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 | |
|---|---|---|---|---|---|---|
2251
Liquidia Corp
LQDA
$8.1B
| $979K | ﹤0.01% |
83,286
+10,223
| +14% | +$112K |
|
2252
Repay Holdings
RPAY
$317M
| $971K | ﹤0.01% |
127,232
+10,589
| +9% | +$84.6K |
|
2253
Ecovyst
ECVT
$1.1B
| $968K | ﹤0.01% |
126,728
+4,949
| +4% | +$36.6K |
|
2254
LegalZoom.com
LZ
$973M
| $967K | ﹤0.01% |
128,796
-14,333
| -10% | -$108K |
|
2255
Origin Bancorp
OBK
$1.64B
| $963K | ﹤0.01% |
28,736
+1,273
| +5% | +$42.7K |
|
2256
World Acceptance Corp
WRLD
$871M
| $963K | ﹤0.01% |
8,563
+103
| +1% | +$12K |
|
|
PRO
2257
DELISTED
PROS Holdings
PRO
| $963K | ﹤0.01% |
43,830
+985
| +2% | +$21.2K |
|
2258
TriMas Corp
TRS
$1.43B
| $961K | ﹤0.01% |
39,088
-1,849
| -5% | -$48.5K |
|
2259
Tilray
TLRY
$602M
| $956K | ﹤0.01% |
71,894
+8,362
| +13% | +$123K |
|
|
PDS
2260
Precision Drilling
PDS
$1.05B
| $952K | ﹤0.01% |
15,577
| – | – |
|
2261
Transcat
TRNS
$850M
| $952K | ﹤0.01% |
9,003
+116
| +1% | +$12.9K |
|
2262
Rocket Pharmaceuticals
RCKT
$397M
| $948K | ﹤0.01% |
75,454
+8,267
| +12% | +$124K |
|
2263
Krispy Kreme
DNUT
$542M
| $947K | ﹤0.01% |
95,339
+1,762
| +2% | +$19.1K |
|
2264
BrightView Holdings
BV
$1.05B
| $946K | ﹤0.01% |
59,191
| – | – |
|
2265
Planet Labs
PL
$8.23B
| $936K | ﹤0.01% |
231,595
+39,086
| +20% | +$121K |
|
|
OS
2266
DELISTED
OneStream Inc
OS
| $934K | ﹤0.01% |
+32,756
| New | +$1M |
|
|
BELFB
2267
Bel Fuse Inc Class B
BELFB
$4.1B
| $927K | ﹤0.01% |
11,236
-815
| -7% | -$65.9K |
|
2268
Beazer Homes USA
BZH
$904M
| $921K | ﹤0.01% |
33,522
+3,810
| +13% | +$122K |
|
2269
Harrow
HROW
$1.52B
| $918K | ﹤0.01% |
27,368
-35
| -0.1% | -$1.55K |
|
2270
Centrus Energy
LEU
$3.78B
| $918K | ﹤0.01% |
13,784
-876
| -6% | -$68.3K |
|
2271
Old Second Bancorp
OSBC
$1.29B
| $917K | ﹤0.01% |
51,584
+1,839
| +4% | +$32K |
|
2272
NETGEAR
NTGR
$619M
| $917K | ﹤0.01% |
32,902
+2,190
| +7% | +$51.5K |
|
|
SII
2273
Sprott
SII
$2.97B
| $915K | ﹤0.01% |
21,718
-511
| -2% | -$22.5K |
|
|
AD
2274
Array Digital Infrastructure
AD
$3.03B
| $901K | ﹤0.01% |
14,364
+1,346
| +10% | +$82.3K |
|
2275
Kimbell Royalty Partners
KRP
$1.49B
| $901K | ﹤0.01% |
55,500
+9,933
| +22% | +$159K |
|
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.