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 | |
|---|---|---|---|---|---|---|
1151
Boyd Gaming
BYD
$5.92B
| $10.2M | ﹤0.01% |
140,656
-5,864
| -4% | -$412K |
|
1152
Signet Jewelers
SIG
$3.67B
| $10.2M | ﹤0.01% |
126,016
+992
| +0.8% | +$92.4K |
|
1153
New Jersey Resources
NJR
$5.45B
| $10.2M | ﹤0.01% |
217,835
+2,135
| +1% | +$101K |
|
1154
CAVA Group
CAVA
$7.17B
| $10.2M | ﹤0.01% |
90,002
+23,135
| +35% | +$3.08M |
|
1155
Simply Good Foods
SMPL
$956M
| $10.1M | ﹤0.01% |
260,384
+7,739
| +3% | +$283K |
|
|
CADE
1156
DELISTED
Cadence Bank
CADE
| $10.1M | ﹤0.01% |
294,519
+8,194
| +3% | +$288K |
|
|
BLDP
1157
Ballard Power Systems
BLDP
$769M
| $10.1M | ﹤0.01% |
6,104,692
-1,535,379
| -20% | -$2.39M |
|
1158
Grand Canyon Education
LOPE
$3.82B
| $10.1M | ﹤0.01% |
61,906
-405
| -0.6% | -$62.1K |
|
1159
Vaxcyte
PCVX
$8.67B
| $10.1M | ﹤0.01% |
123,664
+24,136
| +24% | +$2.4M |
|
1160
California Resources
CRC
$4.77B
| $10.1M | ﹤0.01% |
194,937
+17,483
| +10% | +$950K |
|
1161
Enpro
NPO
$7.04B
| $10.1M | ﹤0.01% |
58,643
+920
| +2% | +$156K |
|
1162
National Fuel Gas
NFG
$7.78B
| $10.1M | ﹤0.01% |
166,631
-3,375
| -2% | -$207K |
|
|
GTY
1163
Getty Realty Corp
GTY
$2.01B
| $10.1M | ﹤0.01% |
335,397
-18,694
| -5% | -$593K |
|
|
ELME
1164
Elme Communities
ELME
$144M
| $10.1M | ﹤0.01% |
661,026
-46,469
| -7% | -$769K |
|
1165
Shift4
FOUR
$3.41B
| $10.1M | ﹤0.01% |
97,067
+36,074
| +59% | +$3.58M |
|
1166
Crocs
CROX
$6.63B
| $10.1M | ﹤0.01% |
91,926
-6,410
| -7% | -$746K |
|
1167
Madison Square Garden
MSGS
$9.43B
| $10.1M | ﹤0.01% |
44,592
-249
| -0.6% | -$55.6K |
|
1168
Korn Ferry
KFY
$4.3B
| $10.1M | ﹤0.01% |
149,136
+1,144
| +0.8% | +$83.2K |
|
1169
FuelCell Energy
FCEL
$1.59B
| $10M | ﹤0.01% |
1,110,789
+407,727
| +58% | +$4.04M |
|
|
CVSA
1170
Covista Inc
CVSA
$4.38B
| $10M | ﹤0.01% |
110,527
+1,935
| +2% | +$162K |
|
1171
Energy Recovery
ERII
$408M
| $10M | ﹤0.01% |
682,638
+3,543
| +0.5% | +$60.6K |
|
1172
N-able
NABL
$605M
| $10M | ﹤0.01% |
1,074,348
+102,805
| +11% | +$1.15M |
|
1173
Popular Inc
BPOP
$11.1B
| $10M | ﹤0.01% |
106,624
+524
| +0.5% | +$50.3K |
|
1174
Ivanhoe Electric
IE
$1.76B
| $9.99M | ﹤0.01% |
1,323,372
+501,932
| +61% | +$4.64M |
|
1175
StepStone Group
STEP
$3.8B
| $9.99M | ﹤0.01% |
172,621
+9,999
| +6% | +$620K |
|
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.