L&
Legal & General Group Plc 13F Filings & Institutional Holdings (Q2 2026)
Legal & General Group PlcCIK: 0000764068
Diversified strategyLong-term holder
Total reported value
$479.5B
Reporting period: 2026-06-30 · Number of holdings: 8169
Legal & General Group Plc disclosed 8169 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $479.5B and a quarterly turnover rate of 19.3%.
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Personality snowflake
- Concentration
- 6.24
- Portfolio Stability
- 19.31
- Momentum
- 58.15
- Sector conviction
- 58.53
- Diversification
- 100
- Sizing Uniformity
- 27.93
Legal & General Group Plc's disclosed holdings carry a Herfindahl concentration index of 0.016 — mathematically equivalent to about 64 equally-sized positions, well below its 8169 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 7.21), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd MU
-1.2% $5.9B
Add AMD
-2.5% $4.1B
Add INTC
-11.5% $2.6B
Trim MSFT
-2.4% -$299.5M
Add AMAT
-5.0% $2.2B
Add LRCX
-6.1% $2.1B
Holdings Map
New buyAddUnchangedTrim
Institutional Game-State Analysis
Core Intent
This quarter, Legal & General trimmed its top holdings, including MU, AMD, AAPL, INTC, GOOGL, NVDA, AMAT, and LRCX, indicating an active reduction in concentration. With 3,391 holdings, the portfolio is highly diversified, but the cuts concentrated in tech and semiconductor names.
Macro & Fundamentals
The trimming may reflect concerns over elevated tech valuations or a defensive stance amid volatility, aligning with observed capital rotation out of tech into other sectors. However, the lack of precise share changes limits confidence, so this is an inference from weight shifts.
Blind Spots / Risks
Despite the trims, Information Technology still represents ~38% of the portfolio, leaving it vulnerable to sector-specific drawdowns. A sharp tech correction could disproportionately impact performance, given the persistent overweight.
This narrative is generated by AI from data disclosed in this institution's SEC EDGAR Form 13F filings and describes past holdings only. It is not a recommendation to buy or sell any security; the source filing is linked below. View the original 2026-06-30 Form 13F filing on SEC.gov
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 8169 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.63% | -0.20% | -6.10% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.35% | — | -2.70% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.82% | -0.48% | -2.36% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.77% | +0.26% | -1.45% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.68% | — | -3.07% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.50% | +0.20% | -1.27% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.23% | +0.18% | -2.11% | |
| 8 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.78% | +0.04% | +0.46% | |
| 9 | MU | Micron Technology Inc | Stock-Tech | 1.75% | +1.17% | -1.17% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.66% | -0.23% | -1.34% | |
| 11 | AMD | Advanced Micro Devices | Stock-Tech | 1.33% | +0.80% | -2.51% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.29% | +0.15% | -4.35% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.22% | -0.06% | -5.05% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.02% | -0.07% | -0.32% | |
| 15 | AZN | AstraZeneca PLC | Stock-Healthcare | 1.00% | -0.16% | -0.39% | |
| 16 | LRCX | Lam Research CORP | Stock-Tech | 0.94% | +0.39% | -6.13% | |
| 17 | AMAT | Applied Materials Inc | Stock-Tech | 0.92% | +0.41% | -4.99% | |
| 18 | INTC | Intel CORP | Stock-Tech | 0.85% | +0.51% | -11.50% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 0.85% | -0.03% | -5.21% | |
| 20 | CSCO | Cisco Systems Inc | Stock-Tech | 0.79% | +0.17% | -6.52% | |
| 21 | KLAC | Kla CORP | Stock-Tech | 0.63% | +0.28% | +869.31% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 0.61% | — | -5.03% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 0.61% | -0.16% | -4.73% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 0.60% | -0.08% | -4.39% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.58% | -0.07% | -5.36% | |
| 26 | CAT | Caterpillar Inc | Stock-Industrials | 0.58% | +0.13% | -5.73% | |
| 27 | BAC | Bank Of America CORP | Stock-Financials | 0.54% | +0.03% | +0.55% | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.51% | +0.13% | -3.87% | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.51% | -0.03% | -3.40% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.49% | -0.09% | +0.83% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | -0.30% | -16.28% | |
| 32 | GE | General Electric | Stock-Industrials | 0.45% | +0.03% | -9.62% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.45% | -0.09% | -10.12% | |
| 34 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.41% | -0.06% | -8.23% | |
| 35 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.41% | — | -6.47% | |
| 36 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.41% | +0.18% | -7.68% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.41% | -0.06% | -9.64% | |
| 38 | TXN | Texas Instruments Inc | Stock-Tech | 0.40% | +0.12% | +1.51% | |
| 39 | GEV | GE Vernova Inc | Stock-Industrials | 0.40% | +0.04% | -7.85% | |
| 40 | NFLX | Netflix Inc | Stock-Comm Services | 0.39% | -0.21% | -2.38% | |
| 41 | IBM | Intl Business Machines CORP | Stock-Tech | 0.39% | — | -3.58% | |
| 42 | C | Citigroup Inc | Stock-Financials | 0.37% | +0.01% | -7.96% | |
| 43 | MRVL | Marvell Technology Inc | Stock-Tech | 0.36% | +0.23% | +3.96% | |
| 44 | QCOM | Qualcomm Inc | Stock-Tech | 0.36% | +0.08% | -1.39% | |
| 45 | RY | Royal Bank Of Canada | Stock-Financials | 0.34% | +0.02% | -8.04% | |
| 46 | WFC | Wells Fargo & Co | Stock-Financials | 0.34% | -0.04% | -3.86% | |
| 47 | WDC | Western Digital CORP | Stock-Tech | 0.33% | +0.20% | +17.87% | |
| 48 | WELL | Welltower Inc | Stock-Real Estate | 0.33% | — | -2.66% | |
| 49 | MS | Morgan Stanley | Stock-Financials | 0.33% | +0.01% | -9.65% | |
| 50 | ADI | Analog Devices Inc | Stock-Tech | 0.32% | +0.03% | -3.66% |
1–50 of 200
💡
Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Portfolio Performance
Performance for Q3 2026
+2.4%
Performance Last 4 Quarters
+21.7%
- Stdev
- +12.8%
- Beta
- +0.98
- Alpha
- -0.8%
- Max Drawdown
- -7.8%
- Annualized Perf
- +19.7%
- Batting Avg vs S&P
- +52.8%
- Sortino
- +3.06
- Stutzer
- +0.43
- Treynor
- +0.19
- Sterling
- +1.25
- Calmar
- +2.52
- Information Ratio
- -0.64
- Tracking Error
- +1.7%
- Stdev Down
- +6.2%
- Winning Months %
- +69.4%
- Losing Months %
- +30.6%
- Best 12 Months
- +32.5%
- Worst 12 Months
- +6.3%
- Efficiency Ratio
- +0.62
- Sharpe
- +1.47
- Stdev Sectors
- +9.7%
- Skewness
- +0.08
- Kurtosis
- -0.09
- Upside Potential
- +4.64
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 8169 | $479.5B | 19 | ||
| 2026 Q1 | 8115 | $432.4B | 16 | ||
| 2025 Q4 | 8170 | $450.9B | 11 | ||
| 2025 Q3 | 8196 | $445.8B | 25 | ||
| 2025 Q2 | 8243 | $402.9B | 0 | ||
| 2025 Q1 | 8275 | $367.2B | 18 | ||
| 2024 Q4 | 8358 | $377.9B | 0 | ||
| 2024 Q3 | 8406 | $380.1B | 0 | ||
| 2024 Q2 | 8466 | $354.0B | 12 | ||
| 2024 Q1 | 6711 | $347.3B | 14 | ||
| 2023 Q4 | 6807 | $321.9B | 100 | ||
| 2023 Q3 | 6038 | $286.6B | 0 | ||
| 2023 Q2 | 6017 | $307.4B | 0 | ||
| 2023 Q1 | 6027 | $279.6B | 0 | ||
| 2022 Q4 | 6160 | $260.5B | 0 | ||
| 2022 Q3 | 6237 | $256.0B | 0 | ||
| 2022 Q2 | 6290 | $282.6B | 0 | ||
| 2022 Q1 | 6320 | $328.8B | 0 | ||
| 2021 Q4 | 6357 | $330.7B | 0 | ||
| 2021 Q3 | 7962 | $307.6B | 0 | ||
| 2021 Q2 | 7922 | $299.1B | 100 | ||
| 2021 Q1 | 7732 | $268.4B | 11 | ||
| 2020 Q4 | 6862 | $255.4B | 16 | ||
| 2020 Q3 | 6782 | $223.8B | 13 | ||
| 2020 Q2 | 6731 | $206.9B | 22 | ||
| 2020 Q1 | 6701 | $171.0B | 23 | ||
| 2019 Q4 | 6720 | $209.9B | 13 | ||
| 2019 Q3 | 6675 | $189.7B | 9 | ||
| 2019 Q2 | 6763 | $185.9B | 11 | ||
| 2019 Q1 | 6499 | $175.1B | 32 | ||
| 2018 Q4 | 6507 | $129.1B | 15 | ||
| 2018 Q3 | 5862 | $139.7B | 12 | ||
| 2018 Q2 | 5769 | $129.6B | 10 | ||
| 2018 Q1 | 5596 | $131.1B | 13 | ||
| 2017 Q4 | 6071 | $138.2B | 9 | ||
| 2017 Q3 | 6129 | $133.0B | 12 | ||
| 2017 Q2 | 6187 | $123.8B | 10 | ||
| 2017 Q1 | 6075 | $117.8B | 13 | ||
| 2016 Q4 | 6081 | $107.2B | 14 | ||
| 2016 Q3 | 4728 | $98.7B | 10 | ||
| 2016 Q2 | 4271 | $94.9B | 11 | ||
| 2016 Q1 | 4144 | $90.3B | 11 | ||
| 2015 Q4 | 4105 | $88.5B | 16 | ||
| 2015 Q3 | 4178 | $82.0B | 13 | ||
| 2015 Q2 | 4128 | $85.1B | 8 | ||
| 2015 Q1 | 4013 | $83.7B | 9 | ||
| 2014 Q4 | 3940 | $85.0B | 10 | ||
| 2014 Q3 | 3407 | $83.4B | 8 | ||
| 2014 Q2 | 2079 | $85.8B | 9 | ||
| 2014 Q1 | 1406 | $82.4B | 8 | ||
| 2013 Q4 | 1419 | $82.6B | 11 | ||
| 2013 Q3 | 1389 | $75.9B | 9 | ||
| 2013 Q2 | 1374 | $72.4B | — |
Holding changes this quarter
Legal & General Group Plc's most significant position changes for 2026-06-30: Sold out: Honeywell International Inc (HON); New buy: ; New buy: ; New buy: ; Sold out: Coterra Energy Inc (CTRA).
Showing top 200 changes by size (of 3581 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +1.2% | -1.17% | Trim |
| 2 | AMD | Advanced Micro Devices | +0.8% | -2.51% | Trim |
| 3 | INTC | Intel CORP | +0.5% | -11.50% | Trim |
| 4 | AMAT | Applied Materials Inc | +0.4% | -4.99% | Trim |
| 5 | LRCX | Lam Research CORP | +0.4% | -6.13% | Trim |
| 6 | KLAC | Kla CORP | +0.3% | +869.31% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.3% | -1.45% | Trim |
| 8 | MRVL | Marvell Technology Inc | +0.2% | +3.96% | Add |
| 9 | SNDK | Sandisk CORP | +0.2% | +48.75% | Add |
| 10 | AVGO | Broadcom Inc | +0.2% | -1.27% | Trim |
| 11 | WDC | Western Digital CORP | +0.2% | +17.87% | Add |
| 12 | GOOG | Alphabet Inc-cl C | +0.2% | -2.11% | Trim |
| 13 | PANW | Palo Alto Networks Inc | +0.2% | -7.68% | Trim |
| 14 | CSCO | Cisco Systems Inc | +0.2% | -6.52% | Trim |
| 15 | STX | Seagate Technology Holdings plc | +0.2% | +1.06% | Add |
| 16 | LLY | Eli Lilly & Co | +0.2% | -4.35% | Trim |
| 17 | CAT | Caterpillar Inc | +0.1% | -5.73% | Trim |
| 18 | UNH | Unitedhealth Group Inc | +0.1% | -3.87% | Trim |
| 19 | TXN | Texas Instruments Inc | +0.1% | +1.51% | Add |
| 20 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -5.73% | Trim |
| 21 | DELL | Dell Technologies -c | +0.1% | -5.96% | Trim |
| 22 | GLW | Corning Inc | +0.1% | -2.87% | Trim |
| 23 | QCOM | Qualcomm Inc | +0.1% | -1.39% | Trim |
| 24 | FTNT | Fortinet Inc | +0.1% | -1.61% | Trim |
| 25 | ✓ | +0.1% | NEW | New buy | |
| 26 | BB | Blackberry LTD | +0.1% | +9.21% | Add |
| 27 | ✓ | +0.1% | NEW | New buy | |
| 28 | TER | Teradyne Inc | +0.1% | +23.91% | Add |
| 29 | DDOG | Datadog Inc - Class A | +0.1% | +1.41% | Add |
| 30 | APH | Amphenol Corp-cl A | +0.1% | -3.51% | Trim |
| 31 | COHR | Coherent CORP | +0.1% | +44.18% | Add |
| 32 | HPE | Hewlett Packard Enterprise | +0.1% | -0.49% | Trim |
| 33 | TSLA | Tesla Inc | 0% | +0.46% | Add |
| 34 | GEV | GE Vernova Inc | 0% | -7.85% | Trim |
| 35 | ANET | Arista Networks Inc | 0% | -5.55% | Trim |
| 36 | TD | Toronto-dominion Bank | 0% | -1.46% | Trim |
| 37 | CVS | Cvs Health CORP | 0% | -3.60% | Trim |
| 38 | ALAB | Astera Labs Inc | 0% | -10.47% | Trim |
| 39 | NBIS | Nebius Group N.V. | 0% | +0.13% | Add |
| 40 | ✓ | 0% | NEW | New buy | |
| 41 | LITE | Lumentum Holdings Inc | 0% | +61.04% | Add |
| 42 | BAC | Bank Of America CORP | 0% | +0.55% | Add |
| 43 | GE | General Electric | 0% | -9.62% | Trim |
| 44 | ADI | Analog Devices Inc | 0% | -3.66% | Trim |
| 45 | SNOW | Snowflake Inc | 0% | -0.68% | Trim |
| 46 | FIX | Comfort Systems USA Inc | 0% | +31.27% | Add |
| 47 | VRT | Vertiv Holdings Co-a | 0% | +1.11% | Add |
| 48 | FLEX | Flex Ltd. | 0% | -1.78% | Trim |
| 49 | CIEN | Ciena CORP | 0% | +36.81% | Add |
| 50 | HUM | Humana Inc | 0% | -5.47% | Trim |
1–50 of 200
Filing History
Related 13F Filing Analysis
- Legal & General Group Plc2026-Q2
Legal & General trims NVDA, adds SNDK, WDC, KLAC
Aug 24, 2026⏱ 5 minMUAMDAAPLINTCRead → - Legal & General Group Plc2026-Q1
AZN new buy at $5.01B in Q1 2026
Jul 22, 2026⏱ 1 minMSFTAZNAAPLNVDARead →
FAQ
What is Legal & General Group Plc and what type of investor is it?
Legal & General Group Plc is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $479.5B, spread across 8169 disclosed positions.
What are Legal & General Group Plc's largest equity positions?
Based on the latest 13F filing, Legal & General Group Plc's top holdings by market value are:
1. Nvidia CORP (NVDA) — $31.8B (6.6%)
2. Apple Inc (AAPL) — $30.4B (6.3%)
3. Microsoft CORP (MSFT) — $18.3B (3.8%)
4. Alphabet Inc-cl A (GOOGL) — $13.3B (2.8%)
5. Amazon.com Inc (AMZN) — $12.8B (2.7%)
What changes did Legal & General Group Plc make in its most recent portfolio filing?
In the latest reported quarter, Legal & General Group Plc made 200 notable position adjustments: 7 new positions were initiated, 45 existing holdings were added to, 142 positions were partially reduced, and 6 were completely exited. The largest of these moves: Sold out: Honeywell International Inc (HON); New buy: ; New buy: ; New buy: ; Sold out: Coterra Energy Inc (CTRA)
What sectors does Legal & General Group Plc focus on?
Legal & General Group Plc is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 38.1%
• Financials: 11.7%
• Health Care: 10.4%
• Communication Services: 8.8%
• Consumer Discretionary: 8.7%
• Industrials: 7.7%
Investment Profile
Legal & General Group Plc returned an annualized 19.7% over the trailing 36 months — underperforming the S&P 500 by 0.8 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.98 (roughly in line with the market) and a 53% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 38.1% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 19 over the past 4 quarters — a shift toward more active trading.
It has added to its MU position over the past two quarters (+$6.3B, now $8.4B), while trimming MSFT over the same stretch (-$6.4B, still holding $18.3B).
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