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 | |
|---|---|---|---|---|---|---|
|
LUCK
2626
Lucky Strike Entertainment
LUCK
$911M
| $278K | ﹤0.01% |
23,658
-3,395
| -13% | -$41.2K |
|
2627
Ranpak Holdings
PACK
$473M
| $276K | ﹤0.01% |
42,192
+582
| +1% | +$4.01K |
|
2628
Dianthus Therapeutics
DNTH
$6.09B
| $273K | ﹤0.01% |
9,956
+1,902
| +24% | +$53K |
|
2629
Bank of N.T. Butterfield & Son
NTB
$2.45B
| $270K | ﹤0.01% |
7,323
+1,836
| +33% | +$67.9K |
|
|
NYAX
2630
Nayax
NYAX
$2.58B
| $265K | ﹤0.01% |
10,149
+4,191
| +70% | +$99.2K |
|
2631
NewAmsterdam Pharma
NAMS
$3.34B
| $263K | ﹤0.01% |
15,836
| – | – |
|
2632
TaskUs
TASK
$669M
| $261K | ﹤0.01% |
20,209
| – | – |
|
2633
Paymentus
PAY
$4.86B
| $261K | ﹤0.01% |
13,029
+2,389
| +22% | +$50.1K |
|
|
PLGO
2634
Pelagos Insurance Capital
PLGO
$2.14B
| $260K | ﹤0.01% |
14,388
+3,470
| +32% | +$61.2K |
|
2635
Pulse Biosciences
PLSE
$3.02B
| $259K | ﹤0.01% |
14,782
+12,542
| +560% | +$214K |
|
2636
Root
ROOT
$798M
| $259K | ﹤0.01% |
6,859
+858
| +14% | +$44.3K |
|
|
NAPA
2637
DELISTED
The Duckhorn Portfolio, Inc.
NAPA
| $259K | ﹤0.01% |
44,545
+602
| +1% | +$3.96K |
|
2638
Liberty Latin America Class A
LILA
$1.67B
| $258K | ﹤0.01% |
39,656
-7,423
| -16% | -$48.6K |
|
2639
Titan Machinery
TITN
$445M
| $256K | ﹤0.01% |
18,395
+809
| +5% | +$12.1K |
|
|
VERV
2640
DELISTED
Verve Therapeutics
VERV
| $256K | ﹤0.01% |
52,798
| – | – |
|
2641
Tecnoglass Holdings Inc.
TGLS
$1.96B
| $254K | ﹤0.01% |
3,693
+50
| +1% | +$2.9K |
|
2642
Vishay Precision Group
VPG
$914M
| $252K | ﹤0.01% |
9,734
| – | – |
|
2643
Entrada Therapeutics
TRDA
$267M
| $251K | ﹤0.01% |
15,724
+876
| +6% | +$13.8K |
|
2644
Vivid Seats
SEAT
$85.4M
| $251K | ﹤0.01% |
3,393
-13
| -0.4% | -$1.19K |
|
2645
Greene County Bancorp
GCBC
$589M
| $247K | ﹤0.01% |
7,985
| – | – |
|
|
ML
2646
DELISTED
MoneyLion Inc.
ML
| $247K | ﹤0.01% |
5,940
+209
| +4% | +$11.3K |
|
2647
DHT Holdings
DHT
$3.02B
| $246K | ﹤0.01% |
22,329
+5,142
| +30% | +$56.7K |
|
2648
AMC Global Media
AMCX
$489M
| $243K | ﹤0.01% |
27,931
-53,765
| -66% | -$519K |
|
|
TIXT
2649
DELISTED
TELUS International
TIXT
| $242K | ﹤0.01% |
62,025
-3,265
| -5% | -$14.7K |
|
|
MGIC
2650
DELISTED
Magic Software Enterprises
MGIC
| $242K | ﹤0.01% |
20,329
| – | – |
|
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.