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
|
+$342M |
| 2 |
NVIDIA
NVDA
|
+$330M |
| 3 |
Capital One
COF
|
+$288M |
| 4 |
Johnson & Johnson
JNJ
|
+$169M |
| 5 |
AMRZ
Amrize Ltd
AMRZ
|
+$164M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$1.01B |
| 2 |
Microsoft
MSFT
|
+$999M |
| 3 |
DFS
Discover Financial Services
DFS
|
+$296M |
| 4 |
Eli Lilly
LLY
|
+$215M |
| 5 |
Amazon
AMZN
|
+$185M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 34.29% |
| 2 | Financials | 13.54% |
| 3 | Consumer Discretionary | 9.85% |
| 4 | Healthcare | 9.21% |
| 5 | Communication Services | 8.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Duke Energy
DUK
$97.8B
| $748M | 0.19% |
6,338,489
+216,541
| +4% | +$25.6M |
|
102
Intel
INTC
$455B
| $746M | 0.19% |
33,300,585
-118,384
| -0.4% | -$2.45M |
|
103
Amphenol
APH
$198B
| $731M | 0.18% |
7,405,144
-36,444
| -0.5% | -$2.98M |
|
104
Bristol-Myers Squibb
BMY
$133B
| $729M | 0.18% |
15,758,544
-707,829
| -4% | -$34.7M |
|
105
Elevance Health
ELV
$81.5B
| $713M | 0.18% |
1,833,099
+37,550
| +2% | +$15.1M |
|
106
Chubb
CB
$135B
| $706M | 0.18% |
2,435,630
-141,607
| -5% | -$40.8M |
|
107
TJX Companies
TJX
$174B
| $703M | 0.17% |
5,691,273
-329,820
| -5% | -$41.8M |
|
108
Toronto Dominion Bank
TD
$198B
| $694M | 0.17% |
9,452,188
-633,460
| -6% | -$41.3M |
|
|
MRSH
109
Marsh
MRSH
$90.5B
| $690M | 0.17% |
3,155,101
-188,198
| -6% | -$42.5M |
|
110
Shopify
SHOP
$152B
| $682M | 0.17% |
5,927,917
-73,012
| -1% | -$7.3M |
|
111
Moody's
MCO
$82.8B
| $680M | 0.17% |
1,355,642
-35,894
| -3% | -$16.6M |
|
112
Digital Realty Trust
DLR
$69.7B
| $679M | 0.17% |
3,893,401
-93,422
| -2% | -$15.3M |
|
113
Blackstone
BX
$102B
| $678M | 0.17% |
4,532,941
+202,245
| +5% | +$27.8M |
|
114
Boeing
BA
$171B
| $659M | 0.16% |
3,145,620
+187,545
| +6% | +$35.4M |
|
115
Cigna
CI
$73.7B
| $650M | 0.16% |
1,967,326
-33,088
| -2% | -$10.7M |
|
116
Nike
NKE
$61.9B
| $648M | 0.16% |
9,124,819
-204,546
| -2% | -$12.3M |
|
117
ConocoPhillips
COP
$147B
| $646M | 0.16% |
7,196,365
-58,373
| -0.8% | -$5.25M |
|
118
Intercontinental Exchange
ICE
$85.6B
| $644M | 0.16% |
3,510,634
+137,685
| +4% | +$23.7M |
|
119
McKesson
MCK
$100B
| $641M | 0.16% |
874,369
-41,038
| -4% | -$29M |
|
120
CME Group
CME
$96.3B
| $637M | 0.16% |
2,312,251
+225,449
| +11% | +$61.3M |
|
121
Williams Companies
WMB
$87.5B
| $632M | 0.16% |
10,056,234
+903,457
| +10% | +$53.3M |
|
122
CVS Health
CVS
$133B
| $620M | 0.15% |
8,983,042
-396,118
| -4% | -$26M |
|
123
Fortinet
FTNT
$119B
| $618M | 0.15% |
5,842,022
+389,459
| +7% | +$39.3M |
|
124
Starbucks
SBUX
$120B
| $613M | 0.15% |
6,691,148
-181,132
| -3% | -$15.7M |
|
125
KKR & Co
KKR
$91.1B
| $609M | 0.15% |
4,576,310
+288,006
| +7% | +$33.7M |
|
Similar funds
Legal & General Group's Q2 2025 Portfolio in Review
As of Q2 2025, Legal & General Group held 3,602 positions worth $403B, up 9.7% from $367B the previous quarter. Its ten largest holdings account for 32% of the portfolio.
Legal & General Group's Q2 2025 filing shows 227 new, 1,896 increased, 1,081 reduced and 186 closed positions. Its largest new stake was Amrize Ltd: 3,253,080 shares worth $162M. The largest sale was Apple, an estimated $1.01B.
By sector, the portfolio is most concentrated in Technology at 34% of assets, up from 31% a quarter earlier, followed by Financials and Consumer Discretionary.
- Legal & General Group's largest Q2 2025 buy was Amrize Ltd: 3,253,080 shares worth $162M.
- Legal & General Group added most to Tesla in Q2 2025, an estimated $342M increase.
- Legal & General Group's biggest Q2 2025 reduction was Apple, cutting an estimated $1.01B.
- Legal & General Group fully exited Discover Financial Services in Q2 2025, selling an estimated $296M.
- Legal & General Group's ten largest holdings make up 32% of its $403B portfolio in Q2 2025.
- Legal & General Group opened 227 new positions and closed 186 in Q2 2025.
- Legal & General Group's portfolio value rose 9.7% quarter-over-quarter to $403B.
Based on Legal & General Group's 13F filing for Q2 2025, filed 12 Aug 2025.