Legal & General Group Portfolio holdings
Legal & General Group Plc, founded in 1836 by six lawyers in London, is a British multinational financial services company headquartered in London, renowned for its leadership in insurance, pensions, and investment management. Managing trillions in assets, the firm operates through key divisions like Legal & General Investment Management (LGIM), one of the UK’s largest asset managers, focusing on index funds, active strategies, and sustainable investing for institutional clients like pension funds. It also provides life insurance, retirement products, and general insurance, serving millions of customers with a strong emphasis on long-term financial security and infrastructure investment, such as affordable housing. With a heritage of stability and a modern push toward ESG (environmental, social, governance) principles, Legal & General remains a cornerstone of the UK financial landscape with a growing global presence.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$641M |
| 2 |
Apple
AAPL
|
+$468M |
| 3 |
Amazon
AMZN
|
+$459M |
| 4 |
Meta Platforms (Facebook)
META
|
+$238M |
| 5 |
Equinix
EQIX
|
+$187M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alibaba
BABA
|
+$2.25B |
| 2 |
VAR
Varian Medical Systems, Inc.
VAR
|
+$135M |
| 3 |
JD.com
JD
|
+$56M |
| 4 |
VRNT
Verint Systems
VRNT
|
+$52.2M |
| 5 |
PRSP
Perspecta Inc. Common Stock
PRSP
|
+$50.7M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 24.31% |
| 2 | Financials | 13.64% |
| 3 | Healthcare | 12.44% |
| 4 | Consumer Discretionary | 11.01% |
| 5 | Communication Services | 9.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
GBIO
2476
DELISTED
Generation Bio
GBIO
| $254K | ﹤0.01% |
943
+37
| +4% | +$11.1K |
|
2477
PAR Technology
PAR
$706M
| $248K | ﹤0.01% |
3,552
+533
| +18% | +$37.8K |
|
2478
Hyster-Yale Materials Handling
HY
$662M
| $245K | ﹤0.01% |
3,363
| – | – |
|
|
IMGN
2479
DELISTED
Immunogen Inc
IMGN
| $245K | ﹤0.01% |
37,129
+52
| +0.1% | +$363 |
|
|
BCYC
2480
Bicycle Therapeutics
BCYC
$278M
| $244K | ﹤0.01% |
+8,031
| New | +$243K |
|
2481
Criteo S.A. Ordinary Shares
CRTO
$883M
| $243K | ﹤0.01% |
5,372
-2,221
| -29% | -$85.5K |
|
|
CSW
2482
CSW Industrials
CSW
$5.67B
| $243K | ﹤0.01% |
2,054
-398
| -16% | -$50.8K |
|
2483
Grupo Aeroportuario del Sureste
ASR
$8.33B
| $242K | ﹤0.01% |
1,308
-89
| -6% | -$16.1K |
|
2484
SiTime
SITM
$20.7B
| $242K | ﹤0.01% |
1,912
+241
| +14% | +$24.6K |
|
2485
American Coastal Insurance
ACIC
$486M
| $241K | ﹤0.01% |
42,248
-13,456
| -24% | -$82.3K |
|
2486
ChargePoint
CHPT
$152M
| $241K | ﹤0.01% |
+347
| New | +$184K |
|
2487
XPEL
XPEL
$1.31B
| $241K | ﹤0.01% |
2,876
+236
| +9% | +$17.4K |
|
2488
Zentalis Pharmaceuticals
ZNTL
$356M
| $241K | ﹤0.01% |
4,546
+355
| +8% | +$19K |
|
|
XRN
2489
Chiron Real Estate Inc
XRN
$469M
| $240K | ﹤0.01% |
3,256
-270
| -8% | -$19.5K |
|
|
BTRS
2490
DELISTED
BTRS Holdings Inc. Class 1 Common Stock
BTRS
| $240K | ﹤0.01% |
+18,977
| New | +$274K |
|
2491
Stem
STEM
$51.5M
| $239K | ﹤0.01% |
+331
| New | +$180K |
|
2492
HDFC Bank
HDB
$122B
| $237K | ﹤0.01% |
6,484
| – | – |
|
2493
nLIGHT
LASR
$4.26B
| $236K | ﹤0.01% |
6,509
+1,280
| +24% | +$38.2K |
|
|
LX
2494
LexinFintech Holdings
LX
$239M
| $235K | ﹤0.01% |
19,212
| – | – |
|
2495
Douglas Dynamics
PLOW
$1.04B
| $234K | ﹤0.01% |
5,763
| – | – |
|
|
DENN
2496
DELISTED
Denny's
DENN
| $232K | ﹤0.01% |
14,090
-30
| -0.2% | -$525 |
|
2497
Green Brick Partners
GRBK
$3.07B
| $232K | ﹤0.01% |
10,202
+5,985
| +142% | +$143K |
|
2498
Anavex Life Sciences
AVXL
$304M
| $231K | ﹤0.01% |
10,066
+3,658
| +57% | +$54.2K |
|
2499
First Busey Corp
BUSE
$2.59B
| $231K | ﹤0.01% |
9,372
-99
| -1% | -$2.54K |
|
2500
Kforce
KFRC
$1.05B
| $230K | ﹤0.01% |
3,668
+8
| +0.2% | +$474 |
|
Similar funds
Legal & General Group's Q2 2021 Portfolio in Review
As of Q2 2021, Legal & General Group held 3,799 positions worth $299B, up 11% from $268B the previous quarter. Its ten largest holdings account for 21% of the portfolio.
Legal & General Group deployed $9.01B of net new capital in Q2 2021, opening 278 new positions and adding to 1,357 existing holdings. Its largest new stake was DoorDash: 333,886 shares worth $59.5M.
By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 23% a quarter earlier, followed by Financials and Healthcare.
On the sell side, the largest reduction was Alibaba, an estimated $2.25B trimmed.
- Legal & General Group's largest Q2 2021 buy was DoorDash: 333,886 shares worth $59.5M.
- Legal & General Group added most to Microsoft in Q2 2021, an estimated $641M increase.
- Legal & General Group's biggest Q2 2021 reduction was Alibaba, cutting an estimated $2.25B.
- Legal & General Group fully exited Varian Medical Systems, Inc. in Q2 2021, selling an estimated $135M.
- Legal & General Group's ten largest holdings make up 21% of its $299B portfolio in Q2 2021.
- Legal & General Group opened 278 new positions and closed 320 in Q2 2021.
- Legal & General Group's portfolio value rose 11% quarter-over-quarter to $299B.
Based on Legal & General Group's 13F filing for Q2 2021, filed 12 Aug 2021.