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 | |
|---|---|---|---|---|---|---|
3176
Riverview Bancorp
RVSB
$108M
| $10.1K | ﹤0.01% |
1,837
| – | – |
|
3177
Bakkt Inc
BKKT
$341M
| $10.1K | ﹤0.01% |
1,371
| – | – |
|
3178
Alta Equipment Group
ALTG
$208M
| $10K | ﹤0.01% |
1,865
-72
| -4% | -$457 |
|
|
BHR
3179
Braemar Hotels & Resorts
BHR
$156M
| $10K | ﹤0.01% |
4,243
| – | – |
|
3180
Quantum-Si Incorporated
QSI
$171M
| $9.95K | ﹤0.01% |
12,860
| – | – |
|
3181
Funko
FNKO
$329M
| $9.94K | ﹤0.01% |
3,156
| – | – |
|
3182
Envela
ELA
$540M
| $9.93K | ﹤0.01% |
596
-78
| -12% | -$1.07K |
|
3183
KULR Technology Group
KULR
$117M
| $9.84K | ﹤0.01% |
4,152
-670
| -14% | -$2.08K |
|
3184
BV Financial
BVFL
$180M
| $9.72K | ﹤0.01% |
508
-271
| -35% | -$5.14K |
|
|
NREF
3185
NexPoint Real Estate Finance
NREF
$316M
| $9.66K | ﹤0.01% |
717
| – | – |
|
3186
SKYX Platforms
SKYX
$157M
| $9.65K | ﹤0.01% |
8,617
+1,791
| +26% | +$3.74K |
|
3187
Nkarta
NKTX
$165M
| $9.64K | ﹤0.01% |
4,567
| – | – |
|
3188
Medifast
MED
$105M
| $9.47K | ﹤0.01% |
929
| – | – |
|
3189
Silvercrest Asset Management
SAMG
$78M
| $9.44K | ﹤0.01% |
702
| – | – |
|
3190
Pro-Dex
PDEX
$177M
| $9.43K | ﹤0.01% |
192
-43
| -18% | -$1.85K |
|
|
XZO
3191
Exzeo Group
XZO
$1.41B
| $9.41K | ﹤0.01% |
+640
| New | +$11.4K |
|
3192
Ascent Industries
ACNT
$138M
| $9.38K | ﹤0.01% |
705
| – | – |
|
3193
Thryv Holdings
THRY
$171M
| $9.32K | ﹤0.01% |
3,400
-562
| -14% | -$2.21K |
|
3194
Maui Land & Pineapple Co
MLP
$338M
| $9.31K | ﹤0.01% |
605
-116
| -16% | -$1.92K |
|
3195
SkinHealth Systems
SKIN
$97.4M
| $9.31K | ﹤0.01% |
10,411
-1,691
| -14% | -$2.08K |
|
3196
OneWater Marine
ONEW
$215M
| $9.25K | ﹤0.01% |
979
| – | – |
|
3197
Cardiff Oncology
CRDF
$63.1M
| $9.25K | ﹤0.01% |
5,709
-476
| -8% | -$978 |
|
3198
Lands' End
LE
$361M
| $9.23K | ﹤0.01% |
821
| – | – |
|
3199
Hanover Bancorp
HNVR
$183M
| $9.22K | ﹤0.01% |
427
| – | – |
|
3200
Humacyte
HUMA
$173M
| $9.11K | ﹤0.01% |
15,022
-595
| -4% | -$619 |
|
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.