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 | |
|---|---|---|---|---|---|---|
1776
Pilgrim's Pride
PPC
$6.4B
| $3.22M | ﹤0.01% |
70,938
+1,937
| +3% | +$94.3K |
|
1777
Gladstone Investment Corp
GAIN
$655M
| $3.22M | ﹤0.01% |
242,879
-25,427
| -9% | -$347K |
|
1778
Atlas Energy Solutions
AESI
$1.5B
| $3.2M | ﹤0.01% |
144,400
+104,045
| +258% | +$2.24M |
|
1779
Sotera Health
SHC
$5.45B
| $3.2M | ﹤0.01% |
234,042
+12,508
| +6% | +$181K |
|
1780
Laureate Education
LAUR
$5.05B
| $3.2M | ﹤0.01% |
175,018
+18,288
| +12% | +$321K |
|
1781
FIVE9
FIVN
$2.44B
| $3.2M | ﹤0.01% |
78,764
+1,577
| +2% | +$56.9K |
|
1782
Schrodinger
SDGR
$1.4B
| $3.2M | ﹤0.01% |
165,890
+4,340
| +3% | +$84.3K |
|
1783
Worthington Steel
WS
$1.92B
| $3.2M | ﹤0.01% |
100,555
+6,076
| +6% | +$237K |
|
1784
Xerox
XRX
$423M
| $3.19M | ﹤0.01% |
378,046
+629
| +0.2% | +$5.8K |
|
1785
Uranium Energy
UEC
$5.67B
| $3.17M | ﹤0.01% |
474,445
+20,359
| +4% | +$156K |
|
|
NUVL
1786
DELISTED
Nuvalent
NUVL
| $3.16M | ﹤0.01% |
40,387
+7,712
| +24% | +$720K |
|
1787
Certara
CERT
$1.24B
| $3.16M | ﹤0.01% |
296,844
-2,755
| -0.9% | -$29.9K |
|
1788
Victory Capital Holdings
VCTR
$6.99B
| $3.15M | ﹤0.01% |
48,065
+9,812
| +26% | +$621K |
|
|
ARI
1789
Apollo Commercial Real Estate
ARI
$880M
| $3.14M | ﹤0.01% |
362,875
-555
| -0.2% | -$4.99K |
|
1790
Sally Beauty Holdings
SBH
$1.58B
| $3.14M | ﹤0.01% |
300,364
+6,860
| +2% | +$87.7K |
|
1791
Pediatrix Medical
MD
$2.12B
| $3.13M | ﹤0.01% |
238,935
+11,272
| +5% | +$156K |
|
1792
Encore Capital Group
ECPG
$1.98B
| $3.13M | ﹤0.01% |
65,586
+1,794
| +3% | +$85.1K |
|
1793
AST SpaceMobile
ASTS
$21.4B
| $3.13M | ﹤0.01% |
148,322
+6,113
| +4% | +$149K |
|
1794
Riot Platforms
RIOT
$7.65B
| $3.12M | ﹤0.01% |
306,013
+15,604
| +5% | +$170K |
|
1795
Hudbay
HBM
$12.3B
| $3.11M | ﹤0.01% |
384,210
+8,758
| +2% | +$78.5K |
|
1796
nCino
NCNO
$2.1B
| $3.11M | ﹤0.01% |
92,598
+8,394
| +10% | +$313K |
|
1797
Kaiser Aluminum
KALU
$3.16B
| $3.11M | ﹤0.01% |
44,205
+221
| +0.5% | +$16.8K |
|
1798
Peloton Interactive
PTON
$2.46B
| $3.1M | ﹤0.01% |
356,244
+38,748
| +12% | +$302K |
|
|
CALY
1799
Callaway Golf Company
CALY
$3.01B
| $3.09M | ﹤0.01% |
393,615
+3,243
| +0.8% | +$29.5K |
|
|
PMT
1800
PennyMac Mortgage Investment
PMT
$824M
| $3.09M | ﹤0.01% |
245,668
+434
| +0.2% | +$5.87K |
|
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.