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 | |
|---|---|---|---|---|---|---|
1501
John Wiley & Sons Class A
WLY
$2.66B
| $5.18M | ﹤0.01% |
116,203
-3,411
| -3% | -$144K |
|
1502
MYR Group
MYRG
$5.25B
| $5.18M | ﹤0.01% |
45,768
-1,422
| -3% | -$189K |
|
1503
TPG
TPG
$7.86B
| $5.17M | ﹤0.01% |
109,100
+34,066
| +45% | +$1.99M |
|
1504
Chefs' Warehouse
CHEF
$4.5B
| $5.16M | ﹤0.01% |
94,756
-1,535
| -2% | -$85.6K |
|
1505
Penske Automotive Group
PAG
$14.2B
| $5.16M | ﹤0.01% |
35,829
+285
| +0.8% | +$45.6K |
|
1506
Banc of California
BANC
$2.97B
| $5.15M | ﹤0.01% |
363,209
-11,979
| -3% | -$181K |
|
1507
Fortuna Silver Mines
FSM
$3.07B
| $5.15M | ﹤0.01% |
844,791
-18,615
| -2% | -$92.5K |
|
|
PINC
1508
DELISTED
Premier
PINC
| $5.14M | ﹤0.01% |
266,513
-12,011
| -4% | -$237K |
|
1509
World Kinect Corp
WKC
$1.86B
| $5.13M | ﹤0.01% |
180,836
-14,028
| -7% | -$398K |
|
1510
Omnicell
OMCL
$1.68B
| $5.12M | ﹤0.01% |
146,331
-206,369
| -59% | -$8.18M |
|
|
AIV
1511
Aimco
AIV
$383M
| $5.12M | ﹤0.01% |
581,291
-4,351
| -0.7% | -$38.6K |
|
1512
Alamo Group
ALG
$2.05B
| $5.11M | ﹤0.01% |
28,668
-821
| -3% | -$151K |
|
1513
DoubleVerify
DV
$2.03B
| $5.11M | ﹤0.01% |
381,888
-6,769
| -2% | -$125K |
|
1514
Travel + Leisure Co
TNL
$4.7B
| $5.1M | ﹤0.01% |
110,096
+1,457
| +1% | +$76.4K |
|
1515
Huntsman Corp
HUN
$1.77B
| $5.09M | ﹤0.01% |
322,150
+10,115
| +3% | +$172K |
|
1516
DNOW Inc
DNOW
$2.99B
| $5.08M | ﹤0.01% |
297,390
-8,077
| -3% | -$122K |
|
|
CSGS
1517
DELISTED
CSG Systems International
CSGS
| $5.04M | ﹤0.01% |
83,283
-1,010
| -1% | -$60K |
|
1518
Synaptics
SYNA
$4.15B
| $5.04M | ﹤0.01% |
79,035
+232
| +0.3% | +$16.8K |
|
1519
Arrowhead Research
ARWR
$12.4B
| $5.03M | ﹤0.01% |
395,114
+149,842
| +61% | +$2.72M |
|
1520
IonQ
IONQ
$16.6B
| $5.03M | ﹤0.01% |
227,919
-28,198
| -11% | -$914K |
|
1521
Crescent Energy
CRGY
$3.82B
| $5.02M | ﹤0.01% |
447,048
-2,171
| -0.5% | -$29.9K |
|
1522
Werner Enterprises
WERN
$2.25B
| $5.02M | ﹤0.01% |
171,257
-5,286
| -3% | -$178K |
|
1523
Goodyear
GT
$1.85B
| $5.01M | ﹤0.01% |
542,056
-6,371
| -1% | -$58.2K |
|
1524
Vishay Intertechnology
VSH
$5.43B
| $5M | ﹤0.01% |
314,494
-7,670
| -2% | -$131K |
|
|
BDN
1525
Brandywine Realty Trust
BDN
$554M
| $5M | ﹤0.01% |
1,120,923
+37,999
| +4% | +$188K |
|
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.