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 | |
|---|---|---|---|---|---|---|
2851
OneWater Marine
ONEW
$201M
| $66.1K | ﹤0.01% |
2,581
+1,507
| +140% | +$45K |
|
|
TIGR
2852
UP Fintech Holding
TIGR
$861M
| $65.9K | ﹤0.01% |
12,874
| – | – |
|
|
ORGN
2853
DELISTED
Origin Materials
ORGN
| $65.8K | ﹤0.01% |
1,714
-885
| -34% | -$69.5K |
|
2854
Ardmore Shipping
ASC
$683M
| $63.5K | ﹤0.01% |
4,877
-331
| -6% | -$4.26K |
|
2855
NVE Corp
NVEC
$609M
| $60.4K | ﹤0.01% |
735
+54
| +8% | +$4.54K |
|
2856
Rimini Street
RMNI
$471M
| $58.9K | ﹤0.01% |
26,791
-13,364
| -33% | -$40.6K |
|
|
PETQ
2857
DELISTED
PetIQ, Inc. Class A Common Stock
PETQ
| $58.9K | ﹤0.01% |
2,989
-442
| -13% | -$7.91K |
|
2858
ReNew
RNW
$2.25B
| $58K | ﹤0.01% |
10,677
+7,918
| +287% | +$46.7K |
|
|
NOAH
2859
Noah Holdings
NOAH
$603M
| $56.2K | ﹤0.01% |
4,503
| – | – |
|
|
INST
2860
DELISTED
Instructure Holdings, Inc.
INST
| $55.9K | ﹤0.01% |
2,200
-91
| -4% | -$2.36K |
|
2861
Coca-Cola Femsa
KOF
$23.2B
| $55K | ﹤0.01% |
700
| – | – |
|
2862
Teekay
TK
$985M
| $53.6K | ﹤0.01% |
8,684
-623
| -7% | -$3.98K |
|
2863
Sight Sciences
SGHT
$412M
| $53.2K | ﹤0.01% |
15,785
-9,314
| -37% | -$61.2K |
|
2864
Hippo Holdings
HIPO
$861M
| $51.5K | ﹤0.01% |
6,461
-3,302
| -34% | -$41.5K |
|
2865
Banco de Chile
BCH
$20.9B
| $49.4K | ﹤0.01% |
2,445
-3,363
| -58% | -$71.4K |
|
|
SRDX
2866
DELISTED
Surmodics
SRDX
| $49.3K | ﹤0.01% |
1,537
-117
| -7% | -$3.98K |
|
|
CMBM
2867
DELISTED
Cambium Networks
CMBM
| $48.9K | ﹤0.01% |
6,675
-3,152
| -32% | -$34.1K |
|
2868
Turkcell
TKC
$4.79B
| $48.8K | ﹤0.01% |
10,317
| – | – |
|
2869
Rush Street Interactive
RSI
$2.88B
| $48.3K | ﹤0.01% |
10,422
+37
| +0.4% | +$156 |
|
|
CANO
2870
DELISTED
Cano Health, Inc.
CANO
| $47.2K | ﹤0.01% |
1,862
+70
| +4% | +$5.75K |
|
2871
Costamare
CMRE
$1.77B
| $46.6K | ﹤0.01% |
4,847
-1,992
| -29% | -$20.3K |
|
2872
Cardlytics
CDLX
$21.5M
| $46.4K | ﹤0.01% |
281
-43
| -13% | -$5.59K |
|
|
MRNS
2873
DELISTED
Marinus Pharmaceuticals, Inc
MRNS
| $46.1K | ﹤0.01% |
5,724
-312
| -5% | -$2.6K |
|
2874
Enlight Renewable Energy
ENLT
$11.9B
| $45.7K | ﹤0.01% |
2,890
+2,676
| +1,250% | +$46.4K |
|
|
VNET
2875
VNET Group
VNET
$2.09B
| $45.4K | ﹤0.01% |
14,491
| – | – |
|
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.