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 | |
|---|---|---|---|---|---|---|
501
Ares Capital
ARCC
$14.4B
| $102M | 0.03% |
4,651,750
-244,628
| -5% | -$5.28M |
|
502
KeyCorp
KEY
$24.4B
| $101M | 0.03% |
5,909,662
+1,579
| +0% | +$28.3K |
|
503
Zscaler
ZS
$27.3B
| $101M | 0.03% |
560,519
-5,915
| -1% | -$1.14M |
|
504
Franco-Nevada
FNV
$46B
| $101M | 0.03% |
859,848
-25,590
| -3% | -$3.17M |
|
505
Eastman Chemical
EMN
$8.42B
| $100M | 0.03% |
1,098,183
+127,865
| +13% | +$13.1M |
|
506
LPL Financial
LPLA
$28.6B
| $100M | 0.03% |
306,918
-33,608
| -10% | -$9.94M |
|
507
Devon Energy
DVN
$47.3B
| $99.8M | 0.03% |
3,050,656
-84,740
| -3% | -$3.19M |
|
508
Builders FirstSource
BLDR
$8.04B
| $98.2M | 0.03% |
687,257
-37,367
| -5% | -$6.61M |
|
|
PCH
509
DELISTED
PotlatchDeltic
PCH
| $98.1M | 0.03% |
2,498,762
+103,875
| +4% | +$4.4M |
|
510
Restaurant Brands International
QSR
$25.8B
| $97.6M | 0.03% |
1,498,494
-15
| -0% | -$1.04K |
|
511
TransUnion
TRU
$15.3B
| $97.4M | 0.03% |
1,050,927
-54,726
| -5% | -$5.54M |
|
512
Dollar Tree
DLTR
$25.2B
| $97.4M | 0.03% |
1,300,082
+9,909
| +0.8% | +$680K |
|
513
Enphase Energy
ENPH
$5.53B
| $97.1M | 0.03% |
1,413,083
-56,682
| -4% | -$4.5M |
|
514
Fidelity National Financial
FNF
$13.5B
| $97M | 0.03% |
1,727,285
-58,225
| -3% | -$3.51M |
|
515
MongoDB
MDB
$32.1B
| $96.8M | 0.03% |
415,651
-12,108
| -3% | -$3.42M |
|
|
JNPR
516
DELISTED
Juniper Networks
JNPR
| $94.3M | 0.02% |
2,516,787
+532,902
| +27% | +$20.2M |
|
517
Emcor
EME
$36B
| $94.1M | 0.02% |
207,385
+4,089
| +2% | +$1.93M |
|
518
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
| $93.6M | 0.02% |
+1,814,299
| New | +$95M |
|
519
Domino's
DPZ
$11.6B
| $93M | 0.02% |
221,552
-18,357
| -8% | -$8.02M |
|
520
Rollins
ROL
$18.2B
| $91.2M | 0.02% |
1,968,374
-73,340
| -4% | -$3.59M |
|
521
Las Vegas Sands
LVS
$29.6B
| $91.1M | 0.02% |
1,773,374
-176,786
| -9% | -$9.17M |
|
522
Brookfield Renewable
BEPC
$6.26B
| $90.8M | 0.02% |
3,283,263
-25,041
| -0.8% | -$770K |
|
523
First Citizens BancShares
FCNCA
$25.3B
| $90.8M | 0.02% |
42,960
+1,833
| +4% | +$3.84M |
|
524
Burlington
BURL
$23.2B
| $90.8M | 0.02% |
318,358
-17,998
| -5% | -$4.86M |
|
525
Live Nation Entertainment
LYV
$42.1B
| $90.5M | 0.02% |
699,069
-37,564
| -5% | -$4.73M |
|
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.