorp
NRIM
$587M
| $36.3K | ﹤0.01% |
1,864
| – | – |
|
2839
Carter Bankshares
CARE
$731M
| $36K | ﹤0.01% |
2,047
| – | – |
|
|
SHYF
2840
DELISTED
The Shyft Group
SHYF
| $35.9K | ﹤0.01% |
3,060
| – | – |
|
2841
Limoneira
LMNR
$251M
| $35.9K | ﹤0.01% |
1,466
| – | – |
|
2842
Bank of Marin Bancorp
BMRC
$459M
| $35.7K | ﹤0.01% |
1,500
| – | – |
|
2843
Unisys
UIS
$217M
| $35.4K | ﹤0.01% |
5,591
| – | – |
|
2844
Xponential Fitness
XPOF
$211M
| $35.3K | ﹤0.01% |
2,628
-15,945
| -86% | -$219K |
|
2845
8x8 Inc
EGHT
$332M
| $35.3K | ﹤0.01% |
13,222
-194
| -1% | -$498 |
|
2846
Avita Medical
RCEL
$240M
| $35.2K | ﹤0.01% |
2,749
-29
| -1% | -$342 |
|
2847
Codexis
CDXS
$158M
| $35.1K | ﹤0.01% |
7,349
+1,187
| +19% | +$4.89K |
|
|
TERN
2848
DELISTED
Terns Pharmaceuticals
TERN
| $35K | ﹤0.01% |
6,311
+1,234
| +24% | +$8.36K |
|
2849
Funko
FNKO
$328M
| $34.9K | ﹤0.01% |
2,603
| – | – |
|
|
EHAB
2850
DELISTED
Enhabit
EHAB
| $34.8K | ﹤0.01% |
4,460
-39,310
| -90% | -$299K |
|
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.