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Legal & General Group

Legal & General Group Portfolio holdings

AUM $432B
1-Year Est. Return 29.4%
 

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.

This Quarter Est. Return
-3.18%
1 Year Est. Return
+29.4%
3 Year Est. Return
+97.7%
5 Year Est. Return
+129.51%
10 Year Est. Return
+472.83%
AUM
$329B
AUM Growth
-$1.89B
Cap. Flow
+$15.4B
Cap. Flow %
4.68%
Top 10 Hldgs %
23.74%
Holding
3,619
New
42
Increased
1,796
Reduced
1,016
Closed
54

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$1.17B
2
MSFT icon
Microsoft
MSFT
+$870M
3
AMZN icon
Amazon
AMZN
+$662M
4
AMD icon
Advanced Micro Devices
AMD
+$412M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$346M

Top Sells

Rank Stock Value
1
XLNX
Xilinx Inc
XLNX
+$492M
2
INFO
IHS Markit Ltd. Common Shares
INFO
+$328M
3
BIDU icon
Baidu
BIDU
+$128M
4
EXC icon
Exelon
EXC
+$112M
5
MCFE
McAfee Corp. Class A Common Stock
MCFE
+$95.7M

Sector Composition

Rank Sector Weight
1 Technology 25.91%
2 Financials 13.21%
3 Healthcare 12.91%
4 Consumer Discretionary 10.49%
5 Communication Services 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MVST icon
2526
Microvast
MVST
$302M
$312K ﹤0.01%
46,681
+809
+2% +$5.27K
PEBO icon
2527
Peoples Bancorp
PEBO
$1.47B
$311K ﹤0.01%
9,918
– –
NTST
2528
NETSTREIT Corp
NTST
$2.1B
$310K ﹤0.01%
13,802
+371
+3% +$8.22K
ASPN icon
2529
Aspen Aerogels
ASPN
$518M
$309K ﹤0.01%
8,943
+229
+3% +$7.43K
KURA icon
2530
Kura Oncology
KURA
$850M
$309K ﹤0.01%
19,242
– –
VXRT
2531
DELISTED
Vaxart
VXRT
$308K ﹤0.01%
61,203
+1,607
+3% +$8.14K
COWN
2532
DELISTED
Cowen Inc. Class A Common Stock
COWN
$305K ﹤0.01%
11,252
-319
-3% -$9.71K
BATRA icon
2533
Atlanta Braves Holdings Series A
BATRA
$3.43B
$304K ﹤0.01%
10,544
+38
+0.4% +$1.03K
MORF
2534
DELISTED
Morphic Holding, Inc. Common Stock
MORF
$304K ﹤0.01%
7,573
+172
+2% +$7.2K
IVV icon
2535
iShares Core S&P 500 ETF
IVV
$904B
$302K ﹤0.01%
665
– –
LGTY
2536
DELISTED
Logility Supply Chain Solutions, Inc. Common Stock
LGTY
$302K ﹤0.01%
14,500
-19
-0.1% -$420
DESP
2537
DELISTED
Despegar.com
DESP
$301K ﹤0.01%
24,628
– –
NNDM
2538
Nano Dimension
NNDM
$343M
$300K ﹤0.01%
84,380
+48,483
+135% +$175K
RIDE
2539
DELISTED
Lordstown Motors Corp. Class A Common Stock
RIDE
$300K ﹤0.01%
5,855
+166
+3% +$7.2K
TARO
2540
DELISTED
Taro Pharmaceutical Industries Ltd.
TARO
$299K ﹤0.01%
6,923
+1,464
+27% +$68.4K
SWBI icon
2541
Smith & Wesson
SWBI
$637M
$298K ﹤0.01%
19,689
+5
+0% +$84
SP
2542
DELISTED
SP Plus Corporation
SP
$297K ﹤0.01%
9,485
– –
NABL icon
2543
N-able
NABL
$940M
$296K ﹤0.01%
32,571
– –
CXM icon
2544
Sprinklr
CXM
$1.61B
$291K ﹤0.01%
24,431
+18,390
+304% +$222K
RADI
2545
DELISTED
Radius Global Infrastructure, Inc. Class A Common Stock
RADI
$291K ﹤0.01%
20,403
+1,094
+6% +$15.3K
CPRX
2546
DELISTED
Catalyst Pharmaceutical
CPRX
$289K ﹤0.01%
34,834
– –
CMPS
2547
Compass Pathways
CMPS
$1.83B
$288K ﹤0.01%
22,328
+4,182
+23% +$62.3K
SLN
2548
Silence Therapeutics
SLN
$564M
$288K ﹤0.01%
+14,973
New +$298K
ACRS icon
2549
Aclaris Therapeutics
ACRS
$869M
$286K ﹤0.01%
16,601
+876
+6% +$11.9K
ARVL
2550
DELISTED
Arrival Ordinary Shares
ARVL
$286K ﹤0.01%
+1,536
New +$330K
100 101
102
103 104

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Legal & General Group's Q1 2022 Portfolio in Review

As of Q1 2022, Legal & General Group held 3,619 positions worth $329B, down 0.57% from $331B the previous quarter. Its ten largest holdings account for 24% of the portfolio.

Legal & General Group deployed $15.4B of net new capital in Q1 2022, opening 42 new positions and adding to 1,796 existing holdings. Its largest new stake was Constellation Energy: 1,971,254 shares worth $111M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 27% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Baidu, an estimated $128M trimmed.

  • Legal & General Group's largest Q1 2022 buy was Constellation Energy: 1,971,254 shares worth $111M.
  • Legal & General Group added most to Apple in Q1 2022, an estimated $1.17B increase.
  • Legal & General Group's biggest Q1 2022 reduction was Baidu, cutting an estimated $128M.
  • Legal & General Group fully exited Xilinx Inc in Q1 2022, selling an estimated $492M.
  • Legal & General Group's ten largest holdings make up 24% of its $329B portfolio in Q1 2022.
  • Legal & General Group opened 42 new positions and closed 54 in Q1 2022.
  • Legal & General Group's portfolio value fell 0.57% quarter-over-quarter to $329B.

Based on Legal & General Group's 13F filing for Q1 2022, filed 16 May 2022.