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 | |
|---|---|---|---|---|---|---|
2801
Chunghwa Telecom
CHT
$32.8B
| $47.9K | ﹤0.01% |
1,240
| – | – |
|
2802
Hallador Energy
HNRG
$698M
| $47.4K | ﹤0.01% |
6,104
+4,291
| +237% | +$26.9K |
|
2803
Arbutus Biopharma
ABUS
$897M
| $47.1K | ﹤0.01% |
15,248
+2,940
| +24% | +$8.82K |
|
|
BAND
2804
Bandwidth Inc
BAND
$1.44B
| $46.9K | ﹤0.01% |
2,777
+721
| +35% | +$13.6K |
|
2805
Bowman Consulting
BWMN
$472M
| $46.8K | ﹤0.01% |
1,472
+330
| +29% | +$10.4K |
|
2806
LendingTree
TREE
$447M
| $46.7K | ﹤0.01% |
1,124
+164
| +17% | +$6.92K |
|
2807
Humacyte
HUMA
$191M
| $46.7K | ﹤0.01% |
9,735
+3,928
| +68% | +$20.4K |
|
2808
Corbus Pharmaceuticals
CRBP
$180M
| $46.5K | ﹤0.01% |
+1,028
| New | +$43.2K |
|
|
USAP
2809
DELISTED
Universal Stainless & Alloy
USAP
| $45.8K | ﹤0.01% |
+1,674
| New | +$49.4K |
|
2810
GCM Grosvenor
GCMG
$814M
| $44K | ﹤0.01% |
4,513
+104
| +2% | +$1K |
|
2811
Nano X Imaging
NNOX
$71M
| $43.5K | ﹤0.01% |
5,927
+1,803
| +44% | +$16K |
|
2812
Ocugen
OCGN
$420M
| $43.5K | ﹤0.01% |
+28,352
| New | +$44.2K |
|
2813
Innodata
INOD
$2.14B
| $43.5K | ﹤0.01% |
2,934
+25
| +0.9% | +$260 |
|
2814
Loar Holdings
LOAR
$6.79B
| $43.5K | ﹤0.01% |
+814
| New | +$44.1K |
|
|
NOAH
2815
Noah Holdings
NOAH
$594M
| $43.5K | ﹤0.01% |
4,503
| – | – |
|
2816
Foster
FSTR
$438M
| $42.9K | ﹤0.01% |
+1,990
| New | +$51.2K |
|
|
SMLR
2817
DELISTED
Semler Scientific
SMLR
| $42.8K | ﹤0.01% |
1,243
+748
| +151% | +$21.5K |
|
|
ZIMV
2818
DELISTED
ZimVie
ZIMV
| $42.5K | ﹤0.01% |
2,331
+247
| +12% | +$4.05K |
|
2819
Real Brokerage
REAX
$434M
| $42.5K | ﹤0.01% |
+10,535
| New | +$44.2K |
|
2820
Celcuity
CELC
$4.55B
| $41.8K | ﹤0.01% |
2,553
+1,060
| +71% | +$17.7K |
|
|
REFI
2821
Chicago Atlantic Real Estate Finance
REFI
$256M
| $41.4K | ﹤0.01% |
2,697
| – | – |
|
|
URG
2822
Ur-Energy
URG
$521M
| $41.2K | ﹤0.01% |
+29,747
| New | +$49.3K |
|
2823
Evolution Petroleum
EPM
$127M
| $40.6K | ﹤0.01% |
7,713
+4,349
| +129% | +$24.4K |
|
2824
Taysha Gene Therapies
TSHA
$1.82B
| $40.2K | ﹤0.01% |
+17,925
| New | +$52.2K |
|
|
ORC
2825
Orchid Island Capital
ORC
$1.28B
| $40K | ﹤0.01% |
4,792
+531
| +12% | +$4.51K |
|
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.