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Legal & General Group Plc

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

Q4 2025 · Filed 2026-02-09
Market Value
$447.6B
+1.1%
Holdings
3,312
-7
New Purchases
51
Added To
811
Closed
76
Reduced
1,892
Top 10 Concentration
35.2%
Turnover
3.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GOOGL 2.65% 2.16% +0.49% $11.9B
GOOG 2.18% 1.79% +0.39% $9.8B
AAPL 6.71% 6.36% +0.35% $30.0B
LLY 1.27% 0.93% +0.34% $5.7B
TOTB.DE 0.22% 0.00% +0.22% $968M
MU 0.46% 0.28% +0.18% $2.1B
AMD 0.55% 0.42% +0.12% $2.5B
TSLA 2.03% 1.92% +0.10% $9.1B
AVGO 2.59% 2.49% +0.09% $11.6B
AMZN 2.89% 2.79% +0.09% $12.9B
LRCX 0.42% 0.34% +0.08% $1.9B
MRK 0.47% 0.39% +0.07% $2.1B
ISRG 0.31% 0.24% +0.07% $1.4B
AMAT 0.37% 0.30% +0.06% $1.6B
RY 0.33% 0.28% +0.06% $1.5B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 5.52% 6.08% -0.56% $24.7B
NVDA 7.14% 7.64% -0.50% $32.0B
META 2.11% 2.38% -0.26% $9.5B
ORCL 0.49% 0.74% -0.25% $2.2B
NFLX 0.56% 0.71% -0.15% $2.5B
HD 0.47% 0.57% -0.10% $2.1B
PG 0.52% 0.57% -0.06% $2.3B
COST 0.48% 0.53% -0.05% $2.1B
FI 0.06% 0.11% -0.05% $251M
UBER 0.25% 0.30% -0.05% $1.1B
NOW 0.24% 0.28% -0.05% $1.1B
MSTR 0.05% 0.09% -0.04% $208M
T 0.27% 0.31% -0.04% $1.2B
ETN 0.17% 0.22% -0.04% $775M
K 0.00% 0.04% -0.04% $0

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 $248.7B 55.6%
Large Cap 802 $185.3B 41.4%
Mid Cap 1,033 $11.7B 2.6%
Small Cap 1,061 $1.9B 0.4%
Micro Cap 354 $54M 0.0%

Portfolio Analytics

Avg Market Cap
$29.3B
Median Market Cap
$2.9B
Avg P/E
32.7
Median P/E
19.6
Avg Dividend Yield
0.02%
Avg Beta
1.06
# Stocks
3,279
# ETFs / Funds
33

Top Holdings (3,312 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 7.14% 171,472,969 $32.0B $186.50 -$1.8B -9,730,066 -5.4%
2 AAPL 6.71% 110,452,467 $30.0B $271.86 $1.9B +1,625
3 MSFT 5.52% 51,092,621 $24.7B $483.62 -$2.2B -864,729 -1.7%
4 AMZN 2.89% 55,959,088 $12.9B $230.82 $562M -309,436 -0.6%
5 GOOGL 2.65% 37,912,752 $11.9B $313.00 $2.3B -1,338,077 -3.4%
6 AVGO 2.59% 33,465,313 $11.6B $346.10 $547M +14,527 +0.0%
7 GOOG 2.18% 31,071,677 $9.8B $313.80 $1.8B -1,511,655 -4.6%
8 META 2.11% 14,334,386 $9.5B $660.09 -$1.1B +2,218 +0.0%
9 TSLA 2.03% 20,181,227 $9.1B $449.72 $565M +1,043,213 +5.5%
10 JPM 1.37% 19,019,564 $6.1B $322.22 $164M +110,586 +0.6%
11 LLY 1.27% 5,293,641 $5.7B $1,074.68 $1.6B -90,358 -1.7%
12 V 0.97% 12,366,667 $4.3B $350.71 $84M -92,246 -0.7%
13 JNJ 0.87% 18,744,587 $3.9B $206.95 $273M -705,477 -3.6%
14 MA 0.73% 5,745,672 $3.3B $570.88 -$23M -61,215 -1.1%
15 WMT 0.68% 27,178,061 $3.0B $111.41 $218M -90,402 -0.3%
16 BRK-B 0.68% 6,012,393 $3.0B $502.65 -$92M -180,952 -2.9%
17 ABBV 0.62% 12,133,331 $2.8B $228.49 -$7M +129,247 +1.1%
18 CSCO 0.61% 35,656,942 $2.7B $77.03 $169M -2,018,012 -5.4%
19 PLTR 0.56% 14,056,448 $2.5B $177.75 -$2M +351,510 +2.6%
20 BAC 0.56% 45,411,913 $2.5B $55.00 $232M +1,487,809 +3.4%
21 NFLX 0.56% 26,522,252 $2.5B $93.76 -$643M +23,912,151 +916.1%
22 AMD 0.55% 11,445,325 $2.5B $214.16 $578M -133,788 -1.2%
23 XOM 0.53% 19,892,018 $2.4B $120.34 $94M -504,316 -2.5%
24 PG 0.52% 16,099,432 $2.3B $143.31 -$237M -456,629 -2.8%
25 ORCL 0.49% 11,261,383 $2.2B $194.91 -$1.1B -435,369 -3.7%
26 COST 0.48% 2,492,559 $2.1B $862.34 -$202M -47,989 -1.9%
27 HD 0.47% 6,114,371 $2.1B $344.10 -$401M -66,794 -1.1%
28 IBM 0.47% 7,101,495 $2.1B $296.21 $43M -201,227 -2.8%
29 MRK 0.47% 19,776,842 $2.1B $105.26 $348M -882,315 -4.3%
30 MU 0.46% 7,200,153 $2.1B $285.41 $838M -75,689 -1.0%
31 UNH 0.45% 6,059,197 $2.0B $330.11 -$162M -202,553 -3.2%
32 WFC 0.44% 21,197,423 $2.0B $93.20 $215M +188,186 +0.9%
33 GE 0.44% 6,388,028 $2.0B $308.03 $23M -77,776 -1.2%
34 LRCX 0.42% 10,861,375 $1.9B $171.18 $375M -226,969 -2.0%
35 KO 0.42% 26,593,267 $1.9B $69.91 -$1M -1,458,520 -5.2%
36 GS 0.40% 2,033,356 $1.8B $879.00 $107M -76,763 -3.6%
37 CRM 0.39% 6,559,371 $1.7B $264.91 $176M -31,749 -0.5%
38 AMAT 0.37% 6,372,419 $1.6B $256.99 $299M -164,948 -2.5%
39 C 0.36% 13,820,676 $1.6B $116.69 $208M -23,338 -0.2%
40 QCOM 0.35% 9,264,902 $1.6B $171.06 $53M +57,719 +0.6%
41 ABT 0.35% 12,620,564 $1.6B $125.29 -$147M -279,754 -2.2%
42 CAT 0.35% 2,720,308 $1.6B $572.87 $221M -81,760 -2.9%
43 CVX 0.35% 10,213,907 $1.6B $152.41 -$135M -679,029 -6.2%
44 RY 0.33% 8,773,645 $1.5B $170.70 $278M +498,511 +6.0%
45 MS 0.33% 8,261,749 $1.5B $177.53 $130M -149,586 -1.8%
46 PLD 0.33% 11,443,741 $1.5B $127.66 $226M +661,502 +6.1%
47 INTU 0.32% 2,163,080 $1.4B $662.42 $101M +212,688 +10.9%
48 MCD 0.32% 4,679,221 $1.4B $305.63 -$16M -78,746 -1.7%
49 TMO 0.31% 2,418,582 $1.4B $579.45 $207M -44,406 -1.8%
50 ISRG 0.31% 2,455,521 $1.4B $566.36 $328M +78,807 +3.3%
51 ACN 0.30% 5,058,617 $1.4B $268.30 $136M +106,680 +2.1%
52 WELL 0.30% 7,307,319 $1.4B $185.61 $159M +586,323 +8.7%
53 NEE 0.30% 16,732,387 $1.3B $80.28 $76M -54,804 -0.3%
54 PEP 0.29% 9,005,569 $1.3B $143.52 $42M +102,905 +1.2%
55 DIS 0.29% 11,260,326 $1.3B $113.77 $11M +171,670 +1.6%
56 RTX 0.29% 6,981,268 $1.3B $183.40 $81M -186,233 -2.6%
57 GILD 0.28% 10,317,613 $1.3B $122.74 $133M +107,014 +1.1%
58 AXP 0.28% 3,414,708 $1.3B $369.95 $106M -69,168 -2.0%
59 KLAC 0.28% 1,039,609 $1.3B $1,215.08 $155M +12,163 +1.2%
60 INTC 0.28% 34,012,894 $1.3B $36.90 $128M +423,481 +1.3%
61 LIN 0.28% 2,935,016 $1.3B $426.38 -$58M +179,359 +6.5%
62 BKNG 0.28% 232,988 $1.2B $5,355.33 -$20M -1,882 -0.8%
63 AMGN 0.28% 3,811,451 $1.2B $327.31 $199M +94,494 +2.5%
64 PM 0.27% 7,645,673 $1.2B $160.40 -$39M -157,063 -2.0%
65 T 0.27% 47,940,052 $1.2B $24.84 -$180M -619,514 -1.3%
66 VZ 0.25% 28,002,385 $1.1B $40.73 -$98M -185,681 -0.7%
67 GEV 0.25% 1,741,353 $1.1B $653.57 $122M +88,642 +5.4%
68 APH 0.25% 8,314,178 $1.1B $135.14 $92M -19,960 -0.2%
69 SPGI 0.25% 2,137,989 $1.1B $522.59 $45M -64,883 -3.0%
70 ADBE 0.25% 3,182,773 $1.1B $349.99 $6M +40,738 +1.3%
71 UBER 0.25% 13,550,299 $1.1B $81.71 -$204M +163,986 +1.2%
72 UBS 0.25% 23,611,119 $1.1B $46.65 $145M +207,752 +0.9%
73 PFE 0.24% 42,864,225 $1.1B $24.90 $4M +1,123,039 +2.7%
74 TXN 0.24% 6,113,823 $1.1B $173.49 -$101M -206,680 -3.3%
75 NOW 0.24% 6,895,985 $1.1B $153.19 -$196M +5,535,170 +406.8%
76 ANET 0.23% 7,988,853 $1.0B $131.03 -$97M +141,782 +1.8%
77 BSX 0.23% 10,876,617 $1.0B $95.35 $16M +419,442 +4.0%
78 ADI 0.23% 3,823,304 $1.0B $271.20 $88M -37,208 -1.0%
79 UNP 0.23% 4,458,170 $1.0B $231.32 -$52M -125,974 -2.8%
80 DHR 0.23% 4,495,287 $1.0B $228.92 $146M +43,169 +1.0%
81 SHOP 0.23% 6,349,261 $1.0B $161.22 $104M +160,376 +2.6%
82 APP 0.23% 1,506,428 $1.0B $673.82 -$84M -23,306 -1.5%
83 PANW 0.22% 5,413,713 $997M $184.20 -$111M -26,718 -0.5%
84 BLK 0.22% 920,578 $985M $1,070.34 -$79M +7,457 +0.8%
85 MDT 0.22% 10,181,883 $978M $96.06 $75M +698,172 +7.4%
86 TOTB.DE 0.22% 14,822,164 $968M $65.29 +14,822,164 NEW
87 TD 0.21% 10,148,324 $958M $94.37 $180M +419,105 +4.3%
88 SCHW 0.21% 9,570,836 $956M $99.91 $98M +586,558 +6.5%
89 PGR 0.21% 4,171,430 $950M $227.72 -$86M -24,681 -0.6%
90 EQIX 0.21% 1,235,674 $947M $766.16 $71M +117,101 +10.5%
91 ENB 0.21% 19,677,864 $943M $47.91 -$7M +858,323 +4.6%
92 BMY 0.21% 17,366,032 $937M $53.94 $167M +290,289 +1.7%
93 COF 0.20% 3,742,653 $907M $242.36 $101M -50,103 -1.3%
94 LOW 0.20% 3,750,035 $904M $241.16 -$56M -72,957 -1.9%
95 CRWD 0.20% 1,912,323 $896M $468.76 -$3M +77,446 +4.2%
96 VRTX 0.20% 1,970,105 $893M $453.36 $129M +17,808 +0.9%
97 TJX 0.20% 5,694,812 $875M $153.61 $41M -75,458 -1.3%
98 AMT 0.19% 4,873,695 $856M $175.57 -$39M +220,447 +4.7%
99 SYK 0.19% 2,366,107 $832M $351.47 -$20M +62,817 +2.7%
100 CB 0.18% 2,521,695 $787M $312.12 $92M +60,298 +2.5%

New Positions

SymbolValue% Port
TOTB.DE $968M 0.22%
Q $113M 0.03%
MICC $87M 0.02%
SOLS $39M 0.01%
FCEL $21M —%
IREN $19M —%
NRGV $18M —%
ELVR $17M —%
ONDS $14M —%
DEC $4M —%
SUNC $2M —%
CMPS $2M —%
LLYVA $1M —%
EVTL $1M —%
ALI1.DE $1M —%

Sold Out Positions

SymbolValue% Port
TX —%
NOA —%
WBI —%
DAC —%
HPP —%
LXP —%
UMC —%
HUYA —%
ZH —%
NEXA —%
SOHU —%
LLYVK —%
HIMX —%
CRTO —%
JRVR —%
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