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
|
+$342M |
| 2 |
NVIDIA
NVDA
|
+$330M |
| 3 |
Capital One
COF
|
+$288M |
| 4 |
Johnson & Johnson
JNJ
|
+$169M |
| 5 |
AMRZ
Amrize Ltd
AMRZ
|
+$164M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$1.01B |
| 2 |
Microsoft
MSFT
|
+$999M |
| 3 |
DFS
Discover Financial Services
DFS
|
+$296M |
| 4 |
Eli Lilly
LLY
|
+$215M |
| 5 |
Amazon
AMZN
|
+$185M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 34.29% |
| 2 | Financials | 13.54% |
| 3 | Consumer Discretionary | 9.85% |
| 4 | Healthcare | 9.21% |
| 5 | Communication Services | 8.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Sempra
SRE
$57.9B
| $449M | 0.11% |
5,929,331
-282,570
| -5% | -$21M |
|
177
Canadian National Railway
CNI
$76.9B
| $447M | 0.11% |
4,297,325
-13,371
| -0.3% | -$1.36M |
|
178
Lockheed Martin
LMT
$134B
| $444M | 0.11% |
959,510
+6,073
| +0.6% | +$2.84M |
|
179
Canadian Imperial Bank of Commerce
CM
$108B
| $438M | 0.11% |
6,183,439
+262,675
| +4% | +$16.9M |
|
180
Brookfield
BN
$104B
| $435M | 0.11% |
10,573,143
-323,490
| -3% | -$12M |
|
181
Travelers Companies
TRV
$78.1B
| $435M | 0.11% |
1,626,427
-159,718
| -9% | -$42.1M |
|
182
Dominion Energy
D
$60.8B
| $433M | 0.11% |
7,669,476
+394,158
| +5% | +$21.6M |
|
183
Newmont
NEM
$98.7B
| $433M | 0.11% |
7,444,729
+438,748
| +6% | +$23.4M |
|
184
Consolidated Edison
ED
$40.1B
| $431M | 0.11% |
4,299,469
-285,315
| -6% | -$30.2M |
|
185
Cummins
CMI
$87.5B
| $429M | 0.11% |
1,309,895
-135,915
| -9% | -$42.1M |
|
186
HCA Healthcare
HCA
$87.2B
| $428M | 0.11% |
1,116,033
-27,138
| -2% | -$9.78M |
|
187
Norfolk Southern
NSC
$75.4B
| $427M | 0.11% |
1,667,323
-80,901
| -5% | -$19.1M |
|
188
Royal Caribbean
RCL
$85.1B
| $424M | 0.11% |
1,353,295
+162,133
| +14% | +$38.6M |
|
189
Arthur J. Gallagher & Co
AJG
$64.1B
| $421M | 0.1% |
1,316,494
+6,896
| +0.5% | +$2.27M |
|
190
Scotiabank
BNS
$107B
| $421M | 0.1% |
7,635,861
-366,128
| -5% | -$18.6M |
|
191
TE Connectivity
TEL
$59.6B
| $421M | 0.1% |
2,493,915
-2,823
| -0.1% | -$429K |
|
192
Oneok
OKE
$57.2B
| $419M | 0.1% |
5,137,693
+142,330
| +3% | +$11.9M |
|
193
United Parcel Service
UPS
$88.6B
| $416M | 0.1% |
4,117,171
-87,809
| -2% | -$8.64M |
|
194
Marvell Technology
MRVL
$168B
| $415M | 0.1% |
5,360,485
+24,345
| +0.5% | +$1.52M |
|
195
VICI Properties
VICI
$29B
| $414M | 0.1% |
12,705,425
+199,820
| +2% | +$6.36M |
|
196
Aflac
AFL
$64.9B
| $413M | 0.1% |
3,913,111
-392,385
| -9% | -$41.2M |
|
197
Howmet Aerospace
HWM
$113B
| $411M | 0.1% |
2,209,251
-59,959
| -3% | -$9.22M |
|
198
NXP Semiconductors
NXPI
$57.8B
| $408M | 0.1% |
1,869,228
+28,275
| +2% | +$5.52M |
|
199
US Bancorp
USB
$98.2B
| $407M | 0.1% |
9,000,281
-508,995
| -5% | -$21.4M |
|
200
Cencora
COR
$60.6B
| $407M | 0.1% |
1,355,792
+22,335
| +2% | +$6.43M |
|
Similar funds
Legal & General Group's Q2 2025 Portfolio in Review
As of Q2 2025, Legal & General Group held 3,602 positions worth $403B, up 9.7% from $367B the previous quarter. Its ten largest holdings account for 32% of the portfolio.
Legal & General Group's Q2 2025 filing shows 227 new, 1,896 increased, 1,081 reduced and 186 closed positions. Its largest new stake was Amrize Ltd: 3,253,080 shares worth $162M. The largest sale was Apple, an estimated $1.01B.
By sector, the portfolio is most concentrated in Technology at 34% of assets, up from 31% a quarter earlier, followed by Financials and Consumer Discretionary.
- Legal & General Group's largest Q2 2025 buy was Amrize Ltd: 3,253,080 shares worth $162M.
- Legal & General Group added most to Tesla in Q2 2025, an estimated $342M increase.
- Legal & General Group's biggest Q2 2025 reduction was Apple, cutting an estimated $1.01B.
- Legal & General Group fully exited Discover Financial Services in Q2 2025, selling an estimated $296M.
- Legal & General Group's ten largest holdings make up 32% of its $403B portfolio in Q2 2025.
- Legal & General Group opened 227 new positions and closed 186 in Q2 2025.
- Legal & General Group's portfolio value rose 9.7% quarter-over-quarter to $403B.
Based on Legal & General Group's 13F filing for Q2 2025, filed 12 Aug 2025.