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 | |
|---|---|---|---|---|---|---|
|
OKLO
2801
Oklo
OKLO
$8.42B
| $46.3K | ﹤0.01% |
+5,717
| New | +$43.1K |
|
2802
CNB Financial Corp
CCNE
$1.03B
| $46K | ﹤0.01% |
1,911
+222
| +13% | +$5.17K |
|
2803
Carriage Services
CSV
$569M
| $44.9K | ﹤0.01% |
1,367
-53
| -4% | -$1.64K |
|
2804
Adtran
ADTN
$616M
| $44.3K | ﹤0.01% |
7,476
-31,146
| -81% | -$173K |
|
|
LOVE
2805
LoveSac
LOVE
$261M
| $43.7K | ﹤0.01% |
1,524
+113
| +8% | +$2.82K |
|
|
HTB
2806
HomeTrust Bancshares
HTB
$848M
| $43.6K | ﹤0.01% |
1,280
| – | – |
|
|
AIOT
2807
PowerFleet Inc
AIOT
$592M
| $43.5K | ﹤0.01% |
8,709
+900
| +12% | +$4.28K |
|
2808
SmartFinancial
SMBK
$888M
| $43K | ﹤0.01% |
1,477
+180
| +14% | +$4.96K |
|
2809
Neurogene
NGNE
$712M
| $42.9K | ﹤0.01% |
1,022
| – | – |
|
|
TUYA
2810
Tuya Inc
TUYA
$1.1B
| $42.7K | ﹤0.01% |
25,908
-228,823
| -90% | -$349K |
|
2811
National CineMedia
NCMI
$378M
| $42.6K | ﹤0.01% |
6,042
| – | – |
|
2812
Bioventus
BVS
$1.19B
| $42.6K | ﹤0.01% |
3,561
| – | – |
|
2813
Celcuity
CELC
$4.52B
| $42.5K | ﹤0.01% |
2,853
+300
| +12% | +$4.95K |
|
|
URG
2814
Ur-Energy
URG
$556M
| $42.4K | ﹤0.01% |
35,640
+5,893
| +20% | +$7.04K |
|
|
TERN
2815
DELISTED
Terns Pharmaceuticals
TERN
| $42.3K | ﹤0.01% |
5,077
+23
| +0.5% | +$189 |
|
|
SEZL
2816
Sezzle
SEZL
$3.97B
| $42.3K | ﹤0.01% |
1,488
-36
| -2% | -$700 |
|
2817
ASE Group
ASX
$82.2B
| $42.2K | ﹤0.01% |
4,323
| – | – |
|
2818
Anavex Life Sciences
AVXL
$310M
| $41.9K | ﹤0.01% |
7,372
+772
| +12% | +$4.45K |
|
2819
Aehr Test Systems
AEHR
$3.36B
| $41.8K | ﹤0.01% |
3,250
+195
| +6% | +$2.82K |
|
2820
Capricor Therapeutics
CAPR
$237M
| $41.4K | ﹤0.01% |
2,725
| – | – |
|
2821
Mid Penn Bancorp
MPB
$952M
| $41.3K | ﹤0.01% |
1,384
+199
| +17% | +$5.44K |
|
2822
Evolution Petroleum
EPM
$131M
| $41K | ﹤0.01% |
7,713
| – | – |
|
|
PPTA
2823
Perpetua Resources
PPTA
$3.09B
| $40.9K | ﹤0.01% |
4,369
-116
| -3% | -$861 |
|
2824
Getty Images
GETY
$183M
| $40.8K | ﹤0.01% |
10,723
-270
| -2% | -$952 |
|
2825
Arrow Financial
AROW
$652M
| $40.8K | ﹤0.01% |
1,423
| – | – |
|
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.