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Legal & General Group Plc

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

Q2 2025 · Filed 2025-08-12
Market Value
$402.9B
+23.1%
Holdings
5,488
+157
New Purchases
157
Added To
1,732
Closed
2,072
Reduced
1,440
Top 10 Concentration
32.4%
Turnover
40.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 7.00% 2.51% +4.49% $28.2B
AVGO 2.24% 1.07% +1.17% $9.0B
META 2.52% 1.59% +0.94% $10.2B
AMZN 2.97% 2.51% +0.47% $12.0B
NFLX 0.85% 0.40% +0.45% $3.4B
PLTR 0.44% 0.05% +0.39% $1.8B
MSFT 6.18% 5.79% +0.38% $24.9B
JPM 1.32% 0.98% +0.34% $5.3B
TSLA 1.59% 1.31% +0.29% $6.4B
ORCL 0.61% 0.35% +0.27% $2.5B
UBS 0.21% 0.00% +0.20% $836M
IBM 0.52% 0.33% +0.20% $2.1B
SPOT 0.21% 0.04% +0.18% $851M
WMT 0.64% 0.47% +0.17% $2.6B
V 1.06% 0.91% +0.15% $4.3B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 5.48% 6.77% -1.29% $22.1B
UNH 0.47% 1.09% -0.63% $1.9B
ADBE 0.30% 0.60% -0.31% $1.2B
INTC 0.19% 0.47% -0.28% $746M
MRK 0.38% 0.65% -0.26% $1.5B
PEP 0.29% 0.54% -0.25% $1.2B
PLD 0.28% 0.50% -0.21% $1.1B
TMO 0.24% 0.41% -0.18% $948M
ACN 0.35% 0.52% -0.17% $1.4B
CVX 0.32% 0.49% -0.17% $1.3B
HD 0.55% 0.70% -0.15% $2.2B
JNJ 0.72% 0.87% -0.15% $2.9B
CMCSA 0.21% 0.36% -0.15% $836M
PFE 0.23% 0.37% -0.13% $932M
NKE 0.16% 0.29% -0.13% $648M

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 $208.4B 51.7%
Large Cap 798 $178.8B 44.4%
Mid Cap 1,054 $12.9B 3.2%
Small Cap 1,216 $2.6B 0.6%
Micro Cap 723 $68M 0.0%

Portfolio Analytics

Avg Market Cap
$22.6B
Median Market Cap
$2.0B
Avg P/E
29.7
Median P/E
19.2
Avg Dividend Yield
0.04%
Avg Beta
2.39
# Stocks
3,815
# ETFs / Funds
52

Top Holdings (5,488 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 7.00% 178,593,475 $28.2B $157.99 $20.0B +162,013,045 +977.1%
2 MSFT 6.18% 50,026,621 $24.9B $497.41 $5.9B -381,074 -0.8%
3 AAPL 5.48% 107,653,328 $22.1B $205.17 -$74M -7,452,664 -6.5%
4 AMZN 2.97% 54,617,689 $12.0B $219.39 $3.8B +624,852 +1.2%
5 META 2.52% 13,773,376 $10.2B $738.09 $5.0B -896,969 -6.1%
6 AVGO 2.24% 32,702,077 $9.0B $275.65 $5.5B +29,559,541 +940.6%
7 GOOGL 1.70% 38,858,282 $6.8B $176.23 $1.1B -2,473,569 -6.0%
8 TSLA 1.59% 20,225,098 $6.4B $317.66 $2.1B +3,001,067 +17.4%
9 GOOG 1.42% 32,359,589 $5.7B $177.39 $814M -2,594,150 -7.4%
10 JPM 1.32% 18,301,953 $5.3B $289.91 $2.1B -577,744 -3.1%
11 V 1.06% 12,059,068 $4.3B $355.05 $1.3B +569,698 +5.0%
12 LLY 1.01% 5,229,285 $4.1B $779.53 $633M -678,663 -11.5%
13 NFLX 0.85% 2,545,301 $3.4B $1,339.13 $2.1B -145,918 -5.4%
14 MA 0.78% 5,571,484 $3.1B $561.94 $583M -402,794 -6.7%
15 BRK-B 0.73% 6,025,216 $2.9B $485.77 $493M -799,196 -11.7%
16 JNJ 0.72% 18,917,274 $2.9B $152.75 $52M +813,771 +4.5%
17 PG 0.65% 16,366,093 $2.6B $159.32 $162M -323,854 -1.9%
18 WMT 0.64% 26,333,995 $2.6B $97.78 $1.0B +16,514,840 +168.2%
19 COST 0.64% 2,587,466 $2.6B $989.94 $688M -250,399 -8.8%
20 ORCL 0.61% 11,315,180 $2.5B $218.63 $1.3B +535,972 +5.0%
21 CSCO 0.61% 35,139,238 $2.4B $69.38 $499M -3,245,205 -8.5%
22 HD 0.55% 6,064,290 $2.2B $366.64 -$79M -578,113 -8.7%
23 ABBV 0.53% 11,510,664 $2.1B $185.62 $233M -772,686 -6.3%
24 XOM 0.52% 19,510,247 $2.1B $107.80 -$14M -1,667,360 -7.9%
25 IBM 0.52% 7,126,503 $2.1B $294.78 $1.0B +608,526 +9.3%
26 BAC 0.50% 42,465,553 $2.0B $47.32 $483M -2,862,890 -6.3%
27 KO 0.48% 27,281,552 $1.9B $70.75 $160M -2,751,348 -9.2%
28 UNH 0.47% 6,016,401 $1.9B $311.97 -$1.7B -787,759 -11.6%
29 CRM 0.45% 6,611,540 $1.8B $272.69 $109M +172,917 +2.7%
30 PLTR 0.44% 12,857,794 $1.8B $136.32 $1.6B +3,386,680 +35.8%
31 WFC 0.41% 20,610,149 $1.7B $80.12 $666M +598,973 +3.0%
32 ABT 0.41% 12,035,787 $1.6B $136.01 $345M +299,758 +2.6%
33 AMD 0.40% 11,387,523 $1.6B $141.90 $108M +1,158,018 +11.3%
34 MRK 0.38% 19,503,045 $1.5B $79.16 -$570M +115,362 +0.6%
35 GE 0.38% 5,981,337 $1.5B $257.39 $696M -625,468 -9.5%
36 INTU 0.37% 1,902,435 $1.5B $787.63 $339M +47,845 +2.6%
37 GS 0.37% 2,081,477 $1.5B $707.75 $605M -168,748 -7.5%
38 QCOM 0.36% 9,168,731 $1.5B $159.26 $261M +876,150 +10.6%
39 ACN 0.35% 4,721,296 $1.4B $298.89 -$287M -118,001 -2.4%
40 T 0.34% 47,868,345 $1.4B $28.94 $558M -1,440,087 -2.9%
41 NOW 0.34% 1,336,472 $1.4B $1,028.08 $442M +16,808 +1.3%
42 PM 0.34% 7,534,710 $1.4B $182.13 $657M -72,026 -0.9%
43 TXN 0.33% 6,484,317 $1.3B $207.62 $235M -32,942 -0.5%
44 DIS 0.33% 10,802,648 $1.3B $124.01 $322M -469,762 -4.2%
45 MCD 0.32% 4,471,683 $1.3B $292.17 -$118M -332,038 -6.9%
46 BKNG 0.32% 225,472 $1.3B $5,789.24 $467M -10,945 -4.6%
47 CVX 0.32% 9,074,924 $1.3B $143.19 -$306M -1,688,143 -15.7%
48 ISRG 0.30% 2,235,357 $1.2B $543.41 $432M -85,882 -3.7%
49 ADBE 0.30% 3,093,457 $1.2B $386.88 -$782M -223,217 -6.7%
50 AMAT 0.29% 6,488,792 $1.2B $183.07 $184M +291,797 +4.7%
51 UBER 0.29% 12,518,594 $1.2B $93.30 $406M +143,353 +1.2%
52 VZ 0.29% 26,984,621 $1.2B $43.27 $24M -3,343,155 -11.0%
53 LIN 0.29% 2,486,619 $1.2B $469.13 $27M -289,588 -10.4%
54 PEP 0.29% 8,784,378 $1.2B $132.04 -$611M -1,643,690 -15.8%
55 C 0.29% 13,624,914 $1.2B $85.12 $456M -64,998 -0.5%
56 MS 0.28% 8,136,401 $1.1B $140.86 $363M -262,289 -3.1%
57 PLD 0.28% 10,862,529 $1.1B $105.12 -$487M -1,356,678 -11.1%
58 NEE 0.28% 16,414,103 $1.1B $69.42 $66M -1,253,100 -7.1%
59 SPGI 0.28% 2,135,004 $1.1B $527.29 $109M -172,584 -7.5%
60 WELL 0.28% 7,297,309 $1.1B $153.73 $463M -6,460 -0.1%
61 PANW 0.28% 5,429,680 $1.1B $204.64 $384M +2,965,510 +120.3%
62 GILD 0.27% 9,796,145 $1.1B $110.87 $246M -569,803 -5.5%
63 AXP 0.27% 3,400,687 $1.1B $318.98 $296M -809,704 -19.2%
64 BSX 0.27% 9,993,286 $1.1B $107.41 $416M -1,381,630 -12.1%
65 PGR 0.26% 3,998,508 $1.1B $266.86 $431M +2,540 +0.1%
66 CAT 0.26% 2,743,075 $1.1B $388.21 $156M -329,907 -10.7%
67 LRCX 0.26% 10,879,674 $1.1B $97.34 $293M +343,766 +3.3%
68 RY 0.26% 7,987,630 $1.1B $131.54 $247M +83,256 +1.1%
69 UNP 0.25% 4,444,290 $1.0B $230.08 -$185M -473,753 -9.6%
70 AMT 0.25% 4,494,025 $993M $221.02 -$17M -187,150 -4.0%
71 AMGN 0.25% 3,539,632 $988M $279.21 -$196M -573,652 -13.9%
72 CRWD 0.24% 1,908,062 $972M $509.31 $500M +58,362 +3.2%
73 TMO 0.24% 2,338,556 $948M $405.46 -$399M -199,030 -7.8%
74 PFE 0.23% 38,444,771 $932M $24.24 -$264M -3,087,586 -7.4%
75 RTX 0.23% 6,320,845 $923M $146.02 $399M +90,897 +1.5%
76 BLK 0.23% 873,709 $917M $1,049.25 $85M -5,502 -0.6%
77 EQIX 0.23% 1,151,459 $916M $795.47 -$45M -41,086 -3.4%
78 ADI 0.22% 3,783,603 $901M $238.02 $259M +550,530 +17.0%
79 KLAC 0.22% 1,003,913 $899M $895.74 $342M +45,855 +4.8%
80 MU 0.22% 7,139,992 $880M $123.25 $317M +543,982 +8.2%
81 SYK 0.22% 2,206,628 $873M $395.63 $162M -167,721 -7.1%
82 HON 0.22% 3,725,789 $868M $232.88 $70M -76,908 -2.0%
83 GEV 0.21% 1,631,963 $864M $529.15 $369M +13,451 +0.8%
84 ADP 0.21% 2,798,054 $863M $308.40 $216M +19,130 +0.7%
85 ENB 0.21% 18,861,475 $854M $45.26 $117M -1,511,957 -7.4%
86 SPOT 0.21% 1,108,856 $851M $767.34 $735M +490,966 +79.5%
87 ETN 0.21% 2,371,747 $847M $356.99 $237M -159,700 -6.3%
88 ANET 0.21% 8,235,365 $843M $102.31 $188M -209,182 -2.5%
89 VRTX 0.21% 1,889,777 $841M $445.20 $2M -171,828 -8.3%
90 COF 0.21% 3,950,610 $841M $212.76 $486M +1,243,212 +45.9%
91 DHR 0.21% 4,241,065 $838M $197.54 -$251M -466,663 -9.9%
92 UBS 0.21% 24,789,498 $836M $33.73 $823M +24,349,648 +5535.9%
93 CMCSA 0.21% 23,418,254 $836M $35.69 -$327M -3,107,526 -11.7%
94 LOW 0.21% 3,742,455 $830M $221.87 -$118M -520,656 -12.2%
95 TT 0.20% 1,835,978 $803M $437.41 $374M +75,459 +4.3%
96 TMUS 0.19% 3,294,642 $785M $238.26 $192M -404,829 -10.9%
97 SCHW 0.19% 8,569,949 $782M $91.24 $196M +57,854 +0.7%
98 DE 0.19% 1,536,007 $781M $508.49 $76M -227,469 -12.9%
99 SO 0.19% 8,246,984 $757M $91.83 $122M -813,988 -9.0%
100 MDT 0.19% 8,656,181 $755M $87.17 -$50M -1,110,881 -11.4%

New Positions

SymbolValue% Port
EMRAF $164M 0.04%
AMRZ $162M 0.04%
B $142M 0.04%
RAL $39M 0.01%
JBS $19M —%
VT $18M —%
RKLB $17M —%
CIB $13M —%
DEA $7M —%
AAUC $5M —%
OR $5M —%
BBU $3M —%
ARQQ $3M —%
TTAN $3M —%
ECX $2M —%

Sold Out Positions

SymbolValue% Port
EAF —%
NRGV —%
ONDS —%
FOSL —%
BRID —%
FNWB —%
CODA —%
BDSX —%
KC —%
CMTL —%
SLN —%
ABOS —%
HOWL —%
ATOS —%
IPSC —%
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