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 | |
|---|---|---|---|---|---|---|
576
CF Industries
CF
$17.3B
| $66.2M | 0.02% |
775,358
-42,708
| -5% | -$3.7M |
|
577
J.M. Smucker
SJM
$12.8B
| $66M | 0.02% |
599,580
-152,568
| -20% | -$17.5M |
|
578
Lennox International
LII
$15.2B
| $65.9M | 0.02% |
108,099
-9,325
| -8% | -$5.83M |
|
579
Booz Allen Hamilton
BAH
$9.15B
| $65.3M | 0.02% |
507,438
-27,785
| -5% | -$4.32M |
|
580
RB Global
RBA
$17.5B
| $64.5M | 0.02% |
714,643
-66,500
| -9% | -$5.95M |
|
581
Kinross Gold
KGC
$32.8B
| $64.5M | 0.02% |
6,943,640
-425,772
| -6% | -$4.2M |
|
582
Universal Health Services
UHS
$10.5B
| $64M | 0.02% |
356,905
-9,452
| -3% | -$1.93M |
|
583
Carvana
CVNA
$77.9B
| $62.3M | 0.02% |
1,531,135
+921,180
| +151% | +$41.4M |
|
584
Omega Healthcare
OHI
$14.7B
| $62.1M | 0.02% |
1,640,138
-25,199
| -2% | -$1.01M |
|
585
United Therapeutics
UTHR
$23.1B
| $61.3M | 0.02% |
173,759
-9,029
| -5% | -$3.32M |
|
586
News Corp Class A
NWSA
$15.4B
| $60.9M | 0.02% |
2,209,882
-302,207
| -12% | -$8.42M |
|
587
Interactive Brokers
IBKR
$39.8B
| $60.5M | 0.02% |
1,370,432
-74,168
| -5% | -$3.12M |
|
588
LKQ Corp
LKQ
$6.29B
| $58.9M | 0.02% |
1,601,627
-497,533
| -24% | -$19M |
|
589
Icon
ICLR
$12.7B
| $58.6M | 0.02% |
279,491
-3,193
| -1% | -$746K |
|
590
Rivian
RIVN
$23.2B
| $58.4M | 0.02% |
4,388,220
-322,576
| -7% | -$3.71M |
|
591
Nutanix
NTNX
$16.9B
| $58.1M | 0.02% |
949,226
+401,023
| +73% | +$26.2M |
|
592
Brown-Forman Class B
BF.B
$13.1B
| $58M | 0.02% |
1,528,365
-60,365
| -4% | -$2.66M |
|
593
Carlisle Companies
CSL
$15.4B
| $57.7M | 0.02% |
156,444
-10,299
| -6% | -$4.49M |
|
594
DraftKings
DKNG
$11.9B
| $57M | 0.02% |
1,531,597
-235,334
| -13% | -$9.34M |
|
595
BioMarin Pharmaceuticals
BMRN
$12.4B
| $56.6M | 0.02% |
860,927
-347,663
| -29% | -$23.3M |
|
596
Owens Corning
OC
$12.4B
| $56.5M | 0.01% |
331,551
-10,342
| -3% | -$1.93M |
|
597
CubeSmart
CUBE
$9.41B
| $56.5M | 0.01% |
1,317,393
-148,951
| -10% | -$7.14M |
|
598
Terreno Realty
TRNO
$7.49B
| $56.4M | 0.01% |
953,775
+130,274
| +16% | +$8.03M |
|
599
Jabil
JBL
$35.8B
| $56.1M | 0.01% |
390,036
-36,696
| -9% | -$4.81M |
|
600
Healthcare Realty
HR
$6.84B
| $55.5M | 0.01% |
3,273,730
-359,064
| -10% | -$6.31M |
|
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.