— Know what they know.
Not Investment Advice
Insurance ← All Institutions

Legal & General Group Plc

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

Q2 2025 · Filed 2025-08-12
Market Value
$399.9B
+9.7%
Holdings
3,429
+167
New Purchases
203
Added To
1,830
Closed
155
Reduced
1,038
Top 10 Concentration
32.7%
Turnover
10.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 7.06% 5.23% +1.83% $28.2B
MSFT 6.22% 5.39% +0.84% $24.9B
AVGO 2.25% 1.52% +0.74% $9.0B
META 2.54% 2.20% +0.34% $10.2B
TSLA 1.61% 1.36% +0.25% $6.4B
ORCL 0.62% 0.43% +0.19% $2.5B
NFLX 0.85% 0.67% +0.18% $3.4B
PLTR 0.44% 0.27% +0.17% $1.8B
AMZN 3.00% 2.90% +0.10% $12.0B
COF 0.21% 0.12% +0.09% $841M
AMD 0.40% 0.32% +0.08% $1.6B
GEV 0.22% 0.14% +0.08% $864M
CRWD 0.24% 0.18% +0.07% $972M
INTU 0.37% 0.32% +0.06% $1.5B
HOOD 0.08% 0.02% +0.06% $321M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 5.52% 6.86% -1.34% $22.1B
UNH 0.47% 0.86% -0.39% $1.9B
LLY 1.02% 1.25% -0.23% $4.1B
BRK-B 0.73% 0.90% -0.17% $2.9B
ABBV 0.53% 0.67% -0.14% $2.1B
PG 0.65% 0.76% -0.11% $2.6B
XOM 0.53% 0.63% -0.11% $2.1B
PEP 0.29% 0.40% -0.11% $1.2B
MRK 0.39% 0.49% -0.10% $1.5B
BMY 0.18% 0.28% -0.09% $729M
JNJ 0.72% 0.81% -0.09% $2.9B
DFS 0.00% 0.08% -0.08% $0
CVX 0.32% 0.40% -0.08% $1.3B
TMO 0.24% 0.31% -0.07% $948M
V 1.07% 1.14% -0.07% $4.3B

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 62 $209.5B 52.4%
Large Cap 798 $175.9B 44.0%
Mid Cap 1,022 $12.4B 3.1%
Small Cap 1,092 $2.1B 0.5%
Micro Cap 455 $46M 0.0%

Portfolio Analytics

Avg Market Cap
$27.9B
Median Market Cap
$2.6B
Avg P/E
33.0
Median P/E
19.7
Avg Dividend Yield
0.02%
Avg Beta
1.07
# Stocks
3,399
# ETFs / Funds
30

Top Holdings (3,429 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 7.06% 178,593,475 $28.2B $157.99 $9.1B +2,623,678 +1.5%
2 MSFT 6.22% 50,026,621 $24.9B $497.41 $5.2B -2,299,787 -4.4%
3 AAPL 5.52% 107,653,328 $22.1B $205.17 -$2.9B -5,006,877 -4.4%
4 AMZN 3.00% 54,617,689 $12.0B $219.39 $1.4B -936,026 -1.7%
5 META 2.54% 13,773,376 $10.2B $738.09 $2.1B -154,645 -1.1%
6 AVGO 2.25% 32,702,077 $9.0B $275.65 $3.5B -297,786 -0.9%
7 GOOGL 1.71% 38,858,282 $6.8B $176.23 $722M -753,567 -1.9%
8 TSLA 1.61% 20,225,098 $6.4B $317.66 $1.5B +1,134,678 +5.9%
9 GOOG 1.44% 32,359,589 $5.7B $177.39 $546M -888,968 -2.7%
10 JPM 1.33% 18,301,953 $5.3B $289.91 $657M -648,097 -3.4%
11 V 1.07% 12,059,068 $4.3B $355.05 $122M +191,095 +1.6%
12 LLY 1.02% 5,229,285 $4.1B $779.53 -$471M -276,263 -5.0%
13 NFLX 0.85% 2,545,301 $3.4B $1,339.13 $951M -89,916 -3.4%
14 MA 0.78% 5,571,484 $3.1B $561.94 $74M -6,198 -0.1%
15 BRK-B 0.73% 6,025,216 $2.9B $485.77 -$359M -143,724 -2.3%
16 JNJ 0.72% 18,917,274 $2.9B $152.75 -$66M +1,097,855 +6.2%
17 PG 0.65% 16,366,093 $2.6B $159.32 -$170M +66,028 +0.4%
18 WMT 0.64% 26,333,995 $2.6B $97.78 $218M -516,175 -1.9%
19 COST 0.64% 2,587,466 $2.6B $989.94 $47M -70,917 -2.7%
20 ORCL 0.62% 11,315,180 $2.5B $218.63 $912M +147,367 +1.3%
21 CSCO 0.61% 35,139,238 $2.4B $69.38 $243M -433,597 -1.2%
22 HD 0.56% 6,064,290 $2.2B $366.64 -$37M -103,648 -1.7%
23 ABBV 0.53% 11,510,664 $2.1B $185.62 -$311M -171,264 -1.5%
24 XOM 0.53% 19,510,247 $2.1B $107.80 -$210M +58,557 +0.3%
25 IBM 0.53% 7,126,503 $2.1B $294.78 $387M +234,318 +3.4%
26 BAC 0.50% 42,465,553 $2.0B $47.32 $199M -915,589 -2.1%
27 KO 0.48% 27,281,552 $1.9B $70.75 -$3M +285,794 +1.1%
28 UNH 0.47% 6,016,401 $1.9B $311.97 -$1.2B +62,619 +1.1%
29 CRM 0.45% 6,611,540 $1.8B $272.69 $47M +66,635 +1.0%
30 PLTR 0.44% 12,857,794 $1.8B $136.32 $763M +1,128,724 +9.6%
31 WFC 0.41% 20,610,149 $1.7B $80.12 $130M -578,102 -2.7%
32 ABT 0.41% 12,035,787 $1.6B $136.01 $87M +350,100 +3.0%
33 AMD 0.40% 11,387,523 $1.6B $141.90 $445M -11,184 -0.1%
34 MRK 0.39% 19,503,045 $1.5B $79.16 -$229M -252,263 -1.3%
35 GE 0.38% 5,981,337 $1.5B $257.39 $297M -227,366 -3.7%
36 INTU 0.37% 1,902,435 $1.5B $787.63 $347M +27,566 +1.5%
37 GS 0.37% 2,081,477 $1.5B $707.75 $318M -33,618 -1.6%
38 QCOM 0.37% 9,168,731 $1.5B $159.26 $63M +74,243 +0.8%
39 ACN 0.35% 4,721,296 $1.4B $298.89 -$82M -64,696 -1.4%
40 T 0.35% 47,868,345 $1.4B $28.94 -$26M -2,037,351 -4.1%
41 NOW 0.34% 1,336,472 $1.4B $1,028.08 $254M -70,468 -5.0%
42 PM 0.34% 7,534,710 $1.4B $182.13 $257M +508,394 +7.2%
43 TXN 0.34% 6,484,317 $1.3B $207.62 $164M -94,975 -1.4%
44 DIS 0.33% 10,802,648 $1.3B $124.01 $265M -88,761 -0.8%
45 MCD 0.33% 4,471,683 $1.3B $292.17 -$77M +41,113 +0.9%
46 BKNG 0.33% 225,472 $1.3B $5,789.24 $290M +4,976 +2.3%
47 CVX 0.32% 9,074,924 $1.3B $143.19 -$167M +311,865 +3.6%
48 ISRG 0.30% 2,235,357 $1.2B $543.41 $106M -2,761 -0.1%
49 ADBE 0.30% 3,093,457 $1.2B $386.88 -$46M -146,073 -4.5%
50 AMAT 0.30% 6,488,792 $1.2B $183.07 $231M -107,759 -1.6%
51 UBER 0.29% 12,518,594 $1.2B $93.30 $301M +615,692 +5.2%
52 VZ 0.29% 26,984,621 $1.2B $43.27 -$92M -783,847 -2.8%
53 LIN 0.29% 2,486,619 $1.2B $469.13 -$23M -67,187 -2.6%
54 PEP 0.29% 8,784,378 $1.2B $132.04 -$281M -828,473 -8.6%
55 C 0.29% 13,624,914 $1.2B $85.12 $142M -704,725 -4.9%
56 MS 0.29% 8,136,401 $1.1B $140.86 $188M -75,162 -0.9%
57 PLD 0.29% 10,862,529 $1.1B $105.12 -$35M +332,311 +3.2%
58 NEE 0.28% 16,414,103 $1.1B $69.42 $5M +408,198 +2.5%
59 SPGI 0.28% 2,135,004 $1.1B $527.29 $55M +26,945 +1.3%
60 WELL 0.28% 7,297,309 $1.1B $153.73 $47M +285,205 +4.1%
61 PANW 0.28% 5,429,680 $1.1B $204.64 $183M -10,447 -0.2%
62 GILD 0.27% 9,796,145 $1.1B $110.87 -$66M -487,170 -4.7%
63 AXP 0.27% 3,400,687 $1.1B $318.98 $71M -367,868 -9.8%
64 BSX 0.27% 9,993,286 $1.1B $107.41 -$23M -874,798 -8.1%
65 PGR 0.27% 3,998,508 $1.1B $266.86 -$37M +98,537 +2.5%
66 CAT 0.27% 2,743,075 $1.1B $388.21 $205M +134,971 +5.2%
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 $102M -438,717 -5.2%
69 UNP 0.26% 4,444,290 $1.0B $230.08 -$60M -137,402 -3.0%
70 AMT 0.25% 4,494,025 $993M $221.02 $47M +143,424 +3.3%
71 AMGN 0.25% 3,539,632 $988M $279.21 -$152M -121,632 -3.3%
72 CRWD 0.24% 1,908,062 $972M $509.31 $326M +75,087 +4.1%
73 TMO 0.24% 2,338,556 $948M $405.46 -$186M +59,738 +2.6%
74 PFE 0.23% 38,444,771 $932M $24.24 -$7M +1,384,227 +3.7%
75 RTX 0.23% 6,320,845 $923M $146.02 $124M +286,470 +4.8%
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 -$25M -2,013 -0.2%
78 ADI 0.23% 3,783,603 $901M $238.02 $175M +185,592 +5.2%
79 KLAC 0.22% 1,003,913 $899M $895.74 $199M -26,558 -2.6%
80 MU 0.22% 7,139,992 $880M $123.25 $255M -55,413 -0.8%
81 SYK 0.22% 2,206,628 $873M $395.63 $52M +1,697 +0.1%
82 HON 0.22% 3,725,789 $868M $232.88 $108M +138,235 +3.9%
83 GEV 0.22% 1,631,963 $864M $529.15 $369M +13,451 +0.8%
84 ADP 0.22% 2,798,054 $863M $308.40 -$21M -96,019 -3.3%
85 ENB 0.21% 18,861,475 $854M $45.26 $28M +207,243 +1.1%
86 SPOT 0.21% 1,108,856 $851M $767.34 $252M +20,565 +1.9%
87 ETN 0.21% 2,371,747 $847M $356.99 $181M -75,998 -3.1%
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 -$77M -4,392 -0.2%
90 COF 0.21% 3,950,610 $841M $212.76 $409M +1,542,495 +64.0%
91 DHR 0.21% 4,241,065 $838M $197.54 -$30M +8,427 +0.2%
92 UBS 0.21% 24,789,498 $836M $33.73 $11M -2,380,200 -8.8%
93 CMCSA 0.21% 23,418,254 $836M $35.69 -$78M -1,355,350 -5.5%
94 LOW 0.21% 3,742,455 $830M $221.87 -$42M +3,795 +0.1%
95 TT 0.20% 1,835,978 $803M $437.41 $180M -13,080 -0.7%
96 TMUS 0.20% 3,294,642 $785M $238.26 -$167M -273,451 -7.7%
97 SCHW 0.20% 8,569,949 $782M $91.24 $103M -108,647 -1.2%
98 DE 0.20% 1,536,007 $781M $508.49 $48M -26,581 -1.7%
99 SO 0.19% 8,246,984 $757M $91.83 -$17M -171,800 -2.0%
100 MDT 0.19% 8,656,181 $755M $87.17 -$79M -616,137 -6.6%

New Positions

SymbolValue% Port
EMRAF $164M 0.04%
B $142M 0.04%
RAL $39M 0.01%
VT $18M —%
RKLB $17M —%
DEA $7M —%
OR $5M —%
BBU $3M —%
ARQQ $3M —%
TTAN $3M —%
SMA $2M —%
PONY $2M —%
MBLY $2M —%
HNGE $1M —%
FWRD $1M —%

Sold Out Positions

SymbolValue% Port
TSQ —%
TLYS —%
CHGG —%
GPMT —%
SPCE —%
STEM —%
SES —%
AMPY —%
NRGV —%
SMRT —%
GCTS —%
ANRO —%
SRI —%
CHPT —%
ONL —%
View SEC EDGAR Filings for Legal & General Group Plc →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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