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 | |
|---|---|---|---|---|---|---|
2776
Hallador Energy
HNRG
$696M
| $57.6K | ﹤0.01% |
6,104
| – | – |
|
|
TBCH
2777
Turtle Beach Corp
TBCH
$277M
| $56.7K | ﹤0.01% |
3,699
+281
| +8% | +$4.1K |
|
|
CUK
2778
DELISTED
Carnival PLC
CUK
| $55.9K | ﹤0.01% |
3,355
-7,159
| -68% | -$111K |
|
|
NOAH
2779
Noah Holdings
NOAH
$603M
| $55.5K | ﹤0.01% |
4,503
| – | – |
|
2780
Adaptive Biotechnologies
ADPT
$3.97B
| $55.5K | ﹤0.01% |
10,832
+1,011
| +10% | +$4.41K |
|
2781
Afya
AFYA
$1.27B
| $54.8K | ﹤0.01% |
3,208
+2,870
| +849% | +$49.8K |
|
|
VIVO
2782
VivoPower PLC
VIVO
$124M
| $53.8K | ﹤0.01% |
53,017
| – | – |
|
2783
Criteo S.A. Ordinary Shares
CRTO
$923M
| $53.5K | ﹤0.01% |
1,329
| – | – |
|
2784
Spok Holdings
SPOK
$241M
| $52.9K | ﹤0.01% |
3,515
| – | – |
|
2785
Larimar Therapeutics
LRMR
$432M
| $52.8K | ﹤0.01% |
8,059
-140
| -2% | -$1.13K |
|
2786
Esquire Financial Holdings
ESQ
$1.14B
| $52.4K | ﹤0.01% |
803
+79
| +11% | +$4.56K |
|
2787
Rayonier Advanced Materials
RYAM
$610M
| $52K | ﹤0.01% |
6,072
+763
| +14% | +$5.29K |
|
2788
Innodata
INOD
$2.04B
| $51.7K | ﹤0.01% |
3,085
+151
| +5% | +$2.54K |
|
2789
Playtika
PLTK
$1.12B
| $51.7K | ﹤0.01% |
6,520
+2,172
| +50% | +$16.3K |
|
2790
LanzaTech
LNZA
$69.8M
| $51.4K | ﹤0.01% |
269
| – | – |
|
2791
GCM Grosvenor
GCMG
$820M
| $51.1K | ﹤0.01% |
4,513
| – | – |
|
2792
Talkspace
TALK
$874M
| $50.9K | ﹤0.01% |
24,337
-476
| -2% | -$928 |
|
|
AGS
2793
DELISTED
PlayAGS
AGS
| $50.3K | ﹤0.01% |
4,416
-113
| -2% | -$1.28K |
|
2794
Chunghwa Telecom
CHT
$33B
| $49.2K | ﹤0.01% |
1,240
| – | – |
|
2795
CorMedix
CRMD
$584M
| $49K | ﹤0.01% |
6,068
-83
| -1% | -$449 |
|
2796
Immersion
IMMR
$252M
| $48.9K | ﹤0.01% |
5,485
| – | – |
|
|
ORC
2797
Orchid Island Capital
ORC
$1.31B
| $48.5K | ﹤0.01% |
5,895
+1,103
| +23% | +$9.09K |
|
2798
Climb Global Solutions
CLMB
$519M
| $48.4K | ﹤0.01% |
1,944
| – | – |
|
|
BAND
2799
Bandwidth Inc
BAND
$1.61B
| $47.6K | ﹤0.01% |
2,720
-57
| -2% | -$1.01K |
|
2800
Northeast Bank
NBN
$1.14B
| $47.1K | ﹤0.01% |
611
+71
| +13% | +$4.82K |
|
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.