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 | |
|---|---|---|---|---|---|---|
1201
Lear
LEA
$8.18B
| $8.84M | ﹤0.01% |
100,201
+2,141
| +2% | +$203K |
|
1202
Fulton Financial
FULT
$4.64B
| $8.84M | ﹤0.01% |
488,499
-19,188
| -4% | -$374K |
|
1203
StoneX
SNEX
$7.94B
| $8.84M | ﹤0.01% |
260,285
-6,046
| -2% | -$203K |
|
1204
Boyd Gaming
BYD
$6.06B
| $8.83M | ﹤0.01% |
134,198
-6,458
| -5% | -$474K |
|
1205
RadNet
RDNT
$5.69B
| $8.8M | ﹤0.01% |
176,925
-4,141
| -2% | -$245K |
|
1206
Urban Outfitters
URBN
$6.59B
| $8.8M | ﹤0.01% |
167,869
-2,908
| -2% | -$159K |
|
1207
Noble Corp
NE
$6.51B
| $8.76M | ﹤0.01% |
348,607
-1,748
| -0.5% | -$50K |
|
1208
Simply Good Foods
SMPL
$982M
| $8.73M | ﹤0.01% |
253,256
-7,128
| -3% | -$258K |
|
1209
GATX Corp
GATX
$6.27B
| $8.72M | ﹤0.01% |
56,146
+58
| +0.1% | +$9.24K |
|
1210
Virtu Financial
VIRT
$4.93B
| $8.68M | ﹤0.01% |
227,701
-4,213
| -2% | -$157K |
|
1211
Cedar Fair
FUN
$1.67B
| $8.68M | ﹤0.01% |
243,284
-6,664
| -3% | -$284K |
|
1212
Sonoco
SON
$5.74B
| $8.68M | ﹤0.01% |
183,647
+2,338
| +1% | +$111K |
|
|
ALEX
1213
DELISTED
Alexander & Baldwin
ALEX
| $8.65M | ﹤0.01% |
502,202
-9,220
| -2% | -$163K |
|
1214
CorVel
CRVL
$3.19B
| $8.65M | ﹤0.01% |
77,262
-1,899
| -2% | -$212K |
|
|
BECN
1215
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $8.64M | ﹤0.01% |
69,846
-1,487
| -2% | -$173K |
|
|
XHR
1216
Xenia Hotels & Resorts
XHR
$1.79B
| $8.61M | ﹤0.01% |
732,229
-5,038
| -0.7% | -$70.1K |
|
1217
Madison Square Garden
MSGS
$9.39B
| $8.58M | ﹤0.01% |
44,080
-512
| -1% | -$106K |
|
1218
M/I Homes
MHO
$3.84B
| $8.56M | ﹤0.01% |
74,931
-1,827
| -2% | -$224K |
|
1219
Otter Tail
OTTR
$3.94B
| $8.55M | ﹤0.01% |
106,327
-4,195
| -4% | -$332K |
|
1220
FirstCash
FCFS
$8.78B
| $8.53M | ﹤0.01% |
70,926
+484
| +0.7% | +$54.9K |
|
|
SPR
1221
DELISTED
Spirit AeroSystems
SPR
| $8.52M | ﹤0.01% |
247,106
-59
| -0% | -$2.02K |
|
1222
Knife River
KNF
$3.79B
| $8.5M | ﹤0.01% |
94,270
+2,692
| +3% | +$262K |
|
1223
First Bancorp
FBP
$4.38B
| $8.5M | ﹤0.01% |
443,369
-13,614
| -3% | -$264K |
|
1224
Macy's
M
$6.68B
| $8.49M | ﹤0.01% |
676,195
+11,258
| +2% | +$163K |
|
|
BPMC
1225
DELISTED
Blueprint Medicines
BPMC
| $8.47M | ﹤0.01% |
95,666
+1,150
| +1% | +$112K |
|
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.