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Legal & General Group Plc

ONE COLEMAN STREET, LONDON, X0 EC2R 5AA • 00 44 20 3124 3000

Q2 2026 · Filed 2026-08-14
Market Value
$476.7B
+11.2%
Holdings
3,512
+159
New Purchases
216
Added To
1,435
Closed
176
Reduced
1,392
Top 10 Concentration
32.4%
Turnover
11.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MU 1.76% 0.58% +1.18% $8.4B
AMD 1.34% 0.53% +0.80% $6.4B
INTC 0.86% 0.34% +0.52% $4.1B
AMAT 0.92% 0.51% +0.41% $4.4B
LRCX 0.94% 0.55% +0.39% $4.5B
KLAC 0.63% 0.36% +0.28% $3.0B
GOOGL 2.79% 2.53% +0.26% $13.3B
MRVL 0.37% 0.13% +0.24% $1.7B
SNDK 0.26% 0.05% +0.21% $1.2B
WDC 0.34% 0.13% +0.20% $1.6B
AVGO 2.52% 2.32% +0.19% $12.0B
PANW 0.41% 0.23% +0.18% $2.0B
GOOG 2.24% 2.07% +0.17% $10.7B
STX 0.31% 0.14% +0.17% $1.5B
CSCO 0.79% 0.62% +0.17% $3.8B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 3.84% 4.34% -0.50% $18.3B
XONA.DE 0.47% 0.77% -0.30% $2.2B
META 1.67% 1.91% -0.24% $7.9B
NVDA 6.67% 6.89% -0.22% $31.8B
NFLX 0.40% 0.61% -0.21% $1.9B
CVX 0.31% 0.49% -0.18% $1.5B
PLTR 0.30% 0.47% -0.18% $1.4B
WMT 0.61% 0.78% -0.17% $2.9B
AZN 1.01% 1.17% -0.16% $4.8B
T 0.20% 0.32% -0.12% $961M
ACN 0.14% 0.25% -0.11% $644M
INTU 0.10% 0.21% -0.10% $499M
PG 0.45% 0.55% -0.10% $2.1B
TOTB.DE 0.22% 0.31% -0.09% $1.0B
MCD 0.25% 0.34% -0.09% $1.2B

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Technology 32.7%
Financial Services 12.9%
Healthcare 10.8%
Communication Services 9.1%
Consumer Cyclical 8.9%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 72 $283.5B 59.5%
Large Cap 815 $179.1B 37.6%
Mid Cap 1,091 $12.0B 2.5%
Small Cap 1,093 $2.0B 0.4%
Micro Cap 441 $50M 0.0%

Portfolio Analytics

Avg Market Cap
$29.0B
Median Market Cap
$2.7B
Avg P/E
33.7
Median P/E
19.8
Avg Dividend Yield
0.02%
Avg Beta
1.08
# Stocks
3,482
# ETFs / Funds
30

Top Holdings (3,512 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 6.67% 158,902,241 $31.8B $200.09 $2.3B -10,325,286 -6.1%
2 AAPL 6.39% 105,208,881 $30.4B $289.36 $3.0B -2,918,499 -2.7%
3 MSFT 3.84% 49,076,304 $18.3B $373.02 -$300M -1,187,008 -2.4%
4 GOOGL 2.79% 37,212,257 $13.3B $357.37 $2.4B -546,634 -1.4%
5 AMZN 2.69% 53,836,436 $12.8B $238.34 $1.3B -1,703,167 -3.1%
6 AVGO 2.52% 31,762,138 $12.0B $377.75 $2.0B -410,162 -1.3%
7 GOOG 2.24% 30,200,482 $10.7B $353.33 $1.8B -649,707 -2.1%
8 TSLA 1.79% 20,293,894 $8.5B $420.60 $1.0B +93,521 +0.5%
9 MU 1.76% 7,279,274 $8.4B $1,154.29 $5.9B -86,459 -1.2%
10 META 1.67% 14,099,436 $7.9B $563.29 -$234M -190,868 -1.3%
11 AMD 1.34% 10,979,868 $6.4B $580.91 $4.1B -282,901 -2.5%
12 LLY 1.29% 5,145,229 $6.2B $1,199.43 $1.2B -234,135 -4.3%
13 JPM 1.23% 17,895,549 $5.9B $327.33 $314M -951,729 -5.0%
14 JNJ 1.03% 19,286,904 $4.9B $253.97 $169M -60,958 -0.3%
15 AZN 1.01% 25,750,245 $4.8B $187.14 -$189M -99,733 -0.4%
16 LRCX 0.94% 10,373,392 $4.5B $433.33 $2.1B -677,520 -6.1%
17 AMAT 0.92% 6,091,952 $4.4B $723.00 $2.2B -319,840 -5.0%
18 INTC 0.86% 29,335,458 $4.1B $139.63 $2.6B -3,812,956 -11.5%
19 V 0.86% 11,896,313 $4.1B $343.09 $288M -654,513 -5.2%
20 CSCO 0.79% 32,143,460 $3.8B $117.46 $1.1B -2,242,968 -6.5%
21 KLAC 0.63% 10,026,567 $3.0B $301.71 $1.5B +8,992,163 +869.3%
22 ABBV 0.61% 11,548,053 $2.9B $251.64 $261M -611,374 -5.0%
23 WMT 0.61% 25,654,853 $2.9B $113.26 -$441M -1,272,724 -4.7%
24 MA 0.61% 5,625,910 $2.9B $513.60 -$51M -258,229 -4.4%
25 BRK-B 0.59% 5,578,840 $2.8B $500.39 -$33M -316,201 -5.4%
26 CAT 0.58% 2,613,814 $2.8B $1,064.90 $819M -158,778 -5.7%
27 BAC 0.54% 45,122,147 $2.6B $56.98 $383M +246,341 +0.6%
28 UNH 0.51% 5,882,462 $2.4B $415.63 $789M -236,582 -3.9%
29 MRK 0.51% 18,873,343 $2.4B $128.50 $75M -665,202 -3.4%
30 COST 0.50% 2,525,135 $2.4B $935.47 -$133M +20,902 +0.8%
31 XONA.DE 0.47% 16,273,364 $2.2B $136.72 -$1.1B -3,165,493 -16.3%
32 GE 0.45% 5,718,479 $2.1B $373.73 $342M -608,706 -9.6%
33 PG 0.45% 14,564,948 $2.1B $146.64 -$205M -1,639,081 -10.1%
34 KO 0.41% 24,341,909 $2.0B $81.27 -$39M -2,183,244 -8.2%
35 GS 0.41% 1,948,308 $2.0B $1,011.37 $208M -134,870 -6.5%
36 PANW 0.41% 5,771,815 $2.0B $341.02 $966M -479,822 -7.7%
37 HD 0.41% 5,540,102 $2.0B $352.68 -$63M -591,167 -9.6%
38 TXN 0.40% 6,435,660 $1.9B $298.07 $687M +95,735 +1.5%
39 GEV 0.40% 1,625,272 $1.9B $1,174.86 $370M -138,459 -7.8%
40 NFLX 0.40% 26,421,929 $1.9B $71.40 -$716M -642,845 -2.4%
41 IBM 0.39% 6,666,667 $1.9B $281.21 $199M -247,386 -3.6%
42 C 0.37% 12,539,235 $1.8B $139.96 $210M -1,084,096 -8.0%
43 MRVL 0.37% 5,849,563 $1.7B $297.89 $1.2B +222,547 +4.0%
44 QCOM 0.37% 9,416,114 $1.7B $184.79 $510M -132,425 -1.4%
45 RY 0.35% 7,950,572 $1.6B $207.00 $253M -695,027 -8.0%
46 WFC 0.34% 19,795,267 $1.6B $82.64 -$3M -794,889 -3.9%
47 WDC 0.34% 2,509,592 $1.6B $638.72 $1.0B +380,422 +17.9%
48 WELL 0.34% 7,046,531 $1.6B $226.97 $168M -192,666 -2.7%
49 MS 0.33% 7,494,442 $1.6B $209.04 $201M -800,821 -9.7%
50 ADI 0.32% 3,840,086 $1.5B $397.17 $257M -146,090 -3.7%
51 LIN 0.31% 2,878,928 $1.5B $518.94 $49M -36,881 -1.3%
52 STX 0.31% 1,530,731 $1.5B $965.00 $884M +16,114 +1.1%
53 PLD 0.31% 10,880,378 $1.5B $135.47 -$5M -307,861 -2.8%
54 NEE 0.31% 16,702,600 $1.5B $87.77 -$77M +91,834 +0.6%
55 CVX 0.31% 8,822,469 $1.5B $165.76 -$628M -1,283,071 -12.7%
56 ORCL 0.30% 9,897,265 $1.5B $146.55 -$60M -367,740 -3.6%
57 PLTR 0.30% 12,195,645 $1.4B $116.67 -$607M -1,682,491 -12.1%
58 CRWD 0.29% 1,837,143 $1.4B $763.14 $641M -111,763 -5.7%
59 AMGN 0.29% 3,816,942 $1.4B $362.12 $20M -53,921 -1.4%
60 APH 0.29% 7,829,563 $1.4B $176.32 $355M -284,441 -3.5%
61 GILD 0.28% 10,421,131 $1.3B $126.34 -$142M -43,758 -0.4%
62 PM 0.28% 7,275,170 $1.3B $180.91 $3M -667,375 -8.4%
63 RTX 0.27% 6,679,261 $1.3B $189.73 -$92M -369,682 -5.2%
64 TD 0.26% 10,216,647 $1.2B $121.54 $277M -151,294 -1.5%
65 SNDK 0.26% 544,041 $1.2B $2,273.29 $1.0B +178,291 +48.8%
66 GLW 0.25% 4,746,047 $1.2B $255.43 $548M -140,389 -2.9%
67 PEP 0.25% 8,864,652 $1.2B $135.40 -$181M -30,122 -0.3%
68 ANET 0.25% 7,051,432 $1.2B $169.88 $281M -414,053 -5.5%
69 UNP 0.25% 4,386,525 $1.2B $272.00 $150M +87,424 +2.0%
70 MCD 0.25% 4,402,074 $1.2B $270.31 -$285M -343,169 -7.2%
71 EQIX 0.25% 1,133,223 $1.2B $1,042.39 $9M -62,873 -5.3%
72 VZ 0.24% 27,344,618 $1.2B $42.34 -$253M -768,029 -2.7%
73 AXP 0.24% 3,364,536 $1.1B $338.25 $26M -311,628 -8.5%
74 TMO 0.24% 2,238,613 $1.1B $501.36 -$43M -131,918 -5.6%
75 UBS 0.23% 22,124,624 $1.1B $49.66 $204M -1,277,920 -5.5%
76 ABT 0.23% 11,929,958 $1.1B $90.74 -$179M -355,571 -2.9%
77 PFE 0.22% 43,233,122 $1.0B $24.08 -$181M -272,441 -0.6%
78 DIS 0.22% 10,781,788 $1.0B $96.25 -$58M -590,089 -5.2%
79 TOTB.DE 0.22% 13,253,792 $1.0B $77.78 -$303M -1,049,557 -7.3%
80 BKNG 0.21% 5,565,678 $992M $178.24 -$1M +5,329,743 +2259.0%
81 ISRG 0.21% 2,478,505 $986M $397.68 -$159M -5,155 -0.2%
82 BMY 0.21% 17,022,940 $981M $57.62 -$43M +145,314 +0.9%
83 FTNT 0.21% 6,373,269 $979M $153.62 $450M -104,422 -1.6%
84 ETN 0.20% 2,277,622 $971M $426.12 $128M -77,685 -3.3%
85 T 0.20% 46,410,396 $961M $20.70 -$431M -1,595,258 -3.3%
86 DE 0.20% 1,509,398 $957M $634.33 $83M -42,719 -2.8%
87 CVS 0.20% 9,172,999 $949M $103.45 $266M -342,724 -3.6%
88 ENB 0.20% 17,428,310 $945M $54.21 -$80M -1,541,431 -8.1%
89 UBER 0.20% 13,070,492 $943M $72.16 -$128M -1,825,290 -12.2%
90 VRTX 0.19% 1,870,015 $929M $496.73 $56M -85,749 -4.4%
91 CRM 0.19% 5,919,390 $927M $156.66 -$258M -431,496 -6.8%
92 DELL 0.19% 2,097,580 $905M $431.46 $539M -132,922 -6.0%
93 PGR 0.18% 4,007,622 $875M $218.45 $21M -303,756 -7.0%
94 SCHW 0.18% 9,403,634 $868M $92.27 -$79M -668,530 -6.6%
95 CB 0.18% 2,475,458 $843M $340.74 $3M -102,835 -4.0%
96 BNY 0.17% 5,622,081 $813M $144.61 $126M -172,178 -3.0%
97 TJX 0.17% 5,328,735 $807M $151.50 -$93M -307,890 -5.5%
98 BLK 0.17% 839,302 $807M $961.56 -$62M -64,335 -7.1%
99 SPGI 0.17% 1,977,357 $805M $407.26 -$105M -163,242 -7.6%
100 DHR 0.17% 4,205,461 $801M $190.48 -$59M -329,564 -7.3%

New Positions

SymbolValue% Port
HONIV $371M 0.08%
HONAV $356M 0.07%
SPCX $199M 0.04%
DD $132M 0.03%
FDXF $96M 0.02%
TRI $74M 0.02%
CBRS $34M 0.01%
OCTV $17M —%
IGSB $16M —%
OGC $6M —%
KEEL $4M —%
AYA $2M —%
CCL $2M —%
SA $2M —%
IGV $2M —%

Sold Out Positions

SymbolValue% Port
JELD —%
CLPR —%
SUZ —%
VIV —%
DAVA —%
FVRR —%
KT —%
GETY —%
AVD —%
UGP —%
SLQT —%
ZVIA —%
SKIL —%
MED —%
RPT —%
View SEC EDGAR Filings for Legal & General Group Plc →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms