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 | |
|---|---|---|---|---|---|---|
|
JWN
1601
DELISTED
Nordstrom
JWN
| $4.25M | ﹤0.01% |
173,892
+6,275
| +4% | +$152K |
|
|
DVAX
1602
DELISTED
Dynavax Technologies
DVAX
| $4.24M | ﹤0.01% |
326,807
-19,503
| -6% | -$258K |
|
1603
Carter's
CRI
$1.47B
| $4.23M | ﹤0.01% |
103,514
+345
| +0.3% | +$16.6K |
|
1604
TripAdvisor
TRIP
$1.26B
| $4.23M | ﹤0.01% |
298,180
+1,797
| +0.6% | +$28.2K |
|
1605
First Majestic Silver
AG
$9.07B
| $4.22M | ﹤0.01% |
630,798
+103,649
| +20% | +$617K |
|
1606
Axsome Therapeutics
AXSM
$10.9B
| $4.21M | ﹤0.01% |
36,109
-261
| -0.7% | -$29.7K |
|
1607
Lazard
LAZ
$4.31B
| $4.21M | ﹤0.01% |
97,201
+3,474
| +4% | +$173K |
|
1608
Immunocore
IMCR
$1.73B
| $4.2M | ﹤0.01% |
141,675
+4,800
| +4% | +$144K |
|
|
CCC
1609
CCC Intelligent Solutions
CCC
$4.08B
| $4.19M | ﹤0.01% |
464,184
+39,443
| +9% | +$410K |
|
|
SERV
1610
Serve Robotics
SERV
$432M
| $4.19M | ﹤0.01% |
604,120
+156,956
| +35% | +$2.06M |
|
1611
First Commonwealth Financial
FCF
$2.17B
| $4.19M | ﹤0.01% |
269,414
-4,226
| -2% | -$68.6K |
|
1612
Blackbaud
BLKB
$2.08B
| $4.19M | ﹤0.01% |
67,471
-241
| -0.4% | -$17.1K |
|
|
GTM
1613
ZoomInfo Technologies
GTM
$1.22B
| $4.17M | ﹤0.01% |
417,035
-5,598
| -1% | -$58.7K |
|
|
CGAU
1614
Centerra Gold
CGAU
$4.15B
| $4.15M | ﹤0.01% |
654,191
-19,473
| -3% | -$119K |
|
1615
Lakeland Financial Corp
LKFN
$1.53B
| $4.15M | ﹤0.01% |
69,745
-1,015
| -1% | -$66.6K |
|
1616
Edgewell Personal Care
EPC
$1.31B
| $4.14M | ﹤0.01% |
132,773
+430
| +0.3% | +$13.5K |
|
1617
StoneCo
STNE
$2.58B
| $4.14M | ﹤0.01% |
395,484
-1,363,289
| -78% | -$12.8M |
|
1618
Tennant Co
TNC
$1.26B
| $4.14M | ﹤0.01% |
51,864
-1,215
| -2% | -$103K |
|
1619
Coty
COTY
$2.48B
| $4.13M | ﹤0.01% |
755,005
+17,812
| +2% | +$112K |
|
1620
Workiva
WK
$3.54B
| $4.11M | ﹤0.01% |
54,158
+985
| +2% | +$93K |
|
1621
Gladstone Capital
GLAD
$446M
| $4.1M | ﹤0.01% |
149,199
+5,185
| +4% | +$148K |
|
1622
Pilgrim's Pride
PPC
$6.54B
| $4.1M | ﹤0.01% |
75,184
+4,246
| +6% | +$212K |
|
|
FL
1623
DELISTED
Foot Locker
FL
| $4.09M | ﹤0.01% |
290,174
-3,172
| -1% | -$58.8K |
|
1624
Northwest Bancshares
NWBI
$2.28B
| $4.09M | ﹤0.01% |
340,145
-6,420
| -2% | -$81.3K |
|
1625
Artesian Resources
ARTNA
$358M
| $4.06M | ﹤0.01% |
124,296
-48,234
| -28% | -$1.51M |
|
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.