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 | |
|---|---|---|---|---|---|---|
|
FBRT
1776
Franklin BSP Realty Trust
FBRT
$657M
| $2.94M | ﹤0.01% |
230,474
-6,153
| -3% | -$79.4K |
|
1777
Sweetgreen
SG
$642M
| $2.94M | ﹤0.01% |
117,319
+1,303
| +1% | +$36K |
|
1778
WisdomTree
WT
$3.22B
| $2.93M | ﹤0.01% |
328,714
-14,703
| -4% | -$137K |
|
1779
NovoCure
NVCR
$1.91B
| $2.93M | ﹤0.01% |
164,516
+6,758
| +4% | +$153K |
|
1780
Dime Commercial Bancshares
DCOM
$1.78B
| $2.93M | ﹤0.01% |
105,098
-2,121
| -2% | -$64.1K |
|
|
RNAM
1781
DELISTED
Avidity Biosciences
RNAM
| $2.93M | ﹤0.01% |
99,249
-2,851
| -3% | -$88.8K |
|
|
NUVL
1782
DELISTED
Nuvalent
NUVL
| $2.93M | ﹤0.01% |
41,306
+919
| +2% | +$71.9K |
|
1783
Life Time Group Holdings
LTH
$9.79B
| $2.93M | ﹤0.01% |
96,933
+27,055
| +39% | +$795K |
|
1784
Leggett & Platt
LEG
$1.31B
| $2.9M | ﹤0.01% |
366,185
-12,139
| -3% | -$115K |
|
|
NVEE
1785
DELISTED
NV5 Global
NVEE
| $2.9M | ﹤0.01% |
150,287
-330
| -0.2% | -$6.04K |
|
1786
ADT
ADT
$5.58B
| $2.89M | ﹤0.01% |
354,505
+32,333
| +10% | +$244K |
|
1787
First Interstate BancSystem
FIBK
$3.58B
| $2.88M | ﹤0.01% |
100,597
+259
| +0.3% | +$8.03K |
|
1788
AMERISAFE
AMSF
$540M
| $2.87M | ﹤0.01% |
54,668
-1,784
| -3% | -$90.5K |
|
1789
Sabre
SABR
$835M
| $2.86M | ﹤0.01% |
1,019,283
-33,259
| -3% | -$118K |
|
1790
CEMIG Preferred Shares
CIG
$6.01B
| $2.86M | ﹤0.01% |
1,621,852
| – | – |
|
1791
Apogee Enterprises
APOG
$908M
| $2.85M | ﹤0.01% |
61,619
-1,914
| -3% | -$97.7K |
|
1792
Sotera Health
SHC
$5.38B
| $2.85M | ﹤0.01% |
244,812
+10,770
| +5% | +$139K |
|
1793
DXP Enterprises
DXPE
$2.98B
| $2.84M | ﹤0.01% |
34,552
-1,769
| -5% | -$163K |
|
1794
Viking Therapeutics
VKTX
$4B
| $2.83M | ﹤0.01% |
117,176
+9,806
| +9% | +$310K |
|
1795
Preferred Bank
PFBC
$1.25B
| $2.82M | ﹤0.01% |
33,722
-1,342
| -4% | -$116K |
|
1796
AdaptHealth
AHCO
$759M
| $2.82M | ﹤0.01% |
260,035
-12,472
| -5% | -$125K |
|
1797
SoundHound AI
SOUN
$3.49B
| $2.8M | ﹤0.01% |
345,068
+6,178
| +2% | +$77K |
|
1798
TransAlta
TAC
$3.93B
| $2.8M | ﹤0.01% |
300,232
+47,327
| +19% | +$524K |
|
1799
NexGen Energy
NXE
$6.99B
| $2.79M | ﹤0.01% |
623,485
+74,932
| +14% | +$443K |
|
1800
Navient
NAVI
$853M
| $2.78M | ﹤0.01% |
220,326
-6,038
| -3% | -$82.5K |
|
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.