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 |
TotalEnergies
TTE
|
+$937M |
| 2 |
Tesla
TSLA
|
+$462M |
| 3 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$218M |
| 4 |
Intuit
INTU
|
+$141M |
| 5 |
Q
Qnity Electronics Inc
Q
|
+$117M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$1.81B |
| 2 |
Microsoft
MSFT
|
+$433M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$433M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$382M |
| 5 |
K
Kellanova
K
|
+$190M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 34.85% |
| 2 | Financials | 13.39% |
| 3 | Healthcare | 9.67% |
| 4 | Consumer Discretionary | 9.63% |
| 5 | Communication Services | 9.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
PINE
3026
Alpine Income Property Trust
PINE
$343M
| $20.1K | ﹤0.01% |
1,203
| – | – |
|
|
REFI
3027
Chicago Atlantic Real Estate Finance
REFI
$260M
| $20.1K | ﹤0.01% |
1,638
| – | – |
|
3028
Rocky Brands
RCKY
$364M
| $20.1K | ﹤0.01% |
684
| – | – |
|
3029
C&F Financial
CFFI
$277M
| $20K | ﹤0.01% |
276
| – | – |
|
3030
TriSalus Life Sciences
TLSI
$344M
| $20K | ﹤0.01% |
2,870
+1,416
| +97% | +$7.93K |
|
|
LOVE
3031
LoveSac
LOVE
$253M
| $20K | ﹤0.01% |
1,357
| – | – |
|
|
ALMU
3032
Aeluma Inc
ALMU
$316M
| $20K | ﹤0.01% |
1,164
+290
| +33% | +$4.58K |
|
3033
Pure Cycle
PCYO
$270M
| $20K | ﹤0.01% |
1,818
| – | – |
|
3034
RCI Hospitality Holdings
RICK
$207M
| $19.9K | ﹤0.01% |
835
| – | – |
|
3035
Citizens
CIA
$194M
| $19.8K | ﹤0.01% |
4,094
| – | – |
|
3036
AerSale
ASLE
$274M
| $19.7K | ﹤0.01% |
2,774
| – | – |
|
3037
MediWound
MDWD
$178M
| $19.7K | ﹤0.01% |
1,065
+214
| +25% | +$3.91K |
|
3038
3D Systems Corp
DDD
$611M
| $19.6K | ﹤0.01% |
11,075
| – | – |
|
3039
Design Therapeutics
DSGN
$897M
| $19.5K | ﹤0.01% |
2,077
| – | – |
|
3040
Kingstone Companies
KINS
$278M
| $19.4K | ﹤0.01% |
1,152
-61
| -5% | -$928 |
|
3041
Fidelity D&D Bancorp
FDBC
$310M
| $19.4K | ﹤0.01% |
445
| – | – |
|
3042
OptimizeRx
OPRX
$129M
| $19.4K | ﹤0.01% |
1,580
-78
| -5% | -$1.27K |
|
3043
Usana Health Sciences
USNA
$265M
| $19.3K | ﹤0.01% |
982
-27,808
| -97% | -$577K |
|
3044
Oportun Financial
OPRT
$356M
| $19.2K | ﹤0.01% |
3,630
| – | – |
|
3045
Waterstone Financial
WSBF
$370M
| $19.2K | ﹤0.01% |
1,158
-313
| -21% | -$4.91K |
|
3046
Viant Technology
DSP
$282M
| $19.2K | ﹤0.01% |
1,591
+243
| +18% | +$2.43K |
|
3047
Rezolute
RZLT
$451M
| $19.2K | ﹤0.01% |
8,115
-101
| -1% | -$792 |
|
3048
Oak Valley Bancorp
OVLY
$279M
| $19.1K | ﹤0.01% |
634
| – | – |
|
3049
EverCommerce
EVCM
$1.81B
| $19K | ﹤0.01% |
1,575
-116
| -7% | -$1.23K |
|
3050
SelectQuote
SLQT
$123M
| $19K | ﹤0.01% |
13,478
-714
| -5% | -$1.19K |
|
Similar funds
Legal & General Group's Q4 2025 Portfolio in Review
As of Q4 2025, Legal & General Group held 3,462 positions worth $451B, up 1.2% from $446B the previous quarter. Its ten largest holdings account for 35% of the portfolio.
Trading was light in Q4 2025: portfolio turnover was 3.8%. Legal & General Group opened 56 new positions and exited 74, leaving the 3,462-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 35% of assets, down from 36% a quarter earlier, followed by Financials and Healthcare.
- Legal & General Group's largest Q4 2025 buy was TotalEnergies: 14,822,164 shares worth $968M.
- Legal & General Group added most to Tesla in Q4 2025, an estimated $462M increase.
- Legal & General Group's biggest Q4 2025 reduction was NVIDIA, cutting an estimated $1.81B.
- Legal & General Group fully exited Kellanova in Q4 2025, selling an estimated $190M.
- Legal & General Group's ten largest holdings make up 35% of its $451B portfolio in Q4 2025.
- Legal & General Group opened 56 new positions and closed 74 in Q4 2025.
- Legal & General Group's portfolio value rose 1.2% quarter-over-quarter to $451B.
Based on Legal & General Group's 13F filing for Q4 2025, filed 9 Feb 2026.