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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
+10.43%
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
$446B
AUM Growth
+$42.9B
Cap. Flow
+$9.49B
Cap. Flow %
2.13%
Top 10 Hldgs %
34.71%
Holding
3,464
New
48
Increased
1,032
Reduced
1,608
Closed
58

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$985M
2
AAPL icon
Apple
AAPL
+$632M
3
NVDA icon
NVIDIA
NVDA
+$455M
4
META icon
Meta Platforms (Facebook)
META
+$416M
5
AMZN icon
Amazon
AMZN
+$374M

Top Sells

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$377M
2
HES
Hess
HES
+$252M
3
ANSS
Ansys
ANSS
+$216M
4
JNPR
Juniper Networks
JNPR
+$104M
5
WELL icon
Welltower
WELL
+$94.7M

Sector Composition

Rank Sector Weight
1 Technology 35.5%
2 Financials 13.17%
3 Consumer Discretionary 9.84%
4 Communication Services 9.37%
5 Healthcare 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GMS
3426
DELISTED
GMS Inc
GMS
– –
-106,860
Closed -$11.6M
GOGL
3427
DELISTED
Golden Ocean Group
GOGL
– –
-125,659
Closed -$928K
HES
3428
DELISTED
Hess
HES
– –
-1,817,792
Closed -$252M
INZY
3429
DELISTED
Inozyme Pharma
INZY
– –
-4,813
Closed -$19.3K
ITOS
3430
DELISTED
iTeos Therapeutics
ITOS
– –
-2,717
Closed -$27.1K
JHX icon
3431
James Hardie Industries
JHX
$17.5B
– –
-4,870
Closed -$131K
JNPR
3432
DELISTED
Juniper Networks
JNPR
– –
-2,614,171
Closed -$104M
KLG
3433
DELISTED
WK Kellogg Co
KLG
– –
-189,279
Closed -$3.02M
MAG
3434
DELISTED
MAG Silver
MAG
– –
-99,958
Closed -$2.12M
METCB icon
3435
Ramaco Resources Class B
METCB
$408M
– –
-63
Closed -$490
MX icon
3436
Magnachip Semiconductor
MX
$145M
– –
-1,507
Closed -$6K
NVEE
3437
DELISTED
NV5 Global
NVEE
– –
-151,599
Closed -$3.5M
NVS icon
3438
Novartis
NVS
$297B
– –
-65,156
Closed -$7.88M
OLO
3439
DELISTED
Olo Inc
OLO
– –
-132,335
Closed -$1.18M
OPOF
3440
DELISTED
Old Point Financial
OPOF
– –
-397
Closed -$15.6K
PARAA
3441
DELISTED
Paramount Global Class A
PARAA
– –
-5,603
Closed -$129K
PARA
3442
DELISTED
Paramount Global Class B
PARA
– –
-1,657,547
Closed -$21.4M
PLL
3443
DELISTED
Piedmont Lithium
PLL
– –
-2,300
Closed -$13.4K
PPBI
3444
DELISTED
Pacific Premier Bancorp
PPBI
– –
-288,862
Closed -$6.09M
PWOD
3445
DELISTED
Penns Woods Bancorp
PWOD
– –
-667
Closed -$20.3K
RDFN
3446
DELISTED
Redfin
RDFN
– –
-83,553
Closed -$935K
RDUS
3447
DELISTED
Radius Recycling
RDUS
– –
-18,587
Closed -$552K
SAGE
3448
DELISTED
Sage Therapeutics
SAGE
– –
-5,175
Closed -$47.2K
SCLX icon
3449
Scilex Holding
SCLX
$48.9M
– –
-5
Closed -$29
SHYF
3450
DELISTED
The Shyft Group
SHYF
– –
-3,060
Closed -$38.4K
135 136 137
138
139

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Legal & General Group's Q3 2025 Portfolio in Review

As of Q3 2025, Legal & General Group held 3,464 positions worth $446B, up 11% from $403B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Trading was light in Q3 2025: portfolio turnover was 3.1%. Legal & General Group opened 48 new positions and exited 58, leaving the 3,464-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 36% of assets, up from 34% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Legal & General Group's largest Q3 2025 buy was iShares 10+ Year Investment Grade Corporate Bond ETF: 910,591 shares worth $46.9M.
  • Legal & General Group added most to Microsoft in Q3 2025, an estimated $985M increase.
  • Legal & General Group's biggest Q3 2025 reduction was Tesla, cutting an estimated $377M.
  • Legal & General Group fully exited Hess in Q3 2025, selling an estimated $252M.
  • Legal & General Group's ten largest holdings make up 35% of its $446B portfolio in Q3 2025.
  • Legal & General Group opened 48 new positions and closed 58 in Q3 2025.
  • Legal & General Group's portfolio value rose 11% quarter-over-quarter to $446B.

Based on Legal & General Group's 13F filing for Q3 2025, filed 13 Nov 2025.