1y return+18.0%S&P 500 +20.9%
3y return+61.3%S&P 500 +68.5%
5y return+59.9%S&P 500 +74.5%
10y return+214.2%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $314 against $357 in the S&P 500.2
Legal & General Group PlcS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $31.8B | 6.6% | −6.1% |
| AAPLApple Inc | $30.4B | 6.3% | −2.7% |
| MSFTMicrosoft Corp | $18.3B | 3.8% | −2.4% |
| GOOGLAlphabet Inc | $13.3B | 2.8% | −1.4% |
| AMZNAmazon Com Inc | $12.8B | 2.7% | −3.1% |
| AVGOBroadcom Inc | $12.0B | 2.5% | −1.3% |
| GOOGAlphabet Inc | $10.7B | 2.2% | −2.1% |
| TSLATesla Inc | $8.5B | 1.8% | |
| MUMicron Technology Inc | $8.4B | 1.8% | −1.2% |
| METAMeta Platforms Inc | $7.9B | 1.7% | −1.3% |
| AMDAdvanced Micro Devices Inc | $6.4B | 1.3% | −2.5% |
| LLYEli Lilly & Co | $6.2B | 1.3% | −4.4% |
| JPMJpmorgan Chase & Co | $5.9B | 1.2% | −5.0% |
| JNJJohnson & Johnson | $4.9B | 1.0% | |
| Astrazeneca PLCCUSIP G0593M107 | $4.8B | 1.0% | |
| LRCXLam Research Corp | $4.5B | 0.9% | −6.1% |
| AMATApplied Matls Inc | $4.4B | 0.9% | −5.0% |
| INTCIntel Corp | $4.1B | 0.9% | −11.5% |
| VVisa Inc | $4.1B | 0.9% | −5.2% |
| CSCOCisco Sys Inc | $3.8B | 0.8% | −6.5% |
| KLACKla Corp | $3.0B | 0.6% | +869.3% |
| ABBVAbbvie Inc | $2.9B | 0.6% | −5.0% |
| WMTWalmart Inc | $2.9B | 0.6% | −4.7% |
| MAMastercard Incorporated | $2.9B | 0.6% | −4.4% |
| BRK/BBerkshire Hathaway Inc Del | $2.8B | 0.6% | −5.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $31.8B |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $12.0B |
| AMATApplied Matls Inc | June 30, 2020 | +1096.1% | $4.4B |
| AMDAdvanced Micro Devices Inc | June 30, 2020 | +1004.1% | $6.4B |
| PANWPalo Alto Networks Inc | June 30, 2020 | +790.9% | $2.0B |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $2.8B |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $6.2B |
| GEVGe Vernova Inc | June 30, 2024 | +585.0% | $1.9B |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $4.5B |
| GSGoldman Sachs Group Inc | June 30, 2020 | +411.8% | $2.0B |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $792.1M
- CTRACoterra Energy Inc was $158.6M
- Carnival CorpCUSIP 143658300 was $140.9M
- Dupont De Nemours IncCUSIP 26614N102 was $130.3M
- Hologic IncCUSIP 436440101 was $106.9M
- Thomson Reuters CorpCUSIP 884903808 was $88.3M
- Veris Residential IncCUSIP 554489104 was $28.7M
- VTVanguard Intl Equity Index F was $17.7M
- Air Lease CorpCUSIP 00912X302 was $16.4M
- Sealed Air Corp NewCUSIP 81211K100 was $15.1M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.7% | +14.8% |
| March 31, 2026 | −4.4% | −4.6% |
| December 31, 2025 | +2.1% | +2.4% |
| September 30, 2025 | +8.2% | +7.8% |
| June 30, 2025 | +10.6% | +10.5% |
| March 31, 2025 | −4.6% | −4.6% |
| December 31, 2024 | +1.6% | +2.1% |
| September 30, 2024 | +6.1% | +5.4% |
| June 30, 2024 | +3.1% | +4.0% |
| March 31, 2024 | +8.8% | +10.0% |
| December 31, 2023 | +11.3% | +11.2% |
| September 30, 2023 | −3.8% | −3.6% |
| June 30, 2023 | +7.3% | +8.3% |
| March 31, 2023 | +6.5% | +7.0% |
| December 31, 2022 | +6.8% | +7.1% |
| September 30, 2022 | −5.7% | −5.3% |
| June 30, 2022 | −16.4% | −16.5% |
| March 31, 2022 | −5.3% | −4.9% |
| December 31, 2021 | +9.6% | +10.7% |
| September 30, 2021 | −0.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Legal & General Group Plc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=764068&type=13F-HR&dateb=&owner=include&count=40CIK 764068
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/764068/000149511526000017/Filed August 14, 2026 · accession 0001495115-26-000017