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 |
AstraZeneca
AZN
|
+$4.96B |
| 2 |
SUNB
Sunbelt Rentals Holdings
SUNB
|
+$201M |
| 3 |
Palo Alto Networks
PANW
|
+$141M |
| 4 |
Johnson & Johnson
JNJ
|
+$141M |
| 5 |
Rayonier
RYN
|
+$112M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$605M |
| 2 |
Broadcom
AVGO
|
+$425M |
| 3 |
NVIDIA
NVDA
|
+$412M |
| 4 |
Microsoft
MSFT
|
+$347M |
| 5 |
CYBR
CyberArk
CYBR
|
+$238M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 32.6% |
| 2 | Financials | 12.66% |
| 3 | Healthcare | 10.78% |
| 4 | Communication Services | 9.19% |
| 5 | Consumer Discretionary | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
651
OGE Energy
OGE
$10.2B
| $43.8M | 0.01% |
912,412
-79,797
| -8% | -$3.65M |
|
652
First Industrial Realty Trust
FR
$8.81B
| $43.7M | 0.01% |
755,080
-63,077
| -8% | -$3.75M |
|
653
nVent Electric
NVT
$22.9B
| $43.6M | 0.01% |
368,229
-25,767
| -7% | -$2.93M |
|
654
Nextpower Inc
NXT
$14.8B
| $43.3M | 0.01% |
359,009
-55,295
| -13% | -$6.13M |
|
655
Vornado Realty Trust
VNO
$7.44B
| $42.3M | 0.01% |
1,627,872
-161,729
| -9% | -$4.79M |
|
656
Main Street Capital
MAIN
$5.09B
| $41.5M | 0.01% |
784,021
+64,054
| +9% | +$3.79M |
|
657
News Corp Class A
NWSA
$15.3B
| $40.8M | 0.01% |
1,635,237
-21,295
| -1% | -$528K |
|
658
Algonquin Power & Utilities
AQN
$4.72B
| $40.1M | 0.01% |
6,576,426
-363,102
| -5% | -$2.35M |
|
659
Universal Health Services
UHS
$9.75B
| $39.7M | 0.01% |
221,965
+4,843
| +2% | +$995K |
|
660
Essential Properties Realty Trust
EPRT
$6.9B
| $39.7M | 0.01% |
1,306,544
-90,626
| -6% | -$2.87M |
|
661
Iris Energy
IREN
$12.1B
| $39.6M | 0.01% |
1,156,520
+662,744
| +134% | +$29.9M |
|
662
HEICO Corp
HEI
$50.5B
| $39.5M | 0.01% |
144,042
-5,792
| -4% | -$1.86M |
|
663
ZTO Express
ZTO
$18.2B
| $39.5M | 0.01% |
1,570,084
-36,490
| -2% | -$855K |
|
664
Dick's Sporting Goods
DKS
$18.6B
| $39.3M | 0.01% |
198,324
+14,799
| +8% | +$3M |
|
665
Compañía de Minas Buenaventura
BVN
$7.76B
| $39.3M | 0.01% |
1,091,020
-33,944
| -3% | -$1.23M |
|
666
Vipshop
VIPS
$7.12B
| $39.1M | 0.01% |
2,486,081
+50,222
| +2% | +$854K |
|
667
Solventum
SOLV
$14.9B
| $38.4M | 0.01% |
588,062
+37,296
| +7% | +$2.77M |
|
668
Moderna
MRNA
$22B
| $38.1M | 0.01% |
750,841
-186,129
| -20% | -$8.68M |
|
|
CNH
669
CNH Industrial
CNH
$14B
| $37.9M | 0.01% |
3,445,883
-877,406
| -20% | -$9.87M |
|
670
Watsco Inc
WSO
$15B
| $37.7M | 0.01% |
103,754
+3,302
| +3% | +$1.28M |
|
671
STAG Industrial
STAG
$7.76B
| $37.5M | 0.01% |
1,039,989
-89,886
| -8% | -$3.41M |
|
672
Ryman Hospitality Properties
RHP
$8.52B
| $36.9M | 0.01% |
400,218
-36,293
| -8% | -$3.48M |
|
673
Builders FirstSource
BLDR
$7.94B
| $36.5M | 0.01% |
442,790
-110,587
| -20% | -$11.8M |
|
674
FirstService
FSV
$6.59B
| $36.4M | 0.01% |
262,641
-2,433
| -0.9% | -$370K |
|
675
Equinox Gold
EQX
$7.25B
| $36.3M | 0.01% |
2,518,858
+520,049
| +26% | +$7.95M |
|
Similar funds
Legal & General Group's Q1 2026 Portfolio in Review
As of Q1 2026, Legal & General Group held 3,422 positions worth $432B, down 4.1% from $451B the previous quarter. Its ten largest holdings account for 32% of the portfolio.
Trading was light in Q1 2026: portfolio turnover was 2.7%. Legal & General Group opened 34 new positions and exited 60, leaving the 3,422-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 35% a quarter earlier, followed by Financials and Healthcare.
- Legal & General Group's largest Q1 2026 buy was Sunbelt Rentals Holdings: 2,857,761 shares worth $179M.
- Legal & General Group added most to AstraZeneca in Q1 2026, an estimated $4.96B increase.
- Legal & General Group's biggest Q1 2026 reduction was Apple, cutting an estimated $605M.
- Legal & General Group fully exited CyberArk in Q1 2026, selling an estimated $238M.
- Legal & General Group's ten largest holdings make up 32% of its $432B portfolio in Q1 2026.
- Legal & General Group opened 34 new positions and closed 60 in Q1 2026.
- Legal & General Group's portfolio value fell 4.1% quarter-over-quarter to $432B.
Based on Legal & General Group's 13F filing for Q1 2026, filed 8 May 2026.