Legal & General Group Plc

CIK 0000764068 · Q2 2026

13F Equity AUM

$479.5B

+10.9% QoQ

Positions

2,530

+5 QoQ

AUM Rank

#221

Top 2%

Skill Alpha (FF)

+0.2%/yr^ns

No Clear Edge

Rank #2,559 · Top 31%

vs S&P +0.3%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 22.2%Top 10: 32.2%Top 20: 42.4%

NVDA6.6%

AAPL6.3%

MSFT3.8%

GOOGL2.8%

AMZN2.7%

AVGO2.5%

GOOG2.2%

TSLA1.8%

MU1.8%

META1.7%

Others (2520)67.8%

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

Sector Allocation

Technology37.3%

Financial Services11.7%

Healthcare10.1%

Communication Services8.7%

Consumer Cyclical8.2%

Industrials7.2%

Consumer Defensive3.5%

Utilities3.3%

Other10.0%

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

Position Sizing

Positions: 2530Median: 0.00%Avg: 0.04%

0–0.5%

2501(52.5%)

0.5–1%

14(9.5%)

1–3%

12(21.2%)

3–5%

1(3.8%)

5%+

2(13.0%)

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

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Portfolio Overlap

Shared: 0Unique: 2,530vs 20 funds

0%Low

2,530

Fund positions

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.

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Position Changes This Quarter

New219Increased1461Decreased1413Exited190

New Positions

HONEYWELL INTL INC0.1%

+1.7M

HONEYWELL AEROSPACE …0.1%

+1.6M

SPACE EXPLORATION TE…0.0%

+1.2M

DUPONT DE NEMOURS IN…0.0%

+970K

THOMSON REUTERS CORP0.0%

+910K

FEDEX FGHT HLDG CO I…0.0%

+637K

CEREBRAS SYSTEMS INC0.0%

+152K

WISE GROUP PLC0.0%

+5.7M

OKUR0.0%

+3K

DIGIMARC CORP0.0%

+1K

Increased

KLAC0.6%

+9.0M(+869%)

MVST0.0%

+8.1M(+5698%)

BKNG0.2%

+5.3M(+2259%)

SAJA0.0%

+4.1M(+416%)

BB0.1%

+3.2M(+9%)

EOSE0.0%

+2.9M(+273%)

DVN0.1%

+2.7M(+90%)

IAU0.0%

+2.7M(+409%)

CVNA0.0%

+2.3M(+352%)

CDE0.0%

+2.2M(+139%)

Decreased

NVDA6.6%

-10,325,286(-6%)

INTC0.8%

-3,812,956(-12%)

FSLY0.0%

-3,693,282(-46%)

PINS0.0%

-3,419,367(-67%)

XOM0.5%

-3,165,493(-16%)

AAPL6.3%

-2,918,499(-3%)

LAC0.0%

-2,864,570(-91%)

SGML0.0%

-2,479,116(-90%)

CSCO0.8%

-2,242,968(-7%)

KO0.4%

-2,183,244(-8%)

Exited

HON

-3,504,364

CTRA

-4,512,744

-2,843,985

-5,443,236

-981,822

-1,413,564

-1,523,128

-649,079

JYNT

-625

CSGS

-70,708

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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