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 | |
|---|---|---|---|---|---|---|
1251
Affiliated Managers Group
AMG
$9.76B
| $8.16M | ﹤0.01% |
48,565
+1,121
| +2% | +$195K |
|
1252
Advance Auto Parts
AAP
$3.49B
| $8.13M | ﹤0.01% |
207,288
-766
| -0.4% | -$32.9K |
|
1253
Thor Industries
THO
$4.14B
| $8.12M | ﹤0.01% |
107,136
+150
| +0.1% | +$14.1K |
|
1254
Cathay General Bancorp
CATY
$4.24B
| $8.11M | ﹤0.01% |
188,388
-7,820
| -4% | -$359K |
|
1255
Frontdoor
FTDR
$6.26B
| $8.1M | ﹤0.01% |
210,801
-7,713
| -4% | -$393K |
|
1256
Newell Brands
NWL
$2.56B
| $8.09M | ﹤0.01% |
1,305,110
-30,157
| -2% | -$242K |
|
1257
Ginkgo Bioworks
DNA
$521M
| $8.09M | ﹤0.01% |
1,418,594
+567,173
| +67% | +$5.78M |
|
1258
Glacier Bancorp
GBCI
$6.35B
| $8.08M | ﹤0.01% |
182,761
+572
| +0.3% | +$27.6K |
|
1259
Bruker
BRKR
$8.14B
| $8.07M | ﹤0.01% |
193,333
+1,414
| +0.7% | +$73.6K |
|
1260
ABM Industries
ABM
$2.84B
| $8.06M | ﹤0.01% |
170,267
-9,301
| -5% | -$478K |
|
1261
Community Bank
CBU
$3.41B
| $8.05M | ﹤0.01% |
141,651
-6,022
| -4% | -$373K |
|
1262
MidCap Financial Investment
MFIC
$804M
| $8.04M | ﹤0.01% |
624,977
+4,153
| +0.7% | +$56.5K |
|
1263
NMI Holdings
NMIH
$3.36B
| $8.02M | ﹤0.01% |
222,587
-9,453
| -4% | -$344K |
|
1264
Artisan Partners
APAM
$3.02B
| $8.01M | ﹤0.01% |
204,745
-5,038
| -2% | -$213K |
|
1265
Semtech
SMTC
$13B
| $8M | ﹤0.01% |
232,621
+1,672
| +0.7% | +$82.5K |
|
1266
MSC Industrial Direct
MSM
$6.86B
| $7.98M | ﹤0.01% |
102,741
+3,485
| +4% | +$279K |
|
1267
York Water
YORW
$514M
| $7.98M | ﹤0.01% |
230,001
+78,344
| +52% | +$2.55M |
|
1268
White Mountains Insurance
WTM
$5.13B
| $7.95M | ﹤0.01% |
4,130
+81
| +2% | +$152K |
|
1269
MP Materials
MP
$9.1B
| $7.95M | ﹤0.01% |
325,718
-6,055
| -2% | -$141K |
|
|
AZEK
1270
DELISTED
The AZEK Co
AZEK
| $7.95M | ﹤0.01% |
162,513
+3,863
| +2% | +$183K |
|
1271
Equinox Gold
EQX
$13.5B
| $7.92M | ﹤0.01% |
1,151,201
+9,099
| +0.8% | +$58.3K |
|
1272
New Mountain Finance
NMFC
$732M
| $7.92M | ﹤0.01% |
717,608
+3,633
| +0.5% | +$41.4K |
|
1273
Hexcel
HXL
$7.82B
| $7.9M | ﹤0.01% |
144,220
+1,586
| +1% | +$99.1K |
|
1274
AppFolio
APPF
$7.04B
| $7.88M | ﹤0.01% |
35,831
+1,086
| +3% | +$249K |
|
1275
Perrigo
PRGO
$1.78B
| $7.88M | ﹤0.01% |
280,885
+5,721
| +2% | +$148K |
|
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.