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 | |
|---|---|---|---|---|---|---|
1276
Trinity Industries
TRN
$2.3B
| $8.47M | ﹤0.01% |
241,281
+5,867
| +2% | +$212K |
|
1277
Alarm.com
ALRM
$2.77B
| $8.47M | ﹤0.01% |
139,290
+4,517
| +3% | +$269K |
|
1278
MINISO
MNSO
$3.74B
| $8.47M | ﹤0.01% |
354,205
-6,331
| -2% | -$128K |
|
1279
Mattel
MAT
$4.21B
| $8.46M | ﹤0.01% |
477,324
-213,117
| -31% | -$4.03M |
|
1280
Blackstone Mortgage Trust
BXMT
$2.39B
| $8.45M | ﹤0.01% |
485,352
+9,327
| +2% | +$172K |
|
1281
Rithm Capital
RITM
$5.65B
| $8.45M | ﹤0.01% |
779,862
+40,763
| +6% | +$442K |
|
1282
Antero Midstream
AM
$10.4B
| $8.43M | ﹤0.01% |
558,942
+9,823
| +2% | +$150K |
|
|
SPR
1283
DELISTED
Spirit AeroSystems
SPR
| $8.42M | ﹤0.01% |
247,165
+133,151
| +117% | +$4.3M |
|
1284
Cytokinetics
CYTK
$10.8B
| $8.4M | ﹤0.01% |
178,632
+8,655
| +5% | +$449K |
|
1285
Cabot Corp
CBT
$4.46B
| $8.4M | ﹤0.01% |
91,960
+2,684
| +3% | +$288K |
|
1286
MidCap Financial Investment
MFIC
$797M
| $8.37M | ﹤0.01% |
620,824
+145,402
| +31% | +$1.97M |
|
1287
Ginkgo Bioworks
DNA
$515M
| $8.37M | ﹤0.01% |
851,421
-575,077
| -40% | -$4.93M |
|
1288
Stratasys
SSYS
$769M
| $8.37M | ﹤0.01% |
941,407
+5,541
| +0.6% | +$47.7K |
|
1289
Camtek
CAMT
$7.38B
| $8.35M | ﹤0.01% |
102,131
+19,555
| +24% | +$1.54M |
|
1290
RXO
RXO
$3.52B
| $8.34M | ﹤0.01% |
349,817
+5,743
| +2% | +$160K |
|
1291
Oaktree Specialty Lending
OCSL
$1.12B
| $8.31M | ﹤0.01% |
544,463
-53,309
| -9% | -$854K |
|
|
SMAR
1292
DELISTED
Smartsheet Inc.
SMAR
| $8.3M | ﹤0.01% |
148,174
+8,206
| +6% | +$459K |
|
1293
Virtu Financial
VIRT
$4.92B
| $8.27M | ﹤0.01% |
231,914
-655
| -0.3% | -$22.5K |
|
1294
Silicon Laboratories
SLAB
$7.2B
| $8.26M | ﹤0.01% |
66,519
+612
| +0.9% | +$70.2K |
|
1295
Darling Ingredients
DAR
$9.91B
| $8.26M | ﹤0.01% |
245,156
-2,425
| -1% | -$91.7K |
|
|
BPMC
1296
DELISTED
Blueprint Medicines
BPMC
| $8.24M | ﹤0.01% |
94,516
+3,485
| +4% | +$319K |
|
1297
United Bankshares
UBSI
$6.55B
| $8.2M | ﹤0.01% |
218,420
+5,941
| +3% | +$234K |
|
1298
Otter Tail
OTTR
$3.88B
| $8.16M | ﹤0.01% |
110,522
-42
| -0% | -$3.29K |
|
1299
Cushman & Wakefield Ltd
CWK
$3.12B
| $8.14M | ﹤0.01% |
622,333
+9,095
| +1% | +$126K |
|
1300
Bankunited
BKU
$3.3B
| $8.14M | ﹤0.01% |
213,226
+5,237
| +3% | +$202K |
|
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.