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 | |
|---|---|---|---|---|---|---|
3301
J. Jill
JILL
$280M
| $9.63K | ﹤0.01% |
658
+97
| +17% | +$1.53K |
|
3302
Forrester Research
FORR
$233M
| $9.62K | ﹤0.01% |
972
| – | – |
|
|
SUNS
3303
Sunrise Realty Trust
SUNS
$106M
| $9.59K | ﹤0.01% |
905
| – | – |
|
3304
SR Bancorp
SRBK
$145M
| $9.52K | ﹤0.01% |
+705
| New | +$9.07K |
|
3305
loanDepot
LDI
$511M
| $9.43K | ﹤0.01% |
+7,426
| New | +$9.08K |
|
3306
Waldencast
WALD
$185M
| $9.42K | ﹤0.01% |
3,853
+1,638
| +74% | +$4.15K |
|
3307
Finance of America Companies
FOA
$197M
| $9.4K | ﹤0.01% |
+403
| New | +$8.48K |
|
3308
BRC Inc
BRCC
$241M
| $9.37K | ﹤0.01% |
7,151
+1,527
| +27% | +$2.82K |
|
3309
Inseego
INSG
$86.3M
| $9.31K | ﹤0.01% |
+1,130
| New | +$8.83K |
|
|
LX
3310
LexinFintech Holdings
LX
$239M
| $9.27K | ﹤0.01% |
1,286
| – | – |
|
|
SLSN
3311
Solesence Inc
SLSN
$72.8M
| $9.19K | ﹤0.01% |
+2,095
| New | +$7.36K |
|
3312
American Vanguard Corp
AVD
$73.5M
| $9.14K | ﹤0.01% |
2,331
| – | – |
|
|
AVR
3313
Anteris Technologies
AVR
$814M
| $9.1K | ﹤0.01% |
2,399
+902
| +60% | +$3.67K |
|
|
LFT
3314
Lument Finance Trust
LFT
$35.5M
| $9.05K | ﹤0.01% |
+4,097
| New | +$10.3K |
|
|
AIRJ
3315
Montana Technologies Corp
AIRJ
$405M
| $9.04K | ﹤0.01% |
+1,952
| New | +$8.97K |
|
3316
BARK
BARK
$82.7M
| $9K | ﹤0.01% |
512
-48
| -9% | -$1.1K |
|
3317
Travelzoo
TZOO
$73.4M
| $8.96K | ﹤0.01% |
+704
| New | +$9.24K |
|
3318
Arena Group
AREN
$75.2M
| $8.91K | ﹤0.01% |
+1,437
| New | +$7.06K |
|
3319
Protara Therapeutics
TARA
$230M
| $8.9K | ﹤0.01% |
+2,937
| New | +$10.1K |
|
3320
Ascent Industries
ACNT
$137M
| $8.89K | ﹤0.01% |
+705
| New | +$8.97K |
|
|
BIOA
3321
BioAge Labs
BIOA
$501M
| $8.89K | ﹤0.01% |
2,152
+832
| +63% | +$3.35K |
|
|
SFBC
3322
Sound Financial Bancorp
SFBC
$111M
| $8.88K | ﹤0.01% |
+193
| New | +$9.6K |
|
3323
ProFrac Holding
ACDC
$807M
| $8.75K | ﹤0.01% |
1,127
-1,061
| -48% | -$6.95K |
|
|
OMDA
3324
Omada Health Inc
OMDA
$1.16B
| $8.74K | ﹤0.01% |
+477
| New | +$8.26K |
|
3325
Future Fuel
FF
$229M
| $8.74K | ﹤0.01% |
2,253
| – | – |
|
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.