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
|
+$944M |
| 2 |
Microsoft
MSFT
|
+$439M |
| 3 |
Apple
AAPL
|
+$424M |
| 4 |
Amazon
AMZN
|
+$361M |
| 5 |
NVIDIA
NVDA
|
+$359M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Johnson & Johnson
JNJ
|
+$108M |
| 2 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$75.5M |
| 3 |
Eli Lilly
LLY
|
+$66.1M |
| 4 |
ExxonMobil
XOM
|
+$64.6M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
AXON
376
Axon Enterprise
AXON
$42.1B
| $171M | 0.05% |
324,445
+8,919
| +3% | +$5.22M |
|
|
FITB
377
Fifth Third Bancorp
FITB
$51.7B
| $169M | 0.05% |
4,299,665
+109,237
| +3% | +$4.61M |
|
378
Synchrony
SYF
$25.6B
| $167M | 0.05% |
3,147,867
+59,713
| +2% | +$3.69M |
|
379
International Paper
IP
$21.5B
| $166M | 0.05% |
3,108,991
+903,834
| +41% | +$49.4M |
|
380
NiSource
NI
$20.8B
| $165M | 0.04% |
4,110,517
+168,727
| +4% | +$6.5M |
|
381
VeriSign
VRSN
$26.4B
| $164M | 0.04% |
647,439
+16,410
| +3% | +$3.73M |
|
382
Vistra
VST
$47.7B
| $164M | 0.04% |
1,395,350
+6,601
| +0.5% | +$986K |
|
383
Expedia Group
EXPE
$36.8B
| $163M | 0.04% |
972,567
+27,401
| +3% | +$4.99M |
|
384
Microchip Technology
MCHP
$40.4B
| $163M | 0.04% |
3,374,521
-66,880
| -2% | -$3.73M |
|
|
SW
385
Smurfit Westrock
SW
$24.6B
| $163M | 0.04% |
3,625,991
+444,949
| +14% | +$22.6M |
|
386
Waters Corp
WAT
$39.2B
| $163M | 0.04% |
440,935
+17,837
| +4% | +$6.91M |
|
387
Lennar Class A
LEN
$20.4B
| $159M | 0.04% |
1,387,970
-98,024
| -7% | -$12.2M |
|
388
Tyson Foods
TSN
$20.6B
| $159M | 0.04% |
2,484,877
+231,224
| +10% | +$13.6M |
|
389
NVR
NVR
$16.9B
| $158M | 0.04% |
21,859
+545
| +3% | +$4.14M |
|
390
CDW
CDW
$18.1B
| $158M | 0.04% |
988,021
+22,590
| +2% | +$4.1M |
|
391
Pultegroup
PHM
$24.7B
| $157M | 0.04% |
1,522,484
-11,522
| -0.8% | -$1.24M |
|
392
Texas Pacific Land
TPL
$24.5B
| $156M | 0.04% |
354,237
+39,711
| +13% | +$17.7M |
|
393
Global Payments
GPN
$24B
| $156M | 0.04% |
1,597,740
+120,639
| +8% | +$12.6M |
|
394
Dover
DOV
$28.4B
| $156M | 0.04% |
889,164
+44,389
| +5% | +$8.53M |
|
395
Thomson Reuters
TRI
$43.7B
| $154M | 0.04% |
879,303
+10,626
| +1% | +$1.83M |
|
396
Vulcan Materials
VMC
$36.5B
| $154M | 0.04% |
660,126
+4,044
| +0.6% | +$1.03M |
|
397
Constellation Brands
STZ
$22.6B
| $154M | 0.04% |
837,745
-47,581
| -5% | -$8.64M |
|
398
W.P. Carey
WPC
$16.4B
| $153M | 0.04% |
2,430,753
+83,396
| +4% | +$4.94M |
|
399
Labcorp
LH
$25.6B
| $153M | 0.04% |
655,537
+37,973
| +6% | +$9.21M |
|
400
Fortive
FTV
$18.4B
| $152M | 0.04% |
2,761,240
+4,309
| +0.2% | +$253K |
|
Similar funds
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.