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 | |
|---|---|---|---|---|---|---|
1976
Hanmi Financial
HAFC
$946M
| $1.76M | ﹤0.01% |
77,757
-2,814
| -3% | -$65.1K |
|
1977
Agios Pharmaceuticals
AGIO
$1.93B
| $1.76M | ﹤0.01% |
60,043
-11,634
| -16% | -$386K |
|
|
INVX
1978
Innovex International
INVX
$1.97B
| $1.76M | ﹤0.01% |
97,769
+7,484
| +8% | +$127K |
|
1979
Capitol Federal Financial
CFFN
$1.1B
| $1.76M | ﹤0.01% |
313,546
-7,868
| -2% | -$45.9K |
|
|
ACH
1980
Accendra Health
ACH
$214M
| $1.75M | ﹤0.01% |
194,190
-17,871
| -8% | -$189K |
|
|
AVNS
1981
DELISTED
Avanos Medical
AVNS
| $1.75M | ﹤0.01% |
122,312
-4,199
| -3% | -$65.6K |
|
|
APLS
1982
DELISTED
Apellis Pharmaceuticals
APLS
| $1.73M | ﹤0.01% |
79,070
-7,701
| -9% | -$213K |
|
1983
Lemonade
LMND
$4.1B
| $1.73M | ﹤0.01% |
55,001
-137
| -0.2% | -$4.71K |
|
1984
CareDx
CDNA
$2.42B
| $1.73M | ﹤0.01% |
97,209
+7,458
| +8% | +$161K |
|
|
WSR
1985
DELISTED
Whitestone REIT
WSR
| $1.72M | ﹤0.01% |
117,915
+3,086
| +3% | +$42.5K |
|
1986
QuantumScape Corp
QS
$3.74B
| $1.71M | ﹤0.01% |
411,832
+6,469
| +2% | +$32K |
|
1987
Dream Finders Homes
DFH
$1.36B
| $1.7M | ﹤0.01% |
75,132
-4,710
| -6% | -$110K |
|
1988
D-Wave Quantum Inc. Common Stock
QBTS
$7.73B
| $1.7M | ﹤0.01% |
223,748
+213,775
| +2,144% | +$1.44M |
|
1989
CVR Energy
CVI
$3.13B
| $1.69M | ﹤0.01% |
87,356
-3,097
| -3% | -$60.5K |
|
|
KREF
1990
KKR Real Estate Finance Trust
KREF
$499M
| $1.69M | ﹤0.01% |
156,404
-11,551
| -7% | -$124K |
|
1991
Arcutis Biotherapeutics
ARQT
$3.18B
| $1.68M | ﹤0.01% |
107,578
-249
| -0.2% | -$3.51K |
|
1992
Rigetti Computing
RGTI
$5.99B
| $1.68M | ﹤0.01% |
212,089
+198,038
| +1,409% | +$2.2M |
|
1993
Baytex Energy
BTE
$2.92B
| $1.68M | ﹤0.01% |
755,785
+50,532
| +7% | +$120K |
|
1994
Trump Media & Technology Group
DJT
$2.83B
| $1.67M | ﹤0.01% |
85,614
+9,417
| +12% | +$264K |
|
1995
ProPetro Holding
PUMP
$1.35B
| $1.67M | ﹤0.01% |
227,470
-4,888
| -2% | -$42.5K |
|
1996
MannKind Corp
MNKD
$1.32B
| $1.67M | ﹤0.01% |
331,589
-5,701
| -2% | -$31.9K |
|
1997
Nelnet
NNI
$4.7B
| $1.67M | ﹤0.01% |
15,022
-1,027
| -6% | -$115K |
|
1998
PDF Solutions
PDFS
$2.07B
| $1.66M | ﹤0.01% |
86,900
-2,769
| -3% | -$68K |
|
|
AVDX
1999
DELISTED
AvidXchange
AVDX
| $1.65M | ﹤0.01% |
194,749
+4,246
| +2% | +$39.2K |
|
2000
Mesa Laboratories
MLAB
$574M
| $1.65M | ﹤0.01% |
13,911
-376
| -3% | -$51.3K |
|
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.