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 | |
|---|---|---|---|---|---|---|
2051
iShares MSCI EAFE ETF
EFA
$79.8B
| $1.69M | ﹤0.01% |
22,300
-59,850
| -73% | -$4.74M |
|
2052
Barrett Business Services
BBSI
$783M
| $1.68M | ﹤0.01% |
38,670
+3,443
| +10% | +$139K |
|
2053
AtriCure
ATRC
$2.12B
| $1.68M | ﹤0.01% |
54,814
+4,968
| +10% | +$160K |
|
2054
Vita Coco
COCO
$3.63B
| $1.67M | ﹤0.01% |
45,334
+2,566
| +6% | +$85.5K |
|
2055
NuScale Power
SMR
$3.77B
| $1.67M | ﹤0.01% |
92,887
+19,831
| +27% | +$409K |
|
2056
Shenandoah Telecom
SHEN
$737M
| $1.67M | ﹤0.01% |
132,043
+1,346
| +1% | +$18.1K |
|
2057
Reynolds Consumer Products
REYN
$5.51B
| $1.65M | ﹤0.01% |
61,290
-1,239
| -2% | -$35.1K |
|
2058
Sprout Social
SPT
$609M
| $1.65M | ﹤0.01% |
53,831
+2,338
| +5% | +$70.3K |
|
2059
AMC Entertainment Holdings
AMC
$2.16B
| $1.65M | ﹤0.01% |
414,007
+99,662
| +32% | +$438K |
|
2060
Surgery Partners
SGRY
$2.09B
| $1.65M | ﹤0.01% |
77,737
+2,237
| +3% | +$58.7K |
|
2061
SSR Mining
SSRM
$6.4B
| $1.64M | ﹤0.01% |
235,274
+6,292
| +3% | +$39.1K |
|
2062
New Fortress Energy
NFE
$97.8M
| $1.64M | ﹤0.01% |
108,470
+38,972
| +56% | +$404K |
|
2063
Enovix
ENVX
$1.01B
| $1.64M | ﹤0.01% |
172,096
+2,845
| +2% | +$25K |
|
2064
Vermilion Energy
VET
$1.75B
| $1.64M | ﹤0.01% |
173,977
+9,921
| +6% | +$96.7K |
|
|
TRST
2065
Trustco Bank Corp NY
TRST
$931M
| $1.64M | ﹤0.01% |
49,117
+639
| +1% | +$22.2K |
|
2066
Helios Technologies
HLIO
$2.69B
| $1.63M | ﹤0.01% |
36,483
+2,708
| +8% | +$134K |
|
|
WSR
2067
DELISTED
Whitestone REIT
WSR
| $1.63M | ﹤0.01% |
114,829
+5,426
| +5% | +$77.4K |
|
2068
Celldex Therapeutics
CLDX
$3.37B
| $1.63M | ﹤0.01% |
64,334
+1,353
| +2% | +$36.8K |
|
2069
Dyne Therapeutics
DYN
$4.95B
| $1.61M | ﹤0.01% |
68,465
-37,982
| -36% | -$1.12M |
|
2070
Mativ Holdings
MATV
$706M
| $1.61M | ﹤0.01% |
147,975
+1,587
| +1% | +$22.1K |
|
2071
Kymera Therapeutics
KYMR
$9.03B
| $1.61M | ﹤0.01% |
40,047
+2,818
| +8% | +$127K |
|
2072
Denison Mines
DNN
$2.95B
| $1.61M | ﹤0.01% |
887,017
+19,539
| +2% | +$41.1K |
|
2073
Select Water Solutions
WTTR
$2.69B
| $1.59M | ﹤0.01% |
120,417
-3,508
| -3% | -$44.6K |
|
2074
Ducommun
DCO
$2.94B
| $1.59M | ﹤0.01% |
25,040
| – | – |
|
2075
United Fire Group
UFCS
$1.37B
| $1.59M | ﹤0.01% |
55,882
+3,629
| +7% | +$91.5K |
|
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.