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 |
Amazon
AMZN
|
+$65.3M |
| 2 |
Johnson & Johnson
JNJ
|
+$64M |
| 3 |
Moody's
MCO
|
+$59.1M |
| 4 |
Realty Income
O
|
+$58.6M |
| 5 |
Coinbase
COIN
|
+$55.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$365M |
| 2 |
SPLK
Splunk Inc
SPLK
|
+$140M |
| 3 |
Microsoft
MSFT
|
+$138M |
| 4 |
Chevron
CVX
|
+$128M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$103M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 30.19% |
| 2 | Financials | 12.53% |
| 3 | Healthcare | 12.22% |
| 4 | Consumer Discretionary | 9.63% |
| 5 | Communication Services | 8.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2676
Clover Health Investments
CLOV
$2.51B
| $202K | ﹤0.01% |
254,652
-15,768
| -6% | -$14.3K |
|
2677
HBT Financial
HBT
$1.32B
| $202K | ﹤0.01% |
10,588
| – | – |
|
2678
Crawford & Co Class A
CRD.A
$669M
| $201K | ﹤0.01% |
21,264
+19,800
| +1,352% | +$227K |
|
2679
Dole
DOLE
$1.32B
| $200K | ﹤0.01% |
16,760
+1,288
| +8% | +$14.9K |
|
2680
Sociedad Química y Minera de Chile
SQM
$20.6B
| $198K | ﹤0.01% |
4,033
| – | – |
|
2681
DHT Holdings
DHT
$3.02B
| $198K | ﹤0.01% |
17,187
+1,225
| +8% | +$13.4K |
|
2682
SmartFinancial
SMBK
$888M
| $197K | ﹤0.01% |
9,361
| – | – |
|
2683
Domo
DOMO
$184M
| $195K | ﹤0.01% |
21,892
-4,374
| -17% | -$45.5K |
|
2684
Cipher Digital
CIFR
$7.13B
| $194K | ﹤0.01% |
37,758
+8,632
| +30% | +$29.9K |
|
2685
Bank of N.T. Butterfield & Son
NTB
$2.45B
| $194K | ﹤0.01% |
6,065
+575
| +10% | +$17.5K |
|
2686
ALX Oncology
ALXO
$290M
| $192K | ﹤0.01% |
17,186
+14,897
| +651% | +$209K |
|
2687
Atlanticus Holdings
ATLC
$1.52B
| $190K | ﹤0.01% |
6,418
| – | – |
|
2688
Alta Equipment Group
ALTG
$245M
| $189K | ﹤0.01% |
14,561
+224
| +2% | +$2.57K |
|
|
MOMO
2689
Hello Group
MOMO
$866M
| $188K | ﹤0.01% |
30,264
+3,252
| +12% | +$20.6K |
|
|
DADA
2690
DELISTED
Dada Nexus
DADA
| $183K | ﹤0.01% |
89,269
-16,071
| -15% | -$34.4K |
|
|
TERN
2691
DELISTED
Terns Pharmaceuticals
TERN
| $181K | ﹤0.01% |
27,533
-89
| -0.3% | -$581 |
|
|
FRGE
2692
DELISTED
Forge Global Holdings
FRGE
| $180K | ﹤0.01% |
6,219
-146
| -2% | -$4.56K |
|
2693
Hingham Institution for Saving
HIFS
$663M
| $180K | ﹤0.01% |
1,029
| – | – |
|
2694
SFL Corp
SFL
$1.61B
| $178K | ﹤0.01% |
13,477
+1,066
| +9% | +$13.4K |
|
|
JKS
2695
JinkoSolar
JKS
$891M
| $178K | ﹤0.01% |
7,055
| – | – |
|
2696
Five Star Bancorp
FSBC
$1.13B
| $175K | ﹤0.01% |
7,772
| – | – |
|
2697
Petco
WOOF
$794M
| $172K | ﹤0.01% |
75,250
+23,073
| +44% | +$58.5K |
|
2698
Universal Logistics Holdings
ULH
$529M
| $171K | ﹤0.01% |
4,645
-202
| -4% | -$6.51K |
|
|
SHCR
2699
DELISTED
Sharecare, Inc. Class A Common Stock
SHCR
| $171K | ﹤0.01% |
222,579
-44,096
| -17% | -$44.2K |
|
2700
Angi Inc
ANGI
$196M
| $170K | ﹤0.01% |
6,484
+927
| +17% | +$23.6K |
|
Similar funds
Legal & General Group's Q1 2024 Portfolio in Review
As of Q1 2024, Legal & General Group held 3,413 positions worth $347B, up 7.9% from $322B the previous quarter. Its ten largest holdings account for 28% of the portfolio.
Trading was light in Q1 2024: portfolio turnover was 2.5%. Legal & General Group opened 34 new positions and exited 53, leaving the 3,413-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 30% a quarter earlier, followed by Financials and Healthcare.
- Legal & General Group's largest Q1 2024 buy was Kaspi.kz JSC: 320,714 shares worth $41.3M.
- Legal & General Group added most to Amazon in Q1 2024, an estimated $65.3M increase.
- Legal & General Group's biggest Q1 2024 reduction was Apple, cutting an estimated $365M.
- Legal & General Group fully exited Splunk Inc in Q1 2024, selling an estimated $140M.
- Legal & General Group's ten largest holdings make up 28% of its $347B portfolio in Q1 2024.
- Legal & General Group opened 34 new positions and closed 53 in Q1 2024.
- Legal & General Group's portfolio value rose 7.9% quarter-over-quarter to $347B.
Based on Legal & General Group's 13F filing for Q1 2024, filed 14 May 2024.