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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
+3.98%
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
$378B
AUM Growth
-$2.18B
Cap. Flow
-$8.43B
Cap. Flow %
-2.23%
Top 10 Hldgs %
33.03%
Holding
3,439
New
34
Increased
1,418
Reduced
1,301
Closed
49

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$300M
2
INDA icon
iShares MSCI India ETF
INDA
+$280M
3
WFC icon
Wells Fargo
WFC
+$263M
4
SPOT icon
Spotify
SPOT
+$185M
5
MSFT icon
Microsoft
MSFT
+$158M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$880M
2
AAPL icon
Apple
AAPL
+$847M
3
CSCO icon
Cisco
CSCO
+$301M
4
AVGO icon
Broadcom
AVGO
+$283M
5
UNH icon
UnitedHealth
UNH
+$259M

Sector Composition

Rank Sector Weight
1 Technology 33.86%
2 Financials 13.2%
3 Consumer Discretionary 10.31%
4 Healthcare 10.03%
5 Communication Services 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ZGN icon
3401
Zegna
ZGN
$4B
– –
-1,143
Closed -$11.2K
TWFG
3402
TWFG Inc
TWFG
$378M
– –
-5,000
Closed -$136K
EQC
3403
DELISTED
Equity Commonwealth
EQC
– –
-203,935
Closed -$4.06M
NKLA
3404
DELISTED
Nikola Corporation Common Stock
NKLA
– –
-22,905
Closed -$105K
CNSL
3405
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
– –
-220,777
Closed -$1.02M
AGR
3406
DELISTED
Avangrid, Inc.
AGR
– –
-809,667
Closed -$29M
NAPA
3407
DELISTED
The Duckhorn Portfolio, Inc.
NAPA
– –
-44,545
Closed -$259K
CTLT
3408
DELISTED
CATALENT, INC.
CTLT
– –
-881,174
Closed -$53.4M
AY
3409
DELISTED
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
– –
-227,811
Closed -$5.01M
MOND
3410
DELISTED
Mondee Holdings, Inc. Class A Common Stock
MOND
– –
-4,768
Closed -$6.63K
MRO
3411
DELISTED
Marathon Oil Corporation
MRO
– –
-3,104,875
Closed -$82.7M
HAYN
3412
DELISTED
Haynes International, Inc.
HAYN
– –
-34,470
Closed -$2.05M
RCM
3413
DELISTED
R1 RCM Inc. Common Stock
RCM
– –
-253,942
Closed -$3.6M
EXAI
3414
DELISTED
Exscientia Plc American Depositary Shares
EXAI
– –
-66,972
Closed -$327K
SAVE
3415
DELISTED
Spirit Airlines, Inc.
SAVE
– –
-10,581
Closed -$25.4K
AXNX
3416
DELISTED
Axonics, Inc. Common Stock
AXNX
– –
-62,215
Closed -$4.33M
NVEI
3417
DELISTED
Nuvei Corporation Subordinate Voting Shares
NVEI
– –
-65,172
Closed -$2.18M
TWKS
3418
DELISTED
Thoughtworks Holding, Inc. Common Stock
TWKS
– –
-111,274
Closed -$492K
INST
3419
DELISTED
Instructure Holdings, Inc.
INST
– –
-3,456
Closed -$81.3K
PRMW
3420
DELISTED
Primo Water Corporation
PRMW
– –
-470,577
Closed -$11.8M
SRCL
3421
DELISTED
Stericycle Inc
SRCL
– –
-142,992
Closed -$8.72M
ITI
3422
DELISTED
Iteris, Inc.
ITI
– –
-4,891
Closed -$34.9K
STER
3423
DELISTED
Sterling Check Corp. Common Stock
STER
– –
-31,428
Closed -$525K
LLAP
3424
DELISTED
Terran Orbital Corporation
LLAP
– –
-14,202
Closed -$3.57K
PETQ
3425
DELISTED
PetIQ, Inc. Class A Common Stock
PETQ
– –
-25,446
Closed -$783K
134 135 136
137
138

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Legal & General Group's Q4 2024 Portfolio in Review

As of Q4 2024, Legal & General Group held 3,439 positions worth $378B, down 0.57% from $380B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Trading was light in Q4 2024: portfolio turnover was 2.4%. Legal & General Group opened 34 new positions and exited 49, leaving the 3,439-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 34% of assets, up from 33% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Legal & General Group's largest Q4 2024 buy was iShares MSCI India ETF: 5,080,058 shares worth $267M.
  • Legal & General Group added most to Amazon in Q4 2024, an estimated $300M increase.
  • Legal & General Group's biggest Q4 2024 reduction was NVIDIA, cutting an estimated $880M.
  • Legal & General Group fully exited Marathon Oil Corporation in Q4 2024, selling an estimated $82.7M.
  • Legal & General Group's ten largest holdings make up 33% of its $378B portfolio in Q4 2024.
  • Legal & General Group opened 34 new positions and closed 49 in Q4 2024.
  • Legal & General Group's portfolio value fell 0.57% quarter-over-quarter to $378B.

Based on Legal & General Group's 13F filing for Q4 2024, filed 13 Feb 2025.