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 | |
|---|---|---|---|---|---|---|
1926
STAAR Surgical
STAA
$1.16B
| $1.9M | ﹤0.01% |
101,728
-12,338
| -11% | -$236K |
|
1927
iQIYI
IQ
$1.18B
| $1.9M | ﹤0.01% |
1,407,633
+76,360
| +6% | +$132K |
|
1928
Madison Square Garden
MSGE
$3.61B
| $1.9M | ﹤0.01% |
32,204
-8,381
| -21% | -$496K |
|
1929
Eagle Bancorp
EGBN
$867M
| $1.88M | ﹤0.01% |
75,645
-5,541
| -7% | -$138K |
|
1930
Dave Inc
DAVE
$5.12B
| $1.88M | ﹤0.01% |
10,785
-1,549
| -13% | -$301K |
|
1931
Atkore
ATKR
$2.59B
| $1.88M | ﹤0.01% |
31,858
-4,686
| -13% | -$305K |
|
1932
Central Pacific Financial
CPF
$997M
| $1.88M | ﹤0.01% |
58,721
-3,454
| -6% | -$111K |
|
1933
Klaviyo
KVYO
$4.91B
| $1.88M | ﹤0.01% |
96,389
-21,804
| -18% | -$468K |
|
1934
Seaboard Corp
SEB
$4.52B
| $1.87M | ﹤0.01% |
330
-41
| -11% | -$205K |
|
1935
Virtus Investment Partners
VRTS
$1.11B
| $1.86M | ﹤0.01% |
13,879
-1,725
| -11% | -$254K |
|
1936
BioLife Solutions
BLFS
$1.46B
| $1.85M | ﹤0.01% |
97,209
-7,805
| -7% | -$173K |
|
1937
Universal Technical Institute
UTI
$2.08B
| $1.85M | ﹤0.01% |
51,269
-10,472
| -17% | -$330K |
|
1938
Immunovant
IMVT
$8.09B
| $1.85M | ﹤0.01% |
74,456
-18,258
| -20% | -$473K |
|
1939
Intuitive Machines
LUNR
$2.07B
| $1.85M | ﹤0.01% |
99,409
-15,683
| -14% | -$289K |
|
|
TRST
1940
Trustco Bank Corp NY
TRST
$977M
| $1.84M | ﹤0.01% |
42,027
-6,049
| -13% | -$265K |
|
|
PENG
1941
Penguin Solutions Inc
PENG
$2.76B
| $1.83M | ﹤0.01% |
104,259
-9,996
| -9% | -$190K |
|
1942
Dr. Reddy's Laboratories
RDY
$9.82B
| $1.83M | ﹤0.01% |
132,199
| – | – |
|
1943
United Fire Group
UFCS
$1.32B
| $1.83M | ﹤0.01% |
49,408
-3,579
| -7% | -$132K |
|
1944
Helios Technologies
HLIO
$2.64B
| $1.83M | ﹤0.01% |
28,290
-5,790
| -17% | -$388K |
|
1945
Quanex
NX
$854M
| $1.83M | ﹤0.01% |
101,859
-7,124
| -7% | -$134K |
|
1946
First Merchants
FRME
$2.72B
| $1.83M | ﹤0.01% |
47,182
-7,560
| -14% | -$295K |
|
1947
Atlanta Braves Holdings Series B
BATRK
$3.23B
| $1.83M | ﹤0.01% |
42,795
-5,226
| -11% | -$217K |
|
|
CMBT
1948
CMB.TECH NV
CMBT
$4.57B
| $1.82M | ﹤0.01% |
144,313
-79,976
| -36% | -$1M |
|
1949
Newmark Group
NMRK
$2.73B
| $1.82M | ﹤0.01% |
121,214
-23,791
| -16% | -$375K |
|
1950
RLX Technology
RLX
$2.48B
| $1.82M | ﹤0.01% |
826,133
-56,849
| -6% | -$131K |
|
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.