Legal & General

Legal & General

Period

Q1 2026

Portfolio Date

Mar 31, 2026

Stocks Held

3,354

Market Value

$431.0B

Portfolio Analysis

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I. Institutional Overview

Legal & General, a titan in the global asset management landscape, represents one of the most significant "smart money" entities operating in the modern financial markets. As of the first quarter of 2026, the institution manages a staggering portfolio with a total reported market value of approximately $431.03 billion. This scale places Legal & General in...

A defining characteristic of Legal & General’s investment philosophy, as evidenced by its current holdings, is the marriage of extreme diversification with high-conviction core positioning. The institution currently maintains positions in 3,354 individual stocks. This level of breadth suggests a sophisticated multi-strategy approach that likely includes a...

Analyzing the scale trend, the portfolio value of $431.03 billion indicates a robust capital position. In the context of the first quarter of 2026, such a valuation suggests that Legal & General has successfully navigated the complexities of the preceding fiscal periods, maintaining a dominant presence in the equity markets. The institution’s style can be...

Based on the latest available 13F filing.

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Holdings Value Trend

Q2 2024

Q3 2024

Q4 2024

Q1 2025

Q2 2025

Q3 2025

Q4 2025

Q1 2026

Historical Positions

SymbolQ1 2026Q4 2025Q3 2025Q2 2025
NVDA6.8%7.1%7.6%7.0%
AAPL6.3%6.7%6.3%5.5%
MSFT4.3%5.5%6.0%6.2%
AMZN2.7%2.9%2.8%3.0%
GOOGL2.5%2.6%2.1%1.7%
AVGO2.3%2.6%2.5%2.2%
GOOG2.0%2.2%1.8%1.4%
META1.9%2.1%2.4%2.5%
TSLA1.7%2.0%1.9%1.6%
JPM1.3%1.4%1.3%1.3%

Post-Filing Contributors

Price change since reported price, ranked by portfolio contribution

NVDA+17.47%
AAPL+16.49%
GOOGL+24.42%
GOOG+24.30%
AVGO+24.57%

Post-Filing Detractors

Price change since reported price, ranked by portfolio contribution

XOM-13.59%
JNJ-2.50%
NFLX-15.48%
PLTR-10.39%
ABT-17.31%

Sector Analysis

Energy3.8%
Others3.8%
Utilities3.3%
Financials12.7%
Healthcare9.7%
Technology32.8%
Industrials7.8%
Real Estate3.5%