Legal & General Group Plc

CIK 0000764068 · Q1 2026

13F Equity AUM

$432.4B

-4.1% QoQ

Positions

2,525

-44 QoQ

AUM Rank

#51

Top 0.4%

Skill Alpha (FF)

+0.1%/yr^ns

No Clear Edge

Rank #2,330 · Top 28%

vs S&P -2.1%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 22.7%Top 10: 31.9%Top 20: 40.3%

NVDA6.8%

AAPL6.3%

MSFT4.3%

AMZN2.7%

GOOGL2.5%

AVGO2.3%

GOOG2.0%

META1.9%

TSLA1.7%

JPM1.3%

Others (2515)68.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology32.4%

Financial Services12.3%

Healthcare10.7%

Communication Services9.1%

Consumer Cyclical8.8%

Industrials7.4%

Energy4.2%

Consumer Defensive4.1%

Other11.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 2525Median: 0.00%Avg: 0.04%

0–0.5%

2496(54.8%)

0.5–1%

16(9.9%)

1–3%

10(17.8%)

3–5%

1(4.3%)

5%+

2(13.2%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 2,514Unique: 11vs 20 funds

34.4%Moderate

2,525

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

47.5%

BANK OF AMERICA CORP /DE/

51.2%

BlackRock, Inc.

60.6%

GEODE CAPITAL MANAGEMENT, LLC

66.9%

STATE STREET CORP

66.4%

VANGUARD CAPITAL MANAGEMENT LLC

66.4%

JPMORGAN CHASE & CO

45.8%

VANGUARD PORTFOLIO MANAGEMENT LLC

71.8%

FMR LLC

57.7%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New49Increased706Decreased2191Exited75

New Positions

AZN1.2%

+25.8M

SUNBELT RENTALS HOLD…0.0%

+2.9M

AMCOR PLC0.0%

+3.0M

VSNT0.0%

+738K

PNFP0.0%

+369K

WBI0.0%

+25K

YORK SPACE SYSTEMS I…0.0%

+2K

CTMX0.0%

+142K

BOBS DISC FURNITURE …0.0%

+589

OPENW0.0%

+19K

Increased

RYN0.1%

+5.1M(+108%)

BB0.0%

+4.6M(+15%)

I9DN0.0%

+2.3M(+1856%)

HBAN0.0%

+1.6M(+17%)

UBER0.3%

+1.3M(+10%)

BCRX0.0%

+1.2M(+569%)

FITB0.1%

+1.0M(+24%)

SOFI0.0%

+966K(+39%)

CDE0.0%

+924K(+137%)

MICC0.0%

+914K(+17%)

Decreased

BW0.0%

-4,339,586(-81%)

IGIB0.0%

-2,768,307(-55%)

AAPL6.3%

-2,325,087(-2%)

NVDA6.8%

-2,245,442(-1%)

BAX0.0%

-1,466,789(-60%)

AVGO2.3%

-1,293,013(-4%)

CSCO0.6%

-1,270,514(-4%)

KMI0.1%

-1,252,940(-8%)

ORCL0.3%

-996,378(-9%)

F0.1%

-925,827(-3%)

Exited

-533,566

-2,979,286

-14,647,689

-312,104

QIAGEN NV

-1,396,187

-296,215

-570,062

-348,139

-26,663

-9,255

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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