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 | |
|---|---|---|---|---|---|---|
1026
Mohawk Industries
MHK
$9.19B
| $13.2M | ﹤0.01% |
111,135
+6,622
| +6% | +$926K |
|
1027
Autoliv
ALV
$8.92B
| $13.2M | ﹤0.01% |
140,871
-5,217
| -4% | -$501K |
|
1028
Blue Owl Capital
OWL
$18.2B
| $13.2M | ﹤0.01% |
566,056
+83,276
| +17% | +$1.91M |
|
1029
SM Energy
SM
$7.55B
| $13.2M | ﹤0.01% |
339,597
-592
| -0.2% | -$25K |
|
1030
Sixth Street Specialty
TSLX
$1.79B
| $13.1M | ﹤0.01% |
615,773
-54,690
| -8% | -$1.13M |
|
1031
Graphic Packaging
GPK
$3.53B
| $13.1M | ﹤0.01% |
482,161
-3,248
| -0.7% | -$93.9K |
|
1032
Boot Barn
BOOT
$5.11B
| $13M | ﹤0.01% |
85,612
+991
| +1% | +$146K |
|
1033
BILL Holdings
BILL
$4.91B
| $13M | ﹤0.01% |
153,394
+46,096
| +43% | +$3.44M |
|
1034
Box
BOX
$4.65B
| $13M | ﹤0.01% |
410,432
-2,345
| -0.6% | -$76.9K |
|
1035
Planet Fitness
PLNT
$3.7B
| $13M | ﹤0.01% |
131,138
-2,306
| -2% | -$210K |
|
|
GTLS
1036
DELISTED
Chart Industries
GTLS
| $13M | ﹤0.01% |
67,899
+1,272
| +2% | +$204K |
|
1037
Boise Cascade
BCC
$2.96B
| $13M | ﹤0.01% |
108,957
-824
| -0.8% | -$114K |
|
1038
U-Haul Holding Co Series N
UHAL.B
$12.6B
| $12.9M | ﹤0.01% |
201,809
-16,460
| -8% | -$1.08M |
|
1039
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.6B
| $12.9M | ﹤0.01% |
120,963
-665,685
| -85% | -$72.8M |
|
1040
Champion Homes
SKY
$5.05B
| $12.9M | ﹤0.01% |
146,560
+89,382
| +156% | +$8.64M |
|
1041
Innovative Industrial Properties
IIPR
$1.66B
| $12.9M | ﹤0.01% |
193,315
-13,881
| -7% | -$1.56M |
|
1042
ATS Corp
ATS
$1.91B
| $12.9M | ﹤0.01% |
421,882
-70,878
| -14% | -$2.15M |
|
1043
Cullen/Frost Bankers
CFR
$10.3B
| $12.8M | ﹤0.01% |
95,522
-622
| -0.6% | -$81.7K |
|
1044
Valmont Industries
VMI
$9.5B
| $12.8M | ﹤0.01% |
41,742
+270
| +0.7% | +$87K |
|
1045
AeroVironment
AVAV
$9.57B
| $12.8M | ﹤0.01% |
83,176
+763
| +0.9% | +$149K |
|
1046
Lindsay Corp
LNN
$1.17B
| $12.8M | ﹤0.01% |
108,134
-124
| -0.1% | -$15.4K |
|
|
LNW
1047
DELISTED
Light & Wonder
LNW
| $12.8M | ﹤0.01% |
147,847
-1,890
| -1% | -$177K |
|
1048
MGIC Investment
MTG
$6.21B
| $12.7M | ﹤0.01% |
537,342
-4,604
| -0.8% | -$115K |
|
1049
Essent Group
ESNT
$6.23B
| $12.7M | ﹤0.01% |
233,381
+6,758
| +3% | +$392K |
|
1050
DXC Technology
DXC
$1.74B
| $12.7M | ﹤0.01% |
634,036
+3,877
| +0.6% | +$81.8K |
|
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.