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 |
AstraZeneca
AZN
|
+$4.96B |
| 2 |
SUNB
Sunbelt Rentals Holdings
SUNB
|
+$201M |
| 3 |
Palo Alto Networks
PANW
|
+$141M |
| 4 |
Johnson & Johnson
JNJ
|
+$141M |
| 5 |
Rayonier
RYN
|
+$112M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$605M |
| 2 |
Broadcom
AVGO
|
+$425M |
| 3 |
NVIDIA
NVDA
|
+$412M |
| 4 |
Microsoft
MSFT
|
+$347M |
| 5 |
CYBR
CyberArk
CYBR
|
+$238M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 32.6% |
| 2 | Financials | 12.66% |
| 3 | Healthcare | 10.78% |
| 4 | Communication Services | 9.19% |
| 5 | Consumer Discretionary | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2401
AMC Entertainment Holdings
AMC
$2.03B
| $426K | ﹤0.01% |
435,066
-57,352
| -12% | -$73.8K |
|
2402
Republic Bancorp
RBCAA
$1.84B
| $423K | ﹤0.01% |
6,002
-852
| -12% | -$60.1K |
|
2403
Forestar Group
FOR
$1.44B
| $422K | ﹤0.01% |
17,261
-4,755
| -22% | -$127K |
|
2404
Capital City Bank Group
CCBG
$882M
| $417K | ﹤0.01% |
9,594
-1,613
| -14% | -$69.3K |
|
2405
Peapack-Gladstone Financial
PGC
$822M
| $415K | ﹤0.01% |
11,783
-3,194
| -21% | -$104K |
|
2406
CEVA Inc
CEVA
$1.01B
| $415K | ﹤0.01% |
22,203
-5,873
| -21% | -$123K |
|
|
TRTX
2407
TPG RE Finance Trust
TRTX
$666M
| $415K | ﹤0.01% |
53,076
-4,976
| -9% | -$42.8K |
|
2408
Phreesia
PHR
$632M
| $412K | ﹤0.01% |
49,192
-8,722
| -15% | -$115K |
|
|
GOOD
2409
Gladstone Commercial Corp
GOOD
$627M
| $409K | ﹤0.01% |
35,782
-16,352
| -31% | -$192K |
|
2410
Willis Lease Finance
WLFC
$1.65B
| $406K | ﹤0.01% |
7,146
-735
| -9% | -$44.2K |
|
2411
FTAI Infrastructure
FIP
$500M
| $402K | ﹤0.01% |
81,454
-22,374
| -22% | -$125K |
|
2412
Monte Rosa Therapeutics
GLUE
$1.92B
| $400K | ﹤0.01% |
24,319
+20,074
| +473% | +$384K |
|
|
AHRT
2413
AH Realty Trust
AHRT
$534M
| $399K | ﹤0.01% |
72,636
-139,169
| -66% | -$889K |
|
|
KALV
2414
DELISTED
KalVista Pharmaceuticals
KALV
| $399K | ﹤0.01% |
19,787
-4,031
| -17% | -$65K |
|
2415
SI-BONE Inc
SIBN
$737M
| $398K | ﹤0.01% |
31,525
-9,176
| -23% | -$144K |
|
2416
Compass Therapeutics
CMPX
$373M
| $397K | ﹤0.01% |
75,103
+62,350
| +489% | +$360K |
|
2417
Root
ROOT
$917M
| $397K | ﹤0.01% |
8,977
-2,955
| -25% | -$172K |
|
2418
First Community Bankshares
FCBC
$915M
| $395K | ﹤0.01% |
9,509
-2,011
| -17% | -$76.6K |
|
2419
Farmers National Banc Corp
FMNB
$899M
| $395K | ﹤0.01% |
30,001
-75
| -0.2% | -$985 |
|
2420
PagerDuty
PD
$700M
| $394K | ﹤0.01% |
63,402
-21,006
| -25% | -$182K |
|
2421
Transcat
TRNS
$793M
| $393K | ﹤0.01% |
5,355
-2,085
| -28% | -$147K |
|
2422
Sweetgreen
SG
$713M
| $393K | ﹤0.01% |
75,818
-25,237
| -25% | -$153K |
|
2423
SunCoke Energy
SXC
$757M
| $392K | ﹤0.01% |
60,251
-131,768
| -69% | -$932K |
|
2424
Opko Health
OPK
$921M
| $392K | ﹤0.01% |
343,474
-109,791
| -24% | -$135K |
|
|
UDMY
2425
DELISTED
Udemy
UDMY
| $390K | ﹤0.01% |
84,469
-12,287
| -13% | -$60.6K |
|
Similar funds
Legal & General Group's Q1 2026 Portfolio in Review
As of Q1 2026, Legal & General Group held 3,422 positions worth $432B, down 4.1% from $451B the previous quarter. Its ten largest holdings account for 32% of the portfolio.
Trading was light in Q1 2026: portfolio turnover was 2.7%. Legal & General Group opened 34 new positions and exited 60, leaving the 3,422-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 35% a quarter earlier, followed by Financials and Healthcare.
- Legal & General Group's largest Q1 2026 buy was Sunbelt Rentals Holdings: 2,857,761 shares worth $179M.
- Legal & General Group added most to AstraZeneca in Q1 2026, an estimated $4.96B increase.
- Legal & General Group's biggest Q1 2026 reduction was Apple, cutting an estimated $605M.
- Legal & General Group fully exited CyberArk in Q1 2026, selling an estimated $238M.
- Legal & General Group's ten largest holdings make up 32% of its $432B portfolio in Q1 2026.
- Legal & General Group opened 34 new positions and closed 60 in Q1 2026.
- Legal & General Group's portfolio value fell 4.1% quarter-over-quarter to $432B.
Based on Legal & General Group's 13F filing for Q1 2026, filed 8 May 2026.