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Legal & General Group Plc

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

Q1 2025 · Filed 2025-05-29
Market Value
$327.3B
-14.1%
Holdings
5,331
+23
New Purchases
23
Added To
1,839
Closed
1,554
Reduced
1,595
Top 10 Concentration
25.9%
Turnover
29.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
UNH 1.09% 0.80% +0.30% $3.6B
INTC 0.47% 0.17% +0.29% $1.5B
ADBE 0.60% 0.38% +0.22% $2.0B
PLD 0.50% 0.29% +0.21% $1.6B
JNJ 0.87% 0.70% +0.16% $2.8B
CVX 0.49% 0.33% +0.16% $1.6B
PEP 0.54% 0.39% +0.15% $1.8B
MRK 0.65% 0.51% +0.14% $2.1B
CVS 0.24% 0.11% +0.13% $778M
MSFT 5.79% 5.67% +0.12% $19.0B
AMGN 0.36% 0.25% +0.12% $1.2B
CMCSA 0.36% 0.24% +0.11% $1.2B
PFE 0.37% 0.26% +0.11% $1.2B
AMD 0.46% 0.35% +0.11% $1.5B
MCD 0.44% 0.33% +0.10% $1.4B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 2.51% 6.10% -3.59% $8.2B
AVGO 1.07% 2.00% -0.93% $3.5B
AMZN 2.51% 3.10% -0.60% $8.2B
META 1.59% 2.11% -0.52% $5.2B
AAPL 6.77% 7.28% -0.51% $22.2B
TSLA 1.31% 1.72% -0.42% $4.3B
UBS 0.00% 0.22% -0.22% $14M
NFLX 0.40% 0.61% -0.20% $1.3B
JPM 0.98% 1.17% -0.19% $3.2B
GOOGL 1.76% 1.95% -0.19% $5.8B
PLTR 0.05% 0.22% -0.17% $163M
GOOG 1.51% 1.65% -0.14% $4.9B
ORCL 0.35% 0.48% -0.13% $1.1B
WMT 0.47% 0.60% -0.13% $1.5B
APP 0.00% 0.11% -0.11% $9M

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 $147.6B 45.8%
Large Cap 787 $156.9B 48.7%
Mid Cap 1,039 $14.2B 4.4%
Small Cap 1,166 $3.3B 1.0%
Micro Cap 642 $192M 0.1%

Portfolio Analytics

Avg Market Cap
$23.4B
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
3,660
# ETFs / Funds
50

Top Holdings (5,331 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AAPL 6.77% 115,105,992 $22.2B $192.53 -$5.6B +4,277,023 +3.9%
2 MSFT 5.79% 50,407,695 $19.0B $376.04 -$2.6B -842,440 -1.6%
3 NVDA 2.51% 16,580,430 $8.2B $495.22 -$15.0B -156,558,789 -90.4%
4 AMZN 2.51% 53,992,837 $8.2B $151.94 -$3.6B +101,319 +0.2%
5 GOOGL 1.76% 41,331,851 $5.8B $139.69 -$1.7B +2,044,400 +5.2%
6 META 1.59% 14,670,345 $5.2B $353.96 -$2.8B +941,712 +6.9%
7 GOOG 1.51% 34,953,739 $4.9B $140.93 -$1.4B +1,992,403 +6.0%
8 TSLA 1.31% 17,224,031 $4.3B $248.48 -$2.3B +965,189 +5.9%
9 UNH 1.09% 6,804,160 $3.6B $526.47 $544M +797,200 +13.3%
10 AVGO 1.07% 3,142,536 $3.5B $1,116.25 -$4.1B -29,695,044 -90.4%
11 LLY 1.05% 5,907,948 $3.4B $582.92 -$868M +322,903 +5.8%
12 JPM 0.98% 18,879,697 $3.2B $170.10 -$1.2B +269,034 +1.4%
13 V 0.91% 11,489,370 $3.0B $260.35 -$606M +106,101 +0.9%
14 JNJ 0.87% 18,103,503 $2.8B $156.74 $161M -405,930 -2.2%
15 MA 0.78% 5,974,278 $2.5B $426.51 -$375M +423,018 +7.6%
16 PG 0.75% 16,689,947 $2.4B $146.54 -$276M +457,909 +2.8%
17 BRK-B 0.74% 6,824,412 $2.4B $356.66 -$387M +601,293 +9.7%
18 HD 0.70% 6,642,403 $2.3B $346.55 -$74M +533,398 +8.7%
19 XOM 0.65% 21,177,607 $2.1B $99.98 -$38M +1,142,206 +5.7%
20 MRK 0.65% 19,387,683 $2.1B $109.02 $175M -96,828 -0.5%
21 ADBE 0.60% 3,316,674 $2.0B $596.60 $518M +32,331 +1.0%
22 CSCO 0.59% 38,384,443 $1.9B $50.52 -$173M +2,701,752 +7.6%
23 ABBV 0.58% 12,283,350 $1.9B $154.97 -$155M +698,737 +6.0%
24 COST 0.57% 2,837,865 $1.9B $660.08 -$521M +225,234 +8.6%
25 PEP 0.54% 10,428,068 $1.8B $169.84 $283M +643,960 +6.6%
26 KO 0.54% 30,032,900 $1.8B $58.93 $94M +3,112,649 +11.6%
27 ACN 0.52% 4,839,297 $1.7B $350.91 $15M +55,588 +1.2%
28 CRM 0.52% 6,438,623 $1.7B $263.14 -$495M -109,970 -1.7%
29 PLD 0.50% 12,219,207 $1.6B $133.30 $533M +1,853,690 +17.9%
30 CVX 0.49% 10,763,067 $1.6B $149.16 $335M +1,989,225 +22.7%
31 WMT 0.47% 9,819,155 $1.5B $157.65 -$744M -15,551,411 -61.3%
32 BAC 0.47% 45,328,443 $1.5B $33.67 -$347M +2,701,696 +6.3%
33 INTC 0.47% 30,369,526 $1.5B $50.25 $868M -2,446,296 -7.5%
34 AMD 0.46% 10,229,505 $1.5B $147.41 $161M -919,326 -8.2%
35 MCD 0.44% 4,803,721 $1.4B $296.51 $164M +454,629 +10.5%
36 TMO 0.41% 2,537,586 $1.3B $530.79 $170M +275,046 +12.2%
37 NFLX 0.40% 2,691,219 $1.3B $486.88 -$996M +103,231 +4.0%
38 ABT 0.39% 11,736,029 $1.3B $110.07 -$12M +205,091 +1.8%
39 UNP 0.37% 4,918,043 $1.2B $245.62 $178M +399,741 +8.8%
40 QCOM 0.37% 8,292,581 $1.2B $144.63 -$177M -663,761 -7.4%
41 PFE 0.37% 41,532,357 $1.2B $28.79 $217M +4,625,792 +12.5%
42 AMGN 0.36% 4,113,284 $1.2B $288.02 $251M +530,039 +14.8%
43 CMCSA 0.36% 26,525,780 $1.2B $43.85 $246M +2,075,456 +8.5%
44 INTU 0.35% 1,854,590 $1.2B $625.03 -$17M -17,094 -0.9%
45 VZ 0.35% 30,327,776 $1.1B $37.70 $51M +3,020,483 +11.1%
46 LIN 0.35% 2,776,207 $1.1B $410.50 $77M +238,048 +9.4%
47 ORCL 0.35% 10,779,208 $1.1B $105.43 -$677M -106,225 -1.0%
48 TXN 0.34% 6,517,259 $1.1B $170.46 -$106M +27,275 +0.4%
49 DHR 0.33% 4,707,728 $1.1B $231.34 $127M +515,328 +12.3%
50 NEE 0.33% 17,667,203 $1.1B $60.74 -$51M +1,989,353 +12.7%
51 IBM 0.33% 6,517,977 $1.1B $163.55 -$430M -288,041 -4.2%
52 DIS 0.31% 11,272,410 $1.0B $90.29 -$189M +438,741 +4.0%
53 SPGI 0.31% 2,307,588 $1.0B $440.52 -$19M +227,368 +10.9%
54 AMT 0.31% 4,681,175 $1.0B $215.88 $213M +335,090 +7.7%
55 AMAT 0.31% 6,196,995 $1.0B $162.07 -$57M -329,961 -5.1%
56 WFC 0.30% 20,011,176 $985M $49.22 -$496M -1,074,375 -5.1%
57 EQIX 0.29% 1,192,545 $960M $805.39 -$101M +66,586 +5.9%
58 LOW 0.29% 4,263,111 $949M $222.55 $34M +558,623 +15.1%
59 NKE 0.29% 8,719,710 $947M $108.57 $232M -720,741 -7.6%
60 NOW 0.28% 1,319,664 $932M $706.49 -$515M -45,867 -3.4%
61 CAT 0.28% 3,072,982 $909M $295.67 -$32M +481,167 +18.6%
62 GS 0.27% 2,250,225 $868M $385.77 -$340M +140,010 +6.6%
63 COP 0.26% 7,423,140 $862M $116.07 $145M +194,484 +2.7%
64 ELV 0.26% 1,818,444 $858M $471.56 $211M +65,038 +3.7%
65 BMY 0.26% 16,693,025 $857M $51.31 -$56M +567,219 +3.5%
66 GE 0.26% 6,606,805 $843M $127.63 -$190M +412,181 +6.7%
67 GILD 0.26% 10,365,948 $840M $81.01 -$76M +454,717 +4.6%
68 VRTX 0.26% 2,061,605 $839M $406.89 $80M +177,452 +9.4%
69 BKNG 0.26% 236,417 $839M $3,547.21 -$243M +18,789 +8.6%
70 BLK 0.25% 879,211 $832M $946.48 -$58M +10,511 +1.2%
71 T 0.25% 49,308,432 $827M $16.78 -$263M +1,401,709 +2.9%
72 MDT 0.25% 9,767,062 $805M $82.38 $70M +565,737 +6.1%
73 RY 0.25% 7,904,374 $803M $101.62 -$187M -314,527 -3.8%
74 Lam Research Corp 0.24% 1,019,625 $799M $783.26 -$74M -49,747 -4.7%
75 HON 0.24% 3,802,697 $797M $209.71 -$2M +265,211 +7.5%
76 AXP 0.24% 4,210,391 $789M $187.34 -$317M +485,246 +13.0%
77 Blackrock Inc 0.24% 967,250 $785M $811.80 -$87M +48,723 +5.3%
78 MS 0.24% 8,398,690 $783M $93.25 -$228M +358,526 +4.5%
79 ISRG 0.24% 2,321,239 $783M $337.36 -$369M +114,938 +5.2%
80 CVS 0.24% 9,856,307 $778M $78.96 $365M +653,403 +7.1%
81 LRCX 0.23% 10,535,908 $766M $72.70 $12M +98,835 +0.9%
82 UBER 0.23% 12,375,241 $762M $61.57 $56M +675,264 +5.8%
83 TJX 0.23% 7,867,057 $738M $93.81 $11M +1,851,995 +30.8%
84 ENB 0.23% 20,373,432 $737M $36.17 -$43M +1,993,916 +10.8%
85 PANW 0.22% 2,464,170 $727M $294.88 -$284M -3,088,718 -55.6%
86 REGN 0.22% 826,688 $726M $878.29 $172M +49,211 +6.3%
87 PSA 0.22% 2,377,085 $725M $305.00 $147M +447,288 +23.2%
88 PM 0.22% 7,606,736 $716M $94.08 -$116M +698,899 +10.1%
89 UPS 0.22% 4,524,426 $711M $157.23 $193M +409,927 +10.0%
90 SYK 0.22% 2,374,349 $711M $299.46 -$77M +186,463 +8.5%
91 CSX 0.22% 20,440,291 $709M $34.67 $149M +3,109,428 +17.9%
92 DE 0.22% 1,763,476 $705M $399.87 $46M +206,709 +13.3%
93 C 0.22% 13,689,912 $704M $51.44 -$240M +275,924 +2.1%
94 MMC 0.21% 3,628,422 $687M $189.47 -$63M +93,227 +2.6%
95 SBUX 0.21% 7,147,072 $686M $96.01 $70M +393,825 +5.8%
96 BA 0.21% 2,625,582 $684M $260.66 $182M -212,491 -7.5%
97 ZTS 0.21% 3,465,484 $684M $197.37 $144M +148,373 +4.5%
98 CB 0.21% 2,994,535 $677M $226.00 -$55M +346,009 +13.1%
99 TD 0.21% 10,359,121 $673M $64.93 $139M +336,943 +3.4%
100 MDLZ 0.20% 9,245,828 $670M $72.43 $181M +1,063,617 +13.0%

New Positions

SymbolValue% Port
QGEN $59M 0.02%
SNDK $31M 0.01%
MRP $17M 0.01%
CNR $8M —%
OUT $6M —%
GSAT $1M —%
QUBT $797K —%
FSUN $232K —%
LAR $212K —%
SAIL $187K —%
TTAM $104K —%
FLOC $52K —%
RHLD $49K —%
SFD $45K —%
MTSR $42K —%

Sold Out Positions

SymbolValue% Port
ONDS —%
BRID —%
EBMT —%
FNWB —%
CODA —%
BDSX —%
AOUT —%
SLN —%
GSIT —%
CSBR —%
INVE —%
LUCD —%
LFVN —%
BSET —%
LARK —%
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