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 | |
|---|---|---|---|---|---|---|
826
Franklin Electric
FELE
$4.75B
| $20.2M | 0.01% |
207,629
+1,448
| +0.7% | +$151K |
|
827
FTAI Aviation
FTAI
$22.1B
| $20.1M | 0.01% |
139,469
+12,438
| +10% | +$1.83M |
|
828
Etsy
ETSY
$7.38B
| $20M | 0.01% |
378,687
-10,548
| -3% | -$562K |
|
829
Corebridge Financial
CRBG
$15.4B
| $20M | 0.01% |
669,021
-144,309
| -18% | -$4.45M |
|
830
EnerSys
ENS
$6.79B
| $20M | 0.01% |
216,199
-51,520
| -19% | -$5.02M |
|
831
Applied Industrial Technologies
AIT
$13.2B
| $19.9M | 0.01% |
83,269
+2,239
| +3% | +$558K |
|
832
Clean Harbors
CLH
$16.4B
| $19.9M | 0.01% |
86,508
+105
| +0.1% | +$26.1K |
|
|
COOP
833
DELISTED
Mr. Cooper
COOP
| $19.7M | 0.01% |
205,402
+1,540
| +0.8% | +$146K |
|
834
Abercrombie & Fitch
ANF
$5.27B
| $19.6M | 0.01% |
130,920
+13,030
| +11% | +$1.9M |
|
835
MGE Energy Inc
MGEE
$3.04B
| $19.6M | 0.01% |
208,214
-6,511
| -3% | -$629K |
|
836
Lincoln Electric
LECO
$15.1B
| $19.5M | 0.01% |
103,867
-5,128
| -5% | -$1.03M |
|
837
Service Corp International
SCI
$11.4B
| $19.4M | 0.01% |
243,387
-45
| -0% | -$3.68K |
|
838
Celestica
CLS
$36.2B
| $19.4M | 0.01% |
209,949
-111,118
| -35% | -$8.69M |
|
839
Bio-Rad Laboratories Class A
BIO
$9.48B
| $19.4M | 0.01% |
58,932
-7,696
| -12% | -$2.61M |
|
840
Ralph Lauren
RL
$24.2B
| $19.3M | 0.01% |
83,753
+4,543
| +6% | +$968K |
|
841
Evercore
EVR
$11.5B
| $19.3M | 0.01% |
69,673
-630
| -0.9% | -$178K |
|
842
Old Republic International
ORI
$10.3B
| $19.3M | 0.01% |
532,796
-14,096
| -3% | -$514K |
|
843
Exelixis
EXEL
$13.1B
| $19.2M | 0.01% |
576,058
-1,735
| -0.3% | -$56.3K |
|
844
Woodward
WWD
$21B
| $19.1M | 0.01% |
114,976
+574
| +0.5% | +$98.1K |
|
845
BellRing Brands
BRBR
$1.32B
| $19M | 0.01% |
252,535
-1,252
| -0.5% | -$89K |
|
846
Antero Resources
AR
$11.4B
| $19M | 0.01% |
542,574
-6,700
| -1% | -$203K |
|
847
Armstrong World Industries
AWI
$7.75B
| $19M | 0.01% |
134,245
+3,935
| +3% | +$578K |
|
848
Acuity Brands
AYI
$10.6B
| $18.9M | 0.01% |
64,830
-126
| -0.2% | -$39.3K |
|
849
Avista
AVA
$3.2B
| $18.9M | 0.01% |
515,970
-2,708
| -0.5% | -$102K |
|
850
A10 Networks
ATEN
$2.06B
| $18.7M | 0.01% |
1,016,812
-36,509
| -3% | -$596K |
|
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.