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 | |
|---|---|---|---|---|---|---|
2901
Beyond Meat
BYND
$288M
| $24K | ﹤0.01% |
34,238
-119
| -0.3% | -$95 |
|
2902
IBEX
IBEX
$448M
| $23.9K | ﹤0.01% |
892
-166
| -16% | -$5.37K |
|
|
FRMI
2903
Fermi Inc
FRMI
$4.72B
| $23.9K | ﹤0.01% |
4,149
+1,026
| +33% | +$8.98K |
|
2904
OrthoPediatrics
KIDS
$485M
| $23.8K | ﹤0.01% |
1,498
-82
| -5% | -$1.43K |
|
2905
John Marshall Bancorp
JMSB
$315M
| $23.6K | ﹤0.01% |
1,165
| – | – |
|
2906
MGP Ingredients
MGPI
$378M
| $23.6K | ﹤0.01% |
1,281
-13,899
| -92% | -$310K |
|
2907
Norwood Financial Corp
NWFL
$355M
| $23.5K | ﹤0.01% |
800
| – | – |
|
|
INR
2908
Infinity Natural Resources
INR
$248M
| $23.5K | ﹤0.01% |
1,335
-57
| -4% | -$930 |
|
2909
ReNew
RNW
$2.24B
| $23.5K | ﹤0.01% |
5,117
| – | – |
|
2910
Xperi
XPER
$365M
| $23.5K | ﹤0.01% |
4,189
| – | – |
|
2911
FS Bancorp
FSBW
$324M
| $23.4K | ﹤0.01% |
607
| – | – |
|
2912
Protara Therapeutics
TARA
$226M
| $23.4K | ﹤0.01% |
4,490
+1,553
| +53% | +$9.19K |
|
2913
FRP Holdings
FRPH
$449M
| $23.4K | ﹤0.01% |
1,069
| – | – |
|
|
ONIT
2914
Onity Group
ONIT
$333M
| $23.2K | ﹤0.01% |
592
| – | – |
|
2915
Boston Omaha
BOC
$429M
| $23.2K | ﹤0.01% |
1,989
-3
| -0.2% | -$37 |
|
2916
Karat Packaging
KRT
$789M
| $23.2K | ﹤0.01% |
832
+62
| +8% | +$1.56K |
|
2917
Radiant Logistics
RLGT
$416M
| $22.8K | ﹤0.01% |
3,235
| – | – |
|
2918
Puma Biotechnology
PBYI
$406M
| $22.8K | ﹤0.01% |
3,564
| – | – |
|
2919
RxSight
RXST
$215M
| $22.7K | ﹤0.01% |
3,687
+156
| +4% | +$1.29K |
|
2920
Perspective Therapeutics
CATX
$332M
| $22.6K | ﹤0.01% |
5,426
| – | – |
|
2921
Mayville Engineering Co
MEC
$772M
| $22.6K | ﹤0.01% |
1,260
| – | – |
|
2922
The RMR Group
RMR
$342M
| $22.6K | ﹤0.01% |
1,459
| – | – |
|
2923
FVCBankcorp
FVCB
$324M
| $22.5K | ﹤0.01% |
1,478
| – | – |
|
2924
AMES National
ATLO
$266M
| $22.4K | ﹤0.01% |
795
| – | – |
|
2925
PCB Bancorp
PCB
$400M
| $22.4K | ﹤0.01% |
997
-6
| -0.6% | -$134 |
|
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.