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 |
TotalEnergies
TTE
|
+$937M |
| 2 |
Tesla
TSLA
|
+$462M |
| 3 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$218M |
| 4 |
Intuit
INTU
|
+$141M |
| 5 |
Q
Qnity Electronics Inc
Q
|
+$117M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$1.81B |
| 2 |
Microsoft
MSFT
|
+$433M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$433M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$382M |
| 5 |
K
Kellanova
K
|
+$190M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 34.85% |
| 2 | Financials | 13.39% |
| 3 | Healthcare | 9.67% |
| 4 | Consumer Discretionary | 9.63% |
| 5 | Communication Services | 9.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
RNAM
1301
DELISTED
Avidity Biosciences
RNAM
| $8.13M | ﹤0.01% |
112,756
-9,058
| -7% | -$585K |
|
1302
Southwest Gas
SWX
$6.69B
| $8.12M | ﹤0.01% |
101,536
-32,122
| -24% | -$2.57M |
|
1303
Shake Shack
SHAK
$2.93B
| $8.12M | ﹤0.01% |
100,016
-6,316
| -6% | -$557K |
|
1304
Pegasystems
PEGA
$5.15B
| $8.11M | ﹤0.01% |
135,790
-12,560
| -8% | -$736K |
|
1305
Option Care Health
OPCH
$3.57B
| $8.09M | ﹤0.01% |
253,777
-21,044
| -8% | -$618K |
|
1306
Cathay General Bancorp
CATY
$4.3B
| $8.08M | ﹤0.01% |
167,048
-9,418
| -5% | -$453K |
|
1307
Omnicell
OMCL
$1.68B
| $8.08M | ﹤0.01% |
178,383
+19,984
| +13% | +$731K |
|
1308
Matsons
MATX
$6.41B
| $8.08M | ﹤0.01% |
65,371
-2,808
| -4% | -$302K |
|
1309
Hancock Whitney
HWC
$6.32B
| $8.07M | ﹤0.01% |
126,720
-23,606
| -16% | -$1.43M |
|
1310
Steven Madden
SHOO
$3.49B
| $8.06M | ﹤0.01% |
193,606
-5,985
| -3% | -$231K |
|
|
CWAN
1311
DELISTED
Clearwater Analytics
CWAN
| $8.03M | ﹤0.01% |
332,979
+35,520
| +12% | +$711K |
|
1312
Artisan Partners
APAM
$2.98B
| $8.01M | ﹤0.01% |
196,532
-10,012
| -5% | -$427K |
|
1313
American Superconductor
AMSC
$1.58B
| $8M | ﹤0.01% |
278,026
+18,463
| +7% | +$798K |
|
1314
Kodiak Gas Services
KGS
$6.3B
| $7.98M | ﹤0.01% |
213,290
+34,299
| +19% | +$1.21M |
|
1315
Aaon
AAON
$7.04B
| $7.97M | ﹤0.01% |
104,587
-17,419
| -14% | -$1.61M |
|
1316
Home BancShares
HOMB
$6.21B
| $7.97M | ﹤0.01% |
286,389
-47,614
| -14% | -$1.32M |
|
1317
Blackstone Mortgage Trust
BXMT
$2.44B
| $7.96M | ﹤0.01% |
416,211
-58,204
| -12% | -$1.1M |
|
1318
H.B. Fuller
FUL
$3.26B
| $7.94M | ﹤0.01% |
133,616
-6,879
| -5% | -$404K |
|
1319
KBR
KBR
$4.78B
| $7.92M | ﹤0.01% |
197,067
-15,227
| -7% | -$653K |
|
1320
Universal Display
OLED
$4.25B
| $7.9M | ﹤0.01% |
67,629
-9,145
| -12% | -$1.19M |
|
1321
AZZ Inc
AZZ
$4.58B
| $7.88M | ﹤0.01% |
73,533
-3,560
| -5% | -$369K |
|
1322
Oaktree Specialty Lending
OCSL
$1.12B
| $7.85M | ﹤0.01% |
616,676
+83,827
| +16% | +$1.12M |
|
1323
Brunswick
BC
$5.16B
| $7.85M | ﹤0.01% |
105,713
-27,059
| -20% | -$1.83M |
|
1324
News Corp Class B
NWS
$17.6B
| $7.84M | ﹤0.01% |
264,538
-6,755
| -2% | -$201K |
|
1325
Skywest
SKYW
$4.17B
| $7.83M | ﹤0.01% |
78,030
-3,858
| -5% | -$386K |
|
Similar funds
Legal & General Group's Q4 2025 Portfolio in Review
As of Q4 2025, Legal & General Group held 3,462 positions worth $451B, up 1.2% from $446B the previous quarter. Its ten largest holdings account for 35% of the portfolio.
Trading was light in Q4 2025: portfolio turnover was 3.8%. Legal & General Group opened 56 new positions and exited 74, leaving the 3,462-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 35% of assets, down from 36% a quarter earlier, followed by Financials and Healthcare.
- Legal & General Group's largest Q4 2025 buy was TotalEnergies: 14,822,164 shares worth $968M.
- Legal & General Group added most to Tesla in Q4 2025, an estimated $462M increase.
- Legal & General Group's biggest Q4 2025 reduction was NVIDIA, cutting an estimated $1.81B.
- Legal & General Group fully exited Kellanova in Q4 2025, selling an estimated $190M.
- Legal & General Group's ten largest holdings make up 35% of its $451B portfolio in Q4 2025.
- Legal & General Group opened 56 new positions and closed 74 in Q4 2025.
- Legal & General Group's portfolio value rose 1.2% quarter-over-quarter to $451B.
Based on Legal & General Group's 13F filing for Q4 2025, filed 9 Feb 2026.