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 | |
|---|---|---|---|---|---|---|
3276
Acacia Research
ACTG
$451M
| $10.5K | ﹤0.01% |
2,926
-554
| -16% | -$1.91K |
|
3277
Larimar Therapeutics
LRMR
$436M
| $10.5K | ﹤0.01% |
3,631
-6,087
| -63% | -$14.1K |
|
|
NMAX
3278
Newsmax Inc
NMAX
$1.11B
| $10.4K | ﹤0.01% |
+690
| New | +$18.1K |
|
3279
Design Therapeutics
DSGN
$862M
| $10.4K | ﹤0.01% |
3,078
+513
| +20% | +$1.92K |
|
3280
Pulmonx
LUNG
$88M
| $10.4K | ﹤0.01% |
4,001
| – | – |
|
3281
Alector
ALEC
$203M
| $10.3K | ﹤0.01% |
7,395
-1,661
| -18% | -$2.08K |
|
3282
Pro-Dex
PDEX
$209M
| $10.3K | ﹤0.01% |
+235
| New | +$11.5K |
|
3283
Kodiak Sciences
KOD
$2.84B
| $10.2K | ﹤0.01% |
2,747
| – | – |
|
3284
SB Financial Group
SBFG
$169M
| $10.2K | ﹤0.01% |
+536
| New | +$10.1K |
|
3285
Smith-Midland
SMID
$149M
| $10.2K | ﹤0.01% |
305
-171
| -36% | -$5.2K |
|
|
RPT
3286
Rithm Property Trust
RPT
$94.2M
| $10.2K | ﹤0.01% |
+631
| New | +$10.3K |
|
3287
EVI Industries
EVI
$180M
| $10.2K | ﹤0.01% |
467
-75
| -14% | -$1.34K |
|
3288
CVRx
CVRX
$158M
| $10.2K | ﹤0.01% |
1,732
| – | – |
|
|
MNTN
3289
MNTN Inc
MNTN
$812M
| $10.2K | ﹤0.01% |
+464
| New | +$10.7K |
|
3290
Riverview Bancorp
RVSB
$110M
| $10.1K | ﹤0.01% |
+1,837
| New | +$10.6K |
|
|
ACR
3291
ACRES Commercial Realty
ACR
$104M
| $9.94K | ﹤0.01% |
+554
| New | +$10.1K |
|
3292
Friedman Industries
FRD
$272M
| $9.9K | ﹤0.01% |
+598
| New | +$9.71K |
|
|
NREF
3293
NexPoint Real Estate Finance
NREF
$332M
| $9.89K | ﹤0.01% |
717
+144
| +25% | +$2.06K |
|
3294
Sanara MedTech
SMTI
$313M
| $9.77K | ﹤0.01% |
344
-115
| -25% | -$3.45K |
|
3295
Cartesian Therapeutics
RNAC
$257M
| $9.75K | ﹤0.01% |
938
-212
| -18% | -$2.26K |
|
3296
Crexendo
CXDO
$216M
| $9.72K | ﹤0.01% |
+1,601
| New | +$8.36K |
|
3297
CSP Inc
CSPI
$83.2M
| $9.71K | ﹤0.01% |
+750
| New | +$10.8K |
|
|
TSE
3298
DELISTED
Trinseo
TSE
| $9.67K | ﹤0.01% |
+3,098
| New | +$10.2K |
|
3299
Journey Medical
DERM
$180M
| $9.65K | ﹤0.01% |
+1,347
| New | +$9.31K |
|
3300
SEACOR Marine Holdings
SMHI
$256M
| $9.64K | ﹤0.01% |
1,890
-377
| -17% | -$1.91K |
|
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.