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 | |
|---|---|---|---|---|---|---|
676
Erie Indemnity
ERIE
$13.2B
| $36.9M | 0.01% |
89,455
-2,180
| -2% | -$976K |
|
677
Assurant
AIZ
$14.3B
| $36.8M | 0.01% |
172,772
+5,285
| +3% | +$1.1M |
|
678
Essential Properties Realty Trust
EPRT
$6.62B
| $36.7M | 0.01% |
1,174,321
-78,333
| -6% | -$2.57M |
|
679
Main Street Capital
MAIN
$5.48B
| $36.6M | 0.01% |
623,689
-18,421
| -3% | -$982K |
|
680
Huazhu Hotels Group
HTHT
$13B
| $36.5M | 0.01% |
1,104,415
-28,404
| -3% | -$1.03M |
|
681
HEICO Corp
HEI
$51.4B
| $36.3M | 0.01% |
152,751
-13,374
| -8% | -$3.46M |
|
682
Fox Class B
FOX
$23.9B
| $36M | 0.01% |
788,106
-85,749
| -10% | -$3.61M |
|
683
Kite Realty
KRG
$5.36B
| $35.8M | 0.01% |
1,417,447
-7,771
| -0.5% | -$204K |
|
684
Macerich
MAC
$6.92B
| $35.6M | 0.01% |
1,786,379
+39,921
| +2% | +$780K |
|
685
Cousins Properties
CUZ
$4.88B
| $35.2M | 0.01% |
1,147,443
-63,985
| -5% | -$1.96M |
|
686
Cognex
CGNX
$11.3B
| $35.1M | 0.01% |
977,528
+87,450
| +10% | +$3.43M |
|
687
HDFC Bank
HDB
$121B
| $34.7M | 0.01% |
+1,088,354
| New | +$34.8M |
|
688
Ryman Hospitality Properties
RHP
$7.63B
| $34.5M | 0.01% |
330,506
-60,421
| -15% | -$6.73M |
|
689
Solventum
SOLV
$14.1B
| $34.5M | 0.01% |
522,021
+16,545
| +3% | +$1.16M |
|
690
JD.com
JD
$44.5B
| $34.4M | 0.01% |
993,516
-36,936
| -4% | -$1.43M |
|
691
Americold
COLD
$4.27B
| $34.2M | 0.01% |
1,600,018
-152,925
| -9% | -$3.7M |
|
692
Algonquin Power & Utilities
AQN
$4.42B
| $34.1M | 0.01% |
7,678,939
-1,497,343
| -16% | -$7.23M |
|
693
Huntington Ingalls Industries
HII
$12.8B
| $33.8M | 0.01% |
179,071
-1,790
| -1% | -$387K |
|
694
CAE Inc. Common Shares
CAE
$8.74B
| $33.6M | 0.01% |
1,322,403
-35,967
| -3% | -$759K |
|
695
Kaspi.kz JSC
KSPI
$17.2B
| $33.3M | 0.01% |
351,149
+74,766
| +27% | +$7.99M |
|
696
American Financial Group
AFG
$12.1B
| $33.1M | 0.01% |
241,771
-12,930
| -5% | -$1.78M |
|
697
CareTrust REIT
CTRE
$9.74B
| $33.1M | 0.01% |
1,222,409
+170,004
| +16% | +$5.08M |
|
698
SEI Investments
SEIC
$12.6B
| $33M | 0.01% |
400,070
+15,353
| +4% | +$1.2M |
|
699
Ambarella
AMBA
$3.81B
| $32.9M | 0.01% |
452,693
-80,713
| -15% | -$5.14M |
|
700
iShares MSCI Taiwan ETF
EWT
$11.1B
| $32.9M | 0.01% |
635,303
| – | – |
|
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.