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 | |
|---|---|---|---|---|---|---|
1376
Freshpet
FRPT
$3.49B
| $7.18M | ﹤0.01% |
48,478
+105
| +0.2% | +$15.3K |
|
1377
First Financial Bancorp
FFBC
$3.58B
| $7.16M | ﹤0.01% |
266,331
+5,090
| +2% | +$139K |
|
1378
WillScot Mobile Mini Holdings
WSC
$4.2B
| $7.14M | ﹤0.01% |
213,557
-8,230
| -4% | -$302K |
|
1379
Roivant Sciences
ROIV
$25.6B
| $7.13M | ﹤0.01% |
602,858
-2,730
| -0.5% | -$32.3K |
|
|
PDCO
1380
DELISTED
Patterson Companies, Inc.
PDCO
| $7.13M | ﹤0.01% |
231,015
+7,711
| +3% | +$179K |
|
1381
Albany International
AIN
$1.77B
| $7.13M | ﹤0.01% |
89,133
+2,023
| +2% | +$159K |
|
1382
Outfront Media
OUT
$5.31B
| $7.11M | ﹤0.01% |
391,297
-9,306
| -2% | -$172K |
|
|
CSR
1383
Centerspace
CSR
$928M
| $7.11M | ﹤0.01% |
107,484
-4,453
| -4% | -$313K |
|
1384
Patrick Industries
PATK
$2.83B
| $7.11M | ﹤0.01% |
85,534
+403
| +0.5% | +$36K |
|
1385
The Bancorp
TBBK
$2.84B
| $7.1M | ﹤0.01% |
134,930
-1,525
| -1% | -$83.4K |
|
1386
Ashland
ASH
$3.44B
| $7.09M | ﹤0.01% |
99,161
-1,475
| -1% | -$118K |
|
1387
Perrigo
PRGO
$1.75B
| $7.07M | ﹤0.01% |
275,164
+1,389
| +0.5% | +$36.5K |
|
1388
Barings BDC
BBDC
$974M
| $7.07M | ﹤0.01% |
737,794
-19,086
| -3% | -$187K |
|
1389
TTM Technologies
TTMI
$13.6B
| $7.05M | ﹤0.01% |
284,962
+9,568
| +3% | +$217K |
|
1390
Clear Secure
YOU
$4.99B
| $7.05M | ﹤0.01% |
264,734
+16,975
| +7% | +$513K |
|
1391
3D Systems Corp
DDD
$623M
| $7.02M | ﹤0.01% |
2,141,522
-75,509
| -3% | -$241K |
|
1392
Casella Waste Systems
CWST
$5.89B
| $7.02M | ﹤0.01% |
66,374
+3,645
| +6% | +$385K |
|
1393
MYR Group
MYRG
$5.15B
| $7.02M | ﹤0.01% |
47,190
+336
| +0.7% | +$47K |
|
1394
Interparfums
IPAR
$3.84B
| $7M | ﹤0.01% |
53,264
+3,911
| +8% | +$502K |
|
1395
Silgan Holdings
SLGN
$4.38B
| $6.99M | ﹤0.01% |
134,228
+1,262
| +0.9% | +$67.3K |
|
1396
NCR Atleos
NATL
$3.45B
| $6.97M | ﹤0.01% |
205,613
+6,396
| +3% | +$194K |
|
1397
J&J Snack Foods
JJSF
$1.68B
| $6.9M | ﹤0.01% |
44,496
+530
| +1% | +$88.7K |
|
1398
Minerals Technologies
MTX
$2.31B
| $6.88M | ﹤0.01% |
90,339
+1,337
| +2% | +$105K |
|
1399
Mercury Systems
MRCY
$6.49B
| $6.88M | ﹤0.01% |
163,905
-2,790
| -2% | -$106K |
|
1400
Hawkins
HWKN
$2.72B
| $6.88M | ﹤0.01% |
56,104
+603
| +1% | +$76.1K |
|
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.