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 |
Tesla
TSLA
|
+$944M |
| 2 |
Microsoft
MSFT
|
+$439M |
| 3 |
Apple
AAPL
|
+$424M |
| 4 |
Amazon
AMZN
|
+$361M |
| 5 |
NVIDIA
NVDA
|
+$359M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Johnson & Johnson
JNJ
|
+$108M |
| 2 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$75.5M |
| 3 |
Eli Lilly
LLY
|
+$66.1M |
| 4 |
ExxonMobil
XOM
|
+$64.6M |
| 5 |
Cloudflare
NET
|
+$62.6M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 31.19% |
| 2 | Financials | 13.98% |
| 3 | Healthcare | 10.93% |
| 4 | Consumer Discretionary | 9.75% |
| 5 | Communication Services | 8.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
701
Independence Realty Trust
IRT
$4.07B
| $31.9M | 0.01% |
1,503,141
-743
| -0% | -$15K |
|
702
Macerich
MAC
$6.92B
| $31.6M | 0.01% |
1,840,968
+54,589
| +3% | +$1.04M |
|
703
American Financial Group
AFG
$12.1B
| $31.6M | 0.01% |
240,231
-1,540
| -0.6% | -$199K |
|
704
SEI Investments
SEIC
$12.6B
| $31.2M | 0.01% |
402,270
+2,200
| +0.5% | +$177K |
|
705
Sunstone Hotel Investors
SHO
$2.06B
| $31.1M | 0.01% |
3,304,140
+165,014
| +5% | +$1.79M |
|
706
Phillips Edison & Co
PECO
$5.24B
| $31M | 0.01% |
849,654
+9,248
| +1% | +$334K |
|
707
BJs Wholesale Club
BJ
$12.3B
| $30.9M | 0.01% |
271,080
+6,938
| +3% | +$714K |
|
708
Corcept Therapeutics
CORT
$12B
| $30.9M | 0.01% |
270,137
-8,012
| -3% | -$488K |
|
709
Kaspi.kz JSC
KSPI
$17.2B
| $30.8M | 0.01% |
331,565
-19,584
| -6% | -$1.92M |
|
710
Qorvo
QRVO
$8.74B
| $30.5M | 0.01% |
421,856
-336,462
| -44% | -$25.6M |
|
|
SNDK
711
Sandisk
SNDK
$177B
| $30.5M | 0.01% |
+641,494
| New | +$31.9M |
|
712
iShares MSCI Taiwan ETF
EWT
$10.7B
| $30.2M | 0.01% |
635,303
| – | – |
|
713
Toast
TOST
$19.9B
| $30.1M | 0.01% |
907,018
+28,899
| +3% | +$1.08M |
|
714
Henry Schein
HSIC
$9.82B
| $29.8M | 0.01% |
435,446
-98,852
| -19% | -$7.3M |
|
715
Gildan
GIL
$10.6B
| $29.6M | 0.01% |
669,647
+37,424
| +6% | +$1.86M |
|
716
Reinsurance Group of America
RGA
$16.1B
| $29.5M | 0.01% |
149,936
+1,458
| +1% | +$302K |
|
717
Ambarella
AMBA
$3.81B
| $29.2M | 0.01% |
580,560
+127,867
| +28% | +$8.75M |
|
718
Cognex
CGNX
$11.3B
| $29M | 0.01% |
972,207
-5,321
| -0.5% | -$187K |
|
719
Celestica
CLS
$36.5B
| $28.8M | 0.01% |
365,745
+155,796
| +74% | +$16.5M |
|
720
Varonis Systems
VRNS
$5B
| $28.8M | 0.01% |
712,112
+145,983
| +26% | +$6.28M |
|
721
Bentley Systems
BSY
$10.7B
| $28.5M | 0.01% |
724,714
+128,509
| +22% | +$5.74M |
|
722
Core & Main
CNM
$8.71B
| $28.4M | 0.01% |
586,991
+44,683
| +8% | +$2.32M |
|
723
Golub Capital BDC
GBDC
$3.42B
| $28.2M | 0.01% |
1,860,895
+51,073
| +3% | +$784K |
|
724
MGM Resorts International
MGM
$11.2B
| $27.9M | 0.01% |
942,499
+61,598
| +7% | +$2.07M |
|
725
Crown Holdings
CCK
$13.1B
| $27.9M | 0.01% |
312,948
-15,578
| -5% | -$1.36M |
|
Similar funds
Legal & General Group's Q1 2025 Portfolio in Review
As of Q1 2025, Legal & General Group held 3,412 positions worth $367B, down 2.8% from $378B the previous quarter. Its ten largest holdings account for 30% of the portfolio.
Trading was light in Q1 2025: portfolio turnover was 1.7%. Legal & General Group opened 22 new positions and exited 37, leaving the 3,412-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 31% of assets, down from 34% a quarter earlier, followed by Financials and Healthcare.
- Legal & General Group's largest Q1 2025 buy was Sandisk: 641,494 shares worth $30.5M.
- Legal & General Group added most to Tesla in Q1 2025, an estimated $944M increase.
- Legal & General Group's biggest Q1 2025 reduction was Johnson & Johnson, cutting an estimated $108M.
- Legal & General Group fully exited Arcadium Lithium plc in Q1 2025, selling an estimated $30.4M.
- Legal & General Group's ten largest holdings make up 30% of its $367B portfolio in Q1 2025.
- Legal & General Group opened 22 new positions and closed 37 in Q1 2025.
- Legal & General Group's portfolio value fell 2.8% quarter-over-quarter to $367B.
Based on Legal & General Group's 13F filing for Q1 2025, filed 15 May 2025.