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 |
Amazon
AMZN
|
+$300M |
| 2 |
iShares MSCI India ETF
INDA
|
+$280M |
| 3 |
Wells Fargo
WFC
|
+$263M |
| 4 |
Spotify
SPOT
|
+$185M |
| 5 |
Microsoft
MSFT
|
+$158M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$880M |
| 2 |
Apple
AAPL
|
+$847M |
| 3 |
Cisco
CSCO
|
+$301M |
| 4 |
Broadcom
AVGO
|
+$283M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
326
Church & Dwight Co
CHD
$24.5B
| $214M | 0.06% |
2,045,774
-33,525
| -2% | -$3.54M |
|
327
HubSpot
HUBS
$10.5B
| $214M | 0.06% |
307,229
-28,678
| -9% | -$18.4M |
|
328
Strategy Inc
MSTR
$38.4B
| $211M | 0.06% |
729,905
+51,806
| +8% | +$15.6M |
|
329
Mid-America Apartment Communities
MAA
$15.7B
| $211M | 0.06% |
1,364,446
-72,886
| -5% | -$11.4M |
|
330
Ingersoll Rand
IR
$33.7B
| $209M | 0.06% |
2,307,138
-54,147
| -2% | -$5.39M |
|
331
Xylem
XYL
$28.1B
| $208M | 0.05% |
1,789,466
-198,087
| -10% | -$25M |
|
332
Willis Towers Watson
WTW
$32B
| $207M | 0.05% |
660,229
-6,542
| -1% | -$2.01M |
|
333
CMS Energy
CMS
$22.3B
| $206M | 0.05% |
3,087,226
-72,241
| -2% | -$4.97M |
|
334
Nasdaq
NDAQ
$52.9B
| $206M | 0.05% |
2,660,590
-88,349
| -3% | -$6.83M |
|
335
Sysco
SYY
$40.3B
| $205M | 0.05% |
2,682,912
-129,345
| -5% | -$9.9M |
|
336
Wabtec
WAB
$49.3B
| $204M | 0.05% |
1,078,123
-67,941
| -6% | -$13.2M |
|
337
Kraft Heinz
KHC
$30B
| $204M | 0.05% |
6,640,770
-121,368
| -2% | -$3.98M |
|
338
Rockwell Automation
ROK
$49B
| $204M | 0.05% |
713,282
-30,579
| -4% | -$8.6M |
|
339
State Street
STT
$50.7B
| $203M | 0.05% |
2,068,231
-95,256
| -4% | -$9.02M |
|
340
Occidental Petroleum
OXY
$55.9B
| $201M | 0.05% |
4,064,034
-96,395
| -2% | -$4.87M |
|
341
Synchrony
SYF
$25.6B
| $201M | 0.05% |
3,088,154
-199,221
| -6% | -$12.2M |
|
342
DexCom
DXCM
$32B
| $199M | 0.05% |
2,565,151
+129,944
| +5% | +$9.62M |
|
|
WCN
343
Waste Connections
WCN
$42B
| $199M | 0.05% |
1,157,860
-59,370
| -5% | -$10.8M |
|
344
Cboe Global Markets
CBOE
$29.9B
| $198M | 0.05% |
1,014,922
+55,298
| +6% | +$11.4M |
|
345
Microchip Technology
MCHP
$46B
| $197M | 0.05% |
3,441,401
-242,023
| -7% | -$16.6M |
|
346
Nucor
NUE
$62.1B
| $197M | 0.05% |
1,687,917
-91,302
| -5% | -$13.1M |
|
347
Mettler-Toledo International
MTD
$28.6B
| $197M | 0.05% |
160,851
-6,943
| -4% | -$9.06M |
|
348
Lennar Class A
LEN
$21.2B
| $196M | 0.05% |
1,485,994
-68,958
| -4% | -$11.2M |
|
349
CenterPoint Energy
CNP
$26.8B
| $196M | 0.05% |
6,182,114
-450,078
| -7% | -$13.9M |
|
350
Raymond James Financial
RJF
$34B
| $196M | 0.05% |
1,260,648
+6,546
| +0.5% | +$989K |
|
Similar funds
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.