Legal & General Group PlcLegal & General Group Plc

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

Top Holdings3,362 positions

Activity:
Stock
Shares
Value
Weight
Avg Buy
Est. P&L
Held
Conviction

NVIDIA CORPORATION

169.2M$29.5B6.8%$117.51+79.53%
30 qtrssince 2018-Q4
Decreased
0

APPLE INC

108.1M$27.4B6.3%$140.31+124.72%
30 qtrssince 2018-Q4
Decreased
0

MICROSOFT CORP

50.3M$18.6B4.3%$229.01+68.16%
30 qtrssince 2018-Q4
Decreased
0

AMAZON COM INC

55.5M$11.6B2.7%$132.65+84.96%
30 qtrssince 2018-Q4
Decreased
0

ALPHABET INC

37.8M$10.9B2.5%$114.05+213.17%
30 qtrssince 2018-Q4
Decreased
0

BROADCOM INC

32.2M$10B2.3%$165.45+141.75%
30 qtrssince 2018-Q4
Decreased
0

ALPHABET INC

30.9M$8.8B2.0%$113.49+212.83%
30 qtrssince 2018-Q4
Decreased
0

META PLATFORMS INC

14.3M$8.2B1.9%$258.87+158.52%
30 qtrssince 2018-Q4
Decreased
0

TESLA INC

20.2M$7.5B1.7%$246.06+65.71%
30 qtrssince 2018-Q4
Increased
50

JPMORGAN CHASE & CO

18.8M$5.5B1.3%$122.36+174.98%
30 qtrssince 2018-Q4
Decreased
0

ASTRAZENECA PLC

25.8M$5B1.2%$201.76-14.94%
1 qtr
New
73

ELI LILLY & CO

5.4M$4.9B1.1%$292.94+305.74%
30 qtrssince 2018-Q4
Increased
51

JOHNSON & JOHNSON

19.3M$4.7B1.1%$128.94+99.30%
30 qtrssince 2018-Q4
Increased
52

VISA INC

12.6M$3.8B0.9%$191.77+81.98%
30 qtrssince 2018-Q4
Increased
46

WALMART INC

26.9M$3.3B0.8%$56.89+100.22%
30 qtrssince 2018-Q4
Decreased
0

EXXON MOBIL CORP

19.4M$3.3B0.8%$75.88+83.03%
30 qtrssince 2018-Q4
Decreased
0

MASTERCARD INCORPORATED

5.9M$2.9B0.7%$290.97+81.03%
30 qtrssince 2018-Q4
Increased
46

BERKSHIRE HATHAWAY INC DEL

5.9M$2.8B0.7%$266.52+79.10%
30 qtrssince 2018-Q4
Decreased
0

CISCO SYS INC

34.4M$2.7B0.6%$43.23+180.65%
30 qtrssince 2018-Q4
Decreased
0

ABBVIE INC

12.2M$2.6B0.6%$104.37+137.69%
30 qtrssince 2018-Q4
Increased
45
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$432.4B
AUM
3,362
Positions
Q1 2026
Filing
Rating · 4.0
Quarterly Portfolio Change
-21%Q4'24$377.9B-3%Q1'25$367.2B+10%Q2'25$402.9B+11%Q3'25$445.8B+1%Q4'25$450.9B-4%Q1'26$432.4B
Activity profile
$ moved · Q1'26
New8%Increased31%Decreased61%Exited1%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 5.7 years
<1Q1%1-4Q7%1-2Y5%2Y+88%

Legal & General Group Plc manages $432.4B across 3362 positions as of Q1 2026. Top holdings: NVDA (6.8%), AAPL (6.3%), MSFT (4.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.

Q1 2026 Summary

Active quarter - 40 new positions, 67 exits, 708 increased. Top move: AZN (NEW, conviction 73). Portfolio: $432.4B across 3362 positions.

Top holdings by portfolio weight

Total AUM$432B
NVDA6.83%
AAPL6.35%
MSFT4.30%
AMZN2.68%
GOOGL2.51%
AVGO2.30%
GOOG2.05%
META1.89%
TSLA1.74%
JPM1.28%
Other1.16%

Portfolio allocation by GICS sector

Sectors11
Technology32.56%
Financial Services12.66%
Healthcare10.78%
Communication Services9.19%
Consumer Cyclical9.00%
Industrials7.79%
Consumer Defensive4.44%
Energy4.11%
Real Estate3.46%
Utilities3.24%
Other2.77%

Behavioral investing profile

7-dimension quality assessment
Strong(4.0 / 5.0)
Track Record58
Conviction41
Concentration48
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Position Outcomes

Best and worst performing positions by estimated return

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer

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