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 | |
|---|---|---|---|---|---|---|
1601
Chefs' Warehouse
CHEF
$4.46B
| $4.75M | ﹤0.01% |
96,291
+206
| +0.2% | +$8.97K |
|
1602
TPG
TPG
$8.12B
| $4.72M | ﹤0.01% |
75,034
+15,248
| +26% | +$1M |
|
1603
Cable One
CABO
$192M
| $4.71M | ﹤0.01% |
13,006
+88
| +0.7% | +$32.9K |
|
1604
NovoCure
NVCR
$2.06B
| $4.7M | ﹤0.01% |
157,758
-14,447
| -8% | -$306K |
|
1605
Perdoceo Education
PRDO
$1.95B
| $4.7M | ﹤0.01% |
177,576
+1,143
| +0.6% | +$28.1K |
|
|
INN
1606
Summit Hotel Properties
INN
$651M
| $4.69M | ﹤0.01% |
684,302
-48,804
| -7% | -$321K |
|
|
THS
1607
DELISTED
Treehouse Foods
THS
| $4.68M | ﹤0.01% |
133,185
+172
| +0.1% | +$6.27K |
|
1608
Coeur Mining
CDE
$19.1B
| $4.66M | ﹤0.01% |
815,150
-16,646
| -2% | -$108K |
|
1609
ZIM Integrated Shipping Services
ZIM
$2.96B
| $4.65M | ﹤0.01% |
216,393
+47,944
| +28% | +$1.05M |
|
1610
First Commonwealth Financial
FCF
$2.18B
| $4.63M | ﹤0.01% |
273,640
-642
| -0.2% | -$11.3K |
|
1611
Fidus Investment
FDUS
$752M
| $4.62M | ﹤0.01% |
219,527
-5,148
| -2% | -$104K |
|
1612
Arrowhead Research
ARWR
$12.6B
| $4.61M | ﹤0.01% |
245,272
+3,427
| +1% | +$70.6K |
|
1613
iShares Russell 1000 Value ETF
IWD
$84B
| $4.6M | ﹤0.01% |
24,841
+786
| +3% | +$151K |
|
1614
Benchmark Electronics
BHE
$2.92B
| $4.6M | ﹤0.01% |
101,232
+2,287
| +2% | +$106K |
|
1615
Buckle
BKE
$2.37B
| $4.58M | ﹤0.01% |
90,162
+6,347
| +8% | +$300K |
|
1616
Northwest Bancshares
NWBI
$2.29B
| $4.57M | ﹤0.01% |
346,565
+12,711
| +4% | +$176K |
|
1617
CBIZ
CBZ
$2.96B
| $4.57M | ﹤0.01% |
55,846
+1,830
| +3% | +$137K |
|
|
HCP
1618
DELISTED
HashiCorp, Inc. Class A Common Stock
HCP
| $4.55M | ﹤0.01% |
133,142
+2,333
| +2% | +$79K |
|
1619
United Natural Foods
UNFI
$2.86B
| $4.55M | ﹤0.01% |
166,693
+3,832
| +2% | +$88.3K |
|
1620
Crinetics Pharmaceuticals
CRNX
$8.95B
| $4.55M | ﹤0.01% |
88,939
+18,443
| +26% | +$1.03M |
|
|
UCTT
1621
Ultra Clean Holdings
UCTT
$3.9B
| $4.55M | ﹤0.01% |
126,436
+79
| +0.1% | +$2.92K |
|
1622
Donnelley Financial Solutions
DFIN
$1.16B
| $4.54M | ﹤0.01% |
72,394
+2,801
| +4% | +$175K |
|
1623
Apogee Enterprises
APOG
$904M
| $4.54M | ﹤0.01% |
63,533
+1,540
| +2% | +$121K |
|
|
ESGR
1624
DELISTED
Enstar Group
ESGR
| $4.53M | ﹤0.01% |
14,080
+796
| +6% | +$258K |
|
1625
Amkor Technology
AMKR
$13.5B
| $4.53M | ﹤0.01% |
176,354
+3,689
| +2% | +$101K |
|
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.