Institution

Legal & General Group PLC

13F for the quarter to June 30, 2026, filed August 14, 2026 · SEC CIK 764068

Reported value: $479.5bn
Positions we cover: 3,196
Copy, a year: +13.4%
Copy Sharpe ratio: 0.71

How copying its 13F would have done

CopyS&P 500 $10,000 copying Legal & General Group PLC's filed holdings in companies we cover from August 2, 2013, buying on the first trading day after each 13F was filed and holding until the next, against the S&P 500 (total return). Marked weekly, log scale. Before costs and taxes; misses trading within each quarter and anything 13F does not show (shorts, cash, bonds, non-US holdings).

Biggest drop −32.3% (S&P 500 −31.8%); beta 0.99; alpha −0.3% a year (t = −0.54); last 12 months +12.4% against +12.1%.

Reported value by quarter

Legal & General Group PLC: 13F reported value Total value of all positions in each quarter's 13F, as filed (values before 2023 were filed in thousands of dollars and are converted).

View chart data

Period	Reported value
2013-06-30	$72.4B
2013-09-30	$75.9B
2013-12-31	$82.6B
2014-03-31	$82.4B
2014-06-30	$85.8B
2014-09-30	$83.4B
2014-12-31	$85B
2015-03-31	$83.7B
2015-06-30	$85.1B
2015-09-30	$82B
2015-12-31	$88.5B
2016-03-31	$90.3B
2016-06-30	$94.9B
2016-09-30	$98.7B
2016-12-31	$107.2B
2017-03-31	$117.8B
2017-06-30	$123.8B
2017-09-30	$133B
2017-12-31	$138.2B
2018-03-31	$131.1B
2018-06-30	$129.6B
2018-09-30	$139.7B
2018-12-31	$129.1B
2019-03-31	$175.1B
2019-06-30	$185.9B
2019-09-30	$189.7B
2019-12-31	$209.9B
2020-03-31	$171B
2020-06-30	$206.9B
2020-09-30	$223.8B
2020-12-31	$255.4B
2021-03-31	$268.4B
2021-06-30	$299.1B
2021-09-30	$307.6B
2021-12-31	$330.7B
2022-03-31	$328.8B
2022-06-30	$282.6B
2022-09-30	$256B
2022-12-31	$260.5T
2023-03-31	$279.6B
2023-06-30	$307.4B
2023-09-30	$286.6B
2023-12-31	$321.9B
2024-03-31	$347.3B
2024-06-30	$354B
2024-09-30	$380.1B
2024-12-31	$377.9B
2025-03-31	$367.2B
2025-06-30	$402.9B
2025-09-30	$445.8B
2025-12-31	$450.9B
2026-03-31	$432.4B
2026-06-30	$479.5B

Holdings and moves

Company	Share of portfolio	Value	Shares	Change in shares
NVDANVIDIA Corporation	6.63%	$31.8bn	158.90M	−6.1% Reduced
AAPLApple Inc.	6.35%	$30.4bn	105.21M	−2.7% Reduced
MSFTMicrosoft Corporation	3.82%	$18.3bn	49.08M	−2.4% Reduced
GOOGLAlphabet Inc. (Class A)	2.77%	$13.3bn	37.21M	−1.4% Reduced
AMZNAmazon	2.68%	$12.8bn	53.84M	−3.1% Reduced
AVGOBroadcom	2.50%	$12.0bn	31.76M	−1.3% Reduced
TSLATesla, Inc.	1.78%	$8.5bn	20.29M	+0.5%
MUMicron Technology	1.75%	$8.4bn	7.28M	−1.2% Reduced
METAMeta Platforms	1.66%	$7.9bn	14.10M	−1.3% Reduced
AMDAdvanced Micro Devices	1.33%	$6.4bn	10.98M	−2.5% Reduced
LLYLilly (Eli)	1.29%	$6.2bn	5.15M	−4.4% Reduced
JPMJPMorgan Chase	1.22%	$5.9bn	17.90M	−5.0% Reduced
JNJJohnson & Johnson	1.02%	$4.9bn	19.29M	−0.3%
AZNAstrazeneca PLC	1.00%	$4.8bn	25.75M	−0.4%
LRCXLam Research	0.94%	$4.5bn	10.37M	−6.1% Reduced
AMATApplied Materials	0.92%	$4.4bn	6.09M	−5.0% Reduced
INTCIntel	0.85%	$4.1bn	29.34M	−11.5% Reduced
VVisa Inc.	0.85%	$4.1bn	11.90M	−5.2% Reduced
CSCOCisco	0.79%	$3.8bn	32.14M	−6.5% Reduced
KLACKLA Corporation	0.63%	$3.0bn	10.03M	+869.3% Added
ABBVAbbVie	0.61%	$2.9bn	11.55M	−5.0% Reduced
WMTWalmart	0.61%	$2.9bn	25.65M	−4.7% Reduced
MAMastercard	0.60%	$2.9bn	5.63M	−4.4% Reduced
CATCaterpillar Inc.	0.58%	$2.8bn	2.61M	−5.7% Reduced
BACBank of America	0.54%	$2.6bn	45.12M	+0.5% Added
UNHUnitedHealth Group	0.51%	$2.4bn	5.88M	−3.9% Reduced
MRKMerck & Co.	0.51%	$2.4bn	18.87M	−3.4% Reduced
COSTCostco	0.49%	$2.4bn	2.53M	+0.8% Added
GEGE Aerospace	0.45%	$2.1bn	5.72M	−9.6% Reduced
PGProcter & Gamble	0.45%	$2.1bn	14.56M	−10.1% Reduced
KOThe Coca-Cola Company	0.41%	$2.0bn	24.34M	−8.2% Reduced
GSGoldman Sachs	0.41%	$2.0bn	1.95M	−6.5% Reduced
PANWPalo Alto Networks	0.41%	$2.0bn	5.77M	−7.7% Reduced
HDThe Home Depot	0.41%	$2.0bn	5.54M	−9.6% Reduced
TXNTexas Instruments	0.40%	$1.9bn	6.44M	+1.5% Added
GEVGE Vernova	0.40%	$1.9bn	1.63M	−7.9% Reduced
NFLXNetflix	0.39%	$1.9bn	26.42M	−2.4% Reduced
IBMIBM	0.39%	$1.9bn	6.67M	−3.6% Reduced
CCitigroup	0.37%	$1.8bn	12.54M	−8.0% Reduced
MRVLMarvell Technology	0.36%	$1.7bn	5.85M	+4.0% Added
QCOMQualcomm	0.36%	$1.7bn	9.42M	−1.4% Reduced
RYRoyal Bank Of Canada	0.34%	$1.6bn	7.95M	−8.0% Reduced
WFCWells Fargo	0.34%	$1.6bn	19.80M	−3.9% Reduced
WDCWestern Digital	0.33%	$1.6bn	2.51M	+17.9% Added
WELLWelltower	0.33%	$1.6bn	7.05M	−2.7% Reduced
MSMorgan Stanley	0.33%	$1.6bn	7.49M	−9.7% Reduced
ADIAnalog Devices	0.32%	$1.5bn	3.84M	−3.7% Reduced
LINLinde plc	0.31%	$1.5bn	2.88M	−1.3% Reduced
STXSeagate Technology	0.31%	$1.5bn	1.53M	+1.1% Added
PLDPrologis	0.31%	$1.5bn	10.88M	−2.8% Reduced
NEENextEra Energy	0.31%	$1.5bn	16.70M	+0.6% Added
CVXChevron Corporation	0.30%	$1.5bn	8.82M	−12.7% Reduced
ORCLOracle Corporation	0.30%	$1.5bn	9.90M	−3.6% Reduced
PLTRPalantir Technologies Inc.	0.30%	$1.4bn	12.20M	−12.1% Reduced
CRWDCrowdStrike	0.29%	$1.4bn	1.84M	−5.7% Reduced
AMGNAmgen	0.29%	$1.4bn	3.82M	−1.4% Reduced
APHAmphenol	0.29%	$1.4bn	7.83M	−3.5% Reduced
GILDGilead Sciences	0.28%	$1.3bn	10.42M	−0.4%
PMPhilip Morris International	0.27%	$1.3bn	7.28M	−8.4% Reduced
RTXRTX Corporation	0.26%	$1.3bn	6.68M	−5.2% Reduced
TDToronto Dominion Bank	0.26%	$1.2bn	10.22M	−1.5% Reduced
SNDKSandisk	0.26%	$1.2bn	544.0K	+48.7% Added
GLWCorning Inc.	0.25%	$1.2bn	4.75M	−2.9% Reduced
PEPPepsiCo	0.25%	$1.2bn	8.86M	−0.3%
ANETArista Networks	0.25%	$1.2bn	7.05M	−5.5% Reduced
UNPUnion Pacific Corporation	0.25%	$1.2bn	4.39M	+2.0% Added
MCDMcDonald's	0.25%	$1.2bn	4.40M	−7.2% Reduced
EQIXEquinix	0.25%	$1.2bn	1.13M	−5.3% Reduced
VZVerizon	0.24%	$1.2bn	27.34M	−2.7% Reduced
AXPAmerican Express	0.24%	$1.1bn	3.36M	−8.5% Reduced
TMOThermo Fisher Scientific	0.23%	$1.1bn	2.24M	−5.6% Reduced
UBSUBS Group AG	0.23%	$1.1bn	22.12M	−5.5% Reduced
ABTAbbott Laboratories	0.23%	$1.1bn	11.93M	−2.9% Reduced
PFEPfizer	0.22%	$1.0bn	43.23M	−0.6% Reduced
DISThe Walt Disney Company	0.22%	$1.0bn	10.78M	−5.2% Reduced
BKNGBooking Holdings	0.21%	$992.0m	5.57M	+2259.0% Added
ISRGIntuitive Surgical	0.21%	$985.7m	2.48M	−0.2%
BMYBristol Myers Squibb	0.20%	$980.9m	17.02M	+0.9% Added
FTNTFortinet	0.20%	$979.1m	6.37M	−1.6% Reduced
ETNEaton Corporation	0.20%	$970.5m	2.28M	−3.3% Reduced
TAT&T	0.20%	$960.7m	46.41M	−3.3% Reduced
DEDeere & Company	0.20%	$957.5m	1.51M	−2.8% Reduced
CVSCVS Health	0.20%	$948.9m	9.17M	−3.6% Reduced
ENBEnbridge Inc	0.20%	$944.8m	17.43M	−8.1% Reduced
UBERUber	0.20%	$943.2m	13.07M	−12.3% Reduced
VRTXVertex Pharmaceuticals	0.19%	$928.9m	1.87M	−4.4% Reduced
CRMSalesforce	0.19%	$927.3m	5.92M	−6.8% Reduced
DELLDell Technologies	0.19%	$905.0m	2.10M	−6.0% Reduced
PGRProgressive Corporation	0.18%	$875.5m	4.01M	−7.0% Reduced
SCHWCharles Schwab Corporation	0.18%	$867.7m	9.40M	−6.6% Reduced
CBChubb Limited	0.18%	$843.5m	2.48M	−4.0% Reduced
BNYBNY Mellon	0.17%	$813.0m	5.62M	−3.0% Reduced
TJXTJX Companies	0.17%	$807.3m	5.33M	−5.5% Reduced
BLKBlackRock	0.17%	$807.0m	839.3K	−7.1% Reduced
SPGIS&P Global	0.17%	$805.3m	1.98M	−7.6% Reduced
DHRDanaher Corporation	0.17%	$801.1m	4.21M	−7.3% Reduced
LOWLowe's	0.17%	$799.6m	3.63M	−3.4% Reduced
AMTAmerican Tower	0.17%	$793.9m	4.85M	+0.6% Added
SPGSimon Property Group	0.16%	$784.0m	3.51M	−5.0% Reduced
NEMNewmont	0.16%	$778.9m	8.34M	−0.7% Reduced
CMCanadian Imperial Bank Of Commerce	0.16%	$773.7m	6.72M	−0.6% Reduced
MDTMedtronic	0.16%	$769.2m	9.83M	−4.7% Reduced
APPApplovin Corp	0.16%	$755.8m	1.47M	−0.8% Reduced
DUKDuke Energy	0.16%	$754.2m	5.96M	−3.5% Reduced
TTTrane Technologies	0.16%	$747.8m	1.52M	−4.8% Reduced
CSXCSX Corporation	0.16%	$747.0m	15.72M	−4.5% Reduced
BMOBank Of Montreal	0.15%	$744.2m	4.21M	−8.5% Reduced
SOSouthern Company	0.15%	$737.3m	7.70M	−1.9% Reduced
VRTVertiv	0.15%	$716.2m	2.14M	+1.1% Added
COPConocoPhillips	0.15%	$716.2m	6.89M	+0.4%
TSMTaiwan Semiconductor Manufacturing Co LTD	0.15%	$715.1m	1.50M	−11.8% Reduced
BABoeing	0.15%	$710.8m	3.28M	−0.2%
BNSBank Of Nova Scotia	0.15%	$709.8m	8.17M	−2.7% Reduced
SYKStryker Corporation	0.15%	$707.2m	2.25M	−5.4% Reduced
SHOPShopify Inc.	0.15%	$704.8m	6.16M	−2.9% Reduced
CDNSCadence Design Systems Inc	0.15%	$702.6m	1.87M	−4.9% Reduced
PHParker Hannifin	0.15%	$699.7m	715.3K	−6.3% Reduced
DLRDigital Realty	0.14%	$691.6m	3.85M	−0.4%
ELVElevance Health	0.14%	$688.5m	1.78M	−5.4% Reduced
COFCapital One	0.14%	$681.0m	3.39M	−15.3% Reduced
AEPAmerican Electric Power	0.14%	$680.6m	4.98M	+4.2% Added
PNCPNC Financial Services	0.14%	$669.2m	2.72M	+2.4% Added
CMICummins	0.14%	$666.6m	934.7K	−7.0% Reduced
MCKMcKesson	0.14%	$656.6m	868.9K	−5.2% Reduced
TERTeradyne	0.14%	$656.1m	1.36M	+23.9% Added
ADBEAdobe Inc.	0.14%	$653.3m	3.19M	+1.1% Added
SBUXStarbucks	0.14%	$649.6m	6.36M	−9.6% Reduced
NETCloudflare, Inc.	0.14%	$647.9m	2.64M	−10.6% Reduced
JCIJohnson Controls	0.13%	$643.8m	4.41M	−6.0% Reduced
ACNAccenture	0.13%	$643.7m	5.17M	−4.0% Reduced
ORealty Income	0.13%	$643.3m	10.38M	−1.5% Reduced
NOWServiceNow	0.13%	$641.9m	6.47M	−5.1% Reduced
MOAltria	0.13%	$631.6m	8.78M	−10.6% Reduced
CMCSAComcast	0.13%	$617.8m	25.17M	+3.3% Added
EMREmerson Electric	0.13%	$613.8m	4.29M	+3.0% Added
BXBlackstone Inc.	0.13%	$605.3m	5.14M	+5.2% Added
CPCanadian Pacific Kansas City LTD	0.13%	$604.8m	6.98M	−2.4% Reduced
EXCExelon	0.13%	$602.8m	12.93M	−1.9% Reduced
PSAPublic Storage	0.13%	$601.7m	1.89M	+1.3% Added
GMGeneral Motors	0.13%	$599.1m	7.77M	−0.2%
USBU.S. Bancorp	0.13%	$598.7m	9.91M	+4.0% Added
WMWaste Management	0.13%	$597.4m	2.68M	+1.3% Added
WMBWilliams Companies	0.12%	$596.1m	8.02M	−13.1% Reduced
PWRQuanta Services	0.12%	$584.4m	811.6K	+1.1% Added
TMUST-Mobile US	0.12%	$583.7m	3.48M	−0.7% Reduced
HWMHowmet Aerospace	0.12%	$581.0m	2.16M	−3.1% Reduced
DDOGDatadog, Inc.	0.12%	$569.6m	2.19M	+1.4% Added
ADPAutomatic Data Processing	0.12%	$562.4m	2.51M	−7.0% Reduced
TRVThe Travelers Companies	0.12%	$558.2m	1.69M	−4.0% Reduced
PEGPublic Service Enterprise Group	0.12%	$555.0m	6.84M	+2.0% Added

Company	Bought (value)	Shares
KLACKLA Corporation	$2.7bn	8.99M
BKNGBooking Holdings	$950.0m	5.33M
SNDKSandisk	$405.3m	178.3K
HONHoneywell Technologies	$370.7m	1.66M
HONAHoneywell Aerospace	$356.4m	1.61M
WDCWestern Digital	$243.0m	380.4K
SPCXSpace Exploration Technologies Corp	$198.7m	1.16M
CVNACarvana	$151.7m	2.30M
LITELumentum	$142.7m	166.3K
COHRCoherent Corp.	$135.0m	342.1K
DDDuPont	$131.5m	969.5K
TERTeradyne	$126.6m	261.6K
CIENCiena	$117.1m	238.7K
DVNDevon Energy	$113.1m	2.74M
FDXFFedEx Freight	$96.2m	637.1K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

Company	Sold (value)	Shares
NVDANVIDIA Corporation	−$2.1bn	−10.33M
AAPLApple Inc.	−$844.5m	−2.92M
INTCIntel	−$532.4m	−3.81M
MSFTMicrosoft Corporation	−$442.8m	−1.19M
AMZNAmazon	−$405.9m	−1.70M
JPMJPMorgan Chase	−$311.5m	−951.7K
LRCXLam Research	−$293.6m	−677.5K
LLYLilly (Eli)	−$280.8m	−234.1K
CSCOCisco	−$263.5m	−2.24M
PGProcter & Gamble	−$240.4m	−1.64M
AMATApplied Materials	−$231.2m	−319.8K
GEGE Aerospace	−$227.5m	−608.7K
VVisa Inc.	−$224.6m	−654.5K
CVXChevron Corporation	−$212.7m	−1.28M
HDThe Home Depot	−$208.5m	−591.2K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

Company	Value last quarter	Shares
VIVTelefonica Brasil S.a.	$1.3m	84.0K
UGPUltrapar Holdings Inc	$745,928	135.5K
SRADSportradar Group AG	$318,797	19.0K
FVRRFiverr International Ltd.	$302,203	30.2K
DCBODocebo Inc.	$236,994	13.6K
LABStandard Biotools Inc.	$146,665	159.5K
CHAChagee Holdings Ltd.	$123,180	13.2K
LIFEEthos Technologies Inc.	$62,819	5.6K
BYRNByrna Technologies Inc.	$51,316	5.6K
BTGOBitgo Holdings, Inc.	$40,718	5.0K
BCYCBicycle Therapeutics PLC	$39,204	9.1K
EHEhang Holdings Ltd	$32,820	3.4K
NNOXNano-x Imaging Ltd.	$13,273	5.8K
FATEFate Therapeutics Inc	$12,478	10.4K
SBFGSB Financial Group, Inc.	$11,256	536
FNWDFinward Bancorp	$11,217	309
SNWVSanuwave Health, Inc.	$11,048	639
EMLEastern Co	$10,788	533
RGPResources Connection, Inc.	$10,496	2.8K
BSETBassett Furniture Industries Inc	$10,429	737
AOUTAmerican Outdoor Brands, Inc.	$10,395	1.1K
RVSBRiverview Bancorp Inc	$10,113	1.8K
QSIQuantum-si Inc	$9,954	12.9K
KULRKulr Technology Group, Inc.	$9,840	4.2K
SKYXSkyx Platforms Corp.	$9,651	8.6K
MEDMedifast Inc	$9,467	929
SKINSkinhealth Systems Inc.	$9,310	10.4K
CRDFCardiff Oncology, Inc.	$9,249	5.7K
HUMAHumacyte, Inc.	$9,114	15.0K
NFENew Fortress Energy Inc.	$9,088	15.4K

Technology38.8%
Financials11.9%
Health Care10.6%
Industrials8.7%
Consumer Discretionary8.6%
Communication Services6.5%
Consumer Staples4.0%
Real Estate3.3%
Utilities2.9%
Energy2.4%
Materials2.2%

Share of the value held in companies we cover, by sector.

Period	Copy, a year	S&P 500	Sharpe	S&P 500	Biggest drop	Beta
Whole backtestAugust 2, 2013 to November 2, 2026	+13.4%	+13.8%	0.71	0.73	−32.3%	0.99
2018 onwardsJanuary 5, 2018 to November 2, 2026	+12.9%	+13.9%	0.58	0.63	−32.3%	0.99
Last three yearsNovember 3, 2023 to November 2, 2026	+19.6%	+21.8%	0.86	0.95	−19.6%	0.96
Last yearNovember 7, 2025 to November 2, 2026	+14.4%	+14.2%	0.88	0.84	−8.4%	0.94

From SEC Form 13F data sets. A 13F lists long positions in US-listed shares at the quarter's end, filed up to 45 days later; it does not show shorts, cash, bonds, non-US holdings or trades within the quarter. Positions in companies outside our coverage are not listed here. Research, not investment advice.