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 | |
|---|---|---|---|---|---|---|
|
MFA
2076
MFA Financial
MFA
$933M
| $1.33M | ﹤0.01% |
129,447
+340
| +0.3% | +$3.56K |
|
2077
IMAX
IMAX
$2.66B
| $1.32M | ﹤0.01% |
50,213
-127
| -0.3% | -$3.17K |
|
2078
Driven Brands
DRVN
$2.2B
| $1.32M | ﹤0.01% |
76,792
+3,001
| +4% | +$49.1K |
|
2079
Weis Markets
WMK
$1.86B
| $1.31M | ﹤0.01% |
17,037
-414
| -2% | -$29.8K |
|
2080
Recursion Pharmaceuticals
RXRX
$1.73B
| $1.31M | ﹤0.01% |
247,982
-5,444
| -2% | -$39.7K |
|
2081
Clover Health Investments
CLOV
$2.51B
| $1.3M | ﹤0.01% |
363,309
+18,223
| +5% | +$73.2K |
|
2082
Janus International
JBI
$757M
| $1.3M | ﹤0.01% |
181,077
-1,008
| -0.6% | -$8K |
|
|
ODP
2083
DELISTED
ODP
ODP
| $1.3M | ﹤0.01% |
90,777
+1,149
| +1% | +$22K |
|
2084
German American Bancorp
GABC
$1.9B
| $1.3M | ﹤0.01% |
34,620
+103
| +0.3% | +$4.05K |
|
2085
Lightspeed Commerce
LSPD
$1.35B
| $1.3M | ﹤0.01% |
148,215
+1,941
| +1% | +$25K |
|
2086
Thryv Holdings
THRY
$108M
| $1.29M | ﹤0.01% |
100,845
-809
| -0.8% | -$13.4K |
|
2087
First Advantage
FA
$4.12B
| $1.29M | ﹤0.01% |
91,459
-1,650
| -2% | -$27.7K |
|
|
DCH
2088
Dauch Corp
DCH
$1.51B
| $1.28M | ﹤0.01% |
315,073
-5,609
| -2% | -$28.8K |
|
|
EVRI
2089
DELISTED
Everi Holdings
EVRI
| $1.28M | ﹤0.01% |
93,565
-1,769
| -2% | -$24.2K |
|
2090
Amneal Pharmaceuticals
AMRX
$5.79B
| $1.28M | ﹤0.01% |
152,465
+1,756
| +1% | +$14.7K |
|
2091
Tootsie Roll Industries
TR
$2.98B
| $1.28M | ﹤0.01% |
41,791
-1,140
| -3% | -$34K |
|
2092
1st Source
SRCE
$2.12B
| $1.27M | ﹤0.01% |
21,311
-52
| -0.2% | -$3.21K |
|
2093
Flywire
FLYW
$2.16B
| $1.27M | ﹤0.01% |
133,799
-1,571
| -1% | -$24.7K |
|
2094
GeneDx Holdings
WGS
$2.3B
| $1.27M | ﹤0.01% |
14,284
+3,161
| +28% | +$274K |
|
2095
Pennant Group
PNTG
$1.36B
| $1.26M | ﹤0.01% |
50,281
+1
| +0% | +$26 |
|
2096
Sable Offshore Corp
SOC
$911M
| $1.26M | ﹤0.01% |
49,814
+6,530
| +15% | +$167K |
|
2097
Enact Holdings
ACT
$6.73B
| $1.26M | ﹤0.01% |
36,314
+1,269
| +4% | +$42.4K |
|
2098
Kosmos Energy
KOS
$1.48B
| $1.26M | ﹤0.01% |
552,945
-14,161
| -2% | -$41.8K |
|
2099
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
| $1.26M | ﹤0.01% |
24,022
-790,018
| -97% | -$41.1M |
|
2100
RPC Inc
RES
$1.3B
| $1.25M | ﹤0.01% |
227,287
-13,249
| -6% | -$78.9K |
|
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.