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 | |
|---|---|---|---|---|---|---|
551
Delta Air Lines
DAL
$60.1B
| $78M | 0.02% |
1,289,639
-66,315
| -5% | -$3.92M |
|
552
Vornado Realty Trust
VNO
$7.38B
| $77.6M | 0.02% |
1,846,075
-148,068
| -7% | -$6.26M |
|
553
Federal Realty Investment Trust
FRT
$10.3B
| $77.2M | 0.02% |
689,884
-33,624
| -5% | -$3.8M |
|
554
Liberty Media Series C
FWONK
$25.8B
| $76.6M | 0.02% |
826,506
-20,089
| -2% | -$1.71M |
|
555
Cenovus Energy
CVE
$52.1B
| $75.8M | 0.02% |
5,003,593
-292,400
| -6% | -$4.7M |
|
556
Fastly Inc
FSLY
$3.66B
| $75.8M | 0.02% |
8,025,959
+199,883
| +3% | +$1.66M |
|
557
Bunge Global
BG
$20.8B
| $75.6M | 0.02% |
972,677
-289,874
| -23% | -$25.4M |
|
558
Reliance Steel & Aluminium
RS
$21.6B
| $74.1M | 0.02% |
275,052
-10,705
| -4% | -$3.18M |
|
559
Coupang
CPNG
$29.2B
| $73.7M | 0.02% |
3,352,018
-196,806
| -6% | -$4.83M |
|
560
Rexford Industrial Realty
REXR
$8.19B
| $72.1M | 0.02% |
1,865,763
+2,130
| +0.1% | +$91.6K |
|
561
Teva Pharmaceuticals
TEVA
$41.2B
| $71.6M | 0.02% |
3,250,262
-142,893
| -4% | -$2.6M |
|
562
Fox Class A
FOXA
$26.9B
| $71.3M | 0.02% |
1,467,975
-115,356
| -7% | -$5.2M |
|
563
Revvity
RVTY
$12.8B
| $71M | 0.02% |
636,059
+15,916
| +3% | +$1.87M |
|
564
Equitable Holdings
EQH
$14.1B
| $70.8M | 0.02% |
1,500,652
-142,844
| -9% | -$6.6M |
|
565
Pool Corp
POOL
$7.5B
| $70.1M | 0.02% |
205,625
+9,305
| +5% | +$3.39M |
|
566
argenx
ARGX
$54.1B
| $69.5M | 0.02% |
112,970
+3,417
| +3% | +$2M |
|
567
Grab
GRAB
$14.9B
| $68.6M | 0.02% |
14,535,273
+355,957
| +3% | +$1.62M |
|
568
EPAM Systems
EPAM
$5.03B
| $68.5M | 0.02% |
292,835
-47,752
| -14% | -$10.6M |
|
569
Qiagen
QGEN
$8.72B
| $68.3M | 0.02% |
1,489,501
-245,447
| -14% | -$11M |
|
570
Okta
OKTA
$25.8B
| $67.7M | 0.02% |
859,613
-181,560
| -17% | -$14.1M |
|
571
Royalty Pharma
RPRX
$25.3B
| $67.2M | 0.02% |
2,633,882
+46,030
| +2% | +$1.22M |
|
572
Allegion
ALLE
$14.4B
| $67.2M | 0.02% |
513,999
-3,798
| -0.7% | -$537K |
|
573
C.H. Robinson
CHRW
$17.5B
| $66.3M | 0.02% |
642,067
-178,919
| -22% | -$19.3M |
|
574
Amcor
AMCR
$22.1B
| $66.3M | 0.02% |
1,409,437
-14,839
| -1% | -$775K |
|
|
EXE
575
Expand Energy Corp
EXE
$21.5B
| $66.2M | 0.02% |
665,293
+138,629
| +26% | +$12.8M |
|
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.