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 |
Microsoft
MSFT
|
+$985M |
| 2 |
Apple
AAPL
|
+$632M |
| 3 |
NVIDIA
NVDA
|
+$455M |
| 4 |
Meta Platforms (Facebook)
META
|
+$416M |
| 5 |
Amazon
AMZN
|
+$374M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Tesla
TSLA
|
+$377M |
| 2 |
HES
Hess
HES
|
+$252M |
| 3 |
ANSS
Ansys
ANSS
|
+$216M |
| 4 |
JNPR
Juniper Networks
JNPR
|
+$104M |
| 5 |
Welltower
WELL
|
+$94.7M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 35.5% |
| 2 | Financials | 13.17% |
| 3 | Consumer Discretionary | 9.84% |
| 4 | Communication Services | 9.37% |
| 5 | Healthcare | 8.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2001
FIVE9
FIVN
$2.54B
| $1.9M | ﹤0.01% |
78,602
-6,574
| -8% | -$174K |
|
2002
Matthews International
MATW
$739M
| $1.9M | ﹤0.01% |
78,263
-3,303
| -4% | -$81.1K |
|
2003
Ethan Allen Interiors
ETD
$603M
| $1.89M | ﹤0.01% |
64,231
-676
| -1% | -$20K |
|
2004
Sabre
SABR
$835M
| $1.89M | ﹤0.01% |
1,033,028
-14,687
| -1% | -$34.6K |
|
2005
PureCycle Technologies
PCT
$1.45B
| $1.89M | ﹤0.01% |
143,679
+289
| +0.2% | +$4.01K |
|
2006
Nicolet Bankshares
NIC
$3.62B
| $1.89M | ﹤0.01% |
14,039
-282
| -2% | -$37.4K |
|
2007
Napco Security Technologies
NSSC
$1.48B
| $1.89M | ﹤0.01% |
43,937
+430
| +1% | +$14.9K |
|
2008
Dream Finders Homes
DFH
$1.36B
| $1.88M | ﹤0.01% |
72,469
-2,380
| -3% | -$65.4K |
|
2009
Bristow Group
VTOL
$1.36B
| $1.88M | ﹤0.01% |
52,033
+5,356
| +11% | +$197K |
|
2010
Marcus & Millichap
MMI
$1.19B
| $1.88M | ﹤0.01% |
63,930
-1,445
| -2% | -$45.4K |
|
2011
BW LPG
BWLP
$3.3B
| $1.87M | ﹤0.01% |
130,881
+13,701
| +12% | +$198K |
|
2012
Tarsus Pharmaceuticals
TARS
$2.84B
| $1.86M | ﹤0.01% |
31,311
-4,115
| -12% | -$203K |
|
2013
Flywire
FLYW
$2.16B
| $1.86M | ﹤0.01% |
137,148
-19,021
| -12% | -$234K |
|
2014
Liquidity Services
LQDT
$1.32B
| $1.85M | ﹤0.01% |
67,534
+3,168
| +5% | +$81.5K |
|
|
HAPN
2015
Happen Inc
HAPN
$2.24B
| $1.85M | ﹤0.01% |
121,872
-1,457
| -1% | -$22.1K |
|
2016
Intellia Therapeutics
NTLA
$1.67B
| $1.85M | ﹤0.01% |
106,999
-460
| -0.4% | -$5.67K |
|
2017
CRA International
CRAI
$1.06B
| $1.84M | ﹤0.01% |
8,842
+90
| +1% | +$17.3K |
|
|
TRST
2018
Trustco Bank Corp NY
TRST
$938M
| $1.84M | ﹤0.01% |
50,779
-1,252
| -2% | -$45.7K |
|
2019
Coursera
COUR
$1.54B
| $1.84M | ﹤0.01% |
157,374
-3,368
| -2% | -$36.6K |
|
2020
Turning Point Brands
TPB
$1.74B
| $1.84M | ﹤0.01% |
18,620
-54
| -0.3% | -$4.89K |
|
2021
Alphatec Holdings
ATEC
$1.44B
| $1.83M | ﹤0.01% |
126,177
+3,357
| +3% | +$46.7K |
|
2022
Alpha and Omega Semiconductor
AOSL
$1.08B
| $1.82M | ﹤0.01% |
65,040
-359
| -0.5% | -$9.97K |
|
2023
Winmark
WINA
$1.32B
| $1.8M | ﹤0.01% |
3,624
+227
| +7% | +$97.5K |
|
2024
Celldex Therapeutics
CLDX
$3.28B
| $1.8M | ﹤0.01% |
69,579
-1,611
| -2% | -$37.3K |
|
2025
Takeda Pharmaceutical
TAK
$55.7B
| $1.8M | ﹤0.01% |
122,846
-13,869
| -10% | -$206K |
|
Similar funds
Legal & General Group's Q3 2025 Portfolio in Review
As of Q3 2025, Legal & General Group held 3,464 positions worth $446B, up 11% from $403B the previous quarter. Its ten largest holdings account for 35% of the portfolio.
Trading was light in Q3 2025: portfolio turnover was 3.1%. Legal & General Group opened 48 new positions and exited 58, leaving the 3,464-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 36% of assets, up from 34% a quarter earlier, followed by Financials and Consumer Discretionary.
- Legal & General Group's largest Q3 2025 buy was iShares 10+ Year Investment Grade Corporate Bond ETF: 910,591 shares worth $46.9M.
- Legal & General Group added most to Microsoft in Q3 2025, an estimated $985M increase.
- Legal & General Group's biggest Q3 2025 reduction was Tesla, cutting an estimated $377M.
- Legal & General Group fully exited Hess in Q3 2025, selling an estimated $252M.
- Legal & General Group's ten largest holdings make up 35% of its $446B portfolio in Q3 2025.
- Legal & General Group opened 48 new positions and closed 58 in Q3 2025.
- Legal & General Group's portfolio value rose 11% quarter-over-quarter to $446B.
Based on Legal & General Group's 13F filing for Q3 2025, filed 13 Nov 2025.