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 |
Microsoft
MSFT
|
+$985M |
| 2 |
Apple
AAPL
|
+$632M |
| 3 |
NVIDIA
NVDA
|
+$455M |
| 4 |
Meta Platforms (Facebook)
META
|
+$416M |
| 5 |
Amazon
AMZN
|
+$374M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Tesla
TSLA
|
+$377M |
| 2 |
HES
Hess
HES
|
+$252M |
| 3 |
ANSS
Ansys
ANSS
|
+$216M |
| 4 |
JNPR
Juniper Networks
JNPR
|
+$104M |
| 5 |
Welltower
WELL
|
+$94.7M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 35.5% |
| 2 | Financials | 13.17% |
| 3 | Consumer Discretionary | 9.84% |
| 4 | Communication Services | 9.37% |
| 5 | Healthcare | 8.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1926
Deluxe
DLX
$1.15B
| $2.28M | ﹤0.01% |
117,821
-2,549
| -2% | -$46.4K |
|
1927
Saratoga Investment
SAR
$322M
| $2.28M | ﹤0.01% |
93,529
-1,421
| -1% | -$35.5K |
|
1928
Enterprise Financial Services Corp
EFSC
$2.39B
| $2.25M | ﹤0.01% |
38,757
-1,171
| -3% | -$68.1K |
|
1929
PDF Solutions
PDFS
$2.07B
| $2.24M | ﹤0.01% |
86,938
-2,343
| -3% | -$51.2K |
|
1930
Stellus Capital Investment Corp
SCM
$243M
| $2.24M | ﹤0.01% |
171,632
-12,374
| -7% | -$178K |
|
1931
RingCentral
RNG
$5.28B
| $2.23M | ﹤0.01% |
78,762
-5,902
| -7% | -$172K |
|
1932
Tootsie Roll Industries
TR
$2.98B
| $2.23M | ﹤0.01% |
54,840
+5,361
| +11% | +$203K |
|
1933
Viking Holdings
VIK
$47.2B
| $2.23M | ﹤0.01% |
35,821
-11,889
| -25% | -$709K |
|
1934
Heritage Financial
HFWA
$1.21B
| $2.22M | ﹤0.01% |
91,912
-3,019
| -3% | -$73.2K |
|
1935
Southside Bancshares
SBSI
$967M
| $2.22M | ﹤0.01% |
78,448
-34
| -0% | -$1.03K |
|
1936
Cable One
CABO
$212M
| $2.22M | ﹤0.01% |
12,515
-313
| -2% | -$47K |
|
1937
Tandem Diabetes Care
TNDM
$1.56B
| $2.21M | ﹤0.01% |
182,432
-2,421
| -1% | -$32.8K |
|
1938
C3.ai
AI
$1.59B
| $2.21M | ﹤0.01% |
127,267
-6,179
| -5% | -$129K |
|
1939
Delek US
DK
$3.58B
| $2.2M | ﹤0.01% |
68,328
+2,217
| +3% | +$57.9K |
|
1940
Levi Strauss
LEVI
$9.39B
| $2.19M | ﹤0.01% |
94,153
-127
| -0.1% | -$2.7K |
|
1941
Central Pacific Financial
CPF
$1B
| $2.19M | ﹤0.01% |
72,237
-1,404
| -2% | -$41.1K |
|
|
TTAN
1942
ServiceTitan Inc
TTAN
$8.19B
| $2.19M | ﹤0.01% |
21,735
-2,552
| -11% | -$280K |
|
1943
Standard Motor Products
SMP
$911M
| $2.19M | ﹤0.01% |
53,595
-1,206
| -2% | -$44.2K |
|
|
DOO
1944
Bombardier Recreational Products
DOO
$4.77B
| $2.18M | ﹤0.01% |
35,814
-1,681
| -4% | -$94.5K |
|
1945
Blue Bird Corp
BLBD
$2.18B
| $2.16M | ﹤0.01% |
37,568
+1,344
| +4% | +$70.1K |
|
1946
REX American Resources
REX
$1.41B
| $2.16M | ﹤0.01% |
70,573
-4,815
| -6% | -$137K |
|
1947
Columbia Sportswear
COLM
$2.94B
| $2.16M | ﹤0.01% |
41,251
-5,836
| -12% | -$328K |
|
1948
AvePoint
AVPT
$2.71B
| $2.15M | ﹤0.01% |
143,500
+8,599
| +6% | +$144K |
|
1949
Stock Yards Bancorp
SYBT
$2.6B
| $2.15M | ﹤0.01% |
30,692
-657
| -2% | -$50.7K |
|
1950
Liberty Global Class A
LBTYA
$3.6B
| $2.15M | ﹤0.01% |
187,446
-1,261
| -0.7% | -$13.9K |
|
Similar funds
Legal & General Group's Q3 2025 Portfolio in Review
As of Q3 2025, Legal & General Group held 3,464 positions worth $446B, up 11% from $403B the previous quarter. Its ten largest holdings account for 35% of the portfolio.
Trading was light in Q3 2025: portfolio turnover was 3.1%. Legal & General Group opened 48 new positions and exited 58, leaving the 3,464-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 36% of assets, up from 34% a quarter earlier, followed by Financials and Consumer Discretionary.
- Legal & General Group's largest Q3 2025 buy was iShares 10+ Year Investment Grade Corporate Bond ETF: 910,591 shares worth $46.9M.
- Legal & General Group added most to Microsoft in Q3 2025, an estimated $985M increase.
- Legal & General Group's biggest Q3 2025 reduction was Tesla, cutting an estimated $377M.
- Legal & General Group fully exited Hess in Q3 2025, selling an estimated $252M.
- Legal & General Group's ten largest holdings make up 35% of its $446B portfolio in Q3 2025.
- Legal & General Group opened 48 new positions and closed 58 in Q3 2025.
- Legal & General Group's portfolio value rose 11% quarter-over-quarter to $446B.
Based on Legal & General Group's 13F filing for Q3 2025, filed 13 Nov 2025.