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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
KNBE
2676
DELISTED
KnowBe4, Inc. Class A Common Stock
KNBE
$196K ﹤0.01%
8,507
– –
SPWH icon
2677
Sportsman's Warehouse
SPWH
$46M
$195K ﹤0.01%
18,249
+2
+0% +$22
THFF icon
2678
First Financial Corp
THFF
$969M
$194K ﹤0.01%
4,475
– –
BSAC icon
2679
Banco Santander Chile
BSAC
$16.6B
$193K ﹤0.01%
8,558
– –
IBCP icon
2680
Independent Bank Corp
IBCP
$844M
$193K ﹤0.01%
8,747
– –
FCBC icon
2681
First Community Bankshares
FCBC
$911M
$192K ﹤0.01%
6,837
– –
TRTX
2682
TPG RE Finance Trust
TRTX
$618M
$191K ﹤0.01%
16,151
– –
HCKT icon
2683
Hackett Group
HCKT
$287M
$189K ﹤0.01%
8,205
-1
-0% -$20
BODI icon
2684
The Beachbody Company
BODI
$74.8M
$189K ﹤0.01%
1,667
+422
+34% +$43K
TTCF
2685
DELISTED
Tattooed Chef, Inc Class A Common Stock
TTCF
$189K ﹤0.01%
14,969
-2
-0% -$25
MAG
2686
DELISTED
MAG Silver
MAG
$188K ﹤0.01%
11,587
+7,851
+210% +$125K
TA
2687
DELISTED
TravelCenters of America LLC
TA
$188K ﹤0.01%
4,382
– –
MGNX icon
2688
MacroGenics
MGNX
$257M
$187K ﹤0.01%
21,212
-13
-0.1% -$144
MSBI icon
2689
Midland States Bancorp
MSBI
$695M
$187K ﹤0.01%
6,489
-272
-4% -$7.78K
NAPA
2690
DELISTED
The Duckhorn Portfolio, Inc.
NAPA
$187K ﹤0.01%
10,259
-19
-0.2% -$371
VRAY
2691
DELISTED
ViewRay, Inc.
VRAY
$187K ﹤0.01%
47,884
+4,392
+10% +$18.7K
FLIC
2692
DELISTED
First of Long Island Corp
FLIC
$186K ﹤0.01%
9,536
– –
GRPN icon
2693
Groupon
GRPN
$1.02B
$186K ﹤0.01%
9,677
-15
-0.2% -$334
LUNG icon
2694
Pulmonx
LUNG
$87.6M
$186K ﹤0.01%
7,509
+5
+0.1% +$129
MQ icon
2695
Marqeta
MQ
$1.66B
$186K ﹤0.01%
4,214
+309
+8% +$14.3K
VBIV
2696
DELISTED
VBI Vaccines, Inc. New Common Stock (Canada)
VBIV
$186K ﹤0.01%
3,728
+247
+7% +$12.2K
CELL
2697
DELISTED
PhenomeX Inc. Common Stock
CELL
$186K ﹤0.01%
26,050
+105
+0.4% +$869
CCCC icon
2698
C4 Therapeutics
CCCC
$412M
$185K ﹤0.01%
7,591
-24
-0.3% -$583
WIT icon
2699
Wipro
WIT
$20B
$185K ﹤0.01%
48,084
– –
AEVA
2700
Aeva Technologies
AEVA
$1.86B
$184K ﹤0.01%
8,524
– –
106 107
108
109 110

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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.