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 | |
|---|---|---|---|---|---|---|
2751
Turkcell
TKC
$4.78B
| $78K | ﹤0.01% |
10,317
| – | – |
|
2752
Voyager Therapeutics
VYGR
$199M
| $77.9K | ﹤0.01% |
9,851
+4,941
| +101% | +$41.4K |
|
|
INST
2753
DELISTED
Instructure Holdings, Inc.
INST
| $77.9K | ﹤0.01% |
3,327
+1,222
| +58% | +$26K |
|
2754
Vista Energy
VIST
$7.3B
| $77.6K | ﹤0.01% |
1,707
| – | – |
|
|
IRBT
2755
DELISTED
iRobot
IRBT
| $77.4K | ﹤0.01% |
8,495
-23,609
| -74% | -$217K |
|
2756
SGHC Ltd
SGHC
$6.62B
| $77.1K | ﹤0.01% |
23,860
+2,126
| +10% | +$7.17K |
|
|
KALV
2757
DELISTED
KalVista Pharmaceuticals
KALV
| $75.2K | ﹤0.01% |
6,380
+3,784
| +146% | +$44.2K |
|
|
VIVO
2758
VivoPower PLC
VIVO
$121M
| $74.1K | ﹤0.01% |
+53,017
| New | +$172K |
|
2759
Teekay
TK
$966M
| $73.1K | ﹤0.01% |
8,152
-3,989
| -33% | -$33.6K |
|
2760
Harrow
HROW
$1.53B
| $71.6K | ﹤0.01% |
3,426
-21,115
| -86% | -$316K |
|
|
SHCO
2761
DELISTED
Soho House & Co
SHCO
| $71.1K | ﹤0.01% |
13,397
-6,953
| -34% | -$37.2K |
|
|
MTAL
2762
DELISTED
Metals Acquisition
MTAL
| $68.7K | ﹤0.01% |
+4,983
| New | +$67.4K |
|
|
ARIS
2763
DELISTED
Aris Water Solutions
ARIS
| $65.6K | ﹤0.01% |
4,185
+1,729
| +70% | +$25.9K |
|
2764
NVE Corp
NVEC
$622M
| $64.3K | ﹤0.01% |
861
-80
| -9% | -$6.27K |
|
2765
Annexon
ANNX
$895M
| $62K | ﹤0.01% |
12,663
+7,157
| +130% | +$37K |
|
2766
ICICI Bank
IBN
$108B
| $61.6K | ﹤0.01% |
2,137
| – | – |
|
2767
Build-A-Bear
BBW
$451M
| $61.2K | ﹤0.01% |
2,422
+1,101
| +83% | +$31K |
|
2768
UroGen Pharma
URGN
$2.32B
| $60.6K | ﹤0.01% |
3,614
+829
| +30% | +$11.8K |
|
2769
Applied Digital
APLD
$8.23B
| $60.5K | ﹤0.01% |
10,168
-58,373
| -85% | -$226K |
|
2770
Coca-Cola Femsa
KOF
$23.4B
| $60.1K | ﹤0.01% |
700
| – | – |
|
2771
Blend Labs
BLND
$419M
| $60K | ﹤0.01% |
+25,553
| New | +$67.7K |
|
2772
Larimar Therapeutics
LRMR
$429M
| $59.4K | ﹤0.01% |
8,199
+6,094
| +290% | +$46.7K |
|
2773
Willdan Group
WLDN
$1.22B
| $59.3K | ﹤0.01% |
2,055
+1,079
| +111% | +$32.2K |
|
2774
Monte Rosa Therapeutics
GLUE
$1.35B
| $59.1K | ﹤0.01% |
15,803
| – | – |
|
|
HUYA
2775
Huya Inc
HUYA
$563M
| $58.6K | ﹤0.01% |
14,836
| – | – |
|
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.