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 | |
|---|---|---|---|---|---|---|
1801
Victory Capital Holdings
VCTR
$6.65B
| $2.78M | ﹤0.01% |
48,067
+2
| +0% | +$127 |
|
1802
Unitil
UTL
$980M
| $2.77M | ﹤0.01% |
48,063
-1,875
| -4% | -$103K |
|
|
CWEN.A
1803
DELISTED
Clearway Energy Class A
CWEN.A
| $2.77M | ﹤0.01% |
97,384
+1,534
| +2% | +$39.3K |
|
1804
QuinStreet
QNST
$1.21B
| $2.77M | ﹤0.01% |
155,266
-1,883
| -1% | -$39.5K |
|
1805
CRISPR Therapeutics
CRSP
$5.17B
| $2.76M | ﹤0.01% |
81,155
-16,649
| -17% | -$706K |
|
1806
Alight
ALIT
$407M
| $2.75M | ﹤0.01% |
23,167
-673
| -3% | -$88.5K |
|
1807
nCino
NCNO
$2.1B
| $2.74M | ﹤0.01% |
99,892
+7,294
| +8% | +$231K |
|
1808
Monarch Casino & Resort
MCRI
$2.23B
| $2.74M | ﹤0.01% |
35,226
-1,943
| -5% | -$165K |
|
1809
Endava
DAVA
$156M
| $2.73M | ﹤0.01% |
139,939
+363
| +0.3% | +$10.1K |
|
|
ACLX
1810
DELISTED
Arcellx
ACLX
| $2.73M | ﹤0.01% |
41,607
-1,426
| -3% | -$96.6K |
|
1811
Digi International
DGII
$3.1B
| $2.73M | ﹤0.01% |
97,923
-3,557
| -4% | -$110K |
|
1812
Towne Bank
TOWN
$3.42B
| $2.72M | ﹤0.01% |
79,487
-7,184
| -8% | -$253K |
|
1813
Transocean
RIG
$5.82B
| $2.72M | ﹤0.01% |
857,212
-11,432
| -1% | -$40.1K |
|
1814
Rhythm Pharmaceuticals
RYTM
$7.96B
| $2.71M | ﹤0.01% |
51,158
-645
| -1% | -$35.8K |
|
1815
Braze
BRZE
$2.99B
| $2.71M | ﹤0.01% |
75,010
+8,297
| +12% | +$334K |
|
1816
Collegium Pharmaceutical
COLL
$956M
| $2.67M | ﹤0.01% |
89,298
-2,011
| -2% | -$61.5K |
|
1817
Winnebago Industries
WGO
$909M
| $2.66M | ﹤0.01% |
77,335
-2,230
| -3% | -$94.5K |
|
1818
On Holding
ONON
$12.5B
| $2.66M | ﹤0.01% |
60,678
+5,956
| +11% | +$313K |
|
1819
Gulfport Energy Corp
GPOR
$2.88B
| $2.65M | ﹤0.01% |
14,387
+340
| +2% | +$61.8K |
|
1820
National Vision
EYE
$1.81B
| $2.64M | ﹤0.01% |
206,920
-5,896
| -3% | -$69.7K |
|
1821
Zeta Global
ZETA
$6.69B
| $2.64M | ﹤0.01% |
194,742
-8,422
| -4% | -$150K |
|
1822
Hafnia
HAFN
$3.75B
| $2.62M | ﹤0.01% |
639,137
-7,767
| -1% | -$38.5K |
|
|
UCTT
1823
Ultra Clean Holdings
UCTT
$3.95B
| $2.62M | ﹤0.01% |
122,487
-3,949
| -3% | -$126K |
|
1824
Arlo Technologies
ARLO
$1.65B
| $2.61M | ﹤0.01% |
264,817
-8,376
| -3% | -$95.6K |
|
1825
Sally Beauty Holdings
SBH
$1.58B
| $2.61M | ﹤0.01% |
288,762
-11,602
| -4% | -$114K |
|
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.