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 | |
|---|---|---|---|---|---|---|
|
BRKL
1826
DELISTED
Brookline Bancorp
BRKL
| $2.6M | ﹤0.01% |
238,929
-1,644
| -0.7% | -$19.1K |
|
1827
PagSeguro Digital
PAGS
$2.55B
| $2.59M | ﹤0.01% |
340,088
-1,601
| -0.5% | -$11.9K |
|
1828
Vertex
VERX
$1.94B
| $2.59M | ﹤0.01% |
74,060
+6,599
| +10% | +$301K |
|
1829
Grid Dynamics Holdings
GDYN
$615M
| $2.59M | ﹤0.01% |
165,650
+28,157
| +20% | +$564K |
|
|
HSII
1830
DELISTED
Heidrick & Struggles
HSII
| $2.59M | ﹤0.01% |
60,442
-1,620
| -3% | -$71.7K |
|
1831
First Merchants
FRME
$2.67B
| $2.58M | ﹤0.01% |
63,851
+721
| +1% | +$30K |
|
1832
Kaiser Aluminum
KALU
$3.02B
| $2.58M | ﹤0.01% |
42,555
-1,650
| -4% | -$116K |
|
1833
Fox Factory Holding Corp
FOXF
$886M
| $2.58M | ﹤0.01% |
110,485
-1,736
| -2% | -$46.5K |
|
1834
iShares Russell 2000 ETF
IWM
$81.9B
| $2.53M | ﹤0.01% |
12,667
+9,395
| +287% | +$2.04M |
|
1835
Protolabs
PRLB
$2.13B
| $2.53M | ﹤0.01% |
72,088
-2,995
| -4% | -$118K |
|
1836
Horizon Technology Finance
HRZN
$311M
| $2.52M | ﹤0.01% |
267,551
+28,804
| +12% | +$270K |
|
|
AMWD
1837
DELISTED
American Woodmark
AMWD
| $2.52M | ﹤0.01% |
42,857
-1,658
| -4% | -$117K |
|
1838
PAR Technology
PAR
$735M
| $2.52M | ﹤0.01% |
41,090
-160
| -0.4% | -$10.7K |
|
1839
Oscar Health
OSCR
$8.61B
| $2.52M | ﹤0.01% |
191,939
+2,322
| +1% | +$34.5K |
|
1840
AMN Healthcare
AMN
$1.4B
| $2.51M | ﹤0.01% |
102,636
-1,909
| -2% | -$49K |
|
1841
Runway Growth Finance
RWAY
$287M
| $2.51M | ﹤0.01% |
242,157
-13,026
| -5% | -$146K |
|
1842
C3.ai
AI
$1.59B
| $2.51M | ﹤0.01% |
119,189
+45
| +0% | +$1.28K |
|
|
ARIS
1843
Aris Mining
ARIS
$3.59B
| $2.51M | ﹤0.01% |
540,931
-25,689
| -5% | -$102K |
|
1844
Stellus Capital Investment Corp
SCM
$243M
| $2.5M | ﹤0.01% |
178,589
+4,887
| +3% | +$70.9K |
|
1845
National Beverage
FIZZ
$3.01B
| $2.5M | ﹤0.01% |
60,122
-3,397
| -5% | -$140K |
|
1846
Sprinklr
CXM
$1.61B
| $2.49M | ﹤0.01% |
298,264
-11,845
| -4% | -$104K |
|
1847
International General Insurance
IGIC
$1.15B
| $2.49M | ﹤0.01% |
94,617
-1,252
| -1% | -$31.7K |
|
1848
SSR Mining
SSRM
$6.48B
| $2.49M | ﹤0.01% |
248,112
+12,838
| +5% | +$118K |
|
|
PENG
1849
Penguin Solutions Inc
PENG
$2.99B
| $2.48M | ﹤0.01% |
143,061
-8,079
| -5% | -$159K |
|
1850
Riot Platforms
RIOT
$7.76B
| $2.47M | ﹤0.01% |
347,441
+41,428
| +14% | +$430K |
|
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.