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 | |
|---|---|---|---|---|---|---|
2501
Clear Channel Outdoor Holdings
CCO
$1.23B
| $448K | ﹤0.01% |
280,123
| – | – |
|
|
BRSL
2502
Brightstar Lottery PLC
BRSL
$2.03B
| $445K | ﹤0.01% |
20,912
+2,832
| +16% | +$60.8K |
|
|
SAGE
2503
DELISTED
Sage Therapeutics
SAGE
| $445K | ﹤0.01% |
61,657
+2,556
| +4% | +$23.4K |
|
2504
Dine Brands
DIN
$452M
| $445K | ﹤0.01% |
14,235
-26,311
| -65% | -$848K |
|
|
YMAB
2505
DELISTED
Y-mAbs Therapeutics
YMAB
| $445K | ﹤0.01% |
33,804
+1,114
| +3% | +$14.1K |
|
|
SEMR
2506
DELISTED
Semrush
SEMR
| $444K | ﹤0.01% |
28,240
+231
| +0.8% | +$3.23K |
|
2507
EverQuote
EVER
$906M
| $442K | ﹤0.01% |
20,973
-2,572
| -11% | -$58.8K |
|
2508
Arhaus
ARHS
$1.36B
| $442K | ﹤0.01% |
35,909
+1,067
| +3% | +$14.4K |
|
2509
GigaCloud Technology
GCT
$1.9B
| $442K | ﹤0.01% |
19,229
+16,632
| +640% | +$399K |
|
2510
FuboTV Inc
FUBO
$273M
| $441K | ﹤0.01% |
25,903
+262
| +1% | +$4.72K |
|
2511
Distribution Solutions Group
DSGR
$1.61B
| $441K | ﹤0.01% |
11,453
+109
| +1% | +$3.72K |
|
2512
TETRA Technologies
TTI
$1.26B
| $439K | ﹤0.01% |
141,769
+22,556
| +19% | +$72.8K |
|
|
CMRC
2513
Commerce.com Inc Series 1
CMRC
$184M
| $437K | ﹤0.01% |
74,786
+389
| +0.5% | +$2.57K |
|
2514
Theravance Biopharma
TBPH
$877M
| $436K | ﹤0.01% |
54,075
| – | – |
|
2515
Tiptree Inc
TIPT
$675M
| $436K | ﹤0.01% |
22,265
+197
| +0.9% | +$3.66K |
|
2516
Replimune Group
REPL
$1.01B
| $434K | ﹤0.01% |
39,631
+1,192
| +3% | +$12.1K |
|
2517
Clearfield
CLFD
$374M
| $433K | ﹤0.01% |
11,119
| – | – |
|
2518
Planet Labs
PL
$8.53B
| $429K | ﹤0.01% |
192,509
+3,729
| +2% | +$8.28K |
|
2519
Gray Television
GTN
$552M
| $429K | ﹤0.01% |
80,044
+814
| +1% | +$4.19K |
|
|
FPI
2520
Farmland Partners
FPI
$432M
| $427K | ﹤0.01% |
40,868
+1,706
| +4% | +$18K |
|
2521
Altimmune
ALT
$599M
| $421K | ﹤0.01% |
68,602
+6,424
| +10% | +$43.5K |
|
2522
Hamilton Insurance Group
HG
$3.56B
| $418K | ﹤0.01% |
21,601
+4,061
| +23% | +$72.6K |
|
2523
Stoke Therapeutics
STOK
$2.11B
| $415K | ﹤0.01% |
33,807
+1,017
| +3% | +$14.4K |
|
2524
Compass Minerals
CMP
$1.15B
| $413K | ﹤0.01% |
34,333
-59,316
| -63% | -$629K |
|
2525
Kenon Holdings
KEN
$3.45B
| $412K | ﹤0.01% |
14,585
| – | – |
|
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.