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 | |
|---|---|---|---|---|---|---|
901
Lincoln National
LNC
$8.75B
| $16.5M | ﹤0.01% |
520,522
-29,872
| -5% | -$996K |
|
902
Onto Innovation
ONTO
$14.5B
| $16.5M | ﹤0.01% |
98,799
-606
| -0.6% | -$111K |
|
903
New York Times
NYT
$10.5B
| $16.5M | ﹤0.01% |
316,264
+2,918
| +0.9% | +$159K |
|
904
Ryder
R
$9.98B
| $16.4M | ﹤0.01% |
104,573
-4,205
| -4% | -$657K |
|
|
WCC
905
WESCO International
WCC
$17.9B
| $16.4M | ﹤0.01% |
90,398
-701
| -0.8% | -$133K |
|
906
Floor & Decor
FND
$6.3B
| $16.3M | ﹤0.01% |
163,186
-7,641
| -4% | -$821K |
|
|
X
907
DELISTED
US Steel
X
| $16.3M | ﹤0.01% |
478,179
-14,482
| -3% | -$535K |
|
908
Federal Signal
FSS
$7.74B
| $16.2M | ﹤0.01% |
175,388
+1,622
| +0.9% | +$149K |
|
909
Norwegian Cruise Line
NCLH
$8.52B
| $16.2M | ﹤0.01% |
628,073
+43,787
| +7% | +$1.11M |
|
910
Radian Group
RDN
$4.87B
| $16.1M | ﹤0.01% |
507,633
+8,399
| +2% | +$285K |
|
911
Wintrust Financial
WTFC
$10.7B
| $16.1M | ﹤0.01% |
129,087
+372
| +0.3% | +$46K |
|
|
MASI
912
DELISTED
Masimo
MASI
| $16.1M | ﹤0.01% |
97,187
+3,122
| +3% | +$493K |
|
913
Canadian Solar
CSIQ
$1.06B
| $16M | ﹤0.01% |
1,439,806
-149,931
| -9% | -$1.93M |
|
914
Donaldson
DCI
$11.2B
| $16M | ﹤0.01% |
237,479
-19,974
| -8% | -$1.47M |
|
915
Kinsale Capital Group
KNSL
$8.4B
| $16M | ﹤0.01% |
34,361
-53
| -0.2% | -$25.1K |
|
916
Range Resources
RRC
$9.41B
| $16M | ﹤0.01% |
443,771
-15,526
| -3% | -$513K |
|
917
JFrog
FROG
$10.7B
| $15.9M | ﹤0.01% |
542,055
+33,025
| +6% | +$1M |
|
918
Reddit
RDDT
$30.5B
| $15.9M | ﹤0.01% |
97,223
+77,150
| +384% | +$9.52M |
|
919
The Ensign Group
ENSG
$10.7B
| $15.9M | ﹤0.01% |
119,500
+4,801
| +4% | +$698K |
|
920
SoFi Technologies
SOFI
$23.4B
| $15.9M | ﹤0.01% |
1,030,270
-185
| -0% | -$2.4K |
|
921
Jazz Pharmaceuticals
JAZZ
$16.7B
| $15.9M | ﹤0.01% |
128,774
-6,406
| -5% | -$755K |
|
922
Group 1 Automotive
GPI
$3.16B
| $15.7M | ﹤0.01% |
37,344
+138
| +0.4% | +$54.6K |
|
923
Omnicell
OMCL
$1.7B
| $15.7M | ﹤0.01% |
352,700
+15,030
| +4% | +$675K |
|
924
UGI
UGI
$7.29B
| $15.7M | ﹤0.01% |
556,061
+17,871
| +3% | +$464K |
|
|
DEC
925
Diversified Energy Company
DEC
$1.01B
| $15.7M | ﹤0.01% |
931,145
-23,844
| -2% | -$333K |
|
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.