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 | |
|---|---|---|---|---|---|---|
1751
Hafnia
HAFN
$3.66B
| $3.47M | ﹤0.01% |
646,904
+203,312
| +46% | +$1.21M |
|
1752
PennyMac Financial
PFSI
$3.98B
| $3.44M | ﹤0.01% |
33,716
-10,073
| -23% | -$1.05M |
|
1753
Safety Insurance
SAFT
$1.52B
| $3.44M | ﹤0.01% |
41,731
-1,017
| -2% | -$84.3K |
|
1754
Fox Factory Holding Corp
FOXF
$905M
| $3.4M | ﹤0.01% |
112,221
-31
| -0% | -$1.07K |
|
1755
Biohaven
BHVN
$2.18B
| $3.39M | ﹤0.01% |
90,847
+11,647
| +15% | +$543K |
|
1756
Myriad Genetics
MYGN
$308M
| $3.37M | ﹤0.01% |
246,146
+2,635
| +1% | +$48.6K |
|
|
TWO
1757
Two Harbors Investment
TWO
$1.26B
| $3.36M | ﹤0.01% |
284,444
+13,084
| +5% | +$158K |
|
|
BBT
1758
Beacon Financial Corp
BBT
$2.66B
| $3.35M | ﹤0.01% |
117,937
+3,807
| +3% | +$110K |
|
1759
Liberty Live Group Series C
LLYVK
$9.59B
| $3.34M | ﹤0.01% |
49,095
-228
| -0.5% | -$14.5K |
|
1760
Archer Aviation
ACHR
$5.18B
| $3.34M | ﹤0.01% |
342,650
+66,789
| +24% | +$371K |
|
|
KLG
1761
DELISTED
WK Kellogg Co
KLG
| $3.34M | ﹤0.01% |
185,462
-1,013
| -0.5% | -$18.5K |
|
1762
Talos Energy
TALO
$2.6B
| $3.33M | ﹤0.01% |
343,240
-1,161
| -0.3% | -$12.2K |
|
1763
Oxford Industries
OXM
$542M
| $3.33M | ﹤0.01% |
42,239
+554
| +1% | +$43.5K |
|
1764
Hecla Mining
HL
$11.9B
| $3.32M | ﹤0.01% |
675,175
+28,098
| +4% | +$168K |
|
|
ACLX
1765
DELISTED
Arcellx
ACLX
| $3.3M | ﹤0.01% |
43,033
+2,331
| +6% | +$201K |
|
1766
Alight
ALIT
$364M
| $3.3M | ﹤0.01% |
23,840
+2,995
| +14% | +$440K |
|
1767
Dime Commercial Bancshares
DCOM
$1.79B
| $3.3M | ﹤0.01% |
107,219
+11,854
| +12% | +$382K |
|
1768
First Interstate BancSystem
FIBK
$3.62B
| $3.26M | ﹤0.01% |
100,338
+5,797
| +6% | +$189K |
|
1769
Transocean
RIG
$6.49B
| $3.26M | ﹤0.01% |
868,644
+45,431
| +6% | +$189K |
|
1770
Cracker Barrel
CBRL
$1.25B
| $3.25M | ﹤0.01% |
61,573
+2,405
| +4% | +$119K |
|
1771
Vicor
VICR
$9.72B
| $3.24M | ﹤0.01% |
67,108
+4,181
| +7% | +$209K |
|
1772
Pitney Bowes
PBI
$2.27B
| $3.23M | ﹤0.01% |
446,596
+2,485
| +0.6% | +$18.5K |
|
1773
McGrath RentCorp
MGRC
$2.95B
| $3.23M | ﹤0.01% |
28,855
+2,885
| +11% | +$331K |
|
1774
iShares MSCI India Small-Cap ETF
SMIN
$773M
| $3.23M | ﹤0.01% |
42,450
| – | – |
|
1775
Credit Acceptance
CACC
$5.94B
| $3.22M | ﹤0.01% |
6,868
-277
| -4% | -$128K |
|
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.