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 | |
|---|---|---|---|---|---|---|
1076
Liberty Broadband Class C
LBRDK
$5.15B
| $11.3M | ﹤0.01% |
133,022
+10,835
| +9% | +$871K |
|
1077
ESCO Technologies
ESE
$7.92B
| $11.3M | ﹤0.01% |
70,973
-2,374
| -3% | -$356K |
|
1078
Whirlpool
WHR
$2.82B
| $11.3M | ﹤0.01% |
125,287
+4,918
| +4% | +$522K |
|
1079
Mine Safety
MSA
$7.49B
| $11.3M | ﹤0.01% |
76,701
+1,678
| +2% | +$267K |
|
1080
The GEO Group
GEO
$4.04B
| $11.2M | ﹤0.01% |
384,850
-3,673
| -0.9% | -$105K |
|
1081
Piper Sandler
PIPR
$5.29B
| $11.2M | ﹤0.01% |
181,272
-3,704
| -2% | -$265K |
|
1082
Moelis & Co
MC
$4.94B
| $11.2M | ﹤0.01% |
192,020
-4,177
| -2% | -$294K |
|
1083
Commercial Metals
CMC
$8.31B
| $11.2M | ﹤0.01% |
243,475
+275
| +0.1% | +$13.4K |
|
1084
Gentex
GNTX
$5.07B
| $11.1M | ﹤0.01% |
478,353
+4,967
| +1% | +$127K |
|
1085
Northwest Natural Holdings
NWN
$2.12B
| $11.1M | ﹤0.01% |
260,284
-2,977
| -1% | -$121K |
|
1086
Cavco Industries
CVCO
$4.55B
| $11.1M | ﹤0.01% |
21,393
-814
| -4% | -$409K |
|
1087
Marathon Digital Holdings
MARA
$3.9B
| $11.1M | ﹤0.01% |
964,610
+32,029
| +3% | +$509K |
|
1088
Doximity
DOCS
$4.88B
| $11.1M | ﹤0.01% |
190,617
+4,922
| +3% | +$311K |
|
1089
Cirrus Logic
CRUS
$6.26B
| $11M | ﹤0.01% |
110,582
+2,144
| +2% | +$221K |
|
1090
Telephone and Data Systems
TDS
$3.75B
| $11M | ﹤0.01% |
284,347
-7,679
| -3% | -$277K |
|
1091
AutoNation
AN
$6.92B
| $11M | ﹤0.01% |
67,804
+1,667
| +3% | +$297K |
|
1092
Landstar System
LSTR
$6.21B
| $11M | ﹤0.01% |
73,011
+1,373
| +2% | +$221K |
|
1093
Oshkosh
OSK
$9.59B
| $11M | ﹤0.01% |
116,526
+3,837
| +3% | +$384K |
|
|
JHG
1094
DELISTED
Janus Henderson
JHG
| $10.9M | ﹤0.01% |
302,171
+5,423
| +2% | +$224K |
|
1095
Integer Holdings
ITGR
$4.26B
| $10.9M | ﹤0.01% |
92,154
-3,192
| -3% | -$418K |
|
1096
Procore
PCOR
$8.67B
| $10.9M | ﹤0.01% |
164,534
+6,314
| +4% | +$476K |
|
1097
Compass Diversified
CODI
$828M
| $10.8M | ﹤0.01% |
580,517
+3,742
| +0.6% | +$77.3K |
|
1098
Grand Canyon Education
LOPE
$3.98B
| $10.8M | ﹤0.01% |
62,629
+723
| +1% | +$126K |
|
1099
Repligen
RGEN
$9.25B
| $10.8M | ﹤0.01% |
85,059
+3,155
| +4% | +$486K |
|
1100
New Jersey Resources
NJR
$5.58B
| $10.8M | ﹤0.01% |
219,494
+1,659
| +0.8% | +$78.6K |
|
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.