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 | |
|---|---|---|---|---|---|---|
1551
Cohen & Steers
CNS
$4.3B
| $5.26M | ﹤0.01% |
80,140
-2,376
| -3% | -$174K |
|
1552
iShares Russell 1000 Value ETF
IWD
$83.7B
| $5.25M | ﹤0.01% |
25,816
-14,939
| -37% | -$2.97M |
|
1553
St. Joe Company
JOE
$3.83B
| $5.24M | ﹤0.01% |
105,846
-3,123
| -3% | -$157K |
|
1554
HCI Group
HCI
$2.41B
| $5.23M | ﹤0.01% |
27,265
+2,301
| +9% | +$364K |
|
1555
Alaska Air
ALK
$5.58B
| $5.2M | ﹤0.01% |
104,384
-7,579
| -7% | -$421K |
|
|
UMH
1556
UMH Properties
UMH
$1.36B
| $5.2M | ﹤0.01% |
349,843
-24,668
| -7% | -$395K |
|
1557
Goosehead Insurance
GSHD
$2.32B
| $5.19M | ﹤0.01% |
69,803
-2,562
| -4% | -$226K |
|
1558
Olin
OLN
$2.12B
| $5.18M | ﹤0.01% |
207,102
+945
| +0.5% | +$21K |
|
|
BBT
1559
Beacon Financial Corp
BBT
$2.66B
| $5.17M | ﹤0.01% |
217,864
+100,094
| +85% | +$2.57M |
|
|
HI
1560
DELISTED
Hillenbrand
HI
| $5.15M | ﹤0.01% |
190,623
-8,464
| -4% | -$199K |
|
|
BNT
1561
Brookfield Wealth Solutions
BNT
$12.2B
| $5.15M | ﹤0.01% |
112,706
+18,552
| +20% | +$822K |
|
1562
Laureate Education
LAUR
$5.28B
| $5.15M | ﹤0.01% |
163,170
-7,564
| -4% | -$198K |
|
1563
Customers Bancorp
CUBI
$2.77B
| $5.14M | ﹤0.01% |
78,591
-1,951
| -2% | -$128K |
|
1564
Sarepta Therapeutics
SRPT
$1.77B
| $5.14M | ﹤0.01% |
266,562
+31,752
| +14% | +$566K |
|
|
CSGS
1565
DELISTED
CSG Systems International
CSGS
| $5.12M | ﹤0.01% |
79,527
-2,994
| -4% | -$191K |
|
1566
Kemper
KMPR
$1.68B
| $5.11M | ﹤0.01% |
99,200
-2,579
| -3% | -$145K |
|
1567
Progyny
PGNY
$2.2B
| $5.08M | ﹤0.01% |
236,107
+9,148
| +4% | +$208K |
|
1568
Progress Software
PRGS
$1.76B
| $5.07M | ﹤0.01% |
115,413
-6,683
| -5% | -$308K |
|
1569
Western Union
WU
$2.21B
| $5.06M | ﹤0.01% |
633,473
-22,518
| -3% | -$188K |
|
1570
Liberty Live Group Series C
LLYVK
$9.46B
| $5.06M | ﹤0.01% |
52,140
-12,085
| -19% | -$1.09M |
|
1571
Vishay Intertechnology
VSH
$5.43B
| $5.05M | ﹤0.01% |
329,953
+4,235
| +1% | +$67.2K |
|
1572
CONMED
CNMD
$1.47B
| $5.03M | ﹤0.01% |
107,003
+2,638
| +3% | +$137K |
|
1573
Innospec
IOSP
$2.28B
| $5.03M | ﹤0.01% |
65,187
-4,486
| -6% | -$375K |
|
1574
Minerals Technologies
MTX
$2.34B
| $5.02M | ﹤0.01% |
80,805
-6,830
| -8% | -$417K |
|
1575
Dentsply Sirona
XRAY
$2.43B
| $5.02M | ﹤0.01% |
395,406
-41,738
| -10% | -$606K |
|
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.