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 |
Tesla
TSLA
|
+$944M |
| 2 |
Microsoft
MSFT
|
+$439M |
| 3 |
Apple
AAPL
|
+$424M |
| 4 |
Amazon
AMZN
|
+$361M |
| 5 |
NVIDIA
NVDA
|
+$359M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Johnson & Johnson
JNJ
|
+$108M |
| 2 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$75.5M |
| 3 |
Eli Lilly
LLY
|
+$66.1M |
| 4 |
ExxonMobil
XOM
|
+$64.6M |
| 5 |
Cloudflare
NET
|
+$62.6M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 31.19% |
| 2 | Financials | 13.98% |
| 3 | Healthcare | 10.93% |
| 4 | Consumer Discretionary | 9.75% |
| 5 | Communication Services | 8.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1376
Belden
BDC
$5.19B
| $6.61M | ﹤0.01% |
65,906
-479
| -0.7% | -$53.1K |
|
1377
Barings BDC
BBDC
$965M
| $6.6M | ﹤0.01% |
693,280
-44,514
| -6% | -$439K |
|
1378
Sylvamo
SLVM
$1.63B
| $6.6M | ﹤0.01% |
98,391
-4,144
| -4% | -$302K |
|
1379
Viavi Solutions
VIAV
$9.66B
| $6.6M | ﹤0.01% |
589,418
-21,671
| -4% | -$241K |
|
1380
RXO
RXO
$3.58B
| $6.57M | ﹤0.01% |
343,975
-5,842
| -2% | -$128K |
|
|
CFLT
1381
DELISTED
Confluent
CFLT
| $6.56M | ﹤0.01% |
279,704
+22,890
| +9% | +$663K |
|
1382
MINISO
MNSO
$3.75B
| $6.55M | ﹤0.01% |
354,138
-67
| -0% | -$1.46K |
|
1383
UiPath
PATH
$7.8B
| $6.54M | ﹤0.01% |
634,577
+21,043
| +3% | +$271K |
|
|
NTST
1384
NETSTREIT Corp
NTST
$2.1B
| $6.53M | ﹤0.01% |
411,901
+39,607
| +11% | +$579K |
|
1385
Cohen & Steers
CNS
$4.3B
| $6.51M | ﹤0.01% |
81,179
-2,492
| -3% | -$213K |
|
1386
Innospec
IOSP
$2.28B
| $6.51M | ﹤0.01% |
68,730
-2,919
| -4% | -$309K |
|
1387
Trinity Industries
TRN
$2.38B
| $6.51M | ﹤0.01% |
232,028
-9,253
| -4% | -$310K |
|
1388
Western Union
WU
$2.21B
| $6.51M | ﹤0.01% |
615,363
+20,960
| +4% | +$222K |
|
1389
QuidelOrtho
QDEL
$838M
| $6.51M | ﹤0.01% |
186,075
+9,137
| +5% | +$373K |
|
1390
Harley-Davidson
HOG
$2.71B
| $6.48M | ﹤0.01% |
256,453
+114
| +0% | +$3.05K |
|
1391
PENN Entertainment
PENN
$2.71B
| $6.47M | ﹤0.01% |
396,725
+975
| +0.2% | +$19.1K |
|
1392
Ryanair
RYAAY
$31.3B
| $6.43M | ﹤0.01% |
151,805
-389
| -0.3% | -$17.8K |
|
|
AMED
1393
DELISTED
Amedisys
AMED
| $6.43M | ﹤0.01% |
69,407
+1,096
| +2% | +$101K |
|
1394
First Financial Bancorp
FFBC
$3.53B
| $6.42M | ﹤0.01% |
257,109
-9,222
| -3% | -$246K |
|
1395
Dentsply Sirona
XRAY
$2.43B
| $6.4M | ﹤0.01% |
428,330
+4,840
| +1% | +$85.7K |
|
1396
Outfront Media
OUT
$5.5B
| $6.38M | ﹤0.01% |
395,034
+3,737
| +1% | +$66.7K |
|
1397
WaFd
WAFD
$2.75B
| $6.37M | ﹤0.01% |
222,722
-2,651
| -1% | -$78.6K |
|
1398
Lennar Class B
LEN.B
$20.8B
| $6.36M | ﹤0.01% |
58,316
-905
| -2% | -$108K |
|
1399
Brighthouse Financial
BHF
$3.5B
| $6.36M | ﹤0.01% |
109,616
-1,157
| -1% | -$64.6K |
|
1400
Evertec
EVTC
$1.78B
| $6.35M | ﹤0.01% |
172,650
-5,892
| -3% | -$204K |
|
Similar funds
Legal & General Group's Q1 2025 Portfolio in Review
As of Q1 2025, Legal & General Group held 3,412 positions worth $367B, down 2.8% from $378B the previous quarter. Its ten largest holdings account for 30% of the portfolio.
Trading was light in Q1 2025: portfolio turnover was 1.7%. Legal & General Group opened 22 new positions and exited 37, leaving the 3,412-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 31% of assets, down from 34% a quarter earlier, followed by Financials and Healthcare.
- Legal & General Group's largest Q1 2025 buy was Sandisk: 641,494 shares worth $30.5M.
- Legal & General Group added most to Tesla in Q1 2025, an estimated $944M increase.
- Legal & General Group's biggest Q1 2025 reduction was Johnson & Johnson, cutting an estimated $108M.
- Legal & General Group fully exited Arcadium Lithium plc in Q1 2025, selling an estimated $30.4M.
- Legal & General Group's ten largest holdings make up 30% of its $367B portfolio in Q1 2025.
- Legal & General Group opened 22 new positions and closed 37 in Q1 2025.
- Legal & General Group's portfolio value fell 2.8% quarter-over-quarter to $367B.
Based on Legal & General Group's 13F filing for Q1 2025, filed 15 May 2025.