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 |
Canadian Pacific Kansas City
CP
|
+$511M |
| 2 |
Ferrari
RACE
|
+$308M |
| 3 |
Thomson Reuters
TRI
|
+$146M |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$127M |
| 5 |
Kenvue
KVUE
|
+$108M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$758M |
| 2 |
Apple
AAPL
|
+$685M |
| 3 |
Amazon
AMZN
|
+$375M |
| 4 |
NVIDIA
NVDA
|
+$320M |
| 5 |
Johnson & Johnson
JNJ
|
+$280M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 28.17% |
| 2 | Healthcare | 13.3% |
| 3 | Financials | 12.04% |
| 4 | Consumer Discretionary | 9.96% |
| 5 | Industrials | 7.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
NEWP
2826
New Pacific Metals
NEWP
$1.17B
| $102K | ﹤0.01% |
59,052
| – | – |
|
|
KC
2827
Kingsoft Cloud Holdings
KC
$3.69B
| $102K | ﹤0.01% |
20,552
-278,290
| -93% | -$1.58M |
|
2828
Janux Therapeutics
JANX
$967M
| $99.6K | ﹤0.01% |
9,881
-313
| -3% | -$3.61K |
|
2829
Butterfly Network
BFLY
$2.35B
| $98.5K | ﹤0.01% |
83,448
-2,693,507
| -97% | -$5.21M |
|
2830
Ascendis Pharma A/S
ASND
$16.8B
| $97.2K | ﹤0.01% |
+1,038
| New | +$97.1K |
|
2831
TMC The Metals Company
TMC
$1.98B
| $96.6K | ﹤0.01% |
+97,480
| New | +$140K |
|
|
SFE
2832
DELISTED
Safeguard Scientifics, Inc.
SFE
| $95.7K | ﹤0.01% |
95,711
| – | – |
|
2833
Compass Therapeutics
CMPX
$387M
| $92.3K | ﹤0.01% |
46,872
-19,627
| -30% | -$48.5K |
|
2834
Lexicon Pharmaceuticals
LXRX
$1.1B
| $91.2K | ﹤0.01% |
83,635
-19,946
| -19% | -$35K |
|
2835
Nordic American Tanker
NAT
$1.37B
| $88.6K | ﹤0.01% |
21,530
-1,713
| -7% | -$6.84K |
|
2836
Blink Charging
BLNK
$87.9M
| $88.6K | ﹤0.01% |
28,950
-15,381
| -35% | -$77.4K |
|
2837
Vuzix
VUZI
$224M
| $86.9K | ﹤0.01% |
23,935
-201
| -0.8% | -$891 |
|
|
VLD
2838
DELISTED
Velo3D, Inc.
VLD
| $85.9K | ﹤0.01% |
1,568
| – | – |
|
2839
SoundThinking
SSTI
$103M
| $84.6K | ﹤0.01% |
4,726
-2,365
| -33% | -$50.1K |
|
|
CUTR
2840
DELISTED
Cutera, Inc.
CUTR
| $78.7K | ﹤0.01% |
13,072
+5,447
| +71% | +$69.1K |
|
|
KLRS
2841
Kalaris Therapeutics
KLRS
$96.8M
| $78K | ﹤0.01% |
1,577
+72
| +5% | +$4.91K |
|
2842
AtaiBeckley Inc
ATAI
$2.68B
| $77.9K | ﹤0.01% |
60,360
-30,783
| -34% | -$52.7K |
|
2843
Maplebear
CART
$11.8B
| $74.3K | ﹤0.01% |
+2,500
| New | +$75.8K |
|
|
HDSN
2844
Hudson Technologies
HDSN
$235M
| $73.7K | ﹤0.01% |
5,542
-437
| -7% | -$4.72K |
|
|
FINV
2845
FinVolution Group
FINV
$1.15B
| $72.8K | ﹤0.01% |
14,625
| – | – |
|
|
ALLK
2846
DELISTED
Allakos
ALLK
| $69K | ﹤0.01% |
30,340
-8,107
| -21% | -$30.1K |
|
2847
SGHC Ltd
SGHC
$6.63B
| $68.7K | ﹤0.01% |
18,641
+15,566
| +506% | +$51.6K |
|
2848
Cipher Digital
CIFR
$7.13B
| $67.9K | ﹤0.01% |
29,126
+24,987
| +604% | +$84.4K |
|
2849
Apogee Therapeutics
APGE
$10.2B
| $67.7K | ﹤0.01% |
+3,180
| New | +$70.1K |
|
|
MRSN
2850
DELISTED
Mersana Therapeutics
MRSN
| $67.5K | ﹤0.01% |
2,126
-787
| -27% | -$37.4K |
|
Similar funds
Legal & General Group's Q3 2023 Portfolio in Review
As of Q3 2023, Legal & General Group held 3,456 positions worth $287B, down 6.8% from $307B the previous quarter. Its ten largest holdings account for 26% of the portfolio.
Legal & General Group withdrew a net $9.39B in Q3 2023, closing 45 positions and reducing 1,895 holdings. Its most notable exit was Life Storage, Inc., an estimated $90.2M position sold in full.
By sector, the portfolio is most concentrated in Technology at 28% of assets, down from 29% a quarter earlier, followed by Healthcare and Financials.
Against the trend, Legal & General Group opened a new position in Canadian Pacific Kansas City worth $481M.
- Legal & General Group's largest Q3 2023 buy was Canadian Pacific Kansas City: 6,445,694 shares worth $481M.
- Legal & General Group added most to Ferrari in Q3 2023, an estimated $308M increase.
- Legal & General Group's biggest Q3 2023 reduction was Microsoft, cutting an estimated $758M.
- Legal & General Group fully exited Life Storage, Inc. in Q3 2023, selling an estimated $90.2M.
- Legal & General Group's ten largest holdings make up 26% of its $287B portfolio in Q3 2023.
- Legal & General Group opened 51 new positions and closed 45 in Q3 2023.
- Legal & General Group's portfolio value fell 6.8% quarter-over-quarter to $287B.
Based on Legal & General Group's 13F filing for Q3 2023, filed 14 Nov 2023.