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 | |
|---|---|---|---|---|---|---|
2101
Expro Ltd
XPRO
$1.91B
| $1.24M | ﹤0.01% |
125,139
+3,745
| +3% | +$46.2K |
|
2102
Immunovant
IMVT
$8.25B
| $1.24M | ﹤0.01% |
72,286
+13,296
| +23% | +$278K |
|
2103
iShares Core S&P Mid-Cap ETF
IJH
$127B
| $1.23M | ﹤0.01% |
21,100
+2,300
| +12% | +$143K |
|
2104
National Presto Industries
NPK
$989M
| $1.23M | ﹤0.01% |
14,001
+739
| +6% | +$70.4K |
|
2105
Select Water Solutions
WTTR
$2.61B
| $1.23M | ﹤0.01% |
117,103
-3,314
| -3% | -$40.2K |
|
2106
Blue Bird Corp
BLBD
$2.18B
| $1.23M | ﹤0.01% |
37,917
-1,328
| -3% | -$48.6K |
|
2107
QCR Holdings
QCRH
$1.7B
| $1.23M | ﹤0.01% |
17,201
+425
| +3% | +$32.4K |
|
2108
Liquidia Corp
LQDA
$8.02B
| $1.22M | ﹤0.01% |
83,041
-245
| -0.3% | -$3.57K |
|
2109
Helios Technologies
HLIO
$2.76B
| $1.22M | ﹤0.01% |
38,069
+1,586
| +4% | +$63.9K |
|
2110
Scholastic
SCHL
$792M
| $1.22M | ﹤0.01% |
64,698
-2,162
| -3% | -$43.2K |
|
2111
Shutterstock
SSTK
$219M
| $1.21M | ﹤0.01% |
65,074
-1,978
| -3% | -$50.7K |
|
|
HAPN
2112
Happen Inc
HAPN
$2.24B
| $1.2M | ﹤0.01% |
116,723
-5,775
| -5% | -$77.4K |
|
2113
V2X
VVX
$2.65B
| $1.2M | ﹤0.01% |
24,542
+1,695
| +7% | +$83.1K |
|
2114
Under Armour Class C
UA
$2.53B
| $1.2M | ﹤0.01% |
201,955
-10,901
| -5% | -$74.3K |
|
2115
AMC Entertainment Holdings
AMC
$2.31B
| $1.2M | ﹤0.01% |
418,117
+4,110
| +1% | +$13.5K |
|
2116
Delek US
DK
$3.58B
| $1.2M | ﹤0.01% |
79,452
-2,422
| -3% | -$41.9K |
|
|
FBMS
2117
DELISTED
The First Bancshares, Inc.
FBMS
| $1.19M | ﹤0.01% |
35,327
+4,100
| +13% | +$147K |
|
2118
Ardelyx
ARDX
$997M
| $1.19M | ﹤0.01% |
242,606
-825
| -0.3% | -$4.43K |
|
2119
Ingles Markets
IMKTA
$1.67B
| $1.19M | ﹤0.01% |
18,284
-48
| -0.3% | -$3.06K |
|
2120
Vera Therapeutics
VERA
$2.36B
| $1.19M | ﹤0.01% |
49,593
+1,784
| +4% | +$57.3K |
|
2121
Cytek Biosciences
CTKB
$546M
| $1.19M | ﹤0.01% |
296,829
-16,208
| -5% | -$84K |
|
|
RDFN
2122
DELISTED
Redfin
RDFN
| $1.18M | ﹤0.01% |
128,519
-4,360
| -3% | -$37.3K |
|
2123
Xometry
XMTR
$5.34B
| $1.18M | ﹤0.01% |
47,458
+9
| +0% | +$283 |
|
|
CIM
2124
Chimera Investment
CIM
$1B
| $1.18M | ﹤0.01% |
91,929
-9,156
| -9% | -$129K |
|
2125
TORM
TRMD
$3.02B
| $1.18M | ﹤0.01% |
72,019
+1,421
| +2% | +$27.5K |
|
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.