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 | |
|---|---|---|---|---|---|---|
976
Insight Enterprises
NSIT
$4.38B
| $13.6M | ﹤0.01% |
90,527
-1,463
| -2% | -$235K |
|
977
Paylocity
PCTY
$7.98B
| $13.5M | ﹤0.01% |
72,195
+1,964
| +3% | +$392K |
|
978
Champion Homes
SKY
$5.14B
| $13.5M | ﹤0.01% |
142,446
-4,114
| -3% | -$395K |
|
979
Essent Group
ESNT
$6.33B
| $13.4M | ﹤0.01% |
232,417
-964
| -0.4% | -$54.7K |
|
980
ADMA Biologics
ADMA
$2.22B
| $13.4M | ﹤0.01% |
675,877
-160,973
| -19% | -$2.78M |
|
981
MGIC Investment
MTG
$6.25B
| $13.4M | ﹤0.01% |
541,086
+3,744
| +0.7% | +$90.7K |
|
982
Middleby
MIDD
$6.08B
| $13.4M | ﹤0.01% |
88,165
+4,866
| +6% | +$763K |
|
983
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33B
| $13.4M | ﹤0.01% |
123,216
+2,253
| +2% | +$243K |
|
984
Arrow Electronics
ARW
$10.4B
| $13.4M | ﹤0.01% |
128,820
+2,945
| +2% | +$325K |
|
985
Asbury Automotive
ABG
$3.85B
| $13.4M | ﹤0.01% |
60,526
-1,601
| -3% | -$418K |
|
986
National Fuel Gas
NFG
$7.65B
| $13.4M | ﹤0.01% |
168,775
+2,144
| +1% | +$154K |
|
987
RLI Corp
RLI
$5.89B
| $13.4M | ﹤0.01% |
166,204
+3,386
| +2% | +$258K |
|
|
CSW
988
CSW Industrials
CSW
$5.71B
| $13.3M | ﹤0.01% |
45,784
-1,511
| -3% | -$490K |
|
989
Parsons
PSN
$5.08B
| $13.3M | ﹤0.01% |
225,349
+33,460
| +17% | +$2.42M |
|
990
Sarepta Therapeutics
SRPT
$1.77B
| $13.3M | ﹤0.01% |
208,270
+56,914
| +38% | +$5.99M |
|
991
ATI
ATI
$31B
| $13.3M | ﹤0.01% |
255,175
-145,908
| -36% | -$8.28M |
|
992
SoFi Technologies
SOFI
$23.7B
| $13.3M | ﹤0.01% |
1,140,515
+110,245
| +11% | +$1.59M |
|
|
TMHC
993
DELISTED
Taylor Morrison
TMHC
| $13.2M | ﹤0.01% |
220,466
+2,584
| +1% | +$161K |
|
994
Veracyte
VCYT
$3.8B
| $13.2M | ﹤0.01% |
445,742
+70,243
| +19% | +$2.68M |
|
995
HealthEquity
HQY
$8.75B
| $13.2M | ﹤0.01% |
149,324
-565
| -0.4% | -$57.9K |
|
996
Ceco Environmental
CECO
$4.14B
| $13.2M | ﹤0.01% |
577,797
+548,492
| +1,872% | +$14.6M |
|
|
BERY
997
DELISTED
Berry Global Group, Inc.
BERY
| $13.1M | ﹤0.01% |
188,187
+6,891
| +4% | +$479K |
|
998
Prosperity Bancshares
PB
$8.89B
| $13.1M | ﹤0.01% |
183,882
+3,110
| +2% | +$235K |
|
999
Planet Fitness
PLNT
$3.78B
| $13.1M | ﹤0.01% |
135,160
+4,022
| +3% | +$405K |
|
|
LNW
1000
DELISTED
Light & Wonder
LNW
| $13.1M | ﹤0.01% |
150,743
+2,896
| +2% | +$279K |
|
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.