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 |
HONA
Honeywell Aerospace
HONA
|
+$356M |
| 2 |
SNDK
Sandisk
SNDK
|
+$255M |
| 3 |
SPCX
SpaceX
SPCX
|
+$198M |
| 4 |
Western Digital
WDC
|
+$185M |
| 5 |
Lumentum
LITE
|
+$148M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$2.12B |
| 2 |
Apple
AAPL
|
+$835M |
| 3 |
Microsoft
MSFT
|
+$480M |
| 4 |
ExxonMobil
XOM
|
+$474M |
| 5 |
Amazon
AMZN
|
+$428M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 37.48% |
| 2 | Financials | 12.1% |
| 3 | Healthcare | 10.13% |
| 4 | Communication Services | 8.83% |
| 5 | Consumer Discretionary | 8.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Caterpillar
CAT
$374B
| $2.78B | 0.58% |
2,613,814
-158,778
| -6% | -$139M |
|
27
Bank of America
BAC
$438B
| $2.57B | 0.54% |
45,122,147
+246,341
| +0.5% | +$13.1M |
|
28
UnitedHealth
UNH
$356B
| $2.44B | 0.51% |
5,882,462
-236,582
| -4% | -$87.7M |
|
29
Merck
MRK
$371B
| $2.43B | 0.51% |
18,873,343
-665,202
| -3% | -$77.9M |
|
30
Costco
COST
$406B
| $2.36B | 0.49% |
2,525,135
+20,902
| +0.8% | +$20.8M |
|
|
31
ExxonMobil
XOM
$656B
| $2.22B | 0.46% |
16,273,364
-3,165,493
| -16% | -$474M |
|
32
GE Aerospace
GE
$350B
| $2.14B | 0.45% |
5,718,479
-608,706
| -10% | -$191M |
|
33
Procter & Gamble
PG
$340B
| $2.14B | 0.45% |
14,564,948
-1,639,081
| -10% | -$239M |
|
34
Coca-Cola
KO
$379B
| $1.98B | 0.41% |
24,341,909
-2,183,244
| -8% | -$172M |
|
35
Goldman Sachs
GS
$302B
| $1.97B | 0.41% |
1,948,308
-134,870
| -6% | -$131M |
|
36
Palo Alto Networks
PANW
$272B
| $1.97B | 0.41% |
5,771,815
-479,822
| -8% | -$110M |
|
37
Home Depot
HD
$320B
| $1.95B | 0.41% |
5,540,102
-591,167
| -10% | -$192M |
|
38
Texas Instruments
TXN
$236B
| $1.92B | 0.4% |
6,435,660
+95,735
| +2% | +$26.6M |
|
39
GE Vernova
GEV
$251B
| $1.91B | 0.4% |
1,625,272
-138,459
| -8% | -$141M |
|
40
Netflix
NFLX
$326B
| $1.89B | 0.39% |
26,421,929
-642,845
| -2% | -$56.6M |
|
41
IBM
IBM
$221B
| $1.87B | 0.39% |
6,666,667
-247,386
| -4% | -$62.3M |
|
42
Citigroup
C
$231B
| $1.75B | 0.37% |
12,539,235
-1,084,096
| -8% | -$141M |
|
43
Marvell Technology
MRVL
$201B
| $1.74B | 0.36% |
5,849,563
+222,547
| +4% | +$44.6M |
|
44
Qualcomm
QCOM
$180B
| $1.74B | 0.36% |
9,416,114
-132,425
| -1% | -$24.8M |
|
45
Royal Bank of Canada
RY
$292B
| $1.65B | 0.34% |
7,950,572
-695,027
| -8% | -$129M |
|
46
Wells Fargo
WFC
$272B
| $1.64B | 0.34% |
19,795,267
-794,889
| -4% | -$63.9M |
|
|
47
Western Digital
WDC
$169B
| $1.6B | 0.33% |
2,509,592
+380,422
| +18% | +$185M |
|
48
Welltower
WELL
$170B
| $1.6B | 0.33% |
7,046,531
-192,666
| -3% | -$40.7M |
|
49
Morgan Stanley
MS
$342B
| $1.57B | 0.33% |
7,494,442
-800,821
| -10% | -$159M |
|
50
Analog Devices
ADI
$176B
| $1.53B | 0.32% |
3,840,086
-146,090
| -4% | -$57.8M |
|
Similar funds
Legal & General Group's Q2 2026 Portfolio in Review
As of Q2 2026, Legal & General Group held 3,572 positions worth $480B, up 11% from $432B the previous quarter. Its ten largest holdings account for 32% of the portfolio.
Legal & General Group withdrew a net $16.2B in Q2 2026, closing 181 positions and reducing 1,423 holdings. Its most notable exit was Coterra Energy, an estimated $159M position sold in full.
By sector, the portfolio is most concentrated in Technology at 37% of assets, up from 33% a quarter earlier, followed by Financials and Healthcare.
Against the trend, Legal & General Group opened a new position in Honeywell Aerospace worth $356M.
- Legal & General Group's largest Q2 2026 buy was Honeywell Aerospace: 1,612,255 shares worth $356M.
- Legal & General Group added most to Sandisk in Q2 2026, an estimated $255M increase.
- Legal & General Group's biggest Q2 2026 reduction was NVIDIA, cutting an estimated $2.12B.
- Legal & General Group fully exited Coterra Energy in Q2 2026, selling an estimated $159M.
- Legal & General Group's ten largest holdings make up 32% of its $480B portfolio in Q2 2026.
- Legal & General Group opened 210 new positions and closed 181 in Q2 2026.
- Legal & General Group's portfolio value rose 11% quarter-over-quarter to $480B.
Based on Legal & General Group's 13F filing for Q2 2026, filed 14 Aug 2026.