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Legal & General Group

Legal & General Group Portfolio holdings

AUM $432B
1-Year Est. Return 29.4%
 

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.

This Quarter Est. Return
-2.61%
1 Year Est. Return
+29.4%
3 Year Est. Return
+97.7%
5 Year Est. Return
+129.51%
10 Year Est. Return
+472.83%
AUM
$367B
AUM Growth
-$10.7B
Cap. Flow
+$7.13B
Cap. Flow %
1.94%
Top 10 Hldgs %
29.62%
Holding
3,412
New
22
Increased
1,439
Reduced
1,214
Closed
37

Top Buys

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$944M
2
MSFT icon
Microsoft
MSFT
+$439M
3
AAPL icon
Apple
AAPL
+$424M
4
AMZN icon
Amazon
AMZN
+$361M
5
NVDA icon
NVIDIA
NVDA
+$359M

Top Sells

Rank Stock Value
1
JNJ icon
Johnson & Johnson
JNJ
+$108M
2
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$75.5M
3
LLY icon
Eli Lilly
LLY
+$66.1M
4
XOM icon
ExxonMobil
XOM
+$64.6M
5
NET icon
Cloudflare
NET
+$62.6M

Sector Composition

Rank Sector Weight
1 Technology 31.19%
2 Financials 13.98%
3 Healthcare 10.93%
4 Consumer Discretionary 9.75%
5 Communication Services 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BALY icon
3376
Bally's
BALY
$658M
– –
-26,250
Closed -$470K
GOTU icon
3377
Gaotu Techedu
GOTU
$436M
– –
-1,933
Closed -$4.23K
NBP
3378
NovaBridge Biosciences American Depositary Shares
NBP
$202M
– –
-1,191
Closed -$1.01K
MERC icon
3379
Mercer International
MERC
$39.8M
– –
-42,331
Closed -$275K
NNDM
3380
Nano Dimension
NNDM
$343M
– –
-175,120
Closed -$434K
ODD icon
3381
ODDITY Tech
ODD
$651M
– –
-4,526
Closed -$190K
OXY.WS icon
3382
Occidental Petroleum Corp Warrants
OXY.WS
$32B
– –
-35
Closed -$963
SID icon
3383
Companhia Siderúrgica Nacional
SID
$1.23B
– –
-547,459
Closed -$791K
SNRE
3384
DELISTED
Sunrise Communications AG American Depositary Shares representing Class A shares
SNRE
– –
-51,919
Closed -$2.24M
ALTR
3385
DELISTED
Altair Engineering Inc
ALTR
– –
-95,743
Closed -$10.4M
EDR
3386
DELISTED
Endeavor Group Holdings, Inc.
EDR
– –
-190,254
Closed -$5.95M
AZPN
3387
DELISTED
Aspen Technology Inc
AZPN
– –
-98,238
Closed -$24.5M
ALTM
3388
DELISTED
Arcadium Lithium plc
ALTM
– –
-5,925,314
Closed -$30.4M
INFN
3389
DELISTED
Infinera Corporation Common Stock
INFN
– –
-229,964
Closed -$1.51M
CFB
3390
DELISTED
CrossFirst Bankshares, Inc. Common Stock
CFB
– –
-39,417
Closed -$597K
PFC
3391
DELISTED
Premier Financial Corp. Common Stock
PFC
– –
-38,691
Closed -$989K
MTTR
3392
DELISTED
Matterport, Inc. Class A Common Stock
MTTR
– –
-305,340
Closed -$1.45M
HCP
3393
DELISTED
HashiCorp, Inc. Class A Common Stock
HCP
– –
-133,142
Closed -$4.55M
NARI
3394
DELISTED
Inari Medical, Inc. Common Stock
NARI
– –
-144,939
Closed -$7.4M
ZUO
3395
DELISTED
Zuora, Inc.
ZUO
– –
-175,970
Closed -$1.75M
SILV
3396
DELISTED
SilverCrest Metals Inc. Common Shares
SILV
– –
-148,246
Closed -$1.35M
CTV
3397
DELISTED
Innovid Corp.
CTV
– –
-9,510
Closed -$29.4K
ROIC
3398
DELISTED
Retail Opportunity Investments Corp.
ROIC
– –
-899,968
Closed -$15.6M
SUM
3399
DELISTED
Summit Materials, Inc. Class A Common Stock
SUM
– –
-117,164
Closed -$5.93M
RVNC
3400
DELISTED
Revance Therapeutics, Inc.
RVNC
– –
-110,199
Closed -$335K
133 134 135
136
137

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Legal & General Group's Q1 2025 Portfolio in Review

As of Q1 2025, Legal & General Group held 3,412 positions worth $367B, down 2.8% from $378B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Trading was light in Q1 2025: portfolio turnover was 1.7%. Legal & General Group opened 22 new positions and exited 37, leaving the 3,412-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 31% of assets, down from 34% a quarter earlier, followed by Financials and Healthcare.

  • Legal & General Group's largest Q1 2025 buy was Sandisk: 641,494 shares worth $30.5M.
  • Legal & General Group added most to Tesla in Q1 2025, an estimated $944M increase.
  • Legal & General Group's biggest Q1 2025 reduction was Johnson & Johnson, cutting an estimated $108M.
  • Legal & General Group fully exited Arcadium Lithium plc in Q1 2025, selling an estimated $30.4M.
  • Legal & General Group's ten largest holdings make up 30% of its $367B portfolio in Q1 2025.
  • Legal & General Group opened 22 new positions and closed 37 in Q1 2025.
  • Legal & General Group's portfolio value fell 2.8% quarter-over-quarter to $367B.

Based on Legal & General Group's 13F filing for Q1 2025, filed 15 May 2025.