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 | |
|---|---|---|---|---|---|---|
2276
Malibu Boats
MBUU
$567M
| $755K | ﹤0.01% |
24,600
-1,492
| -6% | -$51.4K |
|
2277
Melco Resorts & Entertainment
MLCO
$2.14B
| $747K | ﹤0.01% |
141,706
-8,395
| -6% | -$47.3K |
|
2278
First Watch Restaurant Group
FWRG
$766M
| $746K | ﹤0.01% |
44,807
+4,345
| +11% | +$83.7K |
|
2279
Mercantile Bank Corp
MBWM
$1.05B
| $746K | ﹤0.01% |
17,171
+1,605
| +10% | +$74.4K |
|
|
PDS
2280
Precision Drilling
PDS
$974M
| $745K | ﹤0.01% |
16,034
+457
| +3% | +$24.9K |
|
2281
Intellia Therapeutics
NTLA
$1.67B
| $739K | ﹤0.01% |
103,868
-2,899
| -3% | -$29.3K |
|
2282
TFS Financial
TFSL
$4.93B
| $738K | ﹤0.01% |
59,569
-1,726
| -3% | -$22.1K |
|
|
RYZ
2283
Ryerson Holding Corp
RYZ
$1.46B
| $734K | ﹤0.01% |
31,948
+1,557
| +5% | +$34.9K |
|
2284
Telefônica Brasil
VIV
$19.2B
| $732K | ﹤0.01% |
84,000
| – | – |
|
2285
Harrow
HROW
$1.51B
| $728K | ﹤0.01% |
27,369
+1
| +0% | +$30 |
|
2286
Amerant Bancorp
AMTB
$1.13B
| $727K | ﹤0.01% |
35,202
+3,596
| +11% | +$79.7K |
|
2287
Vitesse Energy
VTS
$665M
| $726K | ﹤0.01% |
29,514
-1,279
| -4% | -$32.7K |
|
2288
Dave Inc
DAVE
$4.06B
| $724K | ﹤0.01% |
8,764
+7,879
| +890% | +$738K |
|
2289
BrightView Holdings
BV
$1.07B
| $724K | ﹤0.01% |
56,402
-2,789
| -5% | -$39.9K |
|
2290
NovaGold Resources
NG
$3.33B
| $723K | ﹤0.01% |
247,597
-2,523
| -1% | -$8.12K |
|
2291
Burke & Herbert Financial Services Corp
BHRB
$1.48B
| $722K | ﹤0.01% |
12,851
| – | – |
|
|
OLO
2292
DELISTED
Olo Inc
OLO
| $718K | ﹤0.01% |
118,842
+5,696
| +5% | +$39.8K |
|
|
ML
2293
DELISTED
MoneyLion Inc.
ML
| $717K | ﹤0.01% |
8,290
+434
| +6% | +$37.7K |
|
|
PLYM
2294
DELISTED
Plymouth Industrial REIT
PLYM
| $717K | ﹤0.01% |
43,986
+2,514
| +6% | +$42.4K |
|
2295
Dyne Therapeutics
DYN
$4.9B
| $716K | ﹤0.01% |
68,473
+8
| +0% | +$114 |
|
|
IAS
2296
DELISTED
Integral Ad Science
IAS
| $715K | ﹤0.01% |
88,747
+4,890
| +6% | +$48.8K |
|
2297
Intuitive Machines
LUNR
$2.63B
| $709K | ﹤0.01% |
95,158
+92,360
| +3,301% | +$1.45M |
|
|
PTVE
2298
DELISTED
Pactiv Evergreen Inc. Common stock
PTVE
| $708K | ﹤0.01% |
39,290
+4,527
| +13% | +$80.5K |
|
2299
Fiverr
FVRR
$339M
| $706K | ﹤0.01% |
29,834
-1,894
| -6% | -$55.1K |
|
2300
Nurix Therapeutics
NRIX
$2.65B
| $696K | ﹤0.01% |
58,619
-1,798
| -3% | -$30.1K |
|
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.