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 | |
|---|---|---|---|---|---|---|
2001
Bristow Group
VTOL
$1.36B
| $1.65M | ﹤0.01% |
52,143
+113
| +0.2% | +$3.88K |
|
2002
Ethan Allen Interiors
ETD
$603M
| $1.64M | ﹤0.01% |
59,095
-3,278
| -5% | -$93.3K |
|
2003
IDT Corp
IDT
$1.62B
| $1.64M | ﹤0.01% |
31,892
+2,780
| +10% | +$135K |
|
|
ADAM
2004
Adamas Trust
ADAM
$883M
| $1.63M | ﹤0.01% |
251,442
+4,627
| +2% | +$29.5K |
|
2005
Magnite
MGNI
$3.55B
| $1.63M | ﹤0.01% |
142,966
+3,349
| +2% | +$53.4K |
|
2006
Astronics
ATRO
$3.84B
| $1.62M | ﹤0.01% |
80,466
-1,645
| -2% | -$27.7K |
|
|
REVG
2007
DELISTED
REV Group
REVG
| $1.62M | ﹤0.01% |
51,259
-3,064
| -6% | -$99.2K |
|
2008
Caleres
CAL
$487M
| $1.62M | ﹤0.01% |
93,933
-5,848
| -6% | -$105K |
|
2009
IES Holdings
IESC
$15.2B
| $1.62M | ﹤0.01% |
9,788
-481
| -5% | -$100K |
|
2010
Shenandoah Telecom
SHEN
$746M
| $1.61M | ﹤0.01% |
127,790
-4,253
| -3% | -$50K |
|
2011
Brookfield Asset Management
BAM
$83.8B
| $1.6M | ﹤0.01% |
32,973
-606
| -2% | -$33K |
|
2012
Core Scientific
CORZ
$6.75B
| $1.6M | ﹤0.01% |
220,429
+26,061
| +13% | +$297K |
|
2013
United Fire Group
UFCS
$1.4B
| $1.59M | ﹤0.01% |
54,122
-1,760
| -3% | -$47.5K |
|
2014
Teladoc Health
TDOC
$1.3B
| $1.58M | ﹤0.01% |
198,527
+305
| +0.2% | +$3.08K |
|
2015
Allegiant Air
ALGT
$2.57B
| $1.57M | ﹤0.01% |
30,484
-1,283
| -4% | -$103K |
|
2016
CEVA Inc
CEVA
$1.08B
| $1.57M | ﹤0.01% |
61,175
-2,103
| -3% | -$67.6K |
|
2017
Ecopetrol
EC
$34.5B
| $1.56M | ﹤0.01% |
149,470
| – | – |
|
2018
Alpha and Omega Semiconductor
AOSL
$1.08B
| $1.56M | ﹤0.01% |
62,942
-1,477
| -2% | -$49.4K |
|
|
LADR
2019
Ladder Capital
LADR
$1.24B
| $1.55M | ﹤0.01% |
135,575
-3,630
| -3% | -$41.5K |
|
2020
Barrett Business Services
BBSI
$804M
| $1.55M | ﹤0.01% |
37,552
-1,118
| -3% | -$46.6K |
|
2021
Adaptive Biotechnologies
ADPT
$3.97B
| $1.52M | ﹤0.01% |
205,193
+96,563
| +89% | +$742K |
|
2022
Vir Biotechnology
VIR
$1.49B
| $1.52M | ﹤0.01% |
234,850
+2,867
| +1% | +$25.5K |
|
2023
Dave & Buster's
PLAY
$357M
| $1.52M | ﹤0.01% |
86,510
-3,681
| -4% | -$87.2K |
|
2024
REX American Resources
REX
$1.41B
| $1.52M | ﹤0.01% |
80,798
-2,500
| -3% | -$50.2K |
|
|
MAG
2025
DELISTED
MAG Silver
MAG
| $1.52M | ﹤0.01% |
99,705
+5,274
| +6% | +$81.8K |
|
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.