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 |
AstraZeneca
AZN
|
+$4.96B |
| 2 |
SUNB
Sunbelt Rentals Holdings
SUNB
|
+$201M |
| 3 |
Palo Alto Networks
PANW
|
+$141M |
| 4 |
Johnson & Johnson
JNJ
|
+$141M |
| 5 |
Rayonier
RYN
|
+$112M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$605M |
| 2 |
Broadcom
AVGO
|
+$425M |
| 3 |
NVIDIA
NVDA
|
+$412M |
| 4 |
Microsoft
MSFT
|
+$347M |
| 5 |
CYBR
CyberArk
CYBR
|
+$238M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 32.6% |
| 2 | Financials | 12.66% |
| 3 | Healthcare | 10.78% |
| 4 | Communication Services | 9.19% |
| 5 | Consumer Discretionary | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2876
Northeast Community Bancorp
NECB
$368M
| $26.2K | ﹤0.01% |
1,102
| – | – |
|
|
MAGN
2877
Magnera Corp
MAGN
$488M
| $26.2K | ﹤0.01% |
2,756
| – | – |
|
2878
Regional Management Corp
RM
$384M
| $26.2K | ﹤0.01% |
812
-16
| -2% | -$556 |
|
2879
Bel Fuse Inc Class A
BELFA
$3.32B
| $26.1K | ﹤0.01% |
145
+27
| +23% | +$5.17K |
|
2880
Waterstone Financial
WSBF
$362M
| $26K | ﹤0.01% |
1,441
+283
| +24% | +$5.03K |
|
2881
MVB Financial
MVBF
$374M
| $25.9K | ﹤0.01% |
1,042
| – | – |
|
2882
Foster
FSTR
$443M
| $25.8K | ﹤0.01% |
925
| – | – |
|
2883
American Coastal Insurance
ACIC
$498M
| $25.5K | ﹤0.01% |
2,270
-179
| -7% | -$2.01K |
|
2884
Johnson Outdoors
JOUT
$482M
| $25.5K | ﹤0.01% |
549
| – | – |
|
2885
Lightbridge
LTBR
$246M
| $25.5K | ﹤0.01% |
2,391
-340
| -12% | -$4.72K |
|
2886
Delcath Systems
DCTH
$422M
| $25.5K | ﹤0.01% |
2,743
-424
| -13% | -$4.11K |
|
2887
NewtekOne
NEWT
$417M
| $25.4K | ﹤0.01% |
2,320
+432
| +23% | +$5.48K |
|
2888
BayCom
BCML
$346M
| $25.4K | ﹤0.01% |
854
| – | – |
|
2889
Primis Financial Corp
FRST
$382M
| $25.3K | ﹤0.01% |
1,903
| – | – |
|
2890
Citizens Financial Services
CZFS
$360M
| $25.3K | ﹤0.01% |
413
-5
| -1% | -$309 |
|
2891
ATN International
ATNI
$361M
| $25.2K | ﹤0.01% |
927
| – | – |
|
2892
3D Systems Corp
DDD
$420M
| $25.2K | ﹤0.01% |
13,411
+2,336
| +21% | +$5.19K |
|
2893
The Honest Company
HNST
$417M
| $25K | ﹤0.01% |
8,496
-585
| -6% | -$1.5K |
|
2894
MBIA
MBI
$288M
| $25K | ﹤0.01% |
4,223
| – | – |
|
2895
Zumiez
ZUMZ
$320M
| $24.8K | ﹤0.01% |
1,117
| – | – |
|
2896
Aviat Networks
AVNW
$262M
| $24.6K | ﹤0.01% |
1,088
| – | – |
|
2897
Cadiz
CDZI
$266M
| $24.5K | ﹤0.01% |
4,994
-667
| -12% | -$3.65K |
|
2898
Blue Ridge Bankshares
BRBS
$311M
| $24.4K | ﹤0.01% |
5,819
| – | – |
|
|
ACRE
2899
Ares Commercial Real Estate
ACRE
$252M
| $24.4K | ﹤0.01% |
5,086
| – | – |
|
|
SRTA
2900
Strata Critical Medical Inc
SRTA
$436M
| $24.4K | ﹤0.01% |
5,833
| – | – |
|
Similar funds
Legal & General Group's Q1 2026 Portfolio in Review
As of Q1 2026, Legal & General Group held 3,422 positions worth $432B, down 4.1% from $451B the previous quarter. Its ten largest holdings account for 32% of the portfolio.
Trading was light in Q1 2026: portfolio turnover was 2.7%. Legal & General Group opened 34 new positions and exited 60, leaving the 3,422-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 35% a quarter earlier, followed by Financials and Healthcare.
- Legal & General Group's largest Q1 2026 buy was Sunbelt Rentals Holdings: 2,857,761 shares worth $179M.
- Legal & General Group added most to AstraZeneca in Q1 2026, an estimated $4.96B increase.
- Legal & General Group's biggest Q1 2026 reduction was Apple, cutting an estimated $605M.
- Legal & General Group fully exited CyberArk in Q1 2026, selling an estimated $238M.
- Legal & General Group's ten largest holdings make up 32% of its $432B portfolio in Q1 2026.
- Legal & General Group opened 34 new positions and closed 60 in Q1 2026.
- Legal & General Group's portfolio value fell 4.1% quarter-over-quarter to $432B.
Based on Legal & General Group's 13F filing for Q1 2026, filed 8 May 2026.