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 |
UBS Group
UBS
|
+$821M |
| 2 |
Alcon
ALC
|
+$352M |
| 3 |
Stellantis
STLA
|
+$352M |
| 4 |
Ferrovial N.V. Ordinary Shares
FER
|
+$295M |
| 5 |
CRH
CRH
|
+$285M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$724M |
| 2 |
PXD
Pioneer Natural Resource Co.
PXD
|
+$394M |
| 3 |
Microsoft
MSFT
|
+$389M |
| 4 |
GE Aerospace
GE
|
+$229M |
| 5 |
Amazon
AMZN
|
+$222M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 32.5% |
| 2 | Financials | 12.19% |
| 3 | Healthcare | 11.56% |
| 4 | Consumer Discretionary | 9.43% |
| 5 | Communication Services | 8.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2526
Manitowoc
MTW
$679M
| $371K | ﹤0.01% |
32,206
-718
| -2% | -$8.88K |
|
2527
Editas Medicine
EDIT
$448M
| $371K | ﹤0.01% |
79,428
| – | – |
|
|
NXDR
2528
Nextdoor Holdings
NXDR
$971M
| $370K | ﹤0.01% |
133,278
+30,433
| +30% | +$70.4K |
|
|
NFBK
2529
DELISTED
Northfield Bancorp
NFBK
| $370K | ﹤0.01% |
39,061
-69,146
| -64% | -$606K |
|
|
CVAC
2530
DELISTED
CureVac
CVAC
| $370K | ﹤0.01% |
+111,525
| New | +$365K |
|
|
BRSL
2531
Brightstar Lottery PLC
BRSL
$2.02B
| $370K | ﹤0.01% |
18,080
-334
| -2% | -$6.83K |
|
2532
Southern Missouri Bancorp
SMBC
$852M
| $368K | ﹤0.01% |
8,185
| – | – |
|
2533
Coastal Financial
CCB
$695M
| $364K | ﹤0.01% |
7,888
+22
| +0.3% | +$925 |
|
2534
LSB Industries
LXU
$701M
| $364K | ﹤0.01% |
44,493
-4,221
| -9% | -$36.9K |
|
2535
Tiptree Inc
TIPT
$678M
| $364K | ﹤0.01% |
22,068
| – | – |
|
2536
Kenon Holdings
KEN
$3.44B
| $364K | ﹤0.01% |
14,585
+13,664
| +1,484% | +$324K |
|
2537
Perspective Therapeutics
CATX
$342M
| $363K | ﹤0.01% |
+36,375
| New | +$526K |
|
2538
iShares Russell 2000 Growth ETF
IWO
$15B
| $360K | ﹤0.01% |
1,370
+1,345
| +5,380% | +$349K |
|
2539
Enel Chile
ENIC
$6.22B
| $358K | ﹤0.01% |
128,172
| – | – |
|
2540
Advantage Solutions
ADV
$366M
| $357K | ﹤0.01% |
4,437
+68
| +2% | +$6.33K |
|
2541
1-800-Flowers.com
FLWS
$259M
| $357K | ﹤0.01% |
37,459
+15,495
| +71% | +$145K |
|
2542
SharkNinja
SN
$26.2B
| $356K | ﹤0.01% |
+4,737
| New | +$334K |
|
2543
Phathom Pharmaceuticals
PHAT
$686M
| $354K | ﹤0.01% |
34,325
+223
| +0.7% | +$2.3K |
|
|
EB
2544
DELISTED
Eventbrite
EB
| $353K | ﹤0.01% |
72,975
+212
| +0.3% | +$1.11K |
|
|
AXIA.PR
2545
DELISTED
AXIA Energia American Depositary Shares Preferred Class B1
AXIA.PR
| $353K | ﹤0.01% |
62,510
| – | – |
|
2546
Ituran Location and Control
ITRN
$1.05B
| $351K | ﹤0.01% |
14,265
+1,812
| +15% | +$48K |
|
2547
Planet Labs
PL
$8.49B
| $351K | ﹤0.01% |
188,780
-4,933
| -3% | -$9.46K |
|
2548
Perion Network
PERI
$385M
| $351K | ﹤0.01% |
42,422
+41,610
| +5,124% | +$505K |
|
2549
ARKO Corp
ARKO
$641M
| $350K | ﹤0.01% |
55,890
-6,389
| -10% | -$34.3K |
|
2550
EyePoint Inc
EYPT
$1.2B
| $350K | ﹤0.01% |
40,279
+3,364
| +9% | +$47K |
|
Similar funds
Legal & General Group's Q2 2024 Portfolio in Review
As of Q2 2024, Legal & General Group held 3,587 positions worth $354B, up 1.9% from $347B the previous quarter. Its ten largest holdings account for 31% of the portfolio.
Legal & General Group's Q2 2024 filing shows 227 new, 1,326 increased, 1,538 reduced and 175 closed positions. Its largest new stake was Ferrovial N.V. Ordinary Shares: 7,495,973 shares worth $289M. The largest sale was Apple, an estimated $724M.
By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 30% a quarter earlier, followed by Financials and Healthcare.
- Legal & General Group's largest Q2 2024 buy was Ferrovial N.V. Ordinary Shares: 7,495,973 shares worth $289M.
- Legal & General Group added most to UBS Group in Q2 2024, an estimated $821M increase.
- Legal & General Group's biggest Q2 2024 reduction was Apple, cutting an estimated $724M.
- Legal & General Group fully exited Pioneer Natural Resource Co. in Q2 2024, selling an estimated $394M.
- Legal & General Group's ten largest holdings make up 31% of its $354B portfolio in Q2 2024.
- Legal & General Group opened 227 new positions and closed 175 in Q2 2024.
- Legal & General Group's portfolio value rose 1.9% quarter-over-quarter to $354B.
Based on Legal & General Group's 13F filing for Q2 2024, filed 14 Aug 2024.