SEC 13F Intelligence

Managers / Q4 2024 · view latest →

Legal & General Group Plc

CIK 0000764068 · ONE COLEMAN STREET, LONDON, X0, EC2R 5AA · 00 44 20 3124 3000

Reported Value
$380.1B
Q4 2024
Positions
8,406
Filings on Record
36
2019–present window
Filed
Feb 28, 2025
amendment (RESTATEMENT)

Summary

Legal & General Group PLC reported $380.1B in U.S.-listed holdings across 8,406 positions for Q4 2024.

Its largest position, AAPL, represents 3.0% of the portfolio.

Compared with Q3 2024, the fund opened 0 new positions and exited 1.

Portfolio Metrics

Turnover
+0.0%
vs prior filed quarter
Top-10 Concentration
+19.7%
share of reported value
Largest Position
+3.0%
Apple

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $129.1BQ4 ’18Q1 ’19: $175.1BQ2 ’19: $185.9BQ3 ’19: $189.7BQ4 ’19: $209.9BQ4 ’19Q1 ’20: $171.0BQ2 ’20: $206.9BQ3 ’20: $223.8BQ4 ’20: $255.4BQ4 ’20Q1 ’21: $268.4BQ2 ’21: $299.1BQ3 ’21: $307.6BQ4 ’21: $330.7BQ4 ’21Q1 ’22: $328.8BQ2 ’22: $282.6BQ3 ’22: $256.0BQ4 ’22: $260.5BQ4 ’22Q1 ’23: $279.6BQ2 ’23: $307.4BQ3 ’23: $286.6BQ4 ’23: $389.7BQ4 ’23Q1 ’24: $425.3BQ2 ’24: $446.7BQ3 ’24: $479.8BQ4 ’24: $380.1BQ4 ’24Q1 ’25: $321.9BQ2 ’25: $402.9BQ3 ’25: $445.8BQ4 ’25: $450.9BQ4 ’25Q1 ’26: $432.4Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 90.7%Other: 4.3%REIT: 4.2%ADR: 0.6%ETP: 0.1%Other: 0.0%
  • Common Stock · 90.7% · $344.7B
  • Other · 4.3% · $16.5B
  • REIT · 4.2% · $16.1B
  • ADR · 0.6% · $2.4B
  • ETP · 0.1% · $372M
  • Other · 0.0% · $76M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
BROOKFIELD RENEWABLE PARTNERSOLD OUT−319.5K0−$9M$0
OCCIDENTAL PETE CORPTRIMMED−6.0K35−$177,696$1,041
BAMBROOKFIELD ASSET MANAGMT LTDTRIMMED−522.3K29.5K−$25M$1M
XIFRNEXTERA ENERGY PARTNERS LPTRIMMED−170.1K96.6K−$5M$3M
KSPIKASPI KZ JSCTRIMMED−276.4K276.4K−$29M$29M
INTL GNRL INSURANCE HLDNGS LTRIMMED−109.2K109.2K−$2M$2M
VIVTELEFONICA BRASIL SATRIMMED−84.0K84.0K−$863,100$863,100
SUZANO S ATRIMMED−55.1K55.1K−$550,934$550,934

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2024

25 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1AAPLAPPLE INChistory →COM7.01%$26.7B114.42M
2MSFTMICROSOFT CORPhistory →COM5.76%$21.9B50.88M
3NVDANVIDIA CORPORATIONhistory →COM5.74%$21.8B179.52M
4GOOGLALPHABET INChistory →CAP STK CL A · CAP STK CL C3.19%$12.1B72.92M
5AMZNAMAZON COM INChistory →COM2.57%$9.8B52.42M
6METAMETA PLATFORMS INChistory →CL A2.12%$8.0B14.05M
7AVGOBROADCOM INChistory →COM1.56%$5.9B34.37M
8LLYELI LILLY & COhistory →COM1.32%$5.0B5.66M
9TSLATESLA INChistory →COM1.16%$4.4B16.81M
10JPMJPMORGAN CHASE & CO.history →COM1.02%$3.9B18.39M
11UNHUNITEDHEALTH GROUP INChistory →COM0.76%$2.9B4.93M
12BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW0.54%$2.1B4.47M
13JNJJOHNSON & JOHNSONhistory →COM0.43%$1.6B10.06M
14VVISA INChistory →COM CL A0.41%$1.6B5.73M
15PGPROCTER AND GAMBLE COhistory →COM0.37%$1.4B8.03M
16MAMASTERCARD INCORPORATEDhistory →CL A0.36%$1.4B2.78M
17CSCOCISCO SYS INChistory →COM0.34%$1.3B24.58M
18EXMOCEXXON MOBIL CORPhistory →COM0.32%$1.2B10.27M
19ABBVABBVIE INChistory →COM0.31%$1.2B6.03M
20COSTCOSTCO WHSL CORP NEWhistory →COM0.31%$1.2B1.33M
21HDHOME DEPOT INChistory →COM0.31%$1.2B2.91M
22MRKMERCK & CO INChistory →COM0.31%$1.2B10.23M
23PLDPROLOGIS INC.history →COM0.27%$1.0B7.98M
24WMTWALMART INChistory →COM0.26%$982M12.16M
25KOCOCA COLA COhistory →COM0.25%$960M13.35M

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$432.4B8,115May 8, 202613F-HRchanges · EDGAR ↗
Q4 2025$450.9B8,170Feb 9, 202613F-HRchanges · EDGAR ↗
Q3 2025$445.8B8,196Nov 13, 202513F-HRchanges · EDGAR ↗
Q2 2025$402.9B8,243Aug 12, 202513F-HRchanges · EDGAR ↗
Q1 2025$321.9B6,807May 29, 2025RESTATEMENTchanges · EDGAR ↗
Q4 2024$380.1B8,406Feb 28, 2025RESTATEMENTchanges · EDGAR ↗
Q3 2024$479.8B8,415Nov 14, 2024RESTATEMENTchanges · EDGAR ↗
Q2 2024$446.7B8,475Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$425.3B6,699May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$389.7B6,813Feb 15, 202413F-HRchanges · EDGAR ↗
Q3 2023$286.6B6,038Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$307.4B6,017Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$279.6B6,027May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$260.5B6,160Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$256.0B6,237Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$282.6B6,290Aug 22, 202213F-HRchanges · EDGAR ↗
Q1 2022$328.8B6,320May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$330.7B6,357Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$307.6B7,962Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$299.1B7,922Aug 12, 202113F-HRchanges · EDGAR ↗
Q1 2021$268.4B7,732May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$255.4B6,862Feb 12, 202113F-HRchanges · EDGAR ↗
Q3 2020$223.8B6,782Nov 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$206.9B6,731Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$171.0B6,701May 14, 202013F-HRchanges · EDGAR ↗
Q4 2019$209.9B6,720Feb 13, 202013F-HRchanges · EDGAR ↗
Q3 2019$189.7B6,675Nov 13, 201913F-HRchanges · EDGAR ↗
Q2 2019$185.9B6,763Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$175.1B6,499May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$129.1B6,507Feb 15, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 4 additional managers.

  • LGIM International Ltd028-14895
  • LGIM Singapore PTE Ltd028-23959
  • Legal & General Investment Management America Inc028-15066
  • Legal & General Investment Management Ltd028-13969

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.