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 | |
|---|---|---|---|---|---|---|
776
Franklin Electric
FELE
$4.84B
| $22.5M | 0.01% |
239,875
+32,246
| +16% | +$3.21M |
|
777
Antero Resources
AR
$10.7B
| $22.5M | 0.01% |
555,244
+12,670
| +2% | +$486K |
|
778
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.78B
| $22.2M | 0.01% |
354,755
| – | – |
|
779
Tenet Healthcare
THC
$21.1B
| $22.2M | 0.01% |
164,703
+2,140
| +1% | +$282K |
|
780
Corebridge Financial
CRBG
$15B
| $22.1M | 0.01% |
699,419
+30,398
| +5% | +$984K |
|
781
TFI International
TFII
$11.5B
| $22.1M | 0.01% |
285,108
+3,721
| +1% | +$412K |
|
|
PRMB
782
Primo Brands
PRMB
$8.54B
| $22M | 0.01% |
618,617
+166,793
| +37% | +$5.45M |
|
783
Exelixis
EXEL
$13.4B
| $21.5M | 0.01% |
582,406
+6,348
| +1% | +$226K |
|
784
Empire State Realty Trust
ESRT
$836M
| $21.4M | 0.01% |
2,739,427
+237,110
| +9% | +$2.13M |
|
785
Avista
AVA
$3.24B
| $21.4M | 0.01% |
510,577
-5,393
| -1% | -$205K |
|
|
CHX
786
DELISTED
ChampionX
CHX
| $21.4M | 0.01% |
717,377
+69,311
| +11% | +$2.02M |
|
787
ITT
ITT
$19.1B
| $21.4M | 0.01% |
165,392
+2,843
| +2% | +$405K |
|
788
Wynn Resorts
WYNN
$10.6B
| $21.3M | 0.01% |
254,788
-92,855
| -27% | -$7.92M |
|
789
TechnipFMC
FTI
$27.3B
| $21.2M | 0.01% |
668,656
+44,640
| +7% | +$1.34M |
|
790
Comfort Systems
FIX
$59.6B
| $21.2M | 0.01% |
65,684
+3,237
| +5% | +$1.31M |
|
791
Ralph Lauren
RL
$23.5B
| $21.2M | 0.01% |
95,894
+12,141
| +14% | +$3.01M |
|
792
First Horizon
FHN
$12.1B
| $21.2M | 0.01% |
1,089,415
+7,063
| +0.7% | +$145K |
|
793
Apple Hospitality REIT
APLE
$3.82B
| $21.1M | 0.01% |
1,636,080
+14,068
| +0.9% | +$206K |
|
794
SolarEdge
SEDG
$1.95B
| $21M | 0.01% |
1,300,197
+30,899
| +2% | +$481K |
|
795
Encompass Health
EHC
$12.4B
| $21M | 0.01% |
207,550
+7,711
| +4% | +$753K |
|
796
COPT Defense Properties
CDP
$4.21B
| $21M | 0.01% |
769,418
+13,838
| +2% | +$390K |
|
797
Elastic
ESTC
$7.81B
| $21M | 0.01% |
235,373
+24,510
| +12% | +$2.54M |
|
798
Old Republic International
ORI
$10.4B
| $20.8M | 0.01% |
530,919
-1,877
| -0.4% | -$68.8K |
|
799
Jazz Pharmaceuticals
JAZZ
$16.7B
| $20.8M | 0.01% |
167,149
+38,375
| +30% | +$5.01M |
|
800
AptarGroup
ATR
$8.61B
| $20.7M | 0.01% |
139,593
-2,321
| -2% | -$349K |
|
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.