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 | |
|---|---|---|---|---|---|---|
|
TBI
3076
Trueblue
TBI
$311M
| $17.1K | ﹤0.01% |
2,632
| – | – |
|
3077
C&F Financial
CFFI
$288M
| $17K | ﹤0.01% |
+276
| New | +$17.6K |
|
|
PVLA
3078
Palvella Therapeutics
PVLA
$2.23B
| $17K | ﹤0.01% |
+755
| New | +$17.7K |
|
3079
KORU Medical Systems
KRMD
$164M
| $17K | ﹤0.01% |
+4,735
| New | +$13.4K |
|
3080
Perma-Fix Environmental Services
PESI
$377M
| $16.9K | ﹤0.01% |
1,611
-251
| -13% | -$2.31K |
|
3081
Electromed
ELMD
$348M
| $16.9K | ﹤0.01% |
+769
| New | +$16.7K |
|
3082
Greene County Bancorp
GCBC
$587M
| $16.9K | ﹤0.01% |
761
-5,818
| -88% | -$129K |
|
3083
First United
FUNC
$292M
| $16.9K | ﹤0.01% |
+544
| New | +$16.1K |
|
3084
Evolution Petroleum
EPM
$127M
| $16.8K | ﹤0.01% |
3,567
-8,521
| -70% | -$38.6K |
|
3085
Bank7 Corp
BSVN
$479M
| $16.8K | ﹤0.01% |
402
+50
| +14% | +$1.9K |
|
3086
Utah Medical Products
UTMD
$223M
| $16.8K | ﹤0.01% |
295
| – | – |
|
3087
Jakks Pacific
JAKK
$292M
| $16.7K | ﹤0.01% |
806
+173
| +27% | +$3.52K |
|
3088
Foghorn Therapeutics
FHTX
$331M
| $16.7K | ﹤0.01% |
3,548
+842
| +31% | +$3.52K |
|
3089
AerSale
ASLE
$298M
| $16.7K | ﹤0.01% |
2,774
| – | – |
|
3090
OmniAb
OABI
$325M
| $16.6K | ﹤0.01% |
9,557
+1,242
| +15% | +$2.08K |
|
3091
Virginia National Bankshares
VABK
$254M
| $16.6K | ﹤0.01% |
449
| – | – |
|
3092
Avita Medical
RCEL
$146M
| $16.6K | ﹤0.01% |
3,135
+389
| +14% | +$2.83K |
|
3093
Frequency Electronics
FEIM
$815M
| $16.6K | ﹤0.01% |
+730
| New | +$13.5K |
|
3094
Getty Images
GETY
$185M
| $16.6K | ﹤0.01% |
10,011
-712
| -7% | -$1.25K |
|
3095
MediWound
MDWD
$184M
| $16.5K | ﹤0.01% |
851
-234
| -22% | -$4.41K |
|
|
BLFY
3096
DELISTED
Blue Foundry Bancorp
BLFY
| $16.5K | ﹤0.01% |
1,721
-218
| -11% | -$2.02K |
|
3097
Quad
QUAD
$515M
| $16.5K | ﹤0.01% |
2,914
| – | – |
|
3098
Vale
VALE
$62.6B
| $16.4K | ﹤0.01% |
1,694
| – | – |
|
3099
Atomera
ATOM
$206M
| $16.4K | ﹤0.01% |
+3,257
| New | +$17.4K |
|
3100
NACCO Industries
NC
$324M
| $16.2K | ﹤0.01% |
366
+59
| +19% | +$2.14K |
|
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.