Legal & General Group Plc

CIK

764068

Location

London, X0

Portfolio Value

Mega $416,381,942,741

Diversification

Diversified

Filing Date

Global Rank

#25 / 8,603 ▲ 2 · as of Mar 2026

Top Industry

Semiconductors 12.6%

3Y Alpha vs SPY

-2.4%

Period ended 3 months ago

Filed May 8, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+65.5%

SPY

+76.5%

Annualised alpha

-2.6%

Max drawdown

−18.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

3,301 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.1%

−0.3 pts

Top 5

23.5%

−2.2 pts

Top 10

32.2%

−3.2 pts

HHI

163

Diversified−25

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.3%	$138,809,313,192	468
Financial Services	13.1%	$54,499,511,637	585
Healthcare	11.2%	$46,697,017,231	535
Consumer Cyclical	9.1%	$37,774,481,002	355
Industrials	8.1%	$33,742,523,154	444
Communication Services	7.4%	$30,702,772,773	138
Consumer Defensive	4.6%	$19,156,723,259	147
Real Estate	3.6%	$14,936,245,376	204
Energy	3.5%	$14,451,605,622	155
Utilities	3.4%	$13,970,129,078	88
Basic Materials	2.7%	$11,411,803,782	174
Unclassified	0.1%	$229,816,635	8

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
RYN	Rayonier Inc	+5,061,344	9,751,282	$201,071,433
BB	BLACKBERRY Ltd	+4,644,181	34,867,912	$112,972,033
ABUS	Arbutus Biopharma Corp	+2,278,628	2,401,389	$10,806,250
HBAN	Huntington Bancshares Inc /Md/	+1,571,697	10,849,369	$169,792,623
UBER	Uber Technologies, Inc	+1,345,483	14,895,782	$1,071,453,598
BCRX	Biocryst Pharmaceuticals Inc	+1,200,200	1,411,199	$13,434,613
FITB	Fifth Third Bancorp	+1,031,680	5,351,286	$248,620,746
SOFI	SoFi Technologies, Inc.	+966,039	3,450,586	$54,795,304
CDE	Coeur Mining, Inc.	+924,155	1,597,603	$29,987,008
MICC	Magnum Ice Cream Co N.V.	+913,525	6,404,093	$95,741,189
PANW	Palo Alto Networks Inc	+837,924	6,251,637	$1,002,262,442
RITM	Rithm Capital Corp.	+790,333	1,335,166	$12,657,373
MO	Altria Group, Inc.	+783,574	9,822,049	$648,157,011
JOBY	Joby Aviation, Inc.	+726,814	1,714,703	$14,163,446
ARRY	Array Technologies, Inc.	+701,587	2,138,697	$15,462,778
ADT	ADT Inc.	+686,240	1,188,101	$7,805,822
IREN	IREN Ltd	+662,744	1,156,520	$39,645,504
PFE	Pfizer Inc	+641,338	43,505,563	$1,221,636,207
JNJ	Johnson & Johnson	+603,275	19,347,862	$4,729,391,386
SRPT	Sarepta Therapeutics, Inc.	+602,286	866,743	$18,860,326
ASTS	AST SpaceMobile, Inc.	+582,010	814,446	$67,493,139
FCX	Freeport-Mcmoran Inc	+577,920	8,096,904	$475,936,016
ARCC	Ares Capital Corp	+566,941	5,975,008	$107,669,644
ERII	Energy Recovery, Inc.	+558,678	1,902,525	$19,158,426
DHC	Diversified Healthcare Trust	+555,913	688,124	$4,569,142
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BW	Babcock & Wilcox Enterprises, Inc.	−4,339,586	1,041,405	$15,298,239
AAPL	Apple Inc.	−2,325,087	108,127,380	$27,441,647,769
NVDA	Nvidia Corp	−2,245,442	169,227,527	$29,513,280,708
BAX	Baxter International Inc	−1,466,789	968,026	$16,262,836
AVGO	Broadcom Inc.	−1,293,013	32,172,300	$9,957,648,572
CSCO	Cisco Systems, Inc.	−1,270,514	34,386,428	$2,668,042,947
KMI	Kinder Morgan, Inc.	−1,252,940	14,308,828	$479,775,001
ORCL	Oracle Corp	−996,378	10,265,005	$1,510,084,884
F	Ford Motor Co	−925,827	31,209,605	$360,158,839
CNH	CNH Industrial N.V.	−877,406	3,445,883	$37,904,713
INTC	Intel Corp	−864,480	33,148,414	$1,462,839,509
HPE	Hewlett Packard Enterprise Co	−835,313	11,422,541	$271,970,699
MSFT	Microsoft Corp	−829,309	50,263,312	$18,605,970,202
WMB	Williams Companies, Inc.	−749,728	9,228,073	$671,619,151
WTRG	Essential Utilities, Inc.	−740,215	3,408,848	$137,274,307
ENB	Enbridge Inc	−708,123	18,969,741	$1,027,021,776
GM	General Motors Co	−706,766	7,790,092	$580,361,854
DOCU	Docusign, Inc.	−704,984	715,960	$33,943,662
UDR	UDR, Inc.	−611,392	2,644,336	$89,325,669
WFC	Wells Fargo & Company/Mn	−607,267	20,590,156	$1,639,182,318
JCI	Johnson Controls International plc	−589,743	4,688,264	$613,928,170
SO	Southern Co	−576,553	7,848,282	$757,516,178
DT	Dynatrace, Inc.	−563,020	562,931	$20,817,187
FSLY	Fastly, Inc.	−545,955	8,059,757	$234,216,537
BAC	Bank Of America Corp /De/	−536,107	44,875,806	$2,187,695,541
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	25,849,978	$5,098,132,659
SUNB	Sunbelt Rentals Holdings, Inc.	2,857,761	$186,011,661
AMCR	Amcor plc	2,990,081	$118,855,718
PNFP	Pinnacle Financial Partners, Inc.	368,859	$31,773,512
VSNT	Versant Media Group, Inc.	737,853	$27,315,317
INDV	Indivior Pharmaceuticals, Inc.	291,344	$8,880,164
MDA	MDA Space Ltd.	121,004	$3,063,819
QGEN	Qiagen N.V.	69,526	$2,783,821
AXTI	Axt Inc	36,019	$2,052,361
VGNT	Versigent PLC	50,527	$1,609,284
GILT	Gilat Satellite Networks Ltd	86,906	$1,305,327
HYMC	Hycroft Mining Holding Corp	33,522	$1,179,974
DFTX	Definium Therapeutics, Inc.	59,799	$1,130,199
CTMX	CytomX Therapeutics, Inc.	141,893	$666,896
WBI	WaterBridge Infrastructure LLC	24,867	$666,185
NAK	Northern Dynasty Minerals Ltd	471,755	$660,456
FPS	Forgent Power Solutions, Inc.	18,919	$553,758
MANE	Veradermics, Inc	7,105	$448,680
ATAI	AtaiBeckley Inc.	105,636	$373,951
NTSK	Netskope Inc	38,026	$322,839
RGC	Regencell Bioscience Holdings Ltd	9,903	$251,833
MWH	SOLV Energy, Inc.	5,000	$150,150
JAN	Janus Living, Inc.	5,000	$117,850
IMSR	Terrestrial Energy Inc. /DE/	15,229	$91,450
APC	ARKO Petroleum Corp.	5,000	$89,450
No positions match the current search.

Sold Out

Positions the filer fully exited

17 positions

Ticker	Company	Shares	Value
EXAS	EXACT SCIENCES CORP	312,104	$31,697,281
GRTUF	Granite Real Estate Investment Trust	362,472	$21,454,717
NGD	New Gold Inc. /FI	1,934,108	$16,846,080
MESO	Mesoblast Ltd	679,023	$12,249,574
ELME	Elme Communities	681,734	$11,862,171
TGNA	TEGNA INC	424,991	$8,249,074
AGRO	Adecoagro S.A.	75,990	$602,600
SMWB	Similarweb Ltd.	56,620	$424,083
CHYM	Chime Financial, Inc.	9,255	$232,948
TASK	TaskUs, Inc.	13,407	$158,067
ASTL	Algoma Steel Group Inc.	33,330	$136,653
ANDG	Andersen Group Inc.	5,000	$129,650
VEON	VEON Ltd.	2,211	$116,232
BAK	Braskem SA	11,635	$34,323
SUPX	SuperX AI Technology Ltd	1,429	$22,406
BLLN	BillionToOne, Inc.	184	$15,058
AFCG	Advanced Flower Capital Inc.	1,596	$4,548
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

3,301 positions · $416,381,942,741 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 3,301 positions by value · page 1 of 67

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	169,227,527	-2,245,442	$29,513,280,708	−7.7%	7.09%
AAPL	Apple Inc. Technology	Reduced	108,127,380	-2,325,087	$27,441,647,769	−8.6%	6.59%
MSFT	Microsoft Corp Technology	Reduced	50,263,312	-829,309	$18,605,970,202	−24.7%	4.47%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	55,539,603	-419,485	$11,567,233,115	−10.4%	2.78%
GOOGL	Alphabet Inc. Communication Services	Reduced	37,758,891	-153,861	$10,857,946,695	−8.5%	2.61%
AVGO	Broadcom Inc. Technology	Reduced	32,172,300	-1,293,013	$9,957,648,572	−14.0%	2.39%
META	Meta Platforms, Inc. Communication Services	Reduced	14,290,304	-44,082	$8,175,911,626	−13.6%	1.96%
TSLA	Tesla, Inc. Consumer Cyclical	Added	20,200,373	+19,146	$7,509,488,661	−17.3%	1.80%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	18,847,278	-172,286	$5,544,115,296	−9.5%	1.33%
AZN	Astrazeneca PLC Healthcare	NEW	25,849,978	NEW	$5,098,132,659	NEW	1.22%
LLY	ELI LILLY & Co Healthcare	Added	5,379,364	+85,723	$4,947,777,626	−13.0%	1.19%
JNJ	Johnson & Johnson Healthcare	Added	19,347,862	+603,275	$4,729,391,386	+21.9%	1.14%
V	Visa Inc. Financial Services	Added	12,550,826	+184,159	$3,793,361,649	−12.5%	0.91%
WMT	Walmart Inc. Consumer Defensive	Reduced	26,927,577	-250,484	$3,346,559,267	+10.5%	0.80%
MA	Mastercard Inc Financial Services	Added	5,884,139	+138,467	$2,940,068,892	−10.4%	0.71%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	5,895,041	-117,352	$2,824,903,646	−6.5%	0.68%
CSCO	Cisco Systems, Inc. Technology	Reduced	34,386,428	-1,270,514	$2,668,042,947	−2.9%	0.64%
ABBV	AbbVie Inc. Healthcare	Added	12,159,427	+26,096	$2,644,553,777	−4.6%	0.64%
NFLX	Netflix Inc Communication Services	Added	27,064,774	+542,522	$2,602,278,018	+4.6%	0.62%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,504,233	+11,674	$2,495,292,887	+16.1%	0.60%
MU	Micron Technology Inc Technology	Added	7,365,733	+165,580	$2,488,439,235	+21.1%	0.60%
LRCX	Lam Research Corp Technology	Added	11,050,912	+189,537	$2,361,137,856	+27.0%	0.57%
MRK	Merck & Co., Inc. Healthcare	Reduced	19,538,545	-238,297	$2,350,291,577	+12.9%	0.56%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	16,204,029	+104,597	$2,340,509,947	+1.4%	0.56%
AMD	Advanced Micro Devices Inc Technology	Reduced	11,262,769	-182,556	$2,291,185,095	−6.5%	0.55%
AMAT	Applied Materials Inc /De Technology	Added	6,411,792	+39,373	$2,191,486,386	+33.8%	0.53%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	44,875,806	-536,107	$2,187,695,541	−12.4%	0.53%
CVX	Chevron Corp Energy	Reduced	10,105,540	-108,367	$2,090,836,225	+34.3%	0.50%
PLTR	Palantir Technologies Inc. Technology	Reduced	13,878,136	-178,312	$2,030,093,733	−18.7%	0.49%
KO	Coca Cola Co Consumer Defensive	Reduced	26,525,153	-68,114	$2,017,237,884	+8.5%	0.48%
HD	Home Depot, Inc. Consumer Cyclical	Added	6,131,269	+16,898	$2,016,513,060	−4.2%	0.48%
CAT	Caterpillar Inc Industrials	Added	2,772,592	+52,284	$1,964,270,526	+26.0%	0.47%
GE	General Electric Co Industrials	Reduced	6,327,185	-60,843	$1,795,465,286	−8.8%	0.43%
GS	Goldman Sachs Group Inc Financial Services	Added	2,083,178	+49,822	$1,762,347,755	−1.4%	0.42%
IBM	International Business Machines Corp Technology	Reduced	6,914,053	-187,442	$1,675,897,305	−20.3%	0.40%
UNH	Unitedhealth Group Inc Healthcare	Added	6,119,044	+59,847	$1,655,752,114	−17.2%	0.40%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	20,590,156	-607,267	$1,639,182,318	−17.0%	0.39%
C	Citigroup Inc Financial Services	Reduced	13,623,331	-197,345	$1,545,021,967	−4.2%	0.37%
NEE	Nextera Energy Inc Utilities	Reduced	16,610,766	-121,621	$1,542,807,944	+14.9%	0.37%
GEV	GE Vernova Inc. Industrials	Added	1,763,731	+22,378	$1,539,560,788	+35.3%	0.37%
ORCL	Oracle Corp Technology	Reduced	10,265,005	-996,378	$1,510,084,884	−31.2%	0.36%
PLD	Prologis, Inc. Real Estate	Reduced	11,188,239	-255,502	$1,478,861,430	+1.2%	0.36%
MCD	Mcdonalds Corp Consumer Cyclical	Added	4,745,243	+66,022	$1,474,774,071	+3.1%	0.35%
INTC	Intel Corp Technology	Reduced	33,148,414	-864,480	$1,462,839,509	+16.6%	0.35%
GILD	Gilead Sciences, Inc. Healthcare	Added	10,464,889	+147,276	$1,458,491,578	+15.2%	0.35%
LIN	Linde PLC Basic Materials	Reduced	2,915,809	-19,207	$1,445,541,468	+15.5%	0.35%
WELL	Welltower Inc. Real Estate	Reduced	7,239,197	-68,122	$1,431,261,638	+5.5%	0.34%
VZ	Verizon Communications Inc Communication Services	Added	28,112,647	+110,262	$1,411,254,878	+23.7%	0.34%
RY	Royal Bank Of Canada Financial Services	Reduced	8,645,599	-128,046	$1,398,685,006	−6.5%	0.34%
T	At&T Inc. Communication Services	Added	48,005,654	+65,602	$1,391,683,907	+16.9%	0.33%