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 | |
|---|---|---|---|---|---|---|
|
LOVE
2876
LoveSac
LOVE
$261M
| $24.7K | ﹤0.01% |
1,357
| – | – |
|
2877
BayCom
BCML
$333M
| $24.6K | ﹤0.01% |
979
| – | – |
|
2878
DocGo
DCGO
$62.6M
| $24.4K | ﹤0.01% |
9,250
| – | – |
|
2879
Vanda Pharmaceuticals
VNDA
$302M
| $24.4K | ﹤0.01% |
5,317
| – | – |
|
2880
RBB Bancorp
RBB
$455M
| $24.4K | ﹤0.01% |
1,477
| – | – |
|
2881
First Bancorp
FNLC
$399M
| $24.3K | ﹤0.01% |
982
| – | – |
|
2882
Park Aerospace
PKE
$819M
| $24.1K | ﹤0.01% |
1,795
| – | – |
|
2883
GrafTech
EAF
$212M
| $24K | ﹤0.01% |
2,746
| – | – |
|
2884
NewtekOne
NEWT
$391M
| $23.9K | ﹤0.01% |
1,999
| – | – |
|
2885
Southern First Bancshares
SFST
$600M
| $23.9K | ﹤0.01% |
726
| – | – |
|
2886
Unity Bancorp
UNTY
$599M
| $23.9K | ﹤0.01% |
586
| – | – |
|
2887
EverCommerce
EVCM
$1.93B
| $23.8K | ﹤0.01% |
2,357
| – | – |
|
2888
Aehr Test Systems
AEHR
$3.36B
| $23.8K | ﹤0.01% |
3,265
+15
| +0.5% | +$166 |
|
|
BBBY
2889
Bed Bath & Beyond
BBBY
$442M
| $23.8K | ﹤0.01% |
4,512
-39,496
| -90% | -$240K |
|
|
ACRE
2890
Ares Commercial Real Estate
ACRE
$270M
| $23.5K | ﹤0.01% |
5,086
| – | – |
|
2891
Aura Biosciences
AURA
$826M
| $23.5K | ﹤0.01% |
4,011
| – | – |
|
2892
3D Systems Corp
DDD
$613M
| $23.4K | ﹤0.01% |
11,037
-2,130,485
| -99% | -$7.24M |
|
2893
Bridgewater Bancshares
BWB
$603M
| $23.3K | ﹤0.01% |
1,674
| – | – |
|
2894
Ocugen
OCGN
$434M
| $23.1K | ﹤0.01% |
32,760
-1,352
| -4% | -$935 |
|
|
BRY
2895
DELISTED
Berry Corp
BRY
| $23.1K | ﹤0.01% |
7,189
| – | – |
|
2896
FS Bancorp
FSBW
$320M
| $23.1K | ﹤0.01% |
607
| – | – |
|
2897
CervoMed
CRVO
$26.6M
| $23K | ﹤0.01% |
2,515
+401
| +19% | +$1.53K |
|
2898
Heron Therapeutics
HRTX
$92.9M
| $22.9K | ﹤0.01% |
10,432
| – | – |
|
2899
Plumas Bancorp
PLBC
$429M
| $22.9K | ﹤0.01% |
529
| – | – |
|
|
IRBT
2900
DELISTED
iRobot
IRBT
| $22.8K | ﹤0.01% |
8,445
| – | – |
|
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.