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 | |
|---|---|---|---|---|---|---|
2426
Five Star Bancorp
FSBC
$1.13B
| $453K | ﹤0.01% |
16,299
+2,199
| +16% | +$65.5K |
|
|
ATSG
2427
DELISTED
Air Transport Services Group
ATSG
| $453K | ﹤0.01% |
20,176
-1,346
| -6% | -$29.9K |
|
2428
Arhaus
ARHS
$1.36B
| $453K | ﹤0.01% |
52,026
+14,586
| +39% | +$156K |
|
2429
Nabors Industries
NBR
$1.21B
| $452K | ﹤0.01% |
10,848
-15,068
| -58% | -$767K |
|
2430
Invesco Mortgage Capital
IVR
$805M
| $450K | ﹤0.01% |
57,030
+9,518
| +20% | +$80.2K |
|
2431
PubMatic
PUBM
$810M
| $448K | ﹤0.01% |
48,970
| – | – |
|
2432
Intercorp Financial Services
IFS
$6.55B
| $447K | ﹤0.01% |
13,493
-163
| -1% | -$5.12K |
|
2433
Patria Investments
PAX
$1.86B
| $446K | ﹤0.01% |
39,506
-2,725
| -6% | -$31.8K |
|
2434
ARS Pharmaceuticals
SPRY
$612M
| $445K | ﹤0.01% |
35,341
-70
| -0.2% | -$842 |
|
2435
Redwire
RDW
$3.25B
| $444K | ﹤0.01% |
53,507
+51,434
| +2,481% | +$852K |
|
2436
Capital City Bank Group
CCBG
$890M
| $443K | ﹤0.01% |
12,315
| – | – |
|
2437
Riskified
RSKD
$716M
| $443K | ﹤0.01% |
95,829
-3,136
| -3% | -$15.8K |
|
2438
Vaalco Energy
EGY
$594M
| $437K | ﹤0.01% |
116,334
| – | – |
|
|
DHC
2439
Diversified Healthcare Trust
DHC
$2.14B
| $433K | ﹤0.01% |
180,594
-1,362
| -0.7% | -$3.36K |
|
2440
Algoma Steel
ASTL
$431M
| $432K | ﹤0.01% |
79,620
-1,125
| -1% | -$8.45K |
|
|
FNA
2441
DELISTED
Paragon 28, Inc.
FNA
| $432K | ﹤0.01% |
33,075
+4,521
| +16% | +$56.3K |
|
2442
Southern Missouri Bancorp
SMBC
$850M
| $431K | ﹤0.01% |
8,288
| – | – |
|
|
NFBK
2443
DELISTED
Northfield Bancorp
NFBK
| $427K | ﹤0.01% |
39,180
| – | – |
|
2444
Bumble
BMBL
$373M
| $426K | ﹤0.01% |
98,042
-1,778
| -2% | -$11.6K |
|
2445
iRadimed
IRMD
$1.18B
| $425K | ﹤0.01% |
8,105
-575
| -7% | -$32.3K |
|
|
CVGW
2446
DELISTED
Calavo Growers
CVGW
| $423K | ﹤0.01% |
17,616
-1,267
| -7% | -$29.8K |
|
|
ZK
2447
DELISTED
Zeekr
ZK
| $422K | ﹤0.01% |
17,493
+2,687
| +18% | +$71.4K |
|
2448
Immunome
IMNM
$2.83B
| $421K | ﹤0.01% |
62,503
+20,510
| +49% | +$197K |
|
2449
Enel Chile
ENIC
$6.28B
| $419K | ﹤0.01% |
128,041
-131
| -0.1% | -$420 |
|
2450
Ultrapar
UGP
$6.54B
| $418K | ﹤0.01% |
135,500
| – | – |
|
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.