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 | |
|---|---|---|---|---|---|---|
2076
Under Armour Class C
UA
$2.44B
| $1.59M | ﹤0.01% |
212,856
-23,889
| -10% | -$199K |
|
2077
United States Lime & Minerals
USLM
$3.45B
| $1.58M | ﹤0.01% |
11,926
+1,492
| +14% | +$189K |
|
|
INFA
2078
DELISTED
Informatica
INFA
| $1.57M | ﹤0.01% |
60,410
+1,278
| +2% | +$33.5K |
|
2079
Weibo
WB
$1.96B
| $1.56M | ﹤0.01% |
163,448
+1,230
| +0.8% | +$11.8K |
|
|
LADR
2080
Ladder Capital
LADR
$1.22B
| $1.56M | ﹤0.01% |
139,205
+12,214
| +10% | +$140K |
|
2081
Madison Square Garden
MSGE
$3.69B
| $1.56M | ﹤0.01% |
43,746
+1,398
| +3% | +$54K |
|
|
OSG
2082
Octave Specialty Group
OSG
$210M
| $1.56M | ﹤0.01% |
122,939
-657
| -0.5% | -$7.92K |
|
2083
Levi Strauss
LEVI
$9.09B
| $1.55M | ﹤0.01% |
89,883
+8,692
| +11% | +$154K |
|
2084
Life Time Group Holdings
LTH
$9.49B
| $1.55M | ﹤0.01% |
69,878
+4,862
| +7% | +$116K |
|
2085
Live Oak Bancshares
LOB
$1.95B
| $1.54M | ﹤0.01% |
38,627
+4,726
| +14% | +$213K |
|
2086
Coursera
COUR
$1.52B
| $1.54M | ﹤0.01% |
181,230
+23,466
| +15% | +$181K |
|
|
SHOE
2087
Shoe Station Group
SHOE
$437M
| $1.53M | ﹤0.01% |
46,341
+540
| +1% | +$19.6K |
|
2088
WhiteHorse Finance
WHF
$144M
| $1.53M | ﹤0.01% |
158,098
-3,660
| -2% | -$40.3K |
|
2089
MarineMax
HZO
$1.15B
| $1.53M | ﹤0.01% |
52,867
+855
| +2% | +$26.3K |
|
2090
MGP Ingredients
MGPI
$381M
| $1.52M | ﹤0.01% |
38,682
+127
| +0.3% | +$6.91K |
|
2091
VSE Corp
VSEC
$6.21B
| $1.52M | ﹤0.01% |
15,955
+1,571
| +11% | +$166K |
|
2092
Blue Bird Corp
BLBD
$2.07B
| $1.52M | ﹤0.01% |
39,245
+1,998
| +5% | +$83.4K |
|
2093
Delek US
DK
$3.72B
| $1.51M | ﹤0.01% |
81,874
+4,659
| +6% | +$83.5K |
|
2094
Expro Ltd
XPRO
$2.01B
| $1.51M | ﹤0.01% |
121,394
+18,307
| +18% | +$255K |
|
|
INFN
2095
DELISTED
Infinera Corporation Common Stock
INFN
| $1.51M | ﹤0.01% |
229,964
+7,952
| +4% | +$53K |
|
2096
Kornit Digital
KRNT
$778M
| $1.51M | ﹤0.01% |
48,812
+1,655
| +4% | +$47.5K |
|
2097
Winmark
WINA
$1.36B
| $1.51M | ﹤0.01% |
3,838
+321
| +9% | +$126K |
|
2098
Thryv Holdings
THRY
$95.5M
| $1.5M | ﹤0.01% |
101,654
+13,191
| +15% | +$208K |
|
2099
Arcutis Biotherapeutics
ARQT
$3.26B
| $1.5M | ﹤0.01% |
107,827
-149
| -0.1% | -$1.63K |
|
|
ADAM
2100
Adamas Trust
ADAM
$880M
| $1.5M | ﹤0.01% |
246,815
-37,015
| -13% | -$218K |
|
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.