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 | |
|---|---|---|---|---|---|---|
1351
Oceaneering
OII
$5.07B
| $7.43M | ﹤0.01% |
284,708
-50
| -0% | -$1.32K |
|
1352
MSC Industrial Direct
MSM
$6.77B
| $7.41M | ﹤0.01% |
99,256
+1,135
| +1% | +$93.5K |
|
|
NARI
1353
DELISTED
Inari Medical, Inc. Common Stock
NARI
| $7.4M | ﹤0.01% |
144,939
+2,756
| +2% | +$135K |
|
1354
OSI Systems
OSIS
$3.82B
| $7.38M | ﹤0.01% |
44,059
-406
| -0.9% | -$64.4K |
|
1355
First Financial Bankshares
FFIN
$5B
| $7.37M | ﹤0.01% |
204,542
+6,326
| +3% | +$245K |
|
|
MZTI
1356
The Marzetti Company
MZTI
$3.17B
| $7.36M | ﹤0.01% |
42,514
+1,975
| +5% | +$361K |
|
1357
Alvotech
ALVO
$1.3B
| $7.35M | ﹤0.01% |
576,189
+36,594
| +7% | +$451K |
|
1358
Bank OZK
OZK
$5.67B
| $7.33M | ﹤0.01% |
164,701
-2,699
| -2% | -$123K |
|
1359
Unifirst Corp
UNF
$5.27B
| $7.32M | ﹤0.01% |
42,801
+444
| +1% | +$84.7K |
|
1360
LCI Industries
LCII
$2.64B
| $7.32M | ﹤0.01% |
70,820
+67
| +0.1% | +$7.73K |
|
1361
MakeMyTrip
MMYT
$5.8B
| $7.31M | ﹤0.01% |
65,132
+2,917
| +5% | +$313K |
|
1362
Park National Corp
PRK
$3.68B
| $7.3M | ﹤0.01% |
42,588
+510
| +1% | +$92.1K |
|
1363
FirstCash
FCFS
$9.08B
| $7.3M | ﹤0.01% |
70,442
+2,600
| +4% | +$280K |
|
|
KW
1364
DELISTED
Kennedy-Wilson Holdings
KW
| $7.27M | ﹤0.01% |
727,693
+9,175
| +1% | +$100K |
|
1365
WaFd
WAFD
$2.81B
| $7.27M | ﹤0.01% |
225,373
+5,316
| +2% | +$187K |
|
1366
Arbor Realty Trust
ABR
$996M
| $7.25M | ﹤0.01% |
523,667
+5,596
| +1% | +$82.4K |
|
|
BECN
1367
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $7.25M | ﹤0.01% |
71,333
+2,463
| +4% | +$248K |
|
|
ONC
1368
BeOne Medicines Ltd
ONC
$40.9B
| $7.24M | ﹤0.01% |
39,144
-54,545
| -58% | -$11.1M |
|
1369
Goosehead Insurance
GSHD
$2.34B
| $7.23M | ﹤0.01% |
67,455
+345
| +0.5% | +$37.7K |
|
1370
Power Integrations
POWI
$3.52B
| $7.21M | ﹤0.01% |
116,815
+515
| +0.4% | +$32.7K |
|
1371
Enova International
ENVA
$6.42B
| $7.2M | ﹤0.01% |
75,106
+823
| +1% | +$78.4K |
|
1372
Lyft
LYFT
$6.69B
| $7.19M | ﹤0.01% |
557,629
+5,391
| +1% | +$79.9K |
|
|
CPRX
1373
DELISTED
Catalyst Pharmaceutical
CPRX
| $7.19M | ﹤0.01% |
344,623
+18,177
| +6% | +$390K |
|
1374
Kulicke & Soffa
KLIC
$4.74B
| $7.19M | ﹤0.01% |
154,064
-603
| -0.4% | -$28.3K |
|
|
CFLT
1375
DELISTED
Confluent
CFLT
| $7.18M | ﹤0.01% |
256,814
+5,549
| +2% | +$149K |
|
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.