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 | |
|---|---|---|---|---|---|---|
|
OLP
2451
One Liberty Properties
OLP
$511M
| $505K | ﹤0.01% |
18,527
+3,640
| +24% | +$102K |
|
|
KE
2452
Kimball Electronics
KE
$610M
| $504K | ﹤0.01% |
26,903
+7,804
| +41% | +$147K |
|
2453
Global Industrial
GIC
$1.52B
| $502K | ﹤0.01% |
20,264
+1,616
| +9% | +$47.2K |
|
|
GATO
2454
DELISTED
Gatos Silver, Inc.
GATO
| $502K | ﹤0.01% |
35,878
| – | – |
|
2455
KT
KT
$8.71B
| $501K | ﹤0.01% |
32,247
+9,753
| +43% | +$155K |
|
2456
Evolv Technologies
EVLV
$1.06B
| $495K | ﹤0.01% |
125,398
+30,553
| +32% | +$107K |
|
|
FPI
2457
Farmland Partners
FPI
$423M
| $495K | ﹤0.01% |
42,101
+1,233
| +3% | +$14.5K |
|
|
LGF.A
2458
DELISTED
Lions Gate Entertainment Corp. Class A Voting Shares
LGF.A
| $495K | ﹤0.01% |
57,973
| – | – |
|
2459
Navitas Semiconductor
NVTS
$3.49B
| $494K | ﹤0.01% |
138,410
+6,070
| +5% | +$16.9K |
|
|
NOA
2460
North American Construction
NOA
$394M
| $494K | ﹤0.01% |
22,919
+6,008
| +36% | +$118K |
|
2461
Patria Investments
PAX
$1.82B
| $491K | ﹤0.01% |
42,231
+14,082
| +50% | +$166K |
|
2462
Altimmune
ALT
$587M
| $491K | ﹤0.01% |
68,102
-500
| -0.7% | -$3.82K |
|
2463
Amalgamated Financial
AMAL
$1.48B
| $490K | ﹤0.01% |
14,635
-3,465
| -19% | -$119K |
|
|
CTLP
2464
DELISTED
Cantaloupe
CTLP
| $487K | ﹤0.01% |
51,255
-11,343
| -18% | -$103K |
|
2465
Kenon Holdings
KEN
$3.36B
| $487K | ﹤0.01% |
14,585
| – | – |
|
|
TRTX
2466
TPG RE Finance Trust
TRTX
$607M
| $485K | ﹤0.01% |
57,095
+11,919
| +26% | +$104K |
|
|
CVGW
2467
DELISTED
Calavo Growers
CVGW
| $482K | ﹤0.01% |
18,883
-40
| -0.2% | -$1.09K |
|
|
ETWO
2468
DELISTED
E2open Parent Holdings
ETWO
| $478K | ﹤0.01% |
179,875
+4,601
| +3% | +$14.5K |
|
2469
ZipRecruiter
ZIP
$408M
| $478K | ﹤0.01% |
66,085
-14
| -0% | -$125 |
|
2470
Hyster-Yale Materials Handling
HY
$637M
| $478K | ﹤0.01% |
9,379
+310
| +3% | +$18.1K |
|
2471
iRadimed
IRMD
$1.16B
| $477K | ﹤0.01% |
8,680
-855
| -9% | -$45K |
|
2472
Acco Brands
ACCO
$400M
| $476K | ﹤0.01% |
90,622
| – | – |
|
2473
Enliven Therapeutics
ELVN
$4.32B
| $476K | ﹤0.01% |
21,140
+812
| +4% | +$21K |
|
2474
Southern Missouri Bancorp
SMBC
$840M
| $475K | ﹤0.01% |
8,288
| – | – |
|
|
XRN
2475
Chiron Real Estate Inc
XRN
$472M
| $475K | ﹤0.01% |
12,305
+913
| +8% | +$40.4K |
|
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.