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 | |
|---|---|---|---|---|---|---|
1926
BJ's Restaurants
BJRI
$1.48B
| $1.98M | ﹤0.01% |
57,909
-2,012
| -3% | -$71.4K |
|
1927
Liquidity Services
LQDT
$1.32B
| $1.98M | ﹤0.01% |
63,810
-1,171
| -2% | -$38.9K |
|
|
MCW
1928
DELISTED
Mister Car Wash
MCW
| $1.96M | ﹤0.01% |
248,732
-8,371
| -3% | -$64.8K |
|
1929
F&G Annuities & Life
FG
$3.62B
| $1.96M | ﹤0.01% |
54,428
+36,449
| +203% | +$1.53M |
|
1930
Healthcare Services Group
HCSG
$1.53B
| $1.96M | ﹤0.01% |
194,224
-6,312
| -3% | -$69.2K |
|
1931
Xencor
XNCR
$1.55B
| $1.95M | ﹤0.01% |
183,627
-7,887
| -4% | -$130K |
|
|
SAND
1932
DELISTED
Sandstorm Gold
SAND
| $1.95M | ﹤0.01% |
259,321
+18,395
| +8% | +$115K |
|
1933
Klaviyo
KVYO
$4.73B
| $1.95M | ﹤0.01% |
64,435
+12,136
| +23% | +$490K |
|
1934
Loar Holdings
LOAR
$6.64B
| $1.94M | ﹤0.01% |
27,527
+24,443
| +793% | +$1.76M |
|
|
STR
1935
DELISTED
Sitio Royalties
STR
| $1.94M | ﹤0.01% |
97,627
+1,518
| +2% | +$30.7K |
|
1936
Central Pacific Financial
CPF
$1B
| $1.94M | ﹤0.01% |
71,688
-700
| -1% | -$19.7K |
|
1937
Mirum Pharmaceuticals
MIRM
$6.14B
| $1.93M | ﹤0.01% |
42,834
+2,014
| +5% | +$94.9K |
|
1938
Dr. Reddy's Laboratories
RDY
$10.2B
| $1.93M | ﹤0.01% |
146,125
| – | – |
|
1939
Federal Agricultural Mortgage
AGM
$2.56B
| $1.92M | ﹤0.01% |
10,246
-480
| -4% | -$94.2K |
|
1940
iShares MSCI South Korea ETF
EWY
$25.7B
| $1.92M | ﹤0.01% |
35,500
| – | – |
|
1941
ICF International
ICFI
$1.72B
| $1.91M | ﹤0.01% |
22,498
+230
| +1% | +$24.1K |
|
1942
First Busey Corp
BUSE
$2.56B
| $1.91M | ﹤0.01% |
88,268
+28,706
| +48% | +$667K |
|
1943
Eagle Bancorp
EGBN
$845M
| $1.9M | ﹤0.01% |
90,257
-3,838
| -4% | -$91.1K |
|
1944
Hillman Solutions
HLMN
$1.79B
| $1.89M | ﹤0.01% |
215,439
-686
| -0.3% | -$6.66K |
|
1945
Axogen
AXGN
$2.5B
| $1.89M | ﹤0.01% |
102,306
+13,162
| +15% | +$238K |
|
1946
Atlanta Braves Holdings Series B
BATRK
$3.21B
| $1.89M | ﹤0.01% |
47,162
-1,610
| -3% | -$62.8K |
|
1947
Cars.com
CARS
$660M
| $1.88M | ﹤0.01% |
166,988
+573
| +0.3% | +$8.71K |
|
|
SLNO
1948
DELISTED
Soleno Therapeutics
SLNO
| $1.88M | ﹤0.01% |
26,332
+2,861
| +12% | +$139K |
|
1949
CNA Financial
CNA
$14.1B
| $1.87M | ﹤0.01% |
36,766
-14
| -0% | -$683 |
|
1950
Matthews International
MATW
$739M
| $1.86M | ﹤0.01% |
83,697
+221
| +0.3% | +$5.75K |
|
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.