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 | |
|---|---|---|---|---|---|---|
2026
Dillards
DDS
$9.9B
| $1.76M | ﹤0.01% |
4,082
+90
| +2% | +$36.9K |
|
|
WAY
2027
Waystar Holding Corp
WAY
$4.74B
| $1.76M | ﹤0.01% |
47,969
+43,528
| +980% | +$1.34M |
|
|
DOO
2028
Bombardier Recreational Products
DOO
$4.7B
| $1.76M | ﹤0.01% |
34,563
-138,820
| -80% | -$7.21M |
|
2029
Ethan Allen Interiors
ETD
$598M
| $1.75M | ﹤0.01% |
62,373
-314
| -0.5% | -$9.31K |
|
2030
Green Dot
GDOT
$752M
| $1.75M | ﹤0.01% |
164,677
+6,850
| +4% | +$75.6K |
|
2031
RLX Technology
RLX
$2.44B
| $1.75M | ﹤0.01% |
810,832
-736,233
| -48% | -$1.32M |
|
|
ZUO
2032
DELISTED
Zuora, Inc.
ZUO
| $1.75M | ﹤0.01% |
175,970
+15,765
| +10% | +$153K |
|
2033
First Advantage
FA
$4.05B
| $1.74M | ﹤0.01% |
93,109
+35,580
| +62% | +$675K |
|
2034
REX American Resources
REX
$1.43B
| $1.74M | ﹤0.01% |
83,298
+374
| +0.5% | +$8.26K |
|
2035
Green Plains
GPRE
$1.06B
| $1.73M | ﹤0.01% |
182,575
-739
| -0.4% | -$8.32K |
|
|
REVG
2036
DELISTED
REV Group
REVG
| $1.73M | ﹤0.01% |
54,323
-1,111
| -2% | -$33K |
|
2037
Standard Motor Products
SMP
$885M
| $1.72M | ﹤0.01% |
55,668
+4,500
| +9% | +$145K |
|
2038
Iovance Biotherapeutics
IOVA
$2.9B
| $1.72M | ﹤0.01% |
232,654
+13,549
| +6% | +$126K |
|
2039
Nelnet
NNI
$4.53B
| $1.71M | ﹤0.01% |
16,049
+10
| +0.1% | +$1.1K |
|
2040
Recursion Pharmaceuticals
RXRX
$1.76B
| $1.71M | ﹤0.01% |
253,426
+67,953
| +37% | +$457K |
|
|
XIFR
2041
XPLR Infrastructure LP
XIFR
$1.07B
| $1.71M | ﹤0.01% |
95,997
-567
| -0.6% | -$11.3K |
|
|
SASR
2042
DELISTED
Sandy Spring Bancorp Inc
SASR
| $1.71M | ﹤0.01% |
50,607
+917
| +2% | +$32K |
|
2043
Sturm, Ruger & Co
RGR
$594M
| $1.7M | ﹤0.01% |
48,191
+534
| +1% | +$20.8K |
|
2044
Vir Biotechnology
VIR
$1.5B
| $1.7M | ﹤0.01% |
231,983
-13,821
| -6% | -$109K |
|
|
KREF
2045
KKR Real Estate Finance Trust
KREF
$492M
| $1.7M | ﹤0.01% |
167,955
+9,455
| +6% | +$108K |
|
2046
Enviri
NVRI
$615M
| $1.7M | ﹤0.01% |
220,246
+2,874
| +1% | +$24K |
|
2047
CVR Energy
CVI
$3.26B
| $1.7M | ﹤0.01% |
90,453
| – | – |
|
|
PYCR
2048
DELISTED
Paycor HCM, Inc. Common Stock
PYCR
| $1.69M | ﹤0.01% |
90,960
+6,105
| +7% | +$102K |
|
2049
Mirum Pharmaceuticals
MIRM
$6.02B
| $1.69M | ﹤0.01% |
40,820
+4,622
| +13% | +$193K |
|
2050
CRA International
CRAI
$1.06B
| $1.69M | ﹤0.01% |
9,016
-255
| -3% | -$48.5K |
|
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.