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 | |
|---|---|---|---|---|---|---|
1726
STAAR Surgical
STAA
$1.21B
| $3.23M | ﹤0.01% |
182,998
+3,728
| +2% | +$74.8K |
|
1727
Marriott Vacations Worldwide
VAC
$4.25B
| $3.23M | ﹤0.01% |
50,207
+439
| +0.9% | +$34.9K |
|
|
DMC
1728
Del Monte Corp
DMC
$1.45B
| $3.22M | ﹤0.01% |
104,505
-2,075
| -2% | -$63.7K |
|
1729
PROG Holdings
PRG
$1.71B
| $3.2M | ﹤0.01% |
120,454
-3,561
| -3% | -$126K |
|
1730
Archer Aviation
ACHR
$4.26B
| $3.2M | ﹤0.01% |
450,359
+107,709
| +31% | +$956K |
|
1731
WesBanco
WSBC
$4B
| $3.19M | ﹤0.01% |
103,158
+38,954
| +61% | +$1.3M |
|
|
PRA
1732
DELISTED
ProAssurance
PRA
| $3.18M | ﹤0.01% |
136,036
+4,929
| +4% | +$79.8K |
|
1733
Kohl's
KSS
$2.19B
| $3.17M | ﹤0.01% |
387,280
-10,752
| -3% | -$125K |
|
1734
McGrath RentCorp
MGRC
$2.92B
| $3.17M | ﹤0.01% |
28,415
-440
| -2% | -$52K |
|
1735
Rogers Corp
ROG
$2.4B
| $3.16M | ﹤0.01% |
46,756
-896
| -2% | -$77.1K |
|
|
BBT
1736
Beacon Financial Corp
BBT
$2.66B
| $3.16M | ﹤0.01% |
120,973
+3,036
| +3% | +$84.8K |
|
1737
TIM SA
TIMB
$8.8B
| $3.15M | ﹤0.01% |
200,968
| – | – |
|
1738
Schrodinger
SDGR
$1.36B
| $3.15M | ﹤0.01% |
159,352
-6,538
| -4% | -$147K |
|
1739
Safety Insurance
SAFT
$1.52B
| $3.14M | ﹤0.01% |
39,789
-1,942
| -5% | -$152K |
|
|
WNS
1740
DELISTED
WNS Holdings
WNS
| $3.13M | ﹤0.01% |
50,918
-201
| -0.4% | -$11.5K |
|
1741
Donnelley Financial Solutions
DFIN
$1.16B
| $3.13M | ﹤0.01% |
71,606
-788
| -1% | -$43.6K |
|
|
WAY
1742
Waystar Holding Corp
WAY
$4.65B
| $3.12M | ﹤0.01% |
83,500
+35,531
| +74% | +$1.41M |
|
1743
Virtus Investment Partners
VRTS
$1.1B
| $3.12M | ﹤0.01% |
18,074
-319
| -2% | -$60.9K |
|
|
EFC
1744
Ellington Financial
EFC
$1.71B
| $3.11M | ﹤0.01% |
234,883
-4,111
| -2% | -$53.2K |
|
1745
ANI Pharmaceuticals
ANIP
$1.78B
| $3.1M | ﹤0.01% |
46,361
-2,064
| -4% | -$123K |
|
1746
Interface
TILE
$2.22B
| $3.1M | ﹤0.01% |
156,217
-4,690
| -3% | -$102K |
|
1747
JetBlue
JBLU
$2.29B
| $3.1M | ﹤0.01% |
642,305
-8,954
| -1% | -$58.8K |
|
1748
Adient
ADNT
$1.5B
| $3.08M | ﹤0.01% |
239,626
-6,533
| -3% | -$105K |
|
|
PNNT
1749
Pennant Park Investment Corp
PNNT
$241M
| $3.07M | ﹤0.01% |
437,490
+5,231
| +1% | +$37.2K |
|
1750
UL Solutions
ULS
$15.8B
| $3.07M | ﹤0.01% |
54,434
+2,204
| +4% | +$117K |
|
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.