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 | |
|---|---|---|---|---|---|---|
1301
Griffon
GFF
$4.86B
| $8.14M | ﹤0.01% |
114,151
-1
| -0% | -$73 |
|
1302
Sylvamo
SLVM
$1.61B
| $8.1M | ﹤0.01% |
102,535
+1,789
| +2% | +$154K |
|
1303
CVB Financial
CVBF
$3.98B
| $8.09M | ﹤0.01% |
377,853
+4,390
| +1% | +$92.9K |
|
1304
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.2B
| $8.09M | ﹤0.01% |
14,200
| – | – |
|
1305
Flowers Foods
FLO
$1.52B
| $8.07M | ﹤0.01% |
390,594
+2,015
| +0.5% | +$44.3K |
|
1306
Progress Software
PRGS
$1.79B
| $8.05M | ﹤0.01% |
123,598
+2,099
| +2% | +$140K |
|
1307
Dentsply Sirona
XRAY
$2.34B
| $8.04M | ﹤0.01% |
423,490
-3,188
| -0.7% | -$67.4K |
|
1308
New Mountain Finance
NMFC
$732M
| $8.04M | ﹤0.01% |
713,975
-49,734
| -7% | -$574K |
|
1309
Payoneer
PAYO
$2.4B
| $8.02M | ﹤0.01% |
798,597
+35,434
| +5% | +$339K |
|
1310
RLJ Lodging Trust
RLJ
$1.68B
| $8.02M | ﹤0.01% |
785,033
-78,112
| -9% | -$758K |
|
1311
Warrior Met Coal
HCC
$5.09B
| $7.97M | ﹤0.01% |
146,939
-3,102
| -2% | -$198K |
|
1312
Diodes
DIOD
$4.83B
| $7.96M | ﹤0.01% |
129,021
+824
| +0.6% | +$51.4K |
|
1313
Elanco Animal Health
ELAN
$11.4B
| $7.94M | ﹤0.01% |
655,964
-26,466
| -4% | -$346K |
|
|
DEA
1314
Easterly Government Properties
DEA
$1.14B
| $7.93M | ﹤0.01% |
279,250
-15,702
| -5% | -$499K |
|
1315
Viper Energy
VNOM
$15.2B
| $7.91M | ﹤0.01% |
161,262
+6,913
| +4% | +$356K |
|
1316
KB Home
KBH
$3.52B
| $7.9M | ﹤0.01% |
120,278
+745
| +0.6% | +$58K |
|
1317
Bank of Hawaii
BOH
$3.11B
| $7.9M | ﹤0.01% |
110,828
+2,091
| +2% | +$151K |
|
1318
Innospec
IOSP
$2.31B
| $7.89M | ﹤0.01% |
71,649
+1,909
| +3% | +$218K |
|
1319
Astera Labs
ALAB
$54B
| $7.88M | ﹤0.01% |
59,518
+35,285
| +146% | +$3.31M |
|
1320
QuidelOrtho
QDEL
$931M
| $7.88M | ﹤0.01% |
176,938
+1,365
| +0.8% | +$55.8K |
|
1321
White Mountains Insurance
WTM
$5.06B
| $7.88M | ﹤0.01% |
4,049
+131
| +3% | +$248K |
|
1322
PENN Entertainment
PENN
$2.57B
| $7.84M | ﹤0.01% |
395,750
-2,520
| -0.6% | -$49.5K |
|
|
EFOR
1323
Everforth Inc
EFOR
$1.32B
| $7.84M | ﹤0.01% |
94,031
+305
| +0.3% | +$27.8K |
|
1324
Banco Bradesco
BBD
$35.8B
| $7.83M | ﹤0.01% |
4,111,012
-78,911
| -2% | -$185K |
|
1325
Nexstar Media Group
NXST
$5.63B
| $7.81M | ﹤0.01% |
49,466
-83
| -0.2% | -$13.9K |
|
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.