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 |
NVIDIA
NVDA
|
+$1.74B |
| 2 |
Apple
AAPL
|
+$1.16B |
| 3 |
Microsoft
MSFT
|
+$741M |
| 4 |
Broadcom
AVGO
|
+$480M |
| 5 |
Brookfield
BN
|
+$350M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$137M |
| 2 |
Costco
COST
|
+$107M |
| 3 |
NextEra Energy
NEE
|
+$106M |
| 4 |
Caterpillar
CAT
|
+$100M |
| 5 |
Walmart Inc
WMT
|
+$98.3M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 32.78% |
| 2 | Financials | 12.5% |
| 3 | Healthcare | 11.46% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Communication Services | 7.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2476
Varex Imaging
VREX
$523M
| $483K | ﹤0.01% |
40,559
-69,700
| -63% | -$888K |
|
2477
First Watch Restaurant Group
FWRG
$766M
| $481K | ﹤0.01% |
30,837
+1,480
| +5% | +$23.5K |
|
2478
iRadimed
IRMD
$1.18B
| $480K | ﹤0.01% |
9,535
+334
| +4% | +$15.4K |
|
|
HTBK
2479
DELISTED
Heritage Commerce
HTBK
| $477K | ﹤0.01% |
48,314
+452
| +0.9% | +$4.41K |
|
|
HONE
2480
DELISTED
HarborOne Bancorp
HONE
| $477K | ﹤0.01% |
36,758
| – | – |
|
2481
Standard BioTools
LAB
$314M
| $477K | ﹤0.01% |
246,951
-252
| -0.1% | -$493 |
|
2482
Sinclair Inc
SBGI
$1.03B
| $472K | ﹤0.01% |
30,846
+219
| +0.7% | +$3.06K |
|
|
HOUS
2483
DELISTED
Anywhere Real Estate
HOUS
| $469K | ﹤0.01% |
92,334
-112,319
| -55% | -$521K |
|
2484
Nomad Foods
NOMD
$1.68B
| $469K | ﹤0.01% |
24,592
-10,151
| -29% | -$187K |
|
2485
Southern Missouri Bancorp
SMBC
$850M
| $468K | ﹤0.01% |
8,288
+103
| +1% | +$5.39K |
|
2486
Riskified
RSKD
$716M
| $468K | ﹤0.01% |
98,965
| – | – |
|
2487
NextDecade
NEXT
$1.78B
| $466K | ﹤0.01% |
99,017
+379
| +0.4% | +$2.29K |
|
2488
Anterix
ATEX
$1.94B
| $466K | ﹤0.01% |
12,367
-301
| -2% | -$11.6K |
|
|
OLO
2489
DELISTED
Olo Inc
OLO
| $465K | ﹤0.01% |
93,776
+6,787
| +8% | +$33.6K |
|
2490
LSI Industries
LYTS
$924M
| $464K | ﹤0.01% |
28,715
+4,780
| +20% | +$73.1K |
|
|
CTLP
2491
DELISTED
Cantaloupe
CTLP
| $463K | ﹤0.01% |
62,598
+616
| +1% | +$4.23K |
|
2492
OrthoPediatrics
KIDS
$595M
| $459K | ﹤0.01% |
16,942
+127
| +0.8% | +$3.85K |
|
|
NFBK
2493
DELISTED
Northfield Bancorp
NFBK
| $458K | ﹤0.01% |
39,520
+459
| +1% | +$5.26K |
|
2494
Millicom
TIGO
$16.3B
| $457K | ﹤0.01% |
16,855
| – | – |
|
2495
Digimarc Corp
DMRC
$178M
| $457K | ﹤0.01% |
17,006
-3,144
| -16% | -$92.7K |
|
2496
Pliant Therapeutics
PLRX
$65M
| $456K | ﹤0.01% |
40,712
+333
| +0.8% | +$4.17K |
|
|
BKV
2497
BKV Corp
BKV
$2.68B
| $456K | ﹤0.01% |
+25,000
| New | +$453K |
|
|
LGF.A
2498
DELISTED
Lions Gate Entertainment Corp. Class A Voting Shares
LGF.A
| $454K | ﹤0.01% |
57,973
| – | – |
|
2499
Seneca Foods Class A
SENEA
$1.21B
| $454K | ﹤0.01% |
7,278
-281
| -4% | -$17K |
|
|
NNDM
2500
Nano Dimension
NNDM
$343M
| $451K | ﹤0.01% |
184,188
| – | – |
|
Similar funds
Legal & General Group's Q3 2024 Portfolio in Review
As of Q3 2024, Legal & General Group held 3,448 positions worth $380B, up 7.4% from $354B the previous quarter. Its ten largest holdings account for 30% of the portfolio.
Trading was light in Q3 2024: portfolio turnover was 2.3%. Legal & General Group opened 36 new positions and exited 43, leaving the 3,448-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 33% a quarter earlier, followed by Financials and Healthcare.
- Legal & General Group's largest Q3 2024 buy was Smurfit Westrock: 3,498,121 shares worth $174M.
- Legal & General Group added most to NVIDIA in Q3 2024, an estimated $1.74B increase.
- Legal & General Group's biggest Q3 2024 reduction was Amazon, cutting an estimated $137M.
- Legal & General Group fully exited WestRock Company in Q3 2024, selling an estimated $80.8M.
- Legal & General Group's ten largest holdings make up 30% of its $380B portfolio in Q3 2024.
- Legal & General Group opened 36 new positions and closed 43 in Q3 2024.
- Legal & General Group's portfolio value rose 7.4% quarter-over-quarter to $380B.
Based on Legal & General Group's 13F filing for Q3 2024, filed 14 Nov 2024.