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
|
+$342M |
| 2 |
NVIDIA
NVDA
|
+$330M |
| 3 |
Capital One
COF
|
+$288M |
| 4 |
Johnson & Johnson
JNJ
|
+$169M |
| 5 |
AMRZ
Amrize Ltd
AMRZ
|
+$164M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$1.01B |
| 2 |
Microsoft
MSFT
|
+$999M |
| 3 |
DFS
Discover Financial Services
DFS
|
+$296M |
| 4 |
Eli Lilly
LLY
|
+$215M |
| 5 |
Amazon
AMZN
|
+$185M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 34.29% |
| 2 | Financials | 13.54% |
| 3 | Consumer Discretionary | 9.85% |
| 4 | Healthcare | 9.21% |
| 5 | Communication Services | 8.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
ASIC
2976
Ategrity Specialty Insurance
ASIC
$1.22B
| $21.6K | ﹤0.01% |
+1,000
| New | +$22.9K |
|
2977
Plumas Bancorp
PLBC
$427M
| $21.5K | ﹤0.01% |
483
-46
| -9% | -$1.98K |
|
2978
Tredegar Corp
TG
$270M
| $21.5K | ﹤0.01% |
2,438
| – | – |
|
2979
Timberland Bancorp
TSBK
$355M
| $21.4K | ﹤0.01% |
685
| – | – |
|
|
MCHB
2980
Mechanics Bancorp
MCHB
$3.72B
| $21.1K | ﹤0.01% |
1,617
| – | – |
|
2981
Tyra Biosciences
TYRA
$1.61B
| $21K | ﹤0.01% |
2,192
-7,069
| -76% | -$67.2K |
|
2982
Blue Ridge Bankshares
BRBS
$331M
| $20.9K | ﹤0.01% |
+5,819
| New | +$19.6K |
|
|
TECX
2983
Tectonic Therapeutic
TECX
$570M
| $20.9K | ﹤0.01% |
+1,050
| New | +$21.3K |
|
2984
908 Devices
MASS
$341M
| $20.8K | ﹤0.01% |
2,918
+1,097
| +60% | +$6.09K |
|
2985
Codexis
CDXS
$159M
| $20.7K | ﹤0.01% |
8,500
+1,151
| +16% | +$2.7K |
|
2986
First Internet Bancorp
INBK
$256M
| $20.7K | ﹤0.01% |
771
| – | – |
|
2987
Vuzix
VUZI
$215M
| $20.7K | ﹤0.01% |
+7,073
| New | +$16.7K |
|
2988
Primis Financial Corp
FRST
$405M
| $20.6K | ﹤0.01% |
1,903
+193
| +11% | +$1.78K |
|
2989
Norwood Financial Corp
NWFL
$370M
| $20.6K | ﹤0.01% |
800
+79
| +11% | +$1.98K |
|
2990
Nature's Sunshine
NATR
$358M
| $20.6K | ﹤0.01% |
1,393
+162
| +13% | +$2.19K |
|
|
SEPN
2991
Septerna Inc
SEPN
$1.78B
| $20.6K | ﹤0.01% |
1,945
+105
| +6% | +$865 |
|
2992
Fidelity D&D Bancorp
FDBC
$313M
| $20.5K | ﹤0.01% |
445
| – | – |
|
2993
James River Group Holdings
JRVR
$221M
| $20.4K | ﹤0.01% |
3,473
| – | – |
|
2994
Annexon
ANNX
$918M
| $20.3K | ﹤0.01% |
8,476
-77,059
| -90% | -$154K |
|
2995
Waterstone Financial
WSBF
$375M
| $20.3K | ﹤0.01% |
1,471
| – | – |
|
2996
Flotek Industries
FTK
$1.32B
| $20.3K | ﹤0.01% |
+1,375
| New | +$15.8K |
|
2997
OraSure Technologies
OSUR
$275M
| $20.3K | ﹤0.01% |
6,750
-16,876
| -71% | -$48.7K |
|
|
PWOD
2998
DELISTED
Penns Woods Bancorp
PWOD
| $20.3K | ﹤0.01% |
+667
| New | +$19.1K |
|
2999
Foster
FSTR
$438M
| $20.2K | ﹤0.01% |
925
-1,905
| -67% | -$37.3K |
|
3000
Movado Group
MOV
$840M
| $20.1K | ﹤0.01% |
1,321
| – | – |
|
Similar funds
Legal & General Group's Q2 2025 Portfolio in Review
As of Q2 2025, Legal & General Group held 3,602 positions worth $403B, up 9.7% from $367B the previous quarter. Its ten largest holdings account for 32% of the portfolio.
Legal & General Group's Q2 2025 filing shows 227 new, 1,896 increased, 1,081 reduced and 186 closed positions. Its largest new stake was Amrize Ltd: 3,253,080 shares worth $162M. The largest sale was Apple, an estimated $1.01B.
By sector, the portfolio is most concentrated in Technology at 34% of assets, up from 31% a quarter earlier, followed by Financials and Consumer Discretionary.
- Legal & General Group's largest Q2 2025 buy was Amrize Ltd: 3,253,080 shares worth $162M.
- Legal & General Group added most to Tesla in Q2 2025, an estimated $342M increase.
- Legal & General Group's biggest Q2 2025 reduction was Apple, cutting an estimated $1.01B.
- Legal & General Group fully exited Discover Financial Services in Q2 2025, selling an estimated $296M.
- Legal & General Group's ten largest holdings make up 32% of its $403B portfolio in Q2 2025.
- Legal & General Group opened 227 new positions and closed 186 in Q2 2025.
- Legal & General Group's portfolio value rose 9.7% quarter-over-quarter to $403B.
Based on Legal & General Group's 13F filing for Q2 2025, filed 12 Aug 2025.