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 | |
|---|---|---|---|---|---|---|
|
CSGS
1651
DELISTED
CSG Systems International
CSGS
| $4.31M | ﹤0.01% |
84,293
+803
| +1% | +$41.3K |
|
|
TGI
1652
DELISTED
Triumph Group
TGI
| $4.28M | ﹤0.01% |
229,526
-6,498
| -3% | -$108K |
|
1653
Adeia
ADEA
$3.06B
| $4.28M | ﹤0.01% |
306,253
+9,491
| +3% | +$120K |
|
1654
Dana Inc
DAN
$3.27B
| $4.26M | ﹤0.01% |
368,844
-2,731
| -0.7% | -$28.4K |
|
|
NGD
1655
DELISTED
New Gold Inc
NGD
| $4.26M | ﹤0.01% |
1,707,747
-258,644
| -13% | -$714K |
|
1656
Adient
ADNT
$1.48B
| $4.24M | ﹤0.01% |
246,159
-3,508
| -1% | -$70.1K |
|
1657
Harmonic Inc
HLIT
$1.24B
| $4.24M | ﹤0.01% |
320,491
-4,603
| -1% | -$60K |
|
1658
Pegasystems
PEGA
$5.44B
| $4.23M | ﹤0.01% |
90,748
-84
| -0.1% | -$3.59K |
|
1659
Ingevity
NGVT
$2.67B
| $4.23M | ﹤0.01% |
103,723
+3,325
| +3% | +$138K |
|
1660
MaxLinear
MXL
$6.26B
| $4.23M | ﹤0.01% |
213,619
-6,469
| -3% | -$104K |
|
1661
Boston Beer
SAM
$1.85B
| $4.22M | ﹤0.01% |
14,056
-93
| -0.7% | -$28.1K |
|
1662
Visteon
VC
$2.83B
| $4.21M | ﹤0.01% |
47,422
+1,699
| +4% | +$155K |
|
1663
Photronics
PLAB
$1.95B
| $4.2M | ﹤0.01% |
178,473
+1,618
| +0.9% | +$39.6K |
|
1664
Hope Bancorp
HOPE
$1.82B
| $4.17M | ﹤0.01% |
339,560
+11,463
| +3% | +$149K |
|
1665
Veeco
VECO
$3.07B
| $4.16M | ﹤0.01% |
155,198
-63
| -0% | -$1.83K |
|
1666
Ultragenyx Pharmaceutical
RARE
$2.66B
| $4.15M | ﹤0.01% |
98,732
+5,896
| +6% | +$293K |
|
1667
Allegro MicroSystems
ALGM
$7.93B
| $4.14M | ﹤0.01% |
189,403
-5,660
| -3% | -$121K |
|
1668
Artivion
AORT
$1.38B
| $4.13M | ﹤0.01% |
144,585
-3,674
| -2% | -$102K |
|
1669
S&T Bancorp
STBA
$1.81B
| $4.11M | ﹤0.01% |
107,552
-2,067
| -2% | -$84.4K |
|
1670
C3.ai
AI
$1.65B
| $4.1M | ﹤0.01% |
119,144
+11,523
| +11% | +$358K |
|
|
JOYY
1671
JOYY Inc
JOYY
$3.7B
| $4.1M | ﹤0.01% |
97,917
+4,609
| +5% | +$169K |
|
1672
Gladstone Capital
GLAD
$446M
| $4.1M | ﹤0.01% |
144,014
-13,697
| -9% | -$355K |
|
1673
Construction Partners
ROAD
$6.86B
| $4.09M | ﹤0.01% |
46,230
+1,720
| +4% | +$150K |
|
1674
NWPX Infrastructure Inc
NWPX
$1.08B
| $4.09M | ﹤0.01% |
84,709
-330
| -0.4% | -$16.5K |
|
1675
Grocery Outlet
GO
$972M
| $4.08M | ﹤0.01% |
261,492
-8,580
| -3% | -$149K |
|
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.