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 | |
|---|---|---|---|---|---|---|
2851
BRC Inc
BRCC
$241M
| $34.5K | ﹤0.01% |
5,624
+1,210
| +27% | +$6.29K |
|
2852
CNB Financial Corp
CCNE
$1.04B
| $34.5K | ﹤0.01% |
1,689
| – | – |
|
2853
Esquire Financial Holdings
ESQ
$1.14B
| $34.5K | ﹤0.01% |
724
| – | – |
|
2854
Safe Bulkers
SB
$781M
| $34.4K | ﹤0.01% |
5,914
| – | – |
|
|
TERN
2855
DELISTED
Terns Pharmaceuticals
TERN
| $34.4K | ﹤0.01% |
5,054
-22,479
| -82% | -$136K |
|
2856
Playtika
PLTK
$1.25B
| $34.2K | ﹤0.01% |
+4,348
| New | +$34.5K |
|
|
SFIX
2857
Stitch Fix
SFIX
$538M
| $34.2K | ﹤0.01% |
8,234
-35,560
| -81% | -$96.3K |
|
2858
Aehr Test Systems
AEHR
$3.25B
| $34.1K | ﹤0.01% |
3,055
-24,064
| -89% | -$280K |
|
|
SAVE
2859
DELISTED
Spirit Airlines, Inc.
SAVE
| $33.5K | ﹤0.01% |
9,157
-24,325
| -73% | -$94.1K |
|
2860
Xeris Biopharma Holdings
XERS
$1.27B
| $33.5K | ﹤0.01% |
14,870
+323
| +2% | +$651 |
|
2861
Savers
SVV
$1.68B
| $33.4K | ﹤0.01% |
2,727
+249
| +10% | +$3.72K |
|
|
CTO
2862
CTO Realty Growth
CTO
$817M
| $33.2K | ﹤0.01% |
1,899
| – | – |
|
2863
Northeast Bank
NBN
$1.14B
| $32.7K | ﹤0.01% |
540
| – | – |
|
2864
Greenlight Captial
GLRE
$511M
| $32.3K | ﹤0.01% |
2,464
+349
| +17% | +$4.45K |
|
2865
Prime Medicine
PRME
$533M
| $32.3K | ﹤0.01% |
6,279
+1,943
| +45% | +$11.8K |
|
2866
Ternium
TX
$10.2B
| $32.1K | ﹤0.01% |
854
-918
| -52% | -$37.9K |
|
2867
Bit Digital
BTBT
$475M
| $32K | ﹤0.01% |
10,073
+2,223
| +28% | +$5.43K |
|
|
LOVE
2868
LoveSac
LOVE
$252M
| $31.9K | ﹤0.01% |
1,411
-98
| -6% | -$2.37K |
|
|
HSHP
2869
Himalaya Shipping
HSHP
$732M
| $31.3K | ﹤0.01% |
3,445
+1,014
| +42% | +$8.6K |
|
|
FFIC
2870
DELISTED
Flushing Financial
FFIC
| $31.2K | ﹤0.01% |
2,372
-14,495
| -86% | -$177K |
|
2871
Carter Bankshares
CARE
$751M
| $31K | ﹤0.01% |
2,047
| – | – |
|
2872
SmartFinancial
SMBK
$901M
| $30.7K | ﹤0.01% |
1,297
-8,064
| -86% | -$174K |
|
2873
Climb Global Solutions
CLMB
$513M
| $30.5K | ﹤0.01% |
1,944
+436
| +29% | +$6.61K |
|
2874
Limoneira
LMNR
$249M
| $30.5K | ﹤0.01% |
1,466
| – | – |
|
|
VNET
2875
VNET Group
VNET
$2B
| $30.4K | ﹤0.01% |
14,491
| – | – |
|
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.