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 | |
|---|---|---|---|---|---|---|
2726
Costamare
CMRE
$1.77B
| $110K | ﹤0.01% |
7,009
+922
| +15% | +$13.3K |
|
|
NKLA
2727
DELISTED
Nikola Corporation Common Stock
NKLA
| $105K | ﹤0.01% |
22,905
-24,315
| -51% | -$180K |
|
|
FINV
2728
FinVolution Group
FINV
$1.15B
| $104K | ﹤0.01% |
16,792
| – | – |
|
2729
Build-A-Bear
BBW
$462M
| $103K | ﹤0.01% |
3,010
+588
| +24% | +$16.6K |
|
2730
James Hardie Industries
JHX
$17.5B
| $102K | ﹤0.01% |
2,550
| – | – |
|
|
SRDX
2731
DELISTED
Surmodics
SRDX
| $99.7K | ﹤0.01% |
2,572
+439
| +21% | +$17.8K |
|
|
SHCO
2732
DELISTED
Soho House & Co
SHCO
| $98.1K | ﹤0.01% |
19,234
+5,837
| +44% | +$32K |
|
2733
Braskem
BAK
$913M
| $97.8K | ﹤0.01% |
13,331
| – | – |
|
2734
VTEX
VTEX
$713M
| $97.3K | ﹤0.01% |
+13,143
| New | +$91.4K |
|
2735
BRC Group Holdings
RILY
$289M
| $94.9K | ﹤0.01% |
18,072
-28,615
| -61% | -$317K |
|
2736
Ardagh Metal Packaging
AMBP
$3.01B
| $91.5K | ﹤0.01% |
24,275
+913
| +4% | +$3.23K |
|
2737
Teekay
TK
$985M
| $91.4K | ﹤0.01% |
9,938
+1,786
| +22% | +$14.8K |
|
2738
Monte Rosa Therapeutics
GLUE
$1.35B
| $87.8K | ﹤0.01% |
16,559
+756
| +5% | +$3.82K |
|
2739
NVE Corp
NVEC
$609M
| $87.4K | ﹤0.01% |
1,094
+233
| +27% | +$18.5K |
|
2740
SGHC Ltd
SGHC
$6.63B
| $85.5K | ﹤0.01% |
23,569
-291
| -1% | -$1K |
|
2741
Willdan Group
WLDN
$1.3B
| $84.2K | ﹤0.01% |
2,055
| – | – |
|
2742
Annexon
ANNX
$886M
| $82.1K | ﹤0.01% |
13,870
+1,207
| +10% | +$7.16K |
|
|
INST
2743
DELISTED
Instructure Holdings, Inc.
INST
| $81.3K | ﹤0.01% |
3,456
+129
| +4% | +$3.04K |
|
2744
Loar Holdings
LOAR
$6.64B
| $78.3K | ﹤0.01% |
1,049
+235
| +29% | +$15.6K |
|
|
IRBT
2745
DELISTED
iRobot
IRBT
| $77.2K | ﹤0.01% |
8,886
+391
| +5% | +$3.39K |
|
|
KALV
2746
DELISTED
KalVista Pharmaceuticals
KALV
| $77.1K | ﹤0.01% |
6,650
+270
| +4% | +$3.4K |
|
2747
Anika Therapeutics
ANIK
$287M
| $76.9K | ﹤0.01% |
3,114
+1,091
| +54% | +$28.3K |
|
2748
OraSure Technologies
OSUR
$279M
| $76.2K | ﹤0.01% |
17,856
-70,166
| -80% | -$301K |
|
|
HUYA
2749
Huya Inc
HUYA
$558M
| $75.7K | ﹤0.01% |
14,836
| – | – |
|
2750
Vista Energy
VIST
$7.32B
| $75.4K | ﹤0.01% |
1,707
| – | – |
|
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.