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 | |
|---|---|---|---|---|---|---|
2201
Praxis Precision Medicines
PRAX
$10.2B
| $1.11M | ﹤0.01% |
14,439
+610
| +4% | +$44.1K |
|
2202
Liberty Broadband Class A
LBRDA
$5.17B
| $1.11M | ﹤0.01% |
14,919
-2,995
| -17% | -$248K |
|
2203
Brookdale Senior Living
BKD
$3.27B
| $1.1M | ﹤0.01% |
219,560
+27,711
| +14% | +$159K |
|
2204
BrightSpring Health Services
BTSG
$12.2B
| $1.1M | ﹤0.01% |
64,631
+8,523
| +15% | +$147K |
|
2205
Leslie's
LESL
$10.4M
| $1.1M | ﹤0.01% |
24,656
+157
| +0.6% | +$8.34K |
|
|
FBMS
2206
DELISTED
The First Bancshares, Inc.
FBMS
| $1.1M | ﹤0.01% |
31,227
+4,074
| +15% | +$142K |
|
2207
Alignment Healthcare
ALHC
$2.86B
| $1.1M | ﹤0.01% |
97,558
+2,996
| +3% | +$35K |
|
2208
Usana Health Sciences
USNA
$265M
| $1.1M | ﹤0.01% |
30,556
-230
| -0.7% | -$8.6K |
|
|
PLYA
2209
DELISTED
Playa Hotels & Resorts
PLYA
| $1.1M | ﹤0.01% |
86,600
-9,934
| -10% | -$94K |
|
2210
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
| $1.09M | ﹤0.01% |
8,638
-8,552
| -50% | -$1.09M |
|
2211
NextDecade
NEXT
$1.86B
| $1.09M | ﹤0.01% |
141,840
+42,823
| +43% | +$274K |
|
2212
V2X
VVX
$2.6B
| $1.09M | ﹤0.01% |
22,847
+3,296
| +17% | +$196K |
|
2213
Astronics
ATRO
$3.72B
| $1.09M | ﹤0.01% |
82,111
+2,124
| +3% | +$31.2K |
|
2214
Clover Health Investments
CLOV
$2.41B
| $1.09M | ﹤0.01% |
345,086
+68,256
| +25% | +$244K |
|
2215
Sphere Entertainment
SPHR
$5.84B
| $1.08M | ﹤0.01% |
26,678
+2,741
| +11% | +$115K |
|
|
SNCY
2216
DELISTED
Sun Country Airlines
SNCY
| $1.07M | ﹤0.01% |
73,342
-5,309
| -7% | -$72K |
|
2217
Syndax Pharmaceuticals
SNDX
$1.82B
| $1.07M | ﹤0.01% |
80,862
-76
| -0.1% | -$1.3K |
|
|
VISN
2218
Vistance Networks Inc
VISN
$2.63B
| $1.07M | ﹤0.01% |
204,549
+185,716
| +986% | +$1.04M |
|
2219
Orion
OEC
$389M
| $1.06M | ﹤0.01% |
67,264
+2,223
| +3% | +$37.6K |
|
|
SLNO
2220
DELISTED
Soleno Therapeutics
SLNO
| $1.06M | ﹤0.01% |
23,471
+3,416
| +17% | +$177K |
|
2221
MoonLake Immunotherapeutics
MLTX
$1.47B
| $1.05M | ﹤0.01% |
19,480
+1,429
| +8% | +$73K |
|
2222
Utz Brands
UTZ
$1.25B
| $1.05M | ﹤0.01% |
67,328
+998
| +2% | +$16.9K |
|
2223
Oxford Square Capital
OXSQ
$152M
| $1.05M | ﹤0.01% |
435,521
-10,132
| -2% | -$27.9K |
|
|
RDFN
2224
DELISTED
Redfin
RDFN
| $1.05M | ﹤0.01% |
132,879
-175
| -0.1% | -$1.7K |
|
2225
Globant
GLOB
$1.66B
| $1.05M | ﹤0.01% |
4,875
-59
| -1% | -$12.9K |
|
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.