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 | |
|---|---|---|---|---|---|---|
2401
First Community Bankshares
FCBC
$903M
| $591K | ﹤0.01% |
14,191
-2,928
| -17% | -$129K |
|
2402
NewAmsterdam Pharma
NAMS
$3.34B
| $590K | ﹤0.01% |
22,946
+7,110
| +45% | +$151K |
|
2403
LSI Industries
LYTS
$909M
| $589K | ﹤0.01% |
30,350
+1,635
| +6% | +$30.3K |
|
|
SVM
2404
Silvercorp Metals
SVM
$2.7B
| $588K | ﹤0.01% |
195,613
+20,724
| +12% | +$81.7K |
|
2405
Conduent
CNDT
$240M
| $584K | ﹤0.01% |
144,554
+5,701
| +4% | +$22.7K |
|
2406
Evolus
EOLS
$499M
| $581K | ﹤0.01% |
52,656
+1,240
| +2% | +$17.4K |
|
2407
nLIGHT
LASR
$2.88B
| $580K | ﹤0.01% |
55,301
+9,820
| +22% | +$109K |
|
2408
Root
ROOT
$829M
| $577K | ﹤0.01% |
7,955
+1,096
| +16% | +$75.7K |
|
2409
Business First Bancshares
BFST
$1.03B
| $575K | ﹤0.01% |
22,378
+629
| +3% | +$16.9K |
|
2410
PACS Group
PACS
$7.68B
| $574K | ﹤0.01% |
43,786
+13,584
| +45% | +$348K |
|
2411
Prothena Corp
PRTA
$468M
| $573K | ﹤0.01% |
41,405
+1,181
| +3% | +$18.6K |
|
2412
Weave Communications
WEAV
$426M
| $569K | ﹤0.01% |
35,760
+9,222
| +35% | +$130K |
|
2413
Orrstown Financial Services
ORRF
$836M
| $569K | ﹤0.01% |
15,543
+13,853
| +820% | +$526K |
|
|
ONT
2414
Onterris Inc
ONT
$546M
| $563K | ﹤0.01% |
30,366
+2,057
| +7% | +$43.3K |
|
|
RYZ
2415
Ryerson Holding Corp
RYZ
$1.45B
| $563K | ﹤0.01% |
30,391
-205
| -0.7% | -$4.6K |
|
2416
Franklin Covey
FC
$243M
| $561K | ﹤0.01% |
14,941
+753
| +5% | +$28.9K |
|
2417
Ibotta
IBTA
$727M
| $561K | ﹤0.01% |
8,617
-16,553
| -66% | -$1.15M |
|
2418
Washington Trust Bancorp
WASH
$735M
| $560K | ﹤0.01% |
17,864
+1,951
| +12% | +$67.7K |
|
2419
Orthofix Medical
OFIX
$418M
| $558K | ﹤0.01% |
31,982
-2
| -0% | -$35 |
|
2420
Suzano
SUZ
$10B
| $558K | ﹤0.01% |
55,121
| – | – |
|
2421
Similarweb
SMWB
$649M
| $558K | ﹤0.01% |
39,371
+13,118
| +50% | +$145K |
|
2422
Universal Insurance Holdings
UVE
$1.21B
| $555K | ﹤0.01% |
26,336
| – | – |
|
2423
NerdWallet
NRDS
$645M
| $549K | ﹤0.01% |
41,295
+808
| +2% | +$10.8K |
|
2424
Columbia Financial
CLBK
$1.13B
| $549K | ﹤0.01% |
34,701
| – | – |
|
|
HTBK
2425
DELISTED
Heritage Commerce
HTBK
| $549K | ﹤0.01% |
58,488
+10,174
| +21% | +$102K |
|
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.