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 | |
|---|---|---|---|---|---|---|
2326
First Watch Restaurant Group
FWRG
$742M
| $753K | ﹤0.01% |
40,462
+9,625
| +31% | +$170K |
|
|
NPKI
2327
NPK International
NPKI
$1.15B
| $745K | ﹤0.01% |
97,169
+5,795
| +6% | +$42.6K |
|
2328
F&G Annuities & Life
FG
$3.55B
| $745K | ﹤0.01% |
17,979
-1,298
| -7% | -$57.2K |
|
|
PLYM
2329
DELISTED
Plymouth Industrial REIT
PLYM
| $738K | ﹤0.01% |
41,472
+8,141
| +24% | +$161K |
|
2330
Daktronics
DAKT
$1.03B
| $735K | ﹤0.01% |
43,586
+14,827
| +52% | +$224K |
|
2331
Garrett Motion
GTX
$5.41B
| $732K | ﹤0.01% |
81,009
+3,406
| +4% | +$28.3K |
|
2332
NextNav
NN
$2.11B
| $731K | ﹤0.01% |
46,961
+6,292
| +15% | +$83.8K |
|
|
DAWN
2333
DELISTED
Day One Biopharmaceuticals
DAWN
| $730K | ﹤0.01% |
57,623
+1,359
| +2% | +$18.9K |
|
2334
iShares Russell 2000 ETF
IWM
$81.5B
| $723K | ﹤0.01% |
3,272
+550
| +20% | +$125K |
|
|
BNT
2335
Brookfield Wealth Solutions
BNT
$12.2B
| $721K | ﹤0.01% |
18,809
+8,636
| +85% | +$325K |
|
|
LPRO
2336
DELISTED
Open Lending Corp
LPRO
| $720K | ﹤0.01% |
120,614
+22,988
| +24% | +$138K |
|
2337
PubMatic
PUBM
$809M
| $719K | ﹤0.01% |
48,970
+2,027
| +4% | +$31.4K |
|
2338
Replimune Group
REPL
$1.15B
| $719K | ﹤0.01% |
59,366
+19,735
| +50% | +$240K |
|
2339
PhenixFIN
PFX
$89.6M
| $717K | ﹤0.01% |
14,151
-1,626
| -10% | -$77.9K |
|
2340
Camden National
CAC
$970M
| $716K | ﹤0.01% |
16,755
-2,491
| -13% | -$110K |
|
2341
Golar LNG
GLNG
$5.16B
| $714K | ﹤0.01% |
16,871
+2,897
| +21% | +$113K |
|
2342
First Mid Bancshares
FMBH
$1.36B
| $714K | ﹤0.01% |
19,384
-6,197
| -24% | -$246K |
|
2343
Independent Bank Corp
IBCP
$841M
| $709K | ﹤0.01% |
20,360
-6,395
| -24% | -$227K |
|
2344
Amerant Bancorp
AMTB
$1.12B
| $708K | ﹤0.01% |
31,606
+4,562
| +17% | +$104K |
|
2345
Horizon Bancorp
HBNC
$1.03B
| $705K | ﹤0.01% |
43,752
| – | – |
|
|
SEZL
2346
Sezzle
SEZL
$3.97B
| $699K | ﹤0.01% |
16,386
+14,898
| +1,001% | +$704K |
|
2347
Pliant Therapeutics
PLRX
$64.4M
| $697K | ﹤0.01% |
52,961
+12,249
| +30% | +$167K |
|
2348
Herbalife
HLF
$1.21B
| $697K | ﹤0.01% |
104,244
+2,177
| +2% | +$16.2K |
|
|
AUTL
2349
Autolus Therapeutics
AUTL
$551M
| $697K | ﹤0.01% |
297,736
+237,224
| +392% | +$802K |
|
2350
Ennis
EBF
$558M
| $694K | ﹤0.01% |
32,915
-4,560
| -12% | -$97.9K |
|
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.