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 | |
|---|---|---|---|---|---|---|
|
PPLI
1176
People Inc
PPLI
$3.03B
| $9.98M | ﹤0.01% |
281,958
-5,382
| -2% | -$216K |
|
1177
Caesars Entertainment
CZR
$6.13B
| $9.98M | ﹤0.01% |
298,573
+13,319
| +5% | +$527K |
|
1178
Dorman Products
DORM
$3.95B
| $9.98M | ﹤0.01% |
76,998
+2,363
| +3% | +$303K |
|
1179
Symbotic
SYM
$5.21B
| $9.96M | ﹤0.01% |
420,147
-192,898
| -31% | -$5.48M |
|
1180
Telephone and Data Systems
TDS
$3.88B
| $9.96M | ﹤0.01% |
292,026
+4,200
| +1% | +$128K |
|
1181
Doximity
DOCS
$4.57B
| $9.91M | ﹤0.01% |
185,695
+5,711
| +3% | +$280K |
|
1182
AGNC Investment
AGNC
$12.8B
| $9.91M | ﹤0.01% |
1,076,006
+76,681
| +8% | +$748K |
|
1183
Cavco Industries
CVCO
$4.48B
| $9.91M | ﹤0.01% |
22,207
+344
| +2% | +$158K |
|
1184
Matsons
MATX
$6.24B
| $9.85M | ﹤0.01% |
73,060
+772
| +1% | +$112K |
|
1185
Advance Auto Parts
AAP
$3.36B
| $9.84M | ﹤0.01% |
208,054
-248
| -0.1% | -$10.1K |
|
1186
Tenaris
TS
$27.4B
| $9.83M | ﹤0.01% |
260,090
-16,666
| -6% | -$591K |
|
|
GAP
1187
The Gap Inc
GAP
$7.74B
| $9.83M | ﹤0.01% |
415,855
-917
| -0.2% | -$20.9K |
|
1188
Vontier
VNT
$4.63B
| $9.82M | ﹤0.01% |
269,146
-3,528
| -1% | -$130K |
|
1189
Dolby
DLB
$5.82B
| $9.81M | ﹤0.01% |
125,597
-26
| -0% | -$1.98K |
|
1190
Fulton Financial
FULT
$4.6B
| $9.79M | ﹤0.01% |
507,687
+11,082
| +2% | +$217K |
|
1191
FNB Corp
FNB
$6.75B
| $9.78M | ﹤0.01% |
661,948
+9,658
| +1% | +$148K |
|
1192
ESCO Technologies
ESE
$7.79B
| $9.77M | ﹤0.01% |
73,347
+1,617
| +2% | +$220K |
|
1193
Legend Biotech
LEGN
$4B
| $9.75M | ﹤0.01% |
299,775
-11,544
| -4% | -$478K |
|
1194
Rush Enterprises Class A
RUSHA
$9.36B
| $9.75M | ﹤0.01% |
178,020
+7,230
| +4% | +$413K |
|
|
TPH
1195
DELISTED
Tri Pointe Homes
TPH
| $9.72M | ﹤0.01% |
268,016
+3,489
| +1% | +$145K |
|
1196
American Airlines Group
AAL
$9.93B
| $9.71M | ﹤0.01% |
557,119
+5,834
| +1% | +$83.9K |
|
1197
Sensient Technologies
SXT
$5.51B
| $9.7M | ﹤0.01% |
136,119
-433
| -0.3% | -$33.3K |
|
1198
Burford Capital
BUR
$940M
| $9.68M | ﹤0.01% |
747,396
-7,160
| -0.9% | -$96.1K |
|
|
GMS
1199
DELISTED
GMS Inc
GMS
| $9.59M | ﹤0.01% |
113,053
+1,521
| +1% | +$143K |
|
|
JBGS
1200
JBG SMITH
JBGS
$653M
| $9.58M | ﹤0.01% |
623,265
-38,083
| -6% | -$638K |
|
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.