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 | |
|---|---|---|---|---|---|---|
2601
Tejon Ranch
TRC
$448M
| $302K | ﹤0.01% |
17,713
| – | – |
|
2602
SandRidge Energy
SD
$503M
| $301K | ﹤0.01% |
23,281
| – | – |
|
2603
Taboola.com
TBLA
$1.09B
| $300K | ﹤0.01% |
87,185
+1,505
| +2% | +$6.07K |
|
2604
Kearny Financial
KRNY
$602M
| $297K | ﹤0.01% |
48,373
-1,483
| -3% | -$8.48K |
|
2605
Vishay Precision Group
VPG
$926M
| $296K | ﹤0.01% |
9,734
| – | – |
|
2606
SIGA Technologies
SIGA
$222M
| $296K | ﹤0.01% |
38,968
+1,825
| +5% | +$14.9K |
|
2607
Fate Therapeutics
FATE
$296M
| $293K | ﹤0.01% |
89,330
+76,929
| +620% | +$337K |
|
2608
MetroCity Bankshares
MCBS
$1.02B
| $293K | ﹤0.01% |
11,088
-1,119
| -9% | -$27.3K |
|
2609
Wipro
WIT
$19.8B
| $292K | ﹤0.01% |
95,720
-19,030
| -17% | -$52.4K |
|
2610
Hamilton Insurance Group
HG
$3.6B
| $292K | ﹤0.01% |
+17,540
| New | +$268K |
|
2611
Xponential Fitness
XPOF
$207M
| $291K | ﹤0.01% |
18,647
-707
| -4% | -$8.72K |
|
2612
UL Solutions
ULS
$15.7B
| $289K | ﹤0.01% |
+6,861
| New | +$260K |
|
2613
Westrock Coffee
WEST
$774M
| $289K | ﹤0.01% |
28,217
-3,510
| -11% | -$36.1K |
|
|
AMPS
2614
DELISTED
Altus Power
AMPS
| $284K | ﹤0.01% |
72,493
+1,119
| +2% | +$4.65K |
|
2615
OmniAb
OABI
$402M
| $284K | ﹤0.01% |
75,691
-1,708
| -2% | -$7.78K |
|
|
BNT
2616
Brookfield Wealth Solutions
BNT
$12.1B
| $282K | ﹤0.01% |
+10,173
| New | +$283K |
|
2617
Allient
ALNT
$1.91B
| $281K | ﹤0.01% |
11,123
-45
| -0.4% | -$1.29K |
|
|
BLUE
2618
DELISTED
bluebird bio
BLUE
| $280K | ﹤0.01% |
14,218
-2,716
| -16% | -$54.4K |
|
2619
Savara
SVRA
$1.2B
| $280K | ﹤0.01% |
69,412
+5,398
| +8% | +$24K |
|
2620
Titan Machinery
TITN
$453M
| $280K | ﹤0.01% |
17,586
| – | – |
|
2621
Alector
ALEC
$199M
| $277K | ﹤0.01% |
61,022
+668
| +1% | +$3.44K |
|
2622
Preformed Line Products
PLPC
$2.3B
| $275K | ﹤0.01% |
2,206
-20
| -0.9% | -$2.56K |
|
2623
Amalgamated Financial
AMAL
$1.49B
| $274K | ﹤0.01% |
10,012
-1,219
| -11% | -$29.8K |
|
|
CRGX
2624
DELISTED
CARGO Therapeutics
CRGX
| $269K | ﹤0.01% |
16,402
+1,765
| +12% | +$33.6K |
|
2625
Greene County Bancorp
GCBC
$589M
| $269K | ﹤0.01% |
7,985
+892
| +13% | +$26.7K |
|
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.