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 | |
|---|---|---|---|---|---|---|
2526
International Money Express
IMXI
$367M
| $211K | ﹤0.01% |
14,200
+9,636
| +211% | +$144K |
|
2527
TherapeuticsMD
TXMD
$24.2M
| $210K | ﹤0.01% |
3,517
+2,065
| +142% | +$125K |
|
|
CNR
2528
DELISTED
Cornerstone Building Brands, Inc.
CNR
| $209K | ﹤0.01% |
11,494
+1,056
| +10% | +$17K |
|
2529
Fomento Económico Mexicano
FMX
$41.6B
| $208K | ﹤0.01% |
2,458
| – | – |
|
2530
Purple Innovation
PRPL
$39.3M
| $208K | ﹤0.01% |
315
+117
| +59% | +$89.8K |
|
|
UMH
2531
UMH Properties
UMH
$1.34B
| $206K | ﹤0.01% |
9,452
+1,006
| +12% | +$21.4K |
|
2532
Pampa Energía
PAM
$4.44B
| $205K | ﹤0.01% |
13,499
-4,600
| -25% | -$69.6K |
|
2533
Celldex Therapeutics
CLDX
$3.26B
| $204K | ﹤0.01% |
6,103
+4,402
| +259% | +$121K |
|
2534
German American Bancorp
GABC
$1.91B
| $204K | ﹤0.01% |
5,493
+276
| +5% | +$11.6K |
|
2535
Stoneridge
SRI
$207M
| $202K | ﹤0.01% |
6,830
-236
| -3% | -$7.47K |
|
2536
Scholar Rock
SRRK
$6.41B
| $202K | ﹤0.01% |
7,001
-777
| -10% | -$23.8K |
|
|
BWIN
2537
Baldwin Insurance Group
BWIN
$2.77B
| $199K | ﹤0.01% |
7,455
+666
| +10% | +$18.1K |
|
|
RMO
2538
DELISTED
Romeo Power, Inc.
RMO
| $198K | ﹤0.01% |
+24,324
| New | +$208K |
|
2539
Banco Macro
BMA
$5.51B
| $196K | ﹤0.01% |
13,063
-2,849
| -18% | -$42.5K |
|
2540
Univest Financial
UVSP
$1.21B
| $194K | ﹤0.01% |
7,388
-660
| -8% | -$18.5K |
|
|
LBAI
2541
DELISTED
Lakeland Bancorp Inc
LBAI
| $193K | ﹤0.01% |
11,104
-2,508
| -18% | -$45.5K |
|
|
BRMK
2542
DELISTED
Broadmark Realty Capital Inc. Common Stock
BRMK
| $192K | ﹤0.01% |
18,099
-1,173
| -6% | -$12.4K |
|
2543
Sociedad Química y Minera de Chile
SQM
$20.7B
| $191K | ﹤0.01% |
4,033
+633
| +19% | +$31.2K |
|
2544
Karyopharm Therapeutics
KPTI
$44.2M
| $190K | ﹤0.01% |
1,222
-56
| -4% | -$8.13K |
|
|
MRSN
2545
DELISTED
Mersana Therapeutics
MRSN
| $190K | ﹤0.01% |
560
+36
| +7% | +$13.6K |
|
2546
Krystal Biotech
KRYS
$9.55B
| $189K | ﹤0.01% |
2,779
+109
| +4% | +$7.61K |
|
2547
Center Bancorp
CNOB
$1.8B
| $188K | ﹤0.01% |
7,166
-113
| -2% | -$3.05K |
|
2548
Super Micro Computer
SMCI
$19B
| $187K | ﹤0.01% |
53,100
-19,960
| -27% | -$73.4K |
|
2549
Personalis
PSNL
$1.39B
| $186K | ﹤0.01% |
7,384
+539
| +8% | +$12.3K |
|
2550
VEON
VEON
$3.87B
| $186K | ﹤0.01% |
4,060
-2,064
| -34% | -$91.1K |
|
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.