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 | |
|---|---|---|---|---|---|---|
876
GameStop
GME
$8.6B
| $16.9M | ﹤0.01% |
756,182
+19,739
| +3% | +$517K |
|
877
State Street SPDR S&P 500 ETF Trust
SPY
$823B
| $16.7M | ﹤0.01% |
29,900
| – | – |
|
878
Eos Energy Enterprises
EOSE
$1.51B
| $16.7M | ﹤0.01% |
4,418,097
-386,364
| -8% | -$1.88M |
|
879
Tenable Holdings
TENB
$4.01B
| $16.7M | ﹤0.01% |
477,179
+55,662
| +13% | +$2.18M |
|
880
Kyndryl
KD
$3.05B
| $16.7M | ﹤0.01% |
531,450
+18,827
| +4% | +$706K |
|
881
State Street Materials Select Sector SPDR ETF
XLB
$8.66B
| $16.6M | ﹤0.01% |
386,448
-299,420
| -44% | -$13.1M |
|
|
MASI
882
DELISTED
Masimo
MASI
| $16.6M | ﹤0.01% |
99,542
+2,355
| +2% | +$409K |
|
|
GRP.U
883
DELISTED
Granite Real Estate Investment Trust
GRP.U
| $16.6M | ﹤0.01% |
355,250
+10,313
| +3% | +$492K |
|
884
National Health Investors
NHI
$3.65B
| $16.5M | ﹤0.01% |
223,524
+11,002
| +5% | +$776K |
|
885
Itaú Unibanco
ITUB
$87.5B
| $16.5M | ﹤0.01% |
3,090,567
-1
| -0% | -$5 |
|
886
Chord Energy
CHRD
$7.39B
| $16.5M | ﹤0.01% |
146,269
-9,468
| -6% | -$1.08M |
|
887
Meritage Homes
MTH
$4.86B
| $16.5M | ﹤0.01% |
232,541
-3,323
| -1% | -$250K |
|
888
Lindsay Corp
LNN
$1.18B
| $16.5M | ﹤0.01% |
130,244
+22,110
| +20% | +$2.89M |
|
889
Broadstone Net Lease
BNL
$4.02B
| $16.5M | ﹤0.01% |
966,871
+9,098
| +0.9% | +$148K |
|
890
Medpace
MEDP
$16.5B
| $16.5M | ﹤0.01% |
54,005
+2,653
| +5% | +$892K |
|
|
ONC
891
BeOne Medicines Ltd
ONC
$38.7B
| $16.4M | ﹤0.01% |
60,236
+21,092
| +54% | +$4.93M |
|
892
Middlesex Water
MSEX
$1.1B
| $16.4M | ﹤0.01% |
255,594
+59,758
| +31% | +$3.25M |
|
893
Saia
SAIA
$9.72B
| $16.3M | ﹤0.01% |
46,545
+732
| +2% | +$318K |
|
894
Zions Bancorporation
ZION
$10.3B
| $16.3M | ﹤0.01% |
325,975
+2,363
| +0.7% | +$127K |
|
895
Nextpower Inc
NXT
$15.7B
| $16.1M | ﹤0.01% |
383,100
-13,838
| -3% | -$615K |
|
896
Radian Group
RDN
$4.91B
| $16.1M | ﹤0.01% |
487,916
-19,717
| -4% | -$642K |
|
897
Infosys
INFY
$50.7B
| $16.1M | ﹤0.01% |
882,109
-93,851
| -10% | -$1.95M |
|
898
Global E Online
GLBE
$7.11B
| $16M | ﹤0.01% |
449,385
-2,644
| -0.6% | -$130K |
|
899
ACI Worldwide
ACIW
$5.46B
| $16M | ﹤0.01% |
292,423
-8,822
| -3% | -$468K |
|
900
New York Times
NYT
$10.2B
| $15.9M | ﹤0.01% |
321,489
+5,225
| +2% | +$263K |
|
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.