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 | |
|---|---|---|---|---|---|---|
151
GE Vernova
GEV
$271B
| $494M | 0.13% |
1,618,512
+151,855
| +10% | +$53M |
|
152
American Water Works
AWK
$26.6B
| $491M | 0.13% |
3,329,459
+245,577
| +8% | +$32.4M |
|
153
Amphenol
APH
$211B
| $488M | 0.13% |
7,441,588
+65,802
| +0.9% | +$4.49M |
|
154
Johnson Controls International
JCI
$93.1B
| $482M | 0.13% |
6,015,234
+773,428
| +15% | +$63.6M |
|
155
PNC Financial Services
PNC
$101B
| $481M | 0.13% |
2,738,547
+62,703
| +2% | +$11.8M |
|
156
Autodesk
ADSK
$50.1B
| $481M | 0.13% |
1,837,459
+23,379
| +1% | +$6.65M |
|
157
Synopsys
SNPS
$77.3B
| $480M | 0.13% |
1,119,064
+41,389
| +4% | +$20.1M |
|
158
Aflac
AFL
$63.7B
| $479M | 0.13% |
4,305,496
+87,208
| +2% | +$9.25M |
|
159
General Motors
GM
$77.5B
| $474M | 0.13% |
10,088,926
+1,271,220
| +14% | +$62.6M |
|
160
Regeneron Pharmaceuticals
REGN
$78.3B
| $474M | 0.13% |
747,033
-30,444
| -4% | -$20.9M |
|
161
Canadian Pacific Kansas City
CP
$79.7B
| $473M | 0.13% |
6,736,767
+249,026
| +4% | +$18.9M |
|
162
Travelers Companies
TRV
$78.7B
| $472M | 0.13% |
1,786,145
+35,237
| +2% | +$8.78M |
|
163
Mercado Libre
MELI
$95.7B
| $466M | 0.13% |
239,049
+2,452
| +1% | +$4.87M |
|
164
United Parcel Service
UPS
$92.7B
| $463M | 0.13% |
4,204,980
+90,481
| +2% | +$10.8M |
|
165
PayPal
PYPL
$50.1B
| $455M | 0.12% |
6,971,315
+499,523
| +8% | +$38.9M |
|
166
Cummins
CMI
$87.8B
| $453M | 0.12% |
1,445,810
-34,528
| -2% | -$12.2M |
|
167
Arthur J. Gallagher & Co
AJG
$63.6B
| $452M | 0.12% |
1,309,598
+22,212
| +2% | +$7.02M |
|
168
Apollo Global Management
APO
$76.8B
| $451M | 0.12% |
3,290,014
-125,353
| -4% | -$19.3M |
|
169
Parker-Hannifin
PH
$125B
| $450M | 0.12% |
740,419
+7,105
| +1% | +$4.65M |
|
170
Kinder Morgan
KMI
$69.9B
| $446M | 0.12% |
15,619,368
+365,175
| +2% | +$10.1M |
|
171
Sempra
SRE
$56.6B
| $443M | 0.12% |
6,211,901
+339,252
| +6% | +$26.4M |
|
172
TC Energy
TRP
$68.1B
| $434M | 0.12% |
9,198,885
+116,737
| +1% | +$5.44M |
|
173
Roper Technologies
ROP
$38.8B
| $434M | 0.12% |
735,302
+20,358
| +3% | +$11.4M |
|
174
Capital One
COF
$136B
| $432M | 0.12% |
2,408,115
-30,058
| -1% | -$5.68M |
|
175
Becton Dickinson
BDX
$46.9B
| $431M | 0.12% |
1,883,483
+8,421
| +0.4% | +$1.95M |
|
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.