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 | |
|---|---|---|---|---|---|---|
|
LUNA
2826
DELISTED
Luna Innovations Incorporated
LUNA
| $39.7K | ﹤0.01% |
12,396
-3,398
| -22% | -$10.1K |
|
|
OSG
2827
DELISTED
Overseas Shipholding Group Inc.
OSG
| $38.7K | ﹤0.01% |
4,567
| – | – |
|
|
ESPR
2828
DELISTED
Esperion Therapeutics
ESPR
| $38.7K | ﹤0.01% |
+17,541
| New | +$41.3K |
|
2829
Ouster
OUST
$3.07B
| $38.5K | ﹤0.01% |
+3,919
| New | +$39.6K |
|
|
HTB
2830
HomeTrust Bancshares
HTB
$863M
| $38.4K | ﹤0.01% |
1,280
-64
| -5% | -$1.72K |
|
2831
Peoples Financial Services
PFIS
$716M
| $38.3K | ﹤0.01% |
841
+239
| +40% | +$9.36K |
|
2832
Cardlytics
CDLX
$20.7M
| $38.1K | ﹤0.01% |
464
+153
| +49% | +$16.5K |
|
2833
Carriage Services
CSV
$587M
| $38.1K | ﹤0.01% |
1,420
-14,045
| -91% | -$369K |
|
2834
Fulcrum Therapeutics
FULC
$288M
| $37.3K | ﹤0.01% |
+6,000
| New | +$45.5K |
|
2835
Neurogene
NGNE
$710M
| $37.2K | ﹤0.01% |
+1,022
| New | +$36K |
|
2836
Arrow Financial
AROW
$661M
| $37.1K | ﹤0.01% |
1,423
+225
| +19% | +$5.39K |
|
|
CTNM
2837
Contineum Therapeutics
CTNM
$577M
| $36.6K | ﹤0.01% |
+2,087
| New | +$33.6K |
|
2838
Heron Therapeutics
HRTX
$94.5M
| $36.5K | ﹤0.01% |
10,432
-211
| -2% | -$648 |
|
|
SHYF
2839
DELISTED
The Shyft Group
SHYF
| $36.3K | ﹤0.01% |
3,060
-32,170
| -91% | -$387K |
|
2840
CervoMed
CRVO
$25.6M
| $36.2K | ﹤0.01% |
+2,114
| New | +$46.2K |
|
2841
Tyra Biosciences
TYRA
$1.61B
| $36K | ﹤0.01% |
2,249
+984
| +78% | +$16.9K |
|
|
HOLI
2842
DELISTED
Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island)
HOLI
| $35.9K | ﹤0.01% |
1,661
| – | – |
|
2843
Getty Images
GETY
$185M
| $35.8K | ﹤0.01% |
+10,993
| New | +$41K |
|
2844
Adaptive Biotechnologies
ADPT
$3.75B
| $35.6K | ﹤0.01% |
9,821
-93,095
| -90% | -$295K |
|
|
MCBC
2845
DELISTED
Macatawa Bank Corp
MCBC
| $35.5K | ﹤0.01% |
2,431
+311
| +15% | +$4.15K |
|
|
AIOT
2846
PowerFleet Inc
AIOT
$554M
| $35.5K | ﹤0.01% |
+7,809
| New | +$37.1K |
|
|
OPRA
2847
Opera Ltd
OPRA
$1.75B
| $35.1K | ﹤0.01% |
2,497
+1,426
| +133% | +$20.3K |
|
2848
Grindr
GRND
$3.05B
| $35K | ﹤0.01% |
2,857
-4,298
| -60% | -$42.9K |
|
2849
Cerus
CERS
$468M
| $34.9K | ﹤0.01% |
19,832
+438
| +2% | +$783 |
|
2850
Inter&Co
INTR
$2.53B
| $34.7K | ﹤0.01% |
+5,650
| New | +$32.5K |
|
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.