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 | |
|---|---|---|---|---|---|---|
2676
Holley
HLLY
$378M
| $187K | ﹤0.01% |
52,108
+493
| +1% | +$1.92K |
|
|
MOMO
2677
Hello Group
MOMO
$869M
| $185K | ﹤0.01% |
30,264
| – | – |
|
|
CUK
2678
DELISTED
Carnival PLC
CUK
| $181K | ﹤0.01% |
10,514
| – | – |
|
|
PLGO
2679
Pelagos Insurance Capital
PLGO
$2.15B
| $178K | ﹤0.01% |
+10,918
| New | +$193K |
|
2680
Legacy Housing
LEGH
$710M
| $178K | ﹤0.01% |
7,742
+201
| +3% | +$4.42K |
|
2681
Tecnoglass Holdings Inc.
TGLS
$1.98B
| $176K | ﹤0.01% |
+3,643
| New | +$190K |
|
|
TEM
2682
Tempus AI
TEM
$9B
| $175K | ﹤0.01% |
+5,000
| New | +$153K |
|
|
OBE
2683
Obsidian Energy
OBE
$656M
| $173K | ﹤0.01% |
23,179
-32,977
| -59% | -$259K |
|
2684
Angi Inc
ANGI
$206M
| $172K | ﹤0.01% |
8,935
+2,451
| +38% | +$53K |
|
2685
Fomento Económico Mexicano
FMX
$42B
| $170K | ﹤0.01% |
1,575
| – | – |
|
2686
Lyell Immunopharma
LYEL
$359M
| $168K | ﹤0.01% |
5,820
-356
| -6% | -$16.9K |
|
|
RVNC
2687
DELISTED
Revance Therapeutics, Inc.
RVNC
| $167K | ﹤0.01% |
65,044
-18,128
| -22% | -$61.9K |
|
2688
Crawford & Co Class A
CRD.A
$632M
| $165K | ﹤0.01% |
19,132
-2,132
| -10% | -$19.8K |
|
2689
Sociedad Química y Minera de Chile
SQM
$20.4B
| $164K | ﹤0.01% |
4,033
| – | – |
|
2690
Omega Flex
OFLX
$313M
| $163K | ﹤0.01% |
3,175
+20
| +0.6% | +$1.28K |
|
2691
Hagerty
HGTY
$1.39B
| $163K | ﹤0.01% |
15,626
| – | – |
|
2692
Rush Street Interactive
RSI
$2.98B
| $162K | ﹤0.01% |
16,981
+4,375
| +35% | +$35K |
|
|
AVDL
2693
DELISTED
Avadel Pharmaceuticals
AVDL
| $161K | ﹤0.01% |
+11,425
| New | +$186K |
|
2694
Patria Investments
PAX
$1.83B
| $160K | ﹤0.01% |
13,265
+2,822
| +27% | +$37.2K |
|
2695
NuScale Power
SMR
$3.89B
| $160K | ﹤0.01% |
13,688
+7,865
| +135% | +$56K |
|
2696
RUM Group Inc
RUM
$1.74B
| $160K | ﹤0.01% |
+28,818
| New | +$186K |
|
2697
ALX Oncology
ALXO
$283M
| $156K | ﹤0.01% |
25,887
+8,701
| +51% | +$107K |
|
2698
Riley Exploration Permian
REPX
$753M
| $155K | ﹤0.01% |
5,475
+335
| +7% | +$9.24K |
|
2699
Frontier Group Holdings
ULCC
$1.69B
| $154K | ﹤0.01% |
31,227
+209
| +0.7% | +$1.25K |
|
|
CLCO
2700
DELISTED
Cool Company
CLCO
| $154K | ﹤0.01% |
+13,168
| New | +$152K |
|
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.