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 | |
|---|---|---|---|---|---|---|
2301
Repay Holdings
RPAY
$327M
| $685K | ﹤0.01% |
122,892
-4,340
| -3% | -$29.9K |
|
2302
Blend Labs
BLND
$386M
| $682K | ﹤0.01% |
203,657
+11
| +0% | +$40 |
|
2303
Opendoor
OPEN
$3.38B
| $682K | ﹤0.01% |
690,555
+18,240
| +3% | +$24K |
|
2304
NextNav
NN
$2.23B
| $681K | ﹤0.01% |
55,919
+8,958
| +19% | +$108K |
|
|
SEI
2305
Solaris Energy Infrastructure
SEI
$3.82B
| $679K | ﹤0.01% |
31,188
+29,074
| +1,375% | +$806K |
|
2306
Applied Optoelectronics
AAOI
$11.5B
| $678K | ﹤0.01% |
44,181
+6,367
| +17% | +$160K |
|
2307
NewAmsterdam Pharma
NAMS
$3.34B
| $678K | ﹤0.01% |
33,129
+10,183
| +44% | +$226K |
|
2308
Camden National
CAC
$976M
| $678K | ﹤0.01% |
16,755
| – | – |
|
2309
First Mid Bancshares
FMBH
$1.36B
| $671K | ﹤0.01% |
19,229
-155
| -0.8% | -$5.72K |
|
2310
Transcat
TRNS
$871M
| $670K | ﹤0.01% |
9,003
| – | – |
|
2311
Calumet Specialty Products
CLMT
$3.44B
| $670K | ﹤0.01% |
52,821
-10,518
| -17% | -$165K |
|
2312
SharkNinja
SN
$26.1B
| $667K | ﹤0.01% |
8,001
+1,880
| +31% | +$191K |
|
2313
Sinclair Inc
SBGI
$1.03B
| $665K | ﹤0.01% |
41,726
+4,960
| +13% | +$75.1K |
|
|
AVDL
2314
DELISTED
Avadel Pharmaceuticals
AVDL
| $660K | ﹤0.01% |
84,315
-424
| -0.5% | -$3.55K |
|
2315
Horizon Bancorp
HBNC
$1.04B
| $660K | ﹤0.01% |
43,752
| – | – |
|
|
UDMY
2316
DELISTED
Udemy
UDMY
| $660K | ﹤0.01% |
85,014
+5,478
| +7% | +$46.6K |
|
2317
Ennis
EBF
$564M
| $658K | ﹤0.01% |
32,769
-146
| -0.4% | -$3.03K |
|
2318
Globant
GLOB
$1.61B
| $657K | ﹤0.01% |
5,582
+707
| +15% | +$127K |
|
2319
Beazer Homes USA
BZH
$907M
| $655K | ﹤0.01% |
32,140
-1,382
| -4% | -$33.1K |
|
|
BNT
2320
Brookfield Wealth Solutions
BNT
$12.2B
| $655K | ﹤0.01% |
18,809
| – | – |
|
|
GLDD
2321
DELISTED
Great Lakes Dredge & Dock
GLDD
| $652K | ﹤0.01% |
74,922
-258
| -0.3% | -$2.57K |
|
2322
Star Bulk Carriers
SBLK
$3.22B
| $650K | ﹤0.01% |
41,762
+18,399
| +79% | +$287K |
|
2323
TeraWulf
WULF
$8.52B
| $647K | ﹤0.01% |
237,051
-10,294
| -4% | -$45.9K |
|
|
BASE
2324
DELISTED
Couchbase
BASE
| $644K | ﹤0.01% |
40,904
-57
| -0.1% | -$945 |
|
|
OKLO
2325
Oklo
OKLO
$8.42B
| $641K | ﹤0.01% |
29,632
+26
| +0.1% | +$879 |
|
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.