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 | |
|---|---|---|---|---|---|---|
1976
Calumet Specialty Products
CLMT
$3.63B
| $1.69M | ﹤0.01% |
46,955
-15,483
| -25% | -$401K |
|
|
TGB
1977
Trekor Metals
TGB
$2.56B
| $1.68M | ﹤0.01% |
260,609
+18,501
| +8% | +$134K |
|
|
LGN
1978
Legence Corp
LGN
$5.44B
| $1.67M | ﹤0.01% |
29,652
+26,022
| +717% | +$1.31M |
|
1979
Blue Bird Corp
BLBD
$2.41B
| $1.67M | ﹤0.01% |
29,453
-5,168
| -15% | -$279K |
|
1980
First Busey Corp
BUSE
$2.52B
| $1.67M | ﹤0.01% |
66,117
-16,499
| -20% | -$416K |
|
1981
Koppers
KOP
$966M
| $1.66M | ﹤0.01% |
43,017
-5,358
| -11% | -$179K |
|
|
FBRT
1982
Franklin BSP Realty Trust
FBRT
$601M
| $1.65M | ﹤0.01% |
194,510
-14,187
| -7% | -$135K |
|
|
WSR
1983
DELISTED
Whitestone REIT
WSR
| $1.65M | ﹤0.01% |
102,248
-13,627
| -12% | -$205K |
|
1984
National Beverage
FIZZ
$2.87B
| $1.65M | ﹤0.01% |
48,927
-9,370
| -16% | -$325K |
|
1985
Matthews International
MATW
$864M
| $1.64M | ﹤0.01% |
63,446
-7,820
| -11% | -$205K |
|
1986
Insteel Industries
IIIN
$633M
| $1.64M | ﹤0.01% |
48,692
-254
| -0.5% | -$8.71K |
|
1987
Dillards
DDS
$8.87B
| $1.63M | ﹤0.01% |
2,849
-869
| -23% | -$542K |
|
1988
Enterprise Financial Services Corp
EFSC
$2.41B
| $1.63M | ﹤0.01% |
30,100
-6,009
| -17% | -$339K |
|
1989
International General Insurance
IGIC
$1.23B
| $1.63M | ﹤0.01% |
67,086
-11,610
| -15% | -$284K |
|
1990
Shenandoah Telecom
SHEN
$632M
| $1.62M | ﹤0.01% |
105,244
-13,411
| -11% | -$175K |
|
|
PRSU
1991
Pursuit Attractions and Hospitality Inc
PRSU
$1.43B
| $1.62M | ﹤0.01% |
44,160
-4,354
| -9% | -$155K |
|
|
VGNT
1992
Versigent PLC
VGNT
$2.95B
| $1.61M | ﹤0.01% |
+50,527
| New | +$1.57M |
|
1993
Apogee Enterprises
APOG
$850M
| $1.61M | ﹤0.01% |
47,963
-4,566
| -9% | -$169K |
|
1994
John B. Sanfilippo & Son
JBSS
$949M
| $1.61M | ﹤0.01% |
20,269
-2,565
| -11% | -$197K |
|
|
DX
1995
Dynex Capital
DX
$2.99B
| $1.61M | ﹤0.01% |
125,800
-4,201
| -3% | -$57.8K |
|
1996
RPC Inc
RES
$1.24B
| $1.6M | ﹤0.01% |
226,402
+6,737
| +3% | +$42K |
|
1997
National Presto Industries
NPK
$891M
| $1.6M | ﹤0.01% |
11,695
-1,424
| -11% | -$182K |
|
1998
AMN Healthcare
AMN
$1.28B
| $1.6M | ﹤0.01% |
87,340
-7,389
| -8% | -$140K |
|
1999
Hertz
HTZ
$572M
| $1.6M | ﹤0.01% |
347,366
-11,304
| -3% | -$54.7K |
|
|
RZLV
2000
Rezolve AI
RZLV
$893M
| $1.59M | ﹤0.01% |
623,712
+32,238
| +5% | +$90.9K |
|
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.