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 | |
|---|---|---|---|---|---|---|
2051
Agilon Health
AGL
$1.6B
| $1.44M | ﹤0.01% |
13,293
-573
| -4% | -$49.9K |
|
|
VTLE
2052
DELISTED
Vital Energy
VTLE
| $1.43M | ﹤0.01% |
67,616
-385
| -0.6% | -$11.2K |
|
2053
ACM Research
ACMR
$5.79B
| $1.43M | ﹤0.01% |
61,227
+5,440
| +10% | +$124K |
|
2054
Universal Technical Institute
UTI
$1.59B
| $1.43M | ﹤0.01% |
55,539
-15,687
| -22% | -$423K |
|
2055
N-able
NABL
$940M
| $1.42M | ﹤0.01% |
200,858
-873,490
| -81% | -$7.77M |
|
2056
Tarsus Pharmaceuticals
TARS
$2.84B
| $1.42M | ﹤0.01% |
27,594
+999
| +4% | +$49.4K |
|
2057
Enviri
NVRI
$620M
| $1.42M | ﹤0.01% |
213,143
-7,103
| -3% | -$55.8K |
|
2058
InMode
INMD
$880M
| $1.41M | ﹤0.01% |
79,712
-859
| -1% | -$15.5K |
|
2059
Liberty Broadband Class A
LBRDA
$5.16B
| $1.4M | ﹤0.01% |
16,439
+1,520
| +10% | +$121K |
|
|
UHT
2060
Universal Health Realty Income Trust
UHT
$594M
| $1.4M | ﹤0.01% |
34,089
-1,279
| -4% | -$50.2K |
|
2061
B&G Foods
BGS
$286M
| $1.39M | ﹤0.01% |
202,033
-6,796
| -3% | -$45.4K |
|
2062
IDEAYA Biosciences
IDYA
$3.56B
| $1.39M | ﹤0.01% |
84,689
+2,247
| +3% | +$47.9K |
|
2063
Vita Coco
COCO
$3.6B
| $1.39M | ﹤0.01% |
45,247
-87
| -0.2% | -$3.1K |
|
|
GRAL
2064
GRAIL Inc
GRAL
$3.1B
| $1.38M | ﹤0.01% |
54,246
-18,152
| -25% | -$561K |
|
|
SASR
2065
DELISTED
Sandy Spring Bancorp Inc
SASR
| $1.38M | ﹤0.01% |
49,542
-1,065
| -2% | -$33.9K |
|
2066
Asana
ASAN
$2.13B
| $1.38M | ﹤0.01% |
94,500
-47
| -0% | -$891 |
|
2067
Clarivate
CLVT
$1.16B
| $1.37M | ﹤0.01% |
348,960
-4,459
| -1% | -$21.1K |
|
2068
Brookdale Senior Living
BKD
$3.4B
| $1.37M | ﹤0.01% |
218,953
-607
| -0.3% | -$3.25K |
|
2069
Cadre Holdings
CDRE
$1.41B
| $1.36M | ﹤0.01% |
46,070
-78
| -0.2% | -$2.69K |
|
2070
Metallus
MTUS
$898M
| $1.36M | ﹤0.01% |
101,864
-3,430
| -3% | -$49.9K |
|
|
VRNT
2071
DELISTED
Verint Systems
VRNT
| $1.36M | ﹤0.01% |
76,001
-1,402
| -2% | -$33.5K |
|
2072
Standard Motor Products
SMP
$911M
| $1.35M | ﹤0.01% |
54,173
-1,495
| -3% | -$43.9K |
|
2073
United Parks & Resorts
PRKS
$2.12B
| $1.35M | ﹤0.01% |
29,687
-6,475
| -18% | -$334K |
|
2074
TriCo Bancshares
TCBK
$1.83B
| $1.34M | ﹤0.01% |
33,579
+757
| +2% | +$32.3K |
|
2075
Insteel Industries
IIIN
$625M
| $1.33M | ﹤0.01% |
50,731
-2,924
| -5% | -$81.2K |
|
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.