Archive · 6 Aug 2025
LIC Portfolio Shift: Increased Stakes in BPCL, Adani Stocks
Imagine LIC, a big investor, changed some of the stocks they own.
Overall, they had less of a share in all the stocks.
They bought more shares in some companies, like BPCL and some Adani stocks, increasing their ownership.
On the other hand, they sold off shares in companies like Sanofi and Yes Bank.
This shows how LIC changes its investments, which can affect the stock market.
LIC's share in NSE-listed companies decreased from 3.72% to 3.68% in Q1 FY26 despite net buying.
Bharat Petroleum Corporation (BPCL) was the top addition to LIC's portfolio, increasing from less than 1% to 8.44%.
Adani group stocks, ACC and Ambuja Cement, also saw increased LIC holdings.
Chemical, pharma, and healthcare companies saw the most significant stake reductions by LIC.
Sanofi, Yes Bank, and Lupin holdings were reduced to below 1% in LIC's portfolio.
- Who
- Life Insurance Corporation of India (LIC).
- What
- LIC adjusted its stock holdings in Q1 FY26, increasing positions in some companies and decreasing in others.
- When
- Q1 of the financial year 2025-26 (FY26), specifically the June quarter.
- Where
- Companies listed on the National Stock Exchange (NSE) in India.
- Why
- LIC took profits amidst a rising market, shifting its portfolio based on market conditions and sector outlook.
- LIC Holdings (March 31, 2025)
- 3.72%
- LIC Holdings (June 30, 2025)
- 3.68%
- Net Buy (Q1 FY26)
- ₹9,914 crore
- Top Addition: BPCL (March 2025)
- Less than 1%
- Top Addition: BPCL (June 2025)
- 8.44%
- Top Reduction: Sanofi (March 2025)
- 5.66%
- Top Reduction: Sanofi (June 2025)
- Less than 1%
