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 | |
|---|---|---|---|---|---|---|
|
ENLC
1826
DELISTED
ENLINK MIDSTREAM, LLC
ENLC
| $2.91M | ﹤0.01% |
205,820
+17,204
| +9% | +$257K |
|
1827
AMERISAFE
AMSF
$523M
| $2.91M | ﹤0.01% |
56,452
+298
| +0.5% | +$16.1K |
|
|
PENG
1828
Penguin Solutions Inc
PENG
$2.93B
| $2.9M | ﹤0.01% |
151,140
+950
| +0.6% | +$17.3K |
|
1829
Rhythm Pharmaceuticals
RYTM
$7.87B
| $2.9M | ﹤0.01% |
51,803
+951
| +2% | +$52.5K |
|
|
EFC
1830
Ellington Financial
EFC
$1.74B
| $2.9M | ﹤0.01% |
238,994
+12,687
| +6% | +$157K |
|
1831
First Majestic Silver
AG
$9.22B
| $2.9M | ﹤0.01% |
527,149
+57,181
| +12% | +$369K |
|
1832
Cars.com
CARS
$638M
| $2.88M | ﹤0.01% |
166,415
-1,191
| -0.7% | -$20.8K |
|
1833
CEMIG Preferred Shares
CIG
$5.69B
| $2.88M | ﹤0.01% |
1,621,852
| – | – |
|
1834
Lucid Motors
LCID
$2.63B
| $2.86M | ﹤0.01% |
94,835
-5,076
| -5% | -$132K |
|
|
BRKL
1835
DELISTED
Brookline Bancorp
BRKL
| $2.84M | ﹤0.01% |
240,573
-1,377
| -0.6% | -$16K |
|
|
NVEE
1836
DELISTED
NV5 Global
NVEE
| $2.84M | ﹤0.01% |
150,617
+181
| +0.1% | +$3.97K |
|
1837
Huron Consulting
HURN
$2.46B
| $2.82M | ﹤0.01% |
22,733
+912
| +4% | +$107K |
|
1838
RingCentral
RNG
$5.31B
| $2.82M | ﹤0.01% |
80,607
-1,920
| -2% | -$69K |
|
|
HTLF
1839
DELISTED
Heartland Financial USA, Inc.
HTLF
| $2.8M | ﹤0.01% |
45,674
-472
| -1% | -$29.5K |
|
1840
Runway Growth Finance
RWAY
$280M
| $2.8M | ﹤0.01% |
255,183
-16,222
| -6% | -$170K |
|
|
BWIN
1841
Baldwin Insurance Group
BWIN
$2.85B
| $2.79M | ﹤0.01% |
72,093
+3,444
| +5% | +$161K |
|
1842
Braze
BRZE
$3.19B
| $2.79M | ﹤0.01% |
66,713
+10,055
| +18% | +$365K |
|
1843
Flywire
FLYW
$2.13B
| $2.79M | ﹤0.01% |
135,370
+6,481
| +5% | +$127K |
|
|
ARR
1844
Armour Residential REIT
ARR
$2.37B
| $2.79M | ﹤0.01% |
147,686
+11,168
| +8% | +$214K |
|
|
ACH
1845
Accendra Health
ACH
$92.7M
| $2.77M | ﹤0.01% |
212,061
+8,195
| +4% | +$109K |
|
|
APLS
1846
DELISTED
Apellis Pharmaceuticals
APLS
| $2.77M | ﹤0.01% |
86,771
-1,192
| -1% | -$35.8K |
|
|
HSII
1847
DELISTED
Heidrick & Struggles
HSII
| $2.75M | ﹤0.01% |
62,062
+2,057
| +3% | +$87.9K |
|
1848
Frontline
FRO
$8.53B
| $2.75M | ﹤0.01% |
198,989
-16,215
| -8% | -$304K |
|
1849
Bausch Health
BHC
$2.33B
| $2.75M | ﹤0.01% |
339,821
-17,640
| -5% | -$145K |
|
1850
Core Scientific
CORZ
$6.32B
| $2.73M | ﹤0.01% |
194,368
+58,810
| +43% | +$869K |
|
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.