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 | |
|---|---|---|---|---|---|---|
1476
Carlyle Secured Lending
CGBD
$769M
| $6.04M | ﹤0.01% |
336,616
-26,951
| -7% | -$465K |
|
1477
ArcBest
ARCB
$3.03B
| $6.04M | ﹤0.01% |
64,703
+65
| +0.1% | +$6.87K |
|
1478
Herc Holdings
HRI
$5.72B
| $6.03M | ﹤0.01% |
31,871
+1,574
| +5% | +$317K |
|
|
SAFE
1479
Safehold
SAFE
$1.08B
| $6.03M | ﹤0.01% |
326,227
-26,347
| -7% | -$573K |
|
1480
Synaptics
SYNA
$4.18B
| $6.01M | ﹤0.01% |
78,803
+2,208
| +3% | +$167K |
|
1481
Avient
AVNT
$4.17B
| $6.01M | ﹤0.01% |
146,982
+5,351
| +4% | +$259K |
|
1482
Alpha Metallurgical Resources
AMR
$1.95B
| $6M | ﹤0.01% |
29,973
+217
| +0.7% | +$48.6K |
|
1483
Phinia Inc
PHIN
$2.74B
| $6M | ﹤0.01% |
124,516
-6
| -0% | -$296 |
|
1484
Dutch Bros
BROS
$8.66B
| $5.99M | ﹤0.01% |
114,448
+13,630
| +14% | +$601K |
|
|
CON
1485
Concentra Group Holdings
CON
$4.21B
| $5.99M | ﹤0.01% |
302,834
+240,056
| +382% | +$4.96M |
|
1486
Trustmark
TRMK
$2.78B
| $5.98M | ﹤0.01% |
169,158
+3,597
| +2% | +$130K |
|
1487
Associated Banc-Corp
ASB
$6.02B
| $5.98M | ﹤0.01% |
250,120
+15,848
| +7% | +$388K |
|
|
HI
1488
DELISTED
Hillenbrand
HI
| $5.97M | ﹤0.01% |
194,018
+552
| +0.3% | +$16.7K |
|
1489
Zillow
ZG
$7.71B
| $5.96M | ﹤0.01% |
84,164
-15,950
| -16% | -$1.1M |
|
1490
Transmedics
TMDX
$3.1B
| $5.96M | ﹤0.01% |
95,539
+5,582
| +6% | +$520K |
|
|
EDR
1491
DELISTED
Endeavor Group Holdings, Inc.
EDR
| $5.95M | ﹤0.01% |
190,254
+25,697
| +16% | +$765K |
|
1492
Choice Hotels
CHH
$4.62B
| $5.93M | ﹤0.01% |
41,790
+1,559
| +4% | +$221K |
|
|
SUM
1493
DELISTED
Summit Materials, Inc. Class A Common Stock
SUM
| $5.93M | ﹤0.01% |
117,164
+3,459
| +3% | +$162K |
|
1494
Texas Capital Bancshares
TCBI
$4.36B
| $5.92M | ﹤0.01% |
75,667
+3,825
| +5% | +$310K |
|
1495
Insperity
NSP
$1.94B
| $5.91M | ﹤0.01% |
76,223
+899
| +1% | +$72.8K |
|
|
PINC
1496
DELISTED
Premier
PINC
| $5.9M | ﹤0.01% |
278,524
-25,599
| -8% | -$543K |
|
1497
Protagonist Therapeutics
PTGX
$9.6B
| $5.89M | ﹤0.01% |
152,562
-444
| -0.3% | -$19.4K |
|
1498
NeoGenomics
NEO
$2.12B
| $5.88M | ﹤0.01% |
356,814
+2,660
| +0.8% | +$41.3K |
|
1499
Ionis Pharmaceuticals
IONS
$9.21B
| $5.88M | ﹤0.01% |
168,080
+10,793
| +7% | +$403K |
|
1500
Peabody Energy
BTU
$2.98B
| $5.87M | ﹤0.01% |
280,109
+58
| +0% | +$1.43K |
|
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.