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 | |
|---|---|---|---|---|---|---|
|
KLG
1676
DELISTED
WK Kellogg Co
KLG
| $3.58M | ﹤0.01% |
179,479
-5,983
| -3% | -$109K |
|
1677
Intapp
INTA
$2.91B
| $3.58M | ﹤0.01% |
61,250
+330
| +0.5% | +$21.8K |
|
|
MRX
1678
Marex Group Limited Ordinary Shares
MRX
$4.37B
| $3.58M | ﹤0.01% |
101,383
+4,496
| +5% | +$156K |
|
|
VBTX
1679
DELISTED
Veritex Holdings
VBTX
| $3.57M | ﹤0.01% |
143,019
-5,978
| -4% | -$154K |
|
|
THS
1680
DELISTED
Treehouse Foods
THS
| $3.56M | ﹤0.01% |
131,406
-1,779
| -1% | -$56.4K |
|
1681
Grocery Outlet
GO
$980M
| $3.56M | ﹤0.01% |
254,364
-7,128
| -3% | -$105K |
|
1682
Twist Bioscience
TWST
$7.25B
| $3.55M | ﹤0.01% |
90,371
+3,203
| +4% | +$144K |
|
|
PMT
1683
PennyMac Mortgage Investment
PMT
$842M
| $3.54M | ﹤0.01% |
241,650
-4,018
| -2% | -$55K |
|
1684
Artivion
AORT
$1.32B
| $3.54M | ﹤0.01% |
144,019
-566
| -0.4% | -$15.7K |
|
|
DNB
1685
DELISTED
Dun & Bradstreet
DNB
| $3.54M | ﹤0.01% |
395,943
+93,078
| +31% | +$952K |
|
1686
Employers Holdings
EIG
$889M
| $3.54M | ﹤0.01% |
69,834
-3,975
| -5% | -$197K |
|
1687
PennyMac Financial
PFSI
$4.02B
| $3.53M | ﹤0.01% |
35,305
+1,589
| +5% | +$163K |
|
1688
Columbia Sportswear
COLM
$2.94B
| $3.53M | ﹤0.01% |
46,683
-5,340
| -10% | -$445K |
|
1689
International Seaways
INSW
$4.57B
| $3.51M | ﹤0.01% |
105,618
-4,353
| -4% | -$159K |
|
1690
Laureate Education
LAUR
$5.28B
| $3.5M | ﹤0.01% |
171,080
-3,938
| -2% | -$76.1K |
|
1691
Sunrun
RUN
$2.46B
| $3.5M | ﹤0.01% |
596,994
-24,776
| -4% | -$204K |
|
1692
Liberty Live Group Series C
LLYVK
$9.46B
| $3.47M | ﹤0.01% |
50,968
+1,873
| +4% | +$134K |
|
|
UNIT
1693
Uniti Group
UNIT
$2.32B
| $3.47M | ﹤0.01% |
689,069
-3,375
| -0.5% | -$18.2K |
|
1694
iShares TIPS Bond ETF
TIP
$14.5B
| $3.47M | ﹤0.01% |
31,263
-1,640
| -5% | -$178K |
|
1695
Eastern Bankshares
EBC
$5.23B
| $3.47M | ﹤0.01% |
211,510
+7,501
| +4% | +$131K |
|
1696
Triumph Financial Inc
TFIN
$1.82B
| $3.46M | ﹤0.01% |
59,912
-3,061
| -5% | -$223K |
|
1697
Atmus Filtration Technologies
ATMU
$4.18B
| $3.46M | ﹤0.01% |
94,081
+364
| +0.4% | +$14.4K |
|
1698
Remitly
RELY
$5.14B
| $3.45M | ﹤0.01% |
165,642
-1,750
| -1% | -$40.1K |
|
1699
Construction Partners
ROAD
$6.77B
| $3.44M | ﹤0.01% |
47,904
+1,674
| +4% | +$132K |
|
1700
Boston Beer
SAM
$1.92B
| $3.43M | ﹤0.01% |
14,347
+291
| +2% | +$70.9K |
|
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.