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 |
Microsoft
MSFT
|
+$985M |
| 2 |
Apple
AAPL
|
+$632M |
| 3 |
NVIDIA
NVDA
|
+$455M |
| 4 |
Meta Platforms (Facebook)
META
|
+$416M |
| 5 |
Amazon
AMZN
|
+$374M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Tesla
TSLA
|
+$377M |
| 2 |
HES
Hess
HES
|
+$252M |
| 3 |
ANSS
Ansys
ANSS
|
+$216M |
| 4 |
JNPR
Juniper Networks
JNPR
|
+$104M |
| 5 |
Welltower
WELL
|
+$94.7M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 35.5% |
| 2 | Financials | 13.17% |
| 3 | Consumer Discretionary | 9.84% |
| 4 | Communication Services | 9.37% |
| 5 | Healthcare | 8.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1376
iRhythm Holdings
IRTC
$4.2B
| $7.22M | ﹤0.01% |
42,005
-1,999
| -5% | -$318K |
|
1377
Simmons First National
SFNC
$3.39B
| $7.21M | ﹤0.01% |
376,363
+33,403
| +10% | +$667K |
|
|
MZTI
1378
The Marzetti Company
MZTI
$3.11B
| $7.21M | ﹤0.01% |
41,712
-2,388
| -5% | -$428K |
|
|
ARIS
1379
Aris Mining
ARIS
$3.59B
| $7.2M | ﹤0.01% |
734,273
+175,892
| +32% | +$1.4M |
|
1380
Walker & Dunlop
WD
$1.53B
| $7.15M | ﹤0.01% |
85,523
-2,485
| -3% | -$200K |
|
1381
Acadia Pharmaceuticals
ACAD
$5.03B
| $7.14M | ﹤0.01% |
334,761
+3,283
| +1% | +$77.6K |
|
1382
Knife River
KNF
$3.79B
| $7.14M | ﹤0.01% |
92,913
-1,805
| -2% | -$147K |
|
1383
Freshpet
FRPT
$3.22B
| $7.09M | ﹤0.01% |
128,714
-3,425
| -3% | -$212K |
|
1384
BancFirst
BANF
$3.8B
| $7.09M | ﹤0.01% |
56,061
-984
| -2% | -$127K |
|
|
NTST
1385
NETSTREIT Corp
NTST
$2.1B
| $7.07M | ﹤0.01% |
391,684
-15,353
| -4% | -$278K |
|
1386
Peabody Energy
BTU
$2.9B
| $7.06M | ﹤0.01% |
266,274
-8,263
| -3% | -$147K |
|
1387
iShares MSCI EAFE ETF
EFA
$80.2B
| $7.01M | ﹤0.01% |
75,050
-51,150
| -41% | -$4.65M |
|
1388
KB Home
KBH
$3.59B
| $7.01M | ﹤0.01% |
110,120
-11,058
| -9% | -$669K |
|
1389
Uranium Energy
UEC
$5.57B
| $6.98M | ﹤0.01% |
523,424
+26,670
| +5% | +$267K |
|
1390
PENN Entertainment
PENN
$2.71B
| $6.97M | ﹤0.01% |
362,128
-27,539
| -7% | -$517K |
|
1391
Seacoast Banking Corp of Florida
SBCF
$3.35B
| $6.97M | ﹤0.01% |
228,892
-3,120
| -1% | -$92.5K |
|
|
AAT
1392
American Assets Trust
AAT
$1.4B
| $6.96M | ﹤0.01% |
342,397
-25,410
| -7% | -$512K |
|
1393
Oaktree Specialty Lending
OCSL
$1.14B
| $6.96M | ﹤0.01% |
532,849
-16,359
| -3% | -$225K |
|
1394
Standex International
SXI
$4.12B
| $6.96M | ﹤0.01% |
32,825
-903
| -3% | -$171K |
|
1395
Unifirst Corp
UNF
$5.25B
| $6.94M | ﹤0.01% |
41,535
-1,226
| -3% | -$213K |
|
1396
MidCap Financial Investment
MFIC
$804M
| $6.92M | ﹤0.01% |
577,821
-39,031
| -6% | -$498K |
|
1397
Alarm.com
ALRM
$2.85B
| $6.91M | ﹤0.01% |
130,220
-3,857
| -3% | -$215K |
|
1398
StoneCo
STNE
$2.58B
| $6.89M | ﹤0.01% |
364,241
+2,353
| +0.7% | +$37.4K |
|
1399
Mercury Insurance
MCY
$6.07B
| $6.89M | ﹤0.01% |
81,212
-5,109
| -6% | -$377K |
|
1400
Cabot Corp
CBT
$4.52B
| $6.88M | ﹤0.01% |
90,473
-2,996
| -3% | -$234K |
|
Similar funds
Legal & General Group's Q3 2025 Portfolio in Review
As of Q3 2025, Legal & General Group held 3,464 positions worth $446B, up 11% from $403B the previous quarter. Its ten largest holdings account for 35% of the portfolio.
Trading was light in Q3 2025: portfolio turnover was 3.1%. Legal & General Group opened 48 new positions and exited 58, leaving the 3,464-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 36% of assets, up from 34% a quarter earlier, followed by Financials and Consumer Discretionary.
- Legal & General Group's largest Q3 2025 buy was iShares 10+ Year Investment Grade Corporate Bond ETF: 910,591 shares worth $46.9M.
- Legal & General Group added most to Microsoft in Q3 2025, an estimated $985M increase.
- Legal & General Group's biggest Q3 2025 reduction was Tesla, cutting an estimated $377M.
- Legal & General Group fully exited Hess in Q3 2025, selling an estimated $252M.
- Legal & General Group's ten largest holdings make up 35% of its $446B portfolio in Q3 2025.
- Legal & General Group opened 48 new positions and closed 58 in Q3 2025.
- Legal & General Group's portfolio value rose 11% quarter-over-quarter to $446B.
Based on Legal & General Group's 13F filing for Q3 2025, filed 13 Nov 2025.