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 | |
|---|---|---|---|---|---|---|
2926
Monopar Therapeutics
MNPR
$736M
| $22.4K | ﹤0.01% |
408
-71
| -15% | -$4.29K |
|
|
SMC
2927
Summit Midstream
SMC
$421M
| $22.3K | ﹤0.01% |
736
-164
| -18% | -$4.78K |
|
|
NMAX
2928
Newsmax Inc
NMAX
$969M
| $22.1K | ﹤0.01% |
4,251
| – | – |
|
2929
Design Therapeutics
DSGN
$736M
| $22.1K | ﹤0.01% |
2,077
| – | – |
|
2930
Flotek Industries
FTK
$935M
| $22K | ﹤0.01% |
1,295
-80
| -6% | -$1.37K |
|
|
GBFH
2931
GBank Financial Holdings
GBFH
$449M
| $21.9K | ﹤0.01% |
818
| – | – |
|
2932
James River Group Holdings
JRVR
$218M
| $21.9K | ﹤0.01% |
3,473
| – | – |
|
2933
Rocky Brands
RCKY
$304M
| $21.8K | ﹤0.01% |
564
-120
| -18% | -$4.37K |
|
2934
Kelly Services Class A
KELYA
$526M
| $21.7K | ﹤0.01% |
2,456
| – | – |
|
|
PINE
2935
Alpine Income Property Trust
PINE
$339M
| $21.7K | ﹤0.01% |
1,203
| – | – |
|
2936
Acco Brands
ACCO
$369M
| $21.6K | ﹤0.01% |
7,216
| – | – |
|
2937
Bumble
BMBL
$367M
| $21.6K | ﹤0.01% |
6,640
-85,301
| -93% | -$284K |
|
2938
E.W. Scripps
SSP
$274M
| $21.6K | ﹤0.01% |
5,811
| – | – |
|
2939
ClearPoint Neuro
CLPT
$423M
| $21.6K | ﹤0.01% |
2,372
-412
| -15% | -$5.2K |
|
|
RC
2940
Ready Capital
RC
$265M
| $21.6K | ﹤0.01% |
13,324
-138,877
| -91% | -$266K |
|
2941
Eledon Pharmaceuticals
ELDN
$276M
| $21.6K | ﹤0.01% |
7,000
+1,667
| +31% | +$3.93K |
|
2942
Biglari Holdings Class B
BH
$1.2B
| $21.4K | ﹤0.01% |
65
| – | – |
|
2943
Western New England Bancorp
WNEB
$287M
| $21.4K | ﹤0.01% |
1,655
| – | – |
|
2944
Clearwater Paper
CLW
$271M
| $21.3K | ﹤0.01% |
1,479
| – | – |
|
2945
Rezolute
RZLT
$480M
| $21.2K | ﹤0.01% |
6,938
-1,177
| -15% | -$3.53K |
|
|
EVMN
2946
Evommune Inc
EVMN
$409M
| $21.1K | ﹤0.01% |
919
+519
| +130% | +$11.7K |
|
2947
Holley
HLLY
$314M
| $21K | ﹤0.01% |
6,835
| – | – |
|
|
HDSN
2948
Hudson Technologies
HDSN
$267M
| $20.9K | ﹤0.01% |
3,555
| – | – |
|
2949
Park-Ohio Holdings
PKOH
$554M
| $20.8K | ﹤0.01% |
864
| – | – |
|
2950
Aspen Aerogels
ASPN
$387M
| $20.6K | ﹤0.01% |
6,035
-61,095
| -91% | -$206K |
|
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.