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Legal & General Group Plc

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

Q4 2024 · Filed 2025-02-28
Market Value
$381.1B
-20.6%
Holdings
5,308
+47
New Purchases
47
Added To
612
Closed
1,852
Reduced
2,229
Top 10 Concentration
32.8%
Turnover
35.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TSLA 1.72% 1.18% +0.55% $6.6B
AMZN 3.10% 2.63% +0.47% $11.8B
AVGO 2.00% 1.63% +0.37% $7.6B
GOOGL 1.95% 1.70% +0.25% $7.4B
BLK 0.23% 0.00% +0.23% $891M
ANET 0.23% 0.00% +0.23% $864M
GOOG 1.65% 1.43% +0.22% $6.3B
LRCX 0.20% 0.00% +0.20% $754M
JPM 1.17% 1.02% +0.15% $4.5B
V 0.94% 0.80% +0.15% $3.6B
WFC 0.39% 0.27% +0.12% $1.5B
NFLX 0.61% 0.49% +0.11% $2.3B
PLTR 0.22% 0.12% +0.10% $849M
SPOT 0.12% 0.05% +0.08% $465M
APP 0.11% 0.04% +0.07% $425M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 7.28% 7.53% -0.24% $27.8B
MSFT 5.67% 5.89% -0.22% $21.6B
UNH 0.80% 1.01% -0.21% $3.0B
XOM 0.57% 0.76% -0.20% $2.2B
AMD 0.35% 0.53% -0.18% $1.3B
LLY 1.13% 1.29% -0.16% $4.3B
KO 0.44% 0.55% -0.11% $1.7B
DHR 0.25% 0.34% -0.09% $962M
ABBV 0.54% 0.62% -0.08% $2.1B
ADBE 0.38% 0.47% -0.08% $1.5B
HD 0.62% 0.70% -0.08% $2.4B
JNJ 0.70% 0.78% -0.08% $2.7B
AMAT 0.28% 0.36% -0.08% $1.1B
AMGN 0.25% 0.32% -0.08% $934M
TMO 0.31% 0.38% -0.08% $1.2B

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Technology 32.3%
Financial Services 13.6%
Healthcare 10.5%
Communication Services 9.4%
Consumer Cyclical 8.7%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 61 $195.2B 51.7%
Large Cap 786 $166.2B 44.0%
Mid Cap 1,028 $13.0B 3.4%
Small Cap 1,159 $2.9B 0.8%
Micro Cap 638 $102M 0.0%

Portfolio Analytics

Avg Market Cap
$23.5B
Median Market Cap
$2.1B
Avg P/E
29.8
Median P/E
19.4
Avg Dividend Yield
0.04%
Avg Beta
2.46
# Stocks
3,637
# ETFs / Funds
50

Top Holdings (5,308 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AAPL 7.28% 110,828,969 $27.8B $250.42 -$8.4B -44,187,491 -28.5%
2 NVDA 6.10% 173,139,219 $23.3B $134.29 -$6.1B -68,912,058 -28.5%
3 MSFT 5.67% 51,250,135 $21.6B $421.50 -$6.6B -14,385,041 -21.9%
4 AMZN 3.10% 53,891,518 $11.8B $219.39 -$809M -13,903,160 -20.5%
5 META 2.11% 13,728,633 $8.0B $585.51 -$2.0B -3,882,116 -22.0%
6 AVGO 2.00% 32,837,580 $7.6B $231.84 -$203M -12,472,515 -27.5%
7 GOOGL 1.95% 39,287,451 $7.4B $189.30 -$706M -9,810,827 -20.0%
8 TSLA 1.72% 16,258,842 $6.6B $403.84 $921M -5,318,641 -24.6%
9 GOOG 1.65% 32,961,336 $6.3B $190.44 -$594M -8,135,012 -19.8%
10 JPM 1.17% 18,610,663 $4.5B $239.71 -$432M -4,594,280 -19.8%
11 LLY 1.13% 5,585,045 $4.3B $772.00 -$1.9B -1,401,743 -20.1%
12 V 0.94% 11,383,269 $3.6B $316.04 -$226M -2,523,088 -18.1%
13 UNH 0.80% 6,006,960 $3.0B $505.86 -$1.8B -2,251,253 -27.3%
14 MA 0.77% 5,551,260 $2.9B $526.57 -$692M -1,769,879 -24.2%
15 BRK-B 0.74% 6,223,119 $2.8B $453.28 -$1.1B -2,225,339 -26.3%
16 PG 0.71% 16,232,038 $2.7B $167.65 -$857M -4,428,898 -21.4%
17 JNJ 0.70% 18,509,433 $2.7B $144.62 -$1.1B -4,603,436 -19.9%
18 COST 0.63% 2,612,631 $2.4B $916.27 -$633M -802,027 -23.5%
19 HD 0.62% 6,109,005 $2.4B $388.99 -$994M -2,209,041 -26.6%
20 NFLX 0.61% 2,587,988 $2.3B $891.32 -$65M -755,663 -22.6%
21 WMT 0.60% 25,370,566 $2.3B $90.35 -$417M -8,182,096 -24.4%
22 CRM 0.57% 6,548,593 $2.2B $334.33 -$263M -2,411,339 -26.9%
23 XOM 0.57% 20,035,401 $2.2B $107.57 -$1.5B -11,137,623 -35.7%
24 CSCO 0.55% 35,682,691 $2.1B $59.20 -$548M -14,308,688 -28.6%
25 ABBV 0.54% 11,584,613 $2.1B $177.70 -$939M -3,594,611 -23.7%
26 MRK 0.51% 19,484,511 $1.9B $99.48 -$737M -4,069,932 -17.3%
27 BAC 0.49% 42,626,747 $1.9B $43.95 -$329M -12,885,631 -23.2%
28 ORCL 0.48% 10,885,433 $1.8B $166.64 -$626M -3,431,858 -24.0%
29 ACN 0.44% 4,783,709 $1.7B $351.79 -$523M -1,455,773 -23.3%
30 KO 0.44% 26,920,251 $1.7B $62.26 -$954M -9,685,121 -26.5%
31 IBM 0.39% 6,806,018 $1.5B $219.83 -$503M -2,235,612 -24.7%
32 PEP 0.39% 9,784,108 $1.5B $152.06 -$692M -3,036,509 -23.7%
33 WFC 0.39% 21,085,551 $1.5B $70.24 $177M -1,997,030 -8.7%
34 ADBE 0.38% 3,284,343 $1.5B $444.68 -$779M -1,041,103 -24.1%
35 NOW 0.38% 1,365,531 $1.4B $1,060.12 -$132M -400,538 -22.7%
36 QCOM 0.36% 8,956,342 $1.4B $153.62 -$592M -2,614,556 -22.6%
37 AMD 0.35% 11,148,831 $1.3B $120.79 -$1.2B -4,362,006 -28.1%
38 ABT 0.34% 11,530,938 $1.3B $113.11 -$321M -2,727,869 -19.1%
39 CVX 0.33% 8,773,842 $1.3B $144.84 -$659M -4,330,219 -33.0%
40 MCD 0.33% 4,349,092 $1.3B $289.89 -$535M -1,548,645 -26.3%
41 TXN 0.32% 6,489,984 $1.2B $187.51 -$633M -2,463,306 -27.5%
42 GS 0.32% 2,110,215 $1.2B $572.62 -$127M -586,294 -21.7%
43 DIS 0.32% 10,833,669 $1.2B $111.35 -$149M -3,258,783 -23.1%
44 TMO 0.31% 2,262,540 $1.2B $520.23 -$666M -717,637 -24.1%
45 INTU 0.31% 1,871,684 $1.2B $628.50 -$384M -641,159 -25.5%
46 ISRG 0.30% 2,206,301 $1.2B $521.96 -$209M -562,455 -20.3%
47 NEE 0.29% 15,677,850 $1.1B $71.69 -$541M -4,013,153 -20.4%
48 AXP 0.29% 3,725,145 $1.1B $296.79 -$241M -1,240,390 -25.0%
49 PLD 0.29% 10,365,517 $1.1B $105.70 -$468M -2,013,087 -16.3%
50 VZ 0.29% 27,307,293 $1.1B $39.99 -$559M -9,454,780 -25.7%
51 T 0.29% 47,906,723 $1.1B $22.77 -$213M -11,336,606 -19.1%
52 BKNG 0.28% 217,628 $1.1B $4,968.42 -$74M -56,736 -20.7%
53 LIN 0.28% 2,538,159 $1.1B $418.64 -$523M -787,518 -23.7%
54 EQIX 0.28% 1,125,959 $1.1B $942.89 -$150M -238,856 -17.5%
55 AMAT 0.28% 6,526,956 $1.1B $162.63 -$647M -1,928,639 -22.8%
56 SPGI 0.27% 2,080,220 $1.0B $498.03 -$393M -685,673 -24.8%
57 GE 0.27% 6,194,624 $1.0B $166.79 -$515M -2,014,359 -24.5%
58 UNP 0.27% 4,518,302 $1.0B $228.04 -$389M -1,239,515 -21.5%
59 MS 0.27% 8,040,164 $1.0B $125.72 -$79M -2,410,539 -23.1%
60 PANW 0.27% 5,552,888 $1.0B $181.96 -$181M +2,067,838 +59.3%
61 RY 0.26% 8,218,901 $990M $120.51 -$316M -2,234,230 -21.4%
62 PFE 0.26% 36,906,565 $979M $26.53 -$372M -9,777,931 -20.9%
63 DHR 0.25% 4,192,400 $962M $229.55 -$658M -1,636,980 -28.1%
64 BSX 0.25% 10,738,806 $959M $89.32 -$171M -2,743,301 -20.3%
65 C 0.25% 13,413,988 $944M $70.39 -$120M -3,585,471 -21.1%
66 CAT 0.25% 2,591,815 $940M $362.76 -$426M -900,218 -25.8%
67 AMGN 0.25% 3,583,245 $934M $260.64 -$609M -1,204,225 -25.2%
68 CMCSA 0.24% 24,450,324 $918M $37.53 -$369M -6,358,645 -20.6%
69 GILD 0.24% 9,911,231 $916M $92.37 -$108M -2,292,331 -18.8%
70 LOW 0.24% 3,704,488 $914M $246.80 -$452M -1,340,545 -26.6%
71 BMY 0.24% 16,125,806 $912M $56.56 -$125M -3,918,724 -19.6%
72 PGR 0.24% 3,791,506 $908M $239.61 -$289M -926,989 -19.6%
73 BLK 0.23% 868,700 $891M $1,025.11 $891M +868,700 +100.0% NEW
74 Lam Research Corp 0.23% 1,069,372 $873M $816.08 -$258M -316,174 -22.8%
75 Blackrock Inc 0.23% 918,527 $872M $949.51 -$232M -244,541 -21.0%
76 WELL 0.23% 6,890,101 $868M $126.03 -$174M -1,253,351 -15.4%
77 ANET 0.23% 7,814,613 $864M $110.53 $864M +7,814,613 +100.0% NEW
78 PLTR 0.22% 11,231,758 $849M $75.63 $273M -4,251,275 -27.5%
79 UBS 0.22% 27,475,001 $841M $30.60 -$227M -7,077,199 -20.5%
80 PM 0.22% 6,907,837 $831M $120.35 -$343M -2,767,766 -28.6%
81 ETN 0.21% 2,420,304 $803M $331.87 -$200M -605,223 -20.0%
82 HON 0.21% 3,537,486 $799M $225.89 -$175M -1,173,725 -24.9%
83 AMT 0.21% 4,346,085 $797M $183.41 -$422M -895,244 -17.1%
84 SYK 0.21% 2,187,886 $788M $360.05 -$234M -640,072 -22.6%
85 ADP 0.21% 2,682,523 $785M $292.73 -$176M -789,297 -22.7%
86 ENB 0.20% 18,379,516 $780M $42.42 -$181M -5,242,719 -22.2%
87 TMUS 0.20% 3,497,132 $772M $220.73 -$119M -821,686 -19.0%
88 VRTX 0.20% 1,884,153 $759M $402.70 -$313M -419,644 -18.2%
89 ADI 0.20% 3,570,492 $759M $212.46 -$355M -1,269,024 -26.2%
90 BX 0.20% 4,390,656 $757M $172.42 -$162M -1,613,932 -26.9%
91 LRCX 0.20% 10,437,073 $754M $72.23 $754M +10,437,073 +100.0% NEW
92 MMC 0.20% 3,535,195 $751M $212.41 -$209M -768,837 -17.9%
93 MDT 0.19% 9,201,325 $735M $79.88 -$318M -2,496,366 -21.3%
94 CB 0.19% 2,648,526 $732M $276.30 -$252M -763,242 -22.4%
95 TJX 0.19% 6,015,062 $727M $120.81 -$200M -1,872,173 -23.7%
96 Arista Networks Inc 0.19% 1,882,670 $723M $383.82 -$193M -502,086 -21.1%
97 COP 0.19% 7,228,656 $717M $99.17 -$298M -2,410,751 -25.0%
98 FI 0.19% 3,489,260 $717M $205.42 -$73M -904,479 -20.6%
99 NKE 0.19% 9,440,451 $714M $75.67 -$278M -1,786,792 -15.9%
100 UBER 0.19% 11,699,977 $706M $60.32 -$423M -3,311,602 -22.1%

New Positions

SymbolValue% Port
BLK $891M 0.23%
ANET $864M 0.23%
LRCX $754M 0.20%
SMCI $114M 0.03%
APTV $104M 0.03%
IGIB $94M 0.02%
BEPC $91M 0.02%
SOBO $55M 0.01%
IGSB $42M 0.01%
GRP-UN $17M —%
BIPC $14M —%
PRMB $14M —%
FCEL $10M —%
ECG $9M —%
SERV $7M —%

Sold Out Positions

SymbolValue% Port
ONDS —%
FOSL —%
BRID —%
EBMT —%
GEVO —%
FNWB —%
CODA —%
BDSX —%
AMLX —%
CMTL —%
AOUT —%
SLN —%
GSIT —%
CSBR —%
ATAI —%
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