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 | |
|---|---|---|---|---|---|---|
3051
Chemung Financial Corp
CHMG
$399M
| $18.2K | ﹤0.01% |
376
+60
| +19% | +$2.75K |
|
3052
Idaho Strategic Resources
IDR
$514M
| $18.2K | ﹤0.01% |
+1,392
| New | +$20.5K |
|
|
MITT
3053
TPG Mortgage Investment Trust
MITT
$222M
| $18.2K | ﹤0.01% |
2,408
-149
| -6% | -$1.03K |
|
3054
Kaltura
KLTR
$262M
| $18.2K | ﹤0.01% |
9,043
-924
| -9% | -$1.91K |
|
|
FBLA
3055
FB Bancorp
FBLA
$249M
| $18.1K | ﹤0.01% |
+1,610
| New | +$17.8K |
|
|
WOW
3056
DELISTED
WideOpenWest
WOW
| $18.1K | ﹤0.01% |
4,458
| – | – |
|
|
CCRD
3057
DELISTED
CoreCard
CCRD
| $18K | ﹤0.01% |
+621
| New | +$14.6K |
|
|
IRBT
3058
DELISTED
iRobot
IRBT
| $17.8K | ﹤0.01% |
5,687
-2,758
| -33% | -$7.63K |
|
3059
Rimini Street
RMNI
$462M
| $17.8K | ﹤0.01% |
4,719
+227
| +5% | +$758 |
|
3060
EverCommerce
EVCM
$1.87B
| $17.8K | ﹤0.01% |
1,691
-666
| -28% | -$6.72K |
|
|
MBX
3061
MBX Biosciences
MBX
$3.19B
| $17.7K | ﹤0.01% |
1,551
+444
| +40% | +$4.52K |
|
|
PINE
3062
Alpine Income Property Trust
PINE
$352M
| $17.7K | ﹤0.01% |
1,203
| – | – |
|
|
FRGE
3063
DELISTED
Forge Global Holdings
FRGE
| $17.7K | ﹤0.01% |
929
+296
| +47% | +$4.06K |
|
|
EB
3064
DELISTED
Eventbrite
EB
| $17.6K | ﹤0.01% |
6,706
-2,256
| -25% | -$5.2K |
|
3065
Information Services Group
III
$239M
| $17.5K | ﹤0.01% |
3,653
+690
| +23% | +$2.97K |
|
3066
FVCBankcorp
FVCB
$337M
| $17.4K | ﹤0.01% |
1,478
| – | – |
|
|
LPRO
3067
DELISTED
Open Lending Corp
LPRO
| $17.4K | ﹤0.01% |
9,009
-111,073
| -92% | -$179K |
|
|
EWCZ
3068
DELISTED
European Wax Center
EWCZ
| $17.4K | ﹤0.01% |
3,086
-522
| -14% | -$2.37K |
|
3069
Oak Valley Bancorp
OVLY
$280M
| $17.3K | ﹤0.01% |
634
| – | – |
|
3070
First Community Corp
FCCO
$322M
| $17.3K | ﹤0.01% |
+708
| New | +$16.3K |
|
3071
Entrada Therapeutics
TRDA
$267M
| $17.2K | ﹤0.01% |
2,557
-17,342
| -87% | -$140K |
|
|
TTSH
3072
DELISTED
Tile Shop Holdings
TTSH
| $17.2K | ﹤0.01% |
2,692
| – | – |
|
3073
RGC Resources
RGCO
$228M
| $17.1K | ﹤0.01% |
765
| – | – |
|
3074
Editas Medicine
EDIT
$445M
| $17.1K | ﹤0.01% |
7,778
-7,462
| -49% | -$12.2K |
|
3075
E.W. Scripps
SSP
$270M
| $17.1K | ﹤0.01% |
5,811
+651
| +13% | +$1.57K |
|
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.