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 | |
|---|---|---|---|---|---|---|
2401
Paymentus
PAY
$4.86B
| $497K | ﹤0.01% |
19,052
| – | – |
|
2402
Tilray
TLRY
$622M
| $497K | ﹤0.01% |
75,612
+3,718
| +5% | +$34.4K |
|
2403
Great Southern Bancorp
GSBC
$878M
| $496K | ﹤0.01% |
8,952
| – | – |
|
|
OLP
2404
One Liberty Properties
OLP
$527M
| $487K | ﹤0.01% |
18,527
| – | – |
|
|
STKL
2405
DELISTED
SunOpta
STKL
| $485K | ﹤0.01% |
99,990
-133
| -0.1% | -$885 |
|
2406
LendingTree
TREE
$451M
| $483K | ﹤0.01% |
9,617
-732
| -7% | -$32.6K |
|
2407
Columbia Financial
CLBK
$1.13B
| $481K | ﹤0.01% |
32,043
-2,658
| -8% | -$41.2K |
|
|
DAWN
2408
DELISTED
Day One Biopharmaceuticals
DAWN
| $480K | ﹤0.01% |
60,565
+2,942
| +5% | +$31.7K |
|
2409
FTAI Infrastructure
FIP
$505M
| $476K | ﹤0.01% |
105,132
| – | – |
|
|
BOW
2410
Bowhead Specialty Holdings
BOW
$1.1B
| $474K | ﹤0.01% |
11,654
+411
| +4% | +$14K |
|
|
ENFN
2411
DELISTED
Enfusion, Inc.
ENFN
| $471K | ﹤0.01% |
42,226
-3,063
| -7% | -$33.9K |
|
|
OPTU
2412
Optimum Communications Inc
OPTU
$301M
| $470K | ﹤0.01% |
176,611
-17,182
| -9% | -$46.4K |
|
2413
Krispy Kreme
DNUT
$577M
| $469K | ﹤0.01% |
95,339
| – | – |
|
2414
Bitdeer Technologies
BTDR
$2.65B
| $467K | ﹤0.01% |
52,901
+25,107
| +90% | +$375K |
|
2415
Orrstown Financial Services
ORRF
$838M
| $466K | ﹤0.01% |
15,543
| – | – |
|
2416
TETRA Technologies
TTI
$1.26B
| $466K | ﹤0.01% |
138,865
-9,009
| -6% | -$35.9K |
|
|
TRTX
2417
TPG RE Finance Trust
TRTX
$618M
| $465K | ﹤0.01% |
57,095
| – | – |
|
2418
Polestar Automotive Holding UK
PSNY
$2.06B
| $465K | ﹤0.01% |
14,755
| – | – |
|
2419
Clearwater Paper
CLW
$376M
| $465K | ﹤0.01% |
18,317
| – | – |
|
|
AUTL
2420
Autolus Therapeutics
AUTL
$562M
| $463K | ﹤0.01% |
299,836
+2,100
| +0.7% | +$4.26K |
|
2421
BigBear.ai
BBAI
$1.57B
| $461K | ﹤0.01% |
161,420
+151,122
| +1,467% | +$719K |
|
2422
Kenon Holdings
KEN
$3.45B
| $459K | ﹤0.01% |
14,585
| – | – |
|
|
LGF.A
2423
DELISTED
Lions Gate Entertainment Corp. Class A Voting Shares
LGF.A
| $456K | ﹤0.01% |
51,497
-6,476
| -11% | -$58.3K |
|
2424
Daily Journal
DJCO
$778M
| $455K | ﹤0.01% |
1,145
-2
| -0.2% | -$865 |
|
2425
JELD-WEN Holding
JELD
$164M
| $455K | ﹤0.01% |
76,242
-6,507
| -8% | -$48.3K |
|
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.