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 | |
|---|---|---|---|---|---|---|
2701
Fomento Económico Mexicano
FMX
$41.7B
| $156K | ﹤0.01% |
1,575
| – | – |
|
2702
Holley
HLLY
$384M
| $154K | ﹤0.01% |
52,108
| – | – |
|
2703
Omega Flex
OFLX
$312M
| $150K | ﹤0.01% |
2,999
-176
| -6% | -$8.67K |
|
|
CLCO
2704
DELISTED
Cool Company
CLCO
| $149K | ﹤0.01% |
13,168
| – | – |
|
|
PARAA
2705
DELISTED
Paramount Global Class A
PARAA
| $148K | ﹤0.01% |
6,774
+6,229
| +1,143% | +$138K |
|
|
DESP
2706
DELISTED
Despegar.com
DESP
| $144K | ﹤0.01% |
11,611
+2,774
| +31% | +$33.4K |
|
2707
Ramaco Resources Class A
METC
$649M
| $140K | ﹤0.01% |
12,331
-89
| -0.7% | -$1.06K |
|
|
EB
2708
DELISTED
Eventbrite
EB
| $139K | ﹤0.01% |
50,985
-21,990
| -30% | -$83.7K |
|
2709
Birkenstock
BIRK
$7.07B
| $139K | ﹤0.01% |
2,811
-6,394
| -69% | -$348K |
|
|
TWFG
2710
TWFG Inc
TWFG
$378M
| $136K | ﹤0.01% |
+5,000
| New | +$130K |
|
|
TRML
2711
DELISTED
Tourmaline Bio
TRML
| $134K | ﹤0.01% |
5,193
-14,031
| -73% | -$234K |
|
|
FARO
2712
DELISTED
Faro Technologies
FARO
| $132K | ﹤0.01% |
6,887
+1,298
| +23% | +$21.9K |
|
|
OBE
2713
Obsidian Energy
OBE
$662M
| $129K | ﹤0.01% |
23,179
| – | – |
|
|
MBX
2714
MBX Biosciences
MBX
$3.27B
| $128K | ﹤0.01% |
+5,000
| New | +$114K |
|
2715
Neumora Therapeutics
NMRA
$302M
| $126K | ﹤0.01% |
9,553
+249
| +3% | +$2.9K |
|
2716
Ubiquiti
UI
$34.3B
| $124K | ﹤0.01% |
560
-10,243
| -95% | -$1.87M |
|
|
WAY
2717
Waystar Holding Corp
WAY
$4.65B
| $124K | ﹤0.01% |
4,441
-30,559
| -87% | -$754K |
|
2718
Bitdeer Technologies
BTDR
$2.65B
| $123K | ﹤0.01% |
+15,651
| New | +$130K |
|
2719
Nordic American Tanker
NAT
$1.37B
| $123K | ﹤0.01% |
33,362
+9,124
| +38% | +$33.5K |
|
2720
Ardmore Shipping
ASC
$683M
| $122K | ﹤0.01% |
6,758
+1,767
| +35% | +$34.1K |
|
|
EU
2721
enCore Energy
EU
$243M
| $121K | ﹤0.01% |
29,993
+4,961
| +20% | +$18.4K |
|
2722
U-Haul Holding Co
UHAL
$14.6B
| $119K | ﹤0.01% |
1,530
-420
| -22% | -$28.7K |
|
|
VISN
2723
Vistance Networks Inc
VISN
$2.52B
| $115K | ﹤0.01% |
18,833
+901
| +5% | +$3.09K |
|
2724
Banco Santander Chile
BSAC
$16.6B
| $114K | ﹤0.01% |
5,507
| – | – |
|
2725
PLDT
PHI
$4.33B
| $113K | ﹤0.01% |
4,220
| – | – |
|
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.