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 |
AstraZeneca
AZN
|
+$4.96B |
| 2 |
SUNB
Sunbelt Rentals Holdings
SUNB
|
+$201M |
| 3 |
Palo Alto Networks
PANW
|
+$141M |
| 4 |
Johnson & Johnson
JNJ
|
+$141M |
| 5 |
Rayonier
RYN
|
+$112M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$605M |
| 2 |
Broadcom
AVGO
|
+$425M |
| 3 |
NVIDIA
NVDA
|
+$412M |
| 4 |
Microsoft
MSFT
|
+$347M |
| 5 |
CYBR
CyberArk
CYBR
|
+$238M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 32.6% |
| 2 | Financials | 12.66% |
| 3 | Healthcare | 10.78% |
| 4 | Communication Services | 9.19% |
| 5 | Consumer Discretionary | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1501
Kinetik
KNTK
$3.59B
| $5.04M | ﹤0.01% |
104,184
-13,536
| -11% | -$576K |
|
|
KRMN
1502
Karman Holdings
KRMN
$6.7B
| $5.04M | ﹤0.01% |
63,016
+440
| +0.7% | +$42.4K |
|
|
UMH
1503
UMH Properties
UMH
$1.32B
| $5M | ﹤0.01% |
346,792
-48,786
| -12% | -$755K |
|
1504
Insight Enterprises
NSIT
$3.71B
| $5M | ﹤0.01% |
74,633
-4,732
| -6% | -$387K |
|
1505
Silgan Holdings
SLGN
$4.92B
| $4.99M | ﹤0.01% |
128,653
-12,588
| -9% | -$552K |
|
1506
Duolingo
DUOL
$6.19B
| $4.98M | ﹤0.01% |
50,546
-6,699
| -12% | -$826K |
|
1507
Pathward Financial
CASH
$1.82B
| $4.98M | ﹤0.01% |
55,757
-7,435
| -12% | -$647K |
|
1508
Vicor
VICR
$9.41B
| $4.98M | ﹤0.01% |
30,901
-27,386
| -47% | -$4.53M |
|
1509
Customers Bancorp
CUBI
$2.66B
| $4.97M | ﹤0.01% |
71,614
-7,500
| -9% | -$545K |
|
1510
Brighthouse Financial
BHF
$3.63B
| $4.97M | ﹤0.01% |
83,010
-13,789
| -14% | -$861K |
|
1511
ACM Research
ACMR
$5.53B
| $4.97M | ﹤0.01% |
126,296
-7,726
| -6% | -$410K |
|
1512
Axsome Therapeutics
AXSM
$12.3B
| $4.97M | ﹤0.01% |
29,398
-7,304
| -20% | -$1.26M |
|
1513
Fidus Investment
FDUS
$751M
| $4.96M | ﹤0.01% |
284,460
+32,018
| +13% | +$598K |
|
1514
Ryan Specialty Holdings
RYAN
$5.59B
| $4.95M | ﹤0.01% |
146,685
-17,703
| -11% | -$756K |
|
1515
Chefs' Warehouse
CHEF
$3.9B
| $4.94M | ﹤0.01% |
83,022
-8,159
| -9% | -$522K |
|
1516
Strategic Education
STRA
$1.78B
| $4.93M | ﹤0.01% |
59,482
-2,799
| -4% | -$228K |
|
1517
Commault Systems
CVLT
$6.19B
| $4.93M | ﹤0.01% |
63,238
-89,882
| -59% | -$8.53M |
|
1518
Graham Holdings Company
GHC
$5.08B
| $4.92M | ﹤0.01% |
4,655
-774
| -14% | -$853K |
|
1519
Vita Coco
COCO
$3.85B
| $4.88M | ﹤0.01% |
101,814
+56,721
| +126% | +$3.1M |
|
1520
National Healthcare
NHC
$3.53B
| $4.85M | ﹤0.01% |
30,369
-2,461
| -7% | -$378K |
|
1521
Alarm.com
ALRM
$2.65B
| $4.85M | ﹤0.01% |
112,263
-10,549
| -9% | -$504K |
|
1522
ZIM Integrated Shipping Services
ZIM
$2.96B
| $4.83M | ﹤0.01% |
183,490
-10,354
| -5% | -$258K |
|
1523
Qfin Holdings
QFIN
$1.65B
| $4.83M | ﹤0.01% |
373,872
-433,062
| -54% | -$6.66M |
|
1524
International Bancshares
IBOC
$4.77B
| $4.81M | ﹤0.01% |
71,486
-11,579
| -14% | -$803K |
|
1525
AppFolio
APPF
$5.98B
| $4.81M | ﹤0.01% |
30,449
-2,983
| -9% | -$565K |
|
Similar funds
Legal & General Group's Q1 2026 Portfolio in Review
As of Q1 2026, Legal & General Group held 3,422 positions worth $432B, down 4.1% from $451B the previous quarter. Its ten largest holdings account for 32% of the portfolio.
Trading was light in Q1 2026: portfolio turnover was 2.7%. Legal & General Group opened 34 new positions and exited 60, leaving the 3,422-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 35% a quarter earlier, followed by Financials and Healthcare.
- Legal & General Group's largest Q1 2026 buy was Sunbelt Rentals Holdings: 2,857,761 shares worth $179M.
- Legal & General Group added most to AstraZeneca in Q1 2026, an estimated $4.96B increase.
- Legal & General Group's biggest Q1 2026 reduction was Apple, cutting an estimated $605M.
- Legal & General Group fully exited CyberArk in Q1 2026, selling an estimated $238M.
- Legal & General Group's ten largest holdings make up 32% of its $432B portfolio in Q1 2026.
- Legal & General Group opened 34 new positions and closed 60 in Q1 2026.
- Legal & General Group's portfolio value fell 4.1% quarter-over-quarter to $432B.
Based on Legal & General Group's 13F filing for Q1 2026, filed 8 May 2026.