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 |
Amazon
AMZN
|
+$300M |
| 2 |
iShares MSCI India ETF
INDA
|
+$280M |
| 3 |
Wells Fargo
WFC
|
+$263M |
| 4 |
Spotify
SPOT
|
+$185M |
| 5 |
Microsoft
MSFT
|
+$158M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$880M |
| 2 |
Apple
AAPL
|
+$847M |
| 3 |
Cisco
CSCO
|
+$301M |
| 4 |
Broadcom
AVGO
|
+$283M |
| 5 |
UnitedHealth
UNH
|
+$259M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 33.86% |
| 2 | Financials | 13.2% |
| 3 | Consumer Discretionary | 10.31% |
| 4 | Healthcare | 10.03% |
| 5 | Communication Services | 8.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1976
Xometry
XMTR
$5.16B
| $2.02M | ﹤0.01% |
47,449
+6,063
| +15% | +$171K |
|
1977
Lemonade
LMND
$4.11B
| $2.02M | ﹤0.01% |
55,138
-463
| -0.8% | -$14.8K |
|
1978
Vera Therapeutics
VERA
$2.22B
| $2.02M | ﹤0.01% |
47,809
+8,313
| +21% | +$368K |
|
|
AVNS
1979
DELISTED
Avanos Medical
AVNS
| $2.01M | ﹤0.01% |
126,511
+630
| +0.5% | +$12.5K |
|
1980
Monro
MNRO
$373M
| $2.01M | ﹤0.01% |
80,999
+400
| +0.5% | +$11K |
|
1981
CEVA Inc
CEVA
$864M
| $2M | ﹤0.01% |
63,278
+4,453
| +8% | +$124K |
|
1982
Newmark Group
NMRK
$2.62B
| $1.99M | ﹤0.01% |
155,219
-1,893
| -1% | -$28K |
|
|
HAPN
1983
Happen Inc
HAPN
$2.28B
| $1.98M | ﹤0.01% |
122,498
+12,523
| +11% | +$185K |
|
|
ARIS
1984
Aris Mining
ARIS
$3.53B
| $1.98M | ﹤0.01% |
566,620
-138,940
| -20% | -$579K |
|
|
AVDX
1985
DELISTED
AvidXchange
AVDX
| $1.97M | ﹤0.01% |
190,503
+6,078
| +3% | +$59.3K |
|
1986
TriplePoint Venture Growth BDC
TPVG
$213M
| $1.95M | ﹤0.01% |
264,486
+3,418
| +1% | +$25.1K |
|
|
BCYC
1987
Bicycle Therapeutics
BCYC
$289M
| $1.95M | ﹤0.01% |
139,075
-99,741
| -42% | -$2.14M |
|
|
HEES
1988
DELISTED
H&E Equipment Services
HEES
| $1.94M | ﹤0.01% |
39,692
+2,287
| +6% | +$125K |
|
1989
Kosmos Energy
KOS
$1.49B
| $1.94M | ﹤0.01% |
567,106
+13,575
| +2% | +$51.7K |
|
1990
Atour Lifestyle Holdings
ATAT
$4.74B
| $1.94M | ﹤0.01% |
72,100
+70,827
| +5,564% | +$1.9M |
|
1991
CareDx
CDNA
$2.44B
| $1.92M | ﹤0.01% |
89,751
+6,201
| +7% | +$151K |
|
1992
Asana
ASAN
$2.14B
| $1.92M | ﹤0.01% |
94,547
+4,869
| +5% | +$77.1K |
|
1993
Hanmi Financial
HAFC
$949M
| $1.9M | ﹤0.01% |
80,571
+2,508
| +3% | +$58.8K |
|
1994
Capitol Federal Financial
CFFN
$1.1B
| $1.9M | ﹤0.01% |
321,414
+4,625
| +1% | +$29.5K |
|
1995
Perimeter Solutions
PRM
$5.73B
| $1.89M | ﹤0.01% |
147,948
-4,994
| -3% | -$65.2K |
|
1996
Mesa Laboratories
MLAB
$585M
| $1.88M | ﹤0.01% |
14,287
-925
| -6% | -$114K |
|
1997
AdvanSix
ASIX
$460M
| $1.88M | ﹤0.01% |
66,013
-329
| -0.5% | -$9.95K |
|
1998
Dream Finders Homes
DFH
$1.28B
| $1.88M | ﹤0.01% |
79,842
+55,695
| +231% | +$1.7M |
|
|
MCW
1999
DELISTED
Mister Car Wash
MCW
| $1.87M | ﹤0.01% |
257,103
+3,522
| +1% | +$25.7K |
|
|
SPTN
2000
DELISTED
SpartanNash
SPTN
| $1.87M | ﹤0.01% |
102,290
+1,217
| +1% | +$24.3K |
|
Similar funds
Legal & General Group's Q4 2024 Portfolio in Review
As of Q4 2024, Legal & General Group held 3,439 positions worth $378B, down 0.57% from $380B the previous quarter. Its ten largest holdings account for 33% of the portfolio.
Trading was light in Q4 2024: portfolio turnover was 2.4%. Legal & General Group opened 34 new positions and exited 49, leaving the 3,439-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 34% of assets, up from 33% a quarter earlier, followed by Financials and Consumer Discretionary.
- Legal & General Group's largest Q4 2024 buy was iShares MSCI India ETF: 5,080,058 shares worth $267M.
- Legal & General Group added most to Amazon in Q4 2024, an estimated $300M increase.
- Legal & General Group's biggest Q4 2024 reduction was NVIDIA, cutting an estimated $880M.
- Legal & General Group fully exited Marathon Oil Corporation in Q4 2024, selling an estimated $82.7M.
- Legal & General Group's ten largest holdings make up 33% of its $378B portfolio in Q4 2024.
- Legal & General Group opened 34 new positions and closed 49 in Q4 2024.
- Legal & General Group's portfolio value fell 0.57% quarter-over-quarter to $378B.
Based on Legal & General Group's 13F filing for Q4 2024, filed 13 Feb 2025.