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 |
AstraZeneca
AZN
|
+$4.96B |
| 2 |
SUNB
Sunbelt Rentals Holdings
SUNB
|
+$201M |
| 3 |
Palo Alto Networks
PANW
|
+$141M |
| 4 |
Johnson & Johnson
JNJ
|
+$141M |
| 5 |
Rayonier
RYN
|
+$112M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$605M |
| 2 |
Broadcom
AVGO
|
+$425M |
| 3 |
NVIDIA
NVDA
|
+$412M |
| 4 |
Microsoft
MSFT
|
+$347M |
| 5 |
CYBR
CyberArk
CYBR
|
+$238M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 32.6% |
| 2 | Financials | 12.66% |
| 3 | Healthcare | 10.78% |
| 4 | Communication Services | 9.19% |
| 5 | Consumer Discretionary | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1801
Monarch Casino & Resort
MCRI
$2.14B
| $2.57M | ﹤0.01% |
26,917
-2,771
| -9% | -$264K |
|
1802
CG Oncology
CGON
$6.11B
| $2.57M | ﹤0.01% |
38,008
-7,139
| -16% | -$404K |
|
1803
Goosehead Insurance
GSHD
$1.39B
| $2.57M | ﹤0.01% |
60,267
-5,553
| -8% | -$311K |
|
1804
Leonardo DRS
DRS
$12.8B
| $2.57M | ﹤0.01% |
57,625
-16,348
| -22% | -$689K |
|
1805
Collegium Pharmaceutical
COLL
$1.14B
| $2.57M | ﹤0.01% |
77,575
+39
| +0.1% | +$1.65K |
|
|
EXK
1806
Endeavour Silver
EXK
$2.32B
| $2.56M | ﹤0.01% |
275,079
+15,001
| +6% | +$170K |
|
1807
US Physical Therapy
USPH
$1.14B
| $2.56M | ﹤0.01% |
34,130
-4,526
| -12% | -$371K |
|
1808
XPEL
XPEL
$1.18B
| $2.55M | ﹤0.01% |
57,680
-6,564
| -10% | -$314K |
|
1809
Brookdale Senior Living
BKD
$3.62B
| $2.55M | ﹤0.01% |
186,447
-31,001
| -14% | -$434K |
|
1810
Gibraltar Industries
ROCK
$1.34B
| $2.55M | ﹤0.01% |
63,914
-7,391
| -10% | -$357K |
|
1811
TORM
TRMD
$3.1B
| $2.55M | ﹤0.01% |
89,960
+1,793
| +2% | +$45.6K |
|
|
PMT
1812
PennyMac Mortgage Investment
PMT
$849M
| $2.54M | ﹤0.01% |
218,176
-5,373
| -2% | -$66.3K |
|
1813
GitLab
GTLB
$5.28B
| $2.54M | ﹤0.01% |
117,406
-27,662
| -19% | -$808K |
|
1814
Flowers Foods
FLO
$1.64B
| $2.54M | ﹤0.01% |
311,294
-27,949
| -8% | -$280K |
|
1815
Employers Holdings
EIG
$908M
| $2.54M | ﹤0.01% |
61,651
-301
| -0.5% | -$12.7K |
|
1816
Safety Insurance
SAFT
$1.52B
| $2.53M | ﹤0.01% |
34,790
-3,345
| -9% | -$254K |
|
1817
JetBlue
JBLU
$1.96B
| $2.52M | ﹤0.01% |
570,110
-28,766
| -5% | -$146K |
|
|
ACLX
1818
DELISTED
Arcellx
ACLX
| $2.51M | ﹤0.01% |
21,888
-7,677
| -26% | -$678K |
|
1819
Merchants Bancorp
MBIN
$2.19B
| $2.51M | ﹤0.01% |
58,447
+36,776
| +170% | +$1.5M |
|
|
TTAN
1820
ServiceTitan Inc
TTAN
$6.72B
| $2.51M | ﹤0.01% |
39,505
+19,150
| +94% | +$1.48M |
|
|
ALM
1821
Almonty Industries
ALM
$3.79B
| $2.51M | ﹤0.01% |
172,736
+40,232
| +30% | +$575K |
|
1822
G-III Apparel Group
GIII
$1.47B
| $2.48M | ﹤0.01% |
89,711
-8,348
| -9% | -$244K |
|
1823
Edgewell Personal Care
EPC
$1.27B
| $2.48M | ﹤0.01% |
116,281
-6,669
| -5% | -$134K |
|
1824
Workiva
WK
$2.94B
| $2.48M | ﹤0.01% |
41,566
-9,522
| -19% | -$664K |
|
|
TERN
1825
DELISTED
Terns Pharmaceuticals
TERN
| $2.46M | ﹤0.01% |
46,691
+28,633
| +159% | +$1.18M |
|
Similar funds
Legal & General Group's Q1 2026 Portfolio in Review
As of Q1 2026, Legal & General Group held 3,422 positions worth $432B, down 4.1% from $451B the previous quarter. Its ten largest holdings account for 32% of the portfolio.
Trading was light in Q1 2026: portfolio turnover was 2.7%. Legal & General Group opened 34 new positions and exited 60, leaving the 3,422-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 35% a quarter earlier, followed by Financials and Healthcare.
- Legal & General Group's largest Q1 2026 buy was Sunbelt Rentals Holdings: 2,857,761 shares worth $179M.
- Legal & General Group added most to AstraZeneca in Q1 2026, an estimated $4.96B increase.
- Legal & General Group's biggest Q1 2026 reduction was Apple, cutting an estimated $605M.
- Legal & General Group fully exited CyberArk in Q1 2026, selling an estimated $238M.
- Legal & General Group's ten largest holdings make up 32% of its $432B portfolio in Q1 2026.
- Legal & General Group opened 34 new positions and closed 60 in Q1 2026.
- Legal & General Group's portfolio value fell 4.1% quarter-over-quarter to $432B.
Based on Legal & General Group's 13F filing for Q1 2026, filed 8 May 2026.