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 | |
|---|---|---|---|---|---|---|
1126
Oshkosh
OSK
$9.59B
| $10.7M | ﹤0.01% |
112,689
-3,472
| -3% | -$364K |
|
1127
IonQ
IONQ
$15.9B
| $10.7M | ﹤0.01% |
256,117
+23,205
| +10% | +$582K |
|
|
UCB
1128
United Community Banks
UCB
$4.27B
| $10.7M | ﹤0.01% |
330,235
+5,225
| +2% | +$163K |
|
1129
Five Below
FIVE
$13B
| $10.7M | ﹤0.01% |
101,649
-2,590
| -2% | -$248K |
|
1130
FMC
FMC
$1.31B
| $10.6M | ﹤0.01% |
217,734
+31,302
| +17% | +$1.83M |
|
1131
ESAB
ESAB
$5.32B
| $10.6M | ﹤0.01% |
88,200
-591
| -0.7% | -$71.4K |
|
1132
UMB Financial
UMBF
$11.1B
| $10.6M | ﹤0.01% |
93,727
+2,929
| +3% | +$339K |
|
1133
Credo Technology Group
CRDO
$44.7B
| $10.6M | ﹤0.01% |
157,248
+20,891
| +15% | +$1.04M |
|
1134
Allison Transmission
ALSN
$10.3B
| $10.6M | ﹤0.01% |
97,803
+1,997
| +2% | +$218K |
|
1135
Ollie's Bargain Outlet
OLLI
$4.8B
| $10.6M | ﹤0.01% |
96,178
+1,112
| +1% | +$111K |
|
1136
Axos Financial
AX
$5.63B
| $10.5M | ﹤0.01% |
150,895
+2,408
| +2% | +$176K |
|
1137
PJT Partners
PJT
$4.33B
| $10.5M | ﹤0.01% |
66,742
+1,476
| +2% | +$225K |
|
1138
Gorman-Rupp
GRC
$2.16B
| $10.5M | ﹤0.01% |
277,891
+136
| +0% | +$5.43K |
|
|
ALTR
1139
DELISTED
Altair Engineering Inc
ALTR
| $10.4M | ﹤0.01% |
95,743
+3,979
| +4% | +$410K |
|
1140
Northwest Natural Holdings
NWN
$2.09B
| $10.4M | ﹤0.01% |
263,261
+249
| +0.1% | +$10.2K |
|
1141
ICU Medical
ICUI
$4.56B
| $10.4M | ﹤0.01% |
67,039
+1,276
| +2% | +$216K |
|
1142
Littelfuse
LFUS
$11.6B
| $10.3M | ﹤0.01% |
43,817
-12
| -0% | -$2.99K |
|
1143
Middlesex Water
MSEX
$1.09B
| $10.3M | ﹤0.01% |
195,836
-215
| -0.1% | -$13.5K |
|
|
LTC
1144
LTC Properties
LTC
$2.12B
| $10.3M | ﹤0.01% |
298,262
-6,942
| -2% | -$256K |
|
1145
Grupo Cibest SA
CIB
$21.7B
| $10.3M | ﹤0.01% |
326,338
-8,385
| -3% | -$270K |
|
|
JAMF
1146
DELISTED
Jamf
JAMF
| $10.2M | ﹤0.01% |
728,823
-37,247
| -5% | -$587K |
|
1147
Thor Industries
THO
$4.14B
| $10.2M | ﹤0.01% |
106,986
-612
| -0.6% | -$65.3K |
|
1148
Ryan Specialty Holdings
RYAN
$10.9B
| $10.2M | ﹤0.01% |
159,387
+13,649
| +9% | +$950K |
|
1149
M/I Homes
MHO
$3.74B
| $10.2M | ﹤0.01% |
76,758
-421
| -0.5% | -$66.3K |
|
1150
H.B. Fuller
FUL
$3.29B
| $10.2M | ﹤0.01% |
151,217
+1,394
| +0.9% | +$105K |
|
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.