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 | |
|---|---|---|---|---|---|---|
1651
Cemex
CX
$16.3B
| $3.82M | ﹤0.01% |
682,071
| – | – |
|
1652
Credit Acceptance
CACC
$6.08B
| $3.81M | ﹤0.01% |
7,381
+513
| +7% | +$254K |
|
1653
Benchmark Electronics
BHE
$2.96B
| $3.78M | ﹤0.01% |
99,431
-1,801
| -2% | -$76K |
|
1654
Upstart Holdings
UPST
$3.03B
| $3.78M | ﹤0.01% |
82,085
+4,465
| +6% | +$278K |
|
1655
Astrana Health
ASTH
$1.77B
| $3.77M | ﹤0.01% |
121,569
-5,766
| -5% | -$192K |
|
|
TWO
1656
Two Harbors Investment
TWO
$1.27B
| $3.74M | ﹤0.01% |
280,017
-4,427
| -2% | -$57.4K |
|
|
HEES
1657
DELISTED
H&E Equipment Services
HEES
| $3.73M | ﹤0.01% |
39,391
-301
| -0.8% | -$26.2K |
|
1658
LGI Homes
LGIH
$1.4B
| $3.73M | ﹤0.01% |
56,125
-1,953
| -3% | -$158K |
|
1659
Papa John's
PZZA
$806M
| $3.73M | ﹤0.01% |
90,735
-3,401
| -4% | -$145K |
|
1660
Hecla Mining
HL
$11.3B
| $3.72M | ﹤0.01% |
669,761
-5,414
| -0.8% | -$30K |
|
1661
OR Royalties Inc
OR
$6.2B
| $3.72M | ﹤0.01% |
176,452
+13,078
| +8% | +$251K |
|
|
INN
1662
Summit Hotel Properties
INN
$700M
| $3.72M | ﹤0.01% |
688,168
+3,866
| +0.6% | +$24.6K |
|
1663
Universal Corp
UVV
$1.27B
| $3.7M | ﹤0.01% |
66,005
-4,158
| -6% | -$222K |
|
1664
Knowles
KN
$3.34B
| $3.67M | ﹤0.01% |
241,634
-12,561
| -5% | -$225K |
|
1665
MillerKnoll
MLKN
$1.67B
| $3.67M | ﹤0.01% |
191,541
-5,332
| -3% | -$113K |
|
1666
Photronics
PLAB
$1.93B
| $3.67M | ﹤0.01% |
176,593
-1,880
| -1% | -$41.9K |
|
1667
Visteon
VC
$2.78B
| $3.66M | ﹤0.01% |
47,179
-243
| -0.5% | -$20.5K |
|
1668
Harmony Biosciences
HRMY
$2.24B
| $3.66M | ﹤0.01% |
110,289
-6,670
| -6% | -$239K |
|
1669
Alpha Metallurgical Resources
AMR
$1.93B
| $3.65M | ﹤0.01% |
29,162
-811
| -3% | -$132K |
|
1670
Westamerica Bancorp
WABC
$1.37B
| $3.64M | ﹤0.01% |
71,870
-1,629
| -2% | -$82.9K |
|
|
STEL
1671
DELISTED
Stellar Bancorp
STEL
| $3.63M | ﹤0.01% |
131,374
-4,024
| -3% | -$113K |
|
1672
Peabody Energy
BTU
$2.9B
| $3.62M | ﹤0.01% |
266,983
-13,126
| -5% | -$211K |
|
1673
A10 Networks
ATEN
$1.95B
| $3.62M | ﹤0.01% |
221,273
-795,539
| -78% | -$15.3M |
|
1674
Pegasystems
PEGA
$5.38B
| $3.6M | ﹤0.01% |
103,646
+12,898
| +14% | +$570K |
|
1675
Sonos
SONO
$1.85B
| $3.6M | ﹤0.01% |
337,004
-22,561
| -6% | -$296K |
|
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.