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 | |
|---|---|---|---|---|---|---|
1101
DXC Technology
DXC
$1.73B
| $10.8M | ﹤0.01% |
631,532
-2,504
| -0.4% | -$48.6K |
|
1102
Ligand Pharmaceuticals
LGND
$6.36B
| $10.7M | ﹤0.01% |
102,162
+44,324
| +77% | +$5.01M |
|
|
CVSA
1103
Covista Inc
CVSA
$4.8B
| $10.7M | ﹤0.01% |
106,638
-3,889
| -4% | -$388K |
|
|
SNV
1104
DELISTED
Synovus
SNV
| $10.7M | ﹤0.01% |
229,240
+10,433
| +5% | +$539K |
|
|
PPLI
1105
People Inc
PPLI
$3.1B
| $10.7M | ﹤0.01% |
283,705
+1,747
| +0.6% | +$63.7K |
|
1106
Global Net Lease
GNL
$1.95B
| $10.7M | ﹤0.01% |
1,327,236
+16,028
| +1% | +$120K |
|
1107
Dolby
DLB
$5.79B
| $10.7M | ﹤0.01% |
132,674
+7,077
| +6% | +$577K |
|
1108
Freshpet
FRPT
$3.22B
| $10.6M | ﹤0.01% |
128,007
+79,529
| +164% | +$9.73M |
|
1109
SLM Corp
SLM
$5.15B
| $10.6M | ﹤0.01% |
361,654
+21,529
| +6% | +$630K |
|
1110
Wingstop
WING
$3.18B
| $10.6M | ﹤0.01% |
47,008
-4,002
| -8% | -$1.04M |
|
|
LTC
1111
LTC Properties
LTC
$2.15B
| $10.6M | ﹤0.01% |
299,018
+756
| +0.3% | +$26.3K |
|
1112
WEX
WEX
$6.31B
| $10.6M | ﹤0.01% |
67,348
+1,928
| +3% | +$317K |
|
1113
Shift4
FOUR
$3.26B
| $10.5M | ﹤0.01% |
128,060
+30,993
| +32% | +$3.19M |
|
1114
ESAB
ESAB
$5.71B
| $10.5M | ﹤0.01% |
89,704
+1,504
| +2% | +$183K |
|
1115
iShares Core S&P Small-Cap ETF
IJR
$112B
| $10.4M | ﹤0.01% |
99,891
-259,331
| -72% | -$29.3M |
|
1116
Innovative Industrial Properties
IIPR
$1.72B
| $10.4M | ﹤0.01% |
192,986
-329
| -0.2% | -$22.8K |
|
|
GTY
1117
Getty Realty Corp
GTY
$2.07B
| $10.4M | ﹤0.01% |
334,059
-1,338
| -0.4% | -$41K |
|
1118
Boise Cascade
BCC
$3.02B
| $10.4M | ﹤0.01% |
105,988
-2,969
| -3% | -$336K |
|
1119
Avnet
AVT
$7.92B
| $10.4M | ﹤0.01% |
215,444
+586
| +0.3% | +$29.7K |
|
1120
Arcosa
ACA
$7.11B
| $10.3M | ﹤0.01% |
134,089
-4,604
| -3% | -$422K |
|
1121
News Corp Class B
NWS
$17.5B
| $10.3M | ﹤0.01% |
339,556
-115,530
| -25% | -$3.66M |
|
1122
Antero Midstream
AM
$10.1B
| $10.3M | ﹤0.01% |
572,841
+13,899
| +2% | +$230K |
|
1123
Sigma Lithium
SGML
$1.28B
| $10.3M | ﹤0.01% |
990,364
-89,807
| -8% | -$1.03M |
|
1124
Aaon
AAON
$7.77B
| $10.3M | ﹤0.01% |
131,368
+2,572
| +2% | +$265K |
|
1125
Verra Mobility
VRRM
$744M
| $10.3M | ﹤0.01% |
455,835
-15,790
| -3% | -$380K |
|
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.